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
A••••••••• R••••••• H••••••••• I••• A••••••••• R••••••••• P•••
Corporate pensionHazard, KY
Assets
$53.0M
Total assets, Jun 30, 2025 reported
Funded
91.2%
Jul 1, 2024
Private markets target
n/a
policy Jun 30, 2025
Commitments
3
none on the tape
Plan sponsor: A••••••••• R••••••• H••••••••• I••
Allocation policy
Form 5500, as of Jun 30, 2025
Actual allocation lines without a target (as filed)
- Interest-bearing cash 2.1%
- Non-interest-bearing cash 1.3%
- Insurance company general account 1.6%
- Other investments 73.8%
- Common/c••••••••• trusts 2.3%
- Registered investment companies 18.9%
Consultants and advisers
3 firms
- T••••••••• R••••••••• S•••••••• Actuarythrough Jun 30, 2023 Form 5500
- A•• Actuarythrough Jun 30, 2023 Form 5500
- A•• C••••••••• I••• Actuarythrough Jun 30, 2023 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
- T•••••••••3 rows, latest Jun 30, 2025
Commitments
3 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 Jun 30, 2025 | T••••••••• C••••••••• T•••• F••••c••••••••• trust | T••••••••• | Pooled vehicles | $1.2M held | Disclosed holding | askebsa.dol.gov | |
| as of Jun 30, 2024 | T••••••••• C••••••••• T•••• F••••c••••••••• trust | T••••••••• | Pooled vehicles | $1.3M held | Disclosed holding | askebsa.dol.gov | |
| as of Jun 30, 2023 | T••••••••• C••••••••• T•••• F••••c••••••••• trust | T••••••••• | Pooled vehicles | $1.4M held | Disclosed holding | askebsa.dol.gov |
Size and funding
30 readings
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 Jun 30, 2025 | 1,010 | $51.7M | $50.8M | 91.2% | $53.0M | n/a | n/a | n/a |
| 2023 to Jun 30, 2024 | 1,030 | $50.1M | $53.1M | 90.3% | $51.7M | n/a | n/a | n/a |
| 2022 to Jun 30, 2023 | 1,050 | $49.1M | $52.7M | 90.2% | $50.1M | n/a | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- Charles Schwab Bank codes 15 50 $86,964 PY2024
- T••••••••• R••••••••• S•••••••• codes 11 12 15 28 38 50 59 61 62 63 64 $46,328 PY2024
- A•• C••••••••• I••• codes 11 15 38 50 64 $41,463 PY2024
- T••••••••• C••••••••• T•••• F•••• Sched. D C $1.2M PY2024
- A•• C••••••••• I••• codes 11 PY2024
- Charles Schwab Bank codes 15 50 $55,130 PY2023
- A•• C••••••••• I••• codes 11 15 38 50 64 $51,938 PY2023
- T••••••••• R••••••••• S•••••••• codes 11 12 15 28 38 50 59 61 62 63 64 $44,407 PY2023
- T••••••••• C••••••••• T•••• F•••• Sched. D C $1.3M PY2023
- A•• C••••••••• I••• codes 11 PY2023
- A•• C••••••••• I••• codes 11 15 38 50 64 $53,835 PY2022
- T••••••••• R••••••••• S•••••••• codes 11 12 15 28 38 50 59 61 62 63 64 $44,739 PY2022
- Charles Schwab Bank codes 15 50 $39,085 PY2022
- T••••••••• C••••••••• T•••• F•••• Sched. D C $1.4M PY2022
- A•• C••••••••• I••• codes 11 PY2022
What changed
No dated events yet.
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 520795508-003
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.