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
D•••• F•••••• o• A••••••• I••• R••••••••• P•••
Corporate pensionKansas City, KS
Assets
$94.0M
Total assets, Dec 31, 2024 reported
Funded
85.6%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
3
none on the tape
Plan sponsor: D•••• F•••••• o• A••••••• I•••
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
- Interest-bearing cash 2.4%
- Non-interest-bearing cash 0.0%
- Corporate debt instruments (other) 62.7%
- U.S. Government securities 27.5%
- Insurance company general account 0.2%
- Other investments 0.2%
- Partnership/joint venture interests 0.1%
- Pooled separate accounts 0.6%
Consultants and advisers
2 firms
- W••••• T••••• W••••• U• L•• Actuarythrough Dec 31, 2022 Form 5500
- F••••••• M••••••••• T•••• C•••••• Trusteethrough 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
- P••••••••3 rows, latest Dec 31, 2024
From Schedule C (investment management, code 28)
- F•••• R•••••• C••••••plan years 2022
- N••• I••••••••• A•••••••• L••plan years 2022
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 Dec 31, 2024 | P••• L••• S•• 5•• I•••• S•••separate account | P•••••••• | Pooled vehicles | $568,616 held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2023 | P••• L••• S•• 5•• I•••• S•••separate account | P•••••••• | Pooled vehicles | $547,119 held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | P••• L••• S•• 5•• I•••• S•••separate account | P•••••••• | Pooled vehicles | $531,095 held | Disclosed holding | askebsa.dol.gov |
Size and funding
33 readings
Investment management fees
$764,346 (2023-12) · $425,940 (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 | 1,672 | $99.8M | $128M | 85.6% | $94.0M | $77,904 | n/a | n/a |
| 2023 to Dec 31, 2023 | 2,677 | $175M | $240M | 80.3% | $101M | $200,463 | n/a | n/a |
| 2022 to Dec 31, 2022 | 2,726 | $260M | $240M | 102.2% | $177M | $298,466 | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- F••••••• M••••••••• T•••• C•••••• codes 12 21 50 $404,835 PY2024
- N••• codes 28 51 $213,034 PY2024
- W••••• T••••• W••••• U• L•• codes 11 50 $194,060 PY2024
- Pickett, Chaney & Mcmullen LLP codes 10 50 $20,850 PY2024
- P••• Lgcap S&p 500 I•••• Sa-R6 Sched. D P $568,616 PY2024
- W••••• T••••• W••••• U• L•• codes 11 PY2024
- N••• codes 28 51 $764,346 PY2023
- F••••••• M••••••••• T•••• C•••••• codes 12 21 50 $120,808 PY2023
- W••••• T••••• W••••• U• L•• codes 11 50 $90,928 PY2023
- Pickett, Chaney & Mcmullen LLP codes 10 50 $17,650 PY2023
- P••• Lgcap S&p 500 I•••• Sa-R6 Sched. D P $547,119 PY2023
- W••••• T••••• W••••• U• L•• codes 11 PY2023
- W••••• T••••• W••••• U• L•• codes 11 50 $432,347 PY2022
- N••• codes 28 51 $386,616 PY2022
- F••••••• M••••••••• T•••• C•••••• codes 12 21 50 $104,887 PY2022
- R•••••• Investments codes 28 51 $39,324 PY2022
- Pickett, Chaney & Mcmullen LLP codes 10 50 $16,350 PY2022
- P••• Lgcap S&p 500 I•••• Sa-R6 Sched. D P $531,095 PY2022
- R•••••• International Fund Sched. D C PY2022
- R•••••• Equity II Fund Sched. D C PY2022
- R•••••• 1000 I•••• Series I Sched. D C PY2022
- R•••••• Emerging Markets Fund Sched. D C PY2022
- R•••••• World Equity Fund Sched. D C PY2022
- W••••• T••••• W••••• U• L•• codes 11 PY2022
What changed
6 events
- Jan 1, 2024Funded status changedD•••• F•••••• o• A••••••• I••• R••••••••• P••• funded ratio 80.2% -> 85.6% (2023-01-01 to 2024-01-01)
- Jan 1, 2024Assets changedD•••• F•••••• o• A••••••• I••• R••••••••• P••• plan assets $175M -> $100M (-43.0%, 2023-01-01 to 2024-01-01)
- Dec 31, 2023Manager relationship endedinferenceR•••••• Investments no longer appears on D•••• F•••••• o• A••••••• I••• R••••••••• P•••'s Schedule C as investment manager (plan year 2023 vs 2022)with F•••• R•••••• C••••••askebsa.dol.gov
- Dec 31, 2023Assets changedD•••• F•••••• o• A••••••• I••• R••••••••• P••• total assets $177M -> $101M (-43.1%, 2022-12-31 to 2023-12-31)
- Jan 1, 2023Funded status changedD•••• F•••••• o• A••••••• I••• R••••••••• P••• funded ratio 102.2% -> 80.2% (2022-01-01 to 2023-01-01)
- Jan 1, 2023Assets changedD•••• F•••••• o• A••••••• I••• R••••••••• P••• plan assets $260M -> $175M (-32.7%, 2022-01-01 to 2023-01-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 430905874-334
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.