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
W••••• P•••••• P••••••••• I•• • P•••••• P•••
Corporate pensionSauk Village, IL
Assets
$18.5M
Total assets, Dec 31, 2024 reported
Funded
85.8%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
1
none on the tape
Plan sponsor: W••••• P•••••• P•••••••• I•••
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
- Common/collective trusts 100.0%
Consultants and advisers
2 firms
- T•• V••••••• G•••• Trusteethrough Dec 31, 2022 Form 5500
- M••••• Actuarythrough Dec 31, 2022 Form 5500
People
No investment staff or executives have been read for this allocator yet.
Manager roster
1 managers on the commitment tape
From the plan’s own commitment disclosures
- F••••••• I••••••••• A•••• M•••1 rows, latest Dec 31, 2024
Commitments
1 rows, 0 dated closings
Disclosed holdings (from the plan’s performance or holdings report, as of the report date)
| Date | Fund | Manager | Bucket | Amount | Vintage | Status | Source |
|---|---|---|---|---|---|---|---|
| as of Dec 31, 2024 | F••• P•••••• J••• 6••••collective trust | F••••••• I••••••••• A•••• M••• | Pooled vehicles | $18.5M held | Disclosed holding | askebsa.dol.gov |
Size and funding
33 readings
Investment management fees
$82,616 (2023-12) · $79,936 (2022-12)
Form 5500 filings
3 plan years
| Plan year | Participants | Assets (SB market) | Funding target | FTAP | Total assets (H) | Partnerships / JV | Master trust | Real estate |
|---|---|---|---|---|---|---|---|---|
| 2024 to Dec 31, 2024 | 120 | $17.4M | $21.2M | 85.8% | $18.5M | n/a | n/a | n/a |
| 2023 to Dec 31, 2023 | 254 | $27.6M | $33.0M | 89.6% | $17.4M | n/a | n/a | n/a |
| 2022 to Dec 31, 2022 | 258 | $38.3M | $31.8M | 110.5% | $27.6M | n/a | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- M••••• codes 11 50 $111,566 PY2024
- T•• V••••••• G•••• codes 15 21 26 50 $103,490 PY2024
- Grant Thornton LLP codes 10 50 $6,500 PY2024
- Grant Thornton Advisors LLC codes 10 50 $5,500 PY2024
- F••• Pen J••• 60/40 Cp -a Sched. D C $18.5M PY2024
- M••••• codes 11 PY2024
- M••••• codes 11 50 $199,567 PY2023
- T•• V••••••• G•••• codes 15 21 26 50 $82,615 PY2023
- M••••• codes 11 PY2023
- T•• V••••••• G•••• codes 21 $79,936 PY2022
- M••••• Human Services codes 11 $70,071 PY2022
- Joseph L Whitaker CPA LLC codes 10 $21,200 PY2022
- M••••• codes 11 PY2022
What changed
5 events
- Jan 1, 2024Funded status changedW••••• P•••••• P••••••••• I•• • P•••••• P••• funded ratio 89.6% -> 85.8% (2023-01-01 to 2024-01-01)
- Jan 1, 2024Assets changedW••••• P•••••• P••••••••• I•• • P•••••• P••• plan assets $28M -> $17M (-37.1%, 2023-01-01 to 2024-01-01)
- Dec 31, 2023Assets changedW••••• P•••••• P••••••••• I•• • P•••••• P••• total assets $28M -> $17M (-37.1%, 2022-12-31 to 2023-12-31)
- Jan 1, 2023Funded status changedW••••• P•••••• P••••••••• I•• • P•••••• P••• funded ratio 110.5% -> 89.6% (2022-01-01 to 2023-01-01)
- Jan 1, 2023Assets changedW••••• P•••••• P••••••••• I•• • P•••••• P••• plan assets $38M -> $28M (-27.9%, 2022-01-01 to 2023-01-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 362602087-001
Cross-graph: no entry on another DFX graph
First observed Sep 15, 2026, last observed Sep 15, 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.