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
S•••••••• A••••••• F•••••• C••••• U•••• P•••••• P•••
Corporate pensionDallas, TX
Assets
$33.6M
Total assets, Dec 31, 2024 reported
Funded
108.6%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
3
none on the tape
Plan sponsor: S•••••••• A••••••• F•••••• C••••• U••••
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
- Insurance company general a•••••• 20.3%
- Pooled s••••••• a••••••s 79.7%
Consultants and advisers
2 firms
- S••••••• F•••••••• G•••• Actuarythrough Dec 31, 2022 Form 5500
- S••••••• R••••••••• S••••••• 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
- S••••••• R••••••••• S•••••••3 rows, latest Dec 31, 2024
From Schedule C (investment management, code 28)
- D••••••• C•••••• M••••••••• I•••plan years 2023
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 | S••••••• A•••••• a•s••••••• a•••••• | S••••••• R••••••••• S••••••• | Pooled vehicles | $26.8M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2023 | S••••••• A•••••• a•s••••••• a•••••• | S••••••• R••••••••• S••••••• | Pooled vehicles | $24.6M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | S••••••• A•••••• a•s••••••• a•••••• | S••••••• R••••••••• S••••••• | Pooled vehicles | $21.1M held | Disclosed holding | askebsa.dol.gov |
Size and funding
33 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 Dec 31, 2024 | 181 | $30.2M | $15.0M | 108.6% | $33.6M | $0 | $0 | $0 |
| 2023 to Dec 31, 2023 | 162 | $26.5M | $13.2M | 108.6% | $30.2M | $0 | $0 | $0 |
| 2022 to Dec 31, 2022 | 155 | $31.7M | $11.2M | 150.2% | $26.5M | $0 | $0 | $0 |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- S••••••• F•••••••• G•••• codes 11 12 15 17 18 50 $100,243 PY2024
- D••••••• Capital Management, Inc codes 51 $33,704 PY2024
- S••••••• A•••••• a• Sched. D P $26.8M PY2024
- S••••••• R••••••••• S•••••••, Inc. codes 11 PY2024
- S••••••• F•••••••• G•••• codes 11 12 15 17 18 50 $96,786 PY2023
- D••••••• Capital Management, Inc codes 51 $7,877 PY2023
- S••••••• A•••••• a• Sched. D P $24.6M PY2023
- S••••••• R••••••••• S•••••••, Inc. codes 11 PY2023
- S••••••• F•••••••• G•••• codes 11 12 15 17 18 50 $130,843 PY2022
- S••••••• A•••••• a• Sched. D P $21.1M PY2022
- S••••••• R••••••••• S•••••••, Inc. codes 11 PY2022
What changed
5 events
- Dec 31, 2024Assets changedS•••••••• A••••••• F•••••• C••••• U•••• P•••••• P••• total assets $30M -> $34M (+11.2%, 2023-12-31 to 2024-12-31)
- Jan 1, 2024Assets changedS•••••••• A••••••• F•••••• C••••• U•••• P•••••• P••• p••• assets $27M -> $30M (+13.7%, 2023-01-01 to 2024-01-01)
- Dec 31, 2023Assets changedS•••••••• A••••••• F•••••• C••••• U•••• P•••••• P••• total assets $27M -> $30M (+13.7%, 2022-12-31 to 2023-12-31)
- Jan 1, 2023Funded status changedS•••••••• A••••••• F•••••• C••••• U•••• P•••••• P••• funded ratio 150.2% -> 108.6% (2022-01-01 to 2023-01-01)
- Jan 1, 2023Assets changedS•••••••• A••••••• F•••••• C••••• U•••• P•••••• P••• p••• assets $32M -> $27M (-16.2%, 2022-01-01 to 2023-01-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 751486899-003
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.