DFX Intelligence
Allocator Intelligence
The capital-owner graph behind private markets. Who owns the capital, who decides, how much, under what policy, on whose advice, to which managers, and what changed, with a source and a date behind every row. A target is never an actual, a disclosed holding is never an approval, and an estimate says so.
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Corporate pension
T•• S•••• I••••••••• B••••••••• • B••••••••• P•••••• P•••
Corporate pensionCleveland, OH
Assets
$3.6M
Total assets, May 31, 2025 reported
Funded
80.0%
Jun 1, 2024
Private markets target
n/a
policy May 31, 2025
Commitments
0
none on the tape
Plan sponsor: S•••• I••••••••• I•••
Allocation policy
Form 5500, as of May 31, 2025
Actual allocation lines without a target (as filed)
- Interest-bearing cash 0.8%
- Registered investment companies 99.2%
Consultants and advisers
3 firms
- P••• Q••••••••• S•••••••• L•• Investment adviser (plan)through May 31, 2023 Form 5500
- U•• C••••••••• G•••• Investment adviser (plan)Actuarythrough May 31, 2023 Form 5500
- M••••• T•••• C•••••• Trusteethrough May 31, 2025 Form 5500
People
No investment staff or executives have been read for this allocator yet.
Manager roster
No manager relationship is on the tape for this allocator.
Commitments
No fund commitments are on the tape for this allocator. The tape holds the plans that publish their own private-markets reports; a plan that publishes one and is not here is a gap we can close.
Size and funding
31 readings
Contributions
Net investment income
$-212,724 (2024-05) · $-710,704 (2023-05)
Investment management fees
$141,375 (2024-05) · $55,189 (2023-05)
Form 5500 filings
3 plan years
| Plan year | Participants | Assets (SB market) | Funding target | FTAP | Total assets (H) | Partnerships / JV | Master trust | Real estate |
|---|---|---|---|---|---|---|---|---|
| 2025 to May 31, 2023 | 168 | $4.5M | $4.8M | 80.0% | $3.8M | n/a | n/a | n/a |
| 2024 to May 31, 2025 | 154 | $3.7M | $4.6M | 80.0% | $3.6M | n/a | n/a | n/a |
| 2023 to May 31, 2024 | 159 | $3.8M | $4.7M | 80.0% | $3.6M | n/a | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- P••• Q••••••••• S••••••••, LLC codes 27 50 $19,694 PY2025
- Findley Davies, Inc. codes 27 50 $10,160 PY2025
- P••• Quant S•••••••• S&p 500 Sched. D P PY2025
- P••• Quant S•••••••• US Core Sched. D P PY2025
- P••• Quant S•••••••• Value Eq Sched. D P PY2025
- Privest Sched. D P PY2025
- Short Term Sched. D P PY2025
- Jennison Growth Equity Fund Sched. D C PY2025
- Jennison U.S. Small Cap Equity Sched. D C PY2025
- P••• Quant S•••••••• Midcap Sched. D P PY2025
- PRU Emerging Mkt Debt Fund Sched. D C PY2025
- PRU Inflation Protected Sec Sched. D C PY2025
- Prudential Core Bond Fund Sched. D C PY2025
- Prudential Core Conserv Bond Sched. D C PY2025
- Prudential High Yield Fund Sched. D C PY2025
- PRU Core Conserv Int Bd Fd Sched. D C PY2025
- U•• C••••••••• G•••• codes 11 PY2025
- M••••• T•••• C•••••• codes 21 $21,909 PY2024
- U•• C••••••••• G•••• codes 11 $15,448 PY2024
- U•• C••••••••• G•••• codes 11 PY2024
- U•• C••••••••• G•••• codes 11 PY2023
What changed
3 events
- Dec 31, 2025Consultant changedinferenceFindley Davies, Inc. appears on T•• S•••• I••••••••• B••••••••• • B••••••••• P•••••• P•••'s Schedule C as investment adviser (plan) (plan year 2025 vs 2024)with U•• C••••••••• G••••askebsa.dol.gov
- Dec 31, 2025Consultant changedinferenceP••• Q••••••••• S••••••••, LLC appears on T•• S•••• I••••••••• B••••••••• • B••••••••• P•••••• P•••'s Schedule C as investment adviser (plan) (plan year 2025 vs 2024)with P••• Q••••••••• S•••••••• L••askebsa.dol.gov
- Jun 1, 2023Assets changedT•• S•••• I••••••••• B••••••••• • B••••••••• P•••••• P••• plan assets $5M -> $4M (-16.1%, 2022-06-01 to 2023-06-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 340553950-003
Cross-graph: no entry on another DFX graph
First observed Sep 15, 2026, last observed Sep 16, 2026. Classification confirmed. Every row above carries its source; a reported figure is the subject’s own, a derived one is arithmetic on reported figures, an estimated one is a model or a survey imputation and is never summed into a headline.