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
N••••••• L••• • S•••• C•••••• H••••• E••••••••• R••••••••• P••• a•• T••••
Corporate pensionFindlay, OH
Assets
$41.8M
Total assets, Nov 30, 2024 reported
Funded
124.2%
Dec 1, 2023
Private markets target
n/a
policy Nov 30, 2024
Commitments
0
none on the tape
Plan sponsor: N••••••• L••• • S•••• C••••••
Allocation policy
Form 5500, as of Nov 30, 2024
Actual allocation lines without a target (as filed)
- Corporate debt instruments (other) 13.9%
- Other investments 2.7%
- Registered investment companies 2.4%
- Common stock 80.7%
Consultants and advisers
2 firms
- W••••• T••••• W••••• U• L•• TrusteeActuarythrough Nov 30, 2023 Form 5500
- U• B••• Actuarythrough Nov 30, 2023 Form 5500
People
No investment staff or executives have been read for this allocator yet.
Manager roster
1 managers on Schedule C
From Schedule C (investment management, code 28)
- W••••••• J•••• • A••••••••• L••plan years 2023
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
22 readings
Form 5500 filings
2 plan years
| Plan year | Participants | Assets (SB market) | Funding target | FTAP | Total assets (H) | Partnerships / JV | Master trust | Real estate |
|---|---|---|---|---|---|---|---|---|
| 2023 to Nov 30, 2024 | 413 | $35.6M | $30.5M | 124.2% | $41.8M | n/a | n/a | n/a |
| 2022 to Nov 30, 2023 | 416 | $34.5M | $29.8M | 126.8% | $35.6M | n/a | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- W••••••• J•••• • A••••••••• L•• codes 28 51 $113,130 PY2023
- W••••• T••••• W••••• U• L•• codes 11 50 $30,041 PY2023
- U• B••• National Association codes 11 17 50 70 $19,852 PY2023
- William Vaughan Company codes 10 50 $16,200 PY2023
- W••••• T••••• W••••• U• L•• codes 11 PY2023
- W••••••• J•••• • A••••••••• L•• codes 28 50 $75,868 PY2022
- W••••• T••••• W••••• U• L•• codes 21 50 $45,578 PY2022
- U• B••• National Association codes 11 17 50 70 $17,680 PY2022
- William Vaughan codes 10 50 $10,000 PY2022
- W••••• T••••• W••••• U• L•• codes 11 PY2022
What changed
2 events
- Nov 30, 2024Assets changedN••••••• L••• • S•••• C•••••• H••••• E••••••••• R••••••••• P••• a•• T•••• total assets $36M -> $42M (+17.4%, 2023-11-30 to 2024-11-30)
- Dec 1, 2023Funded status changedN••••••• L••• • S•••• C•••••• H••••• E••••••••• R••••••••• P••• a•• T•••• funded ratio 126.8% -> 124.2% (2022-12-01 to 2023-12-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 344312430-002
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.