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.
Corporate pension
Snell & Wilmer L.L.P. Retirement Plan for Partners
Corporate pensionPhoenix, AZ
Assets
$25.1M
Total assets, Dec 31, 2024 reported
Funded
129.1%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
3
none on the tape
Plan sponsor: Snell & Wilmer L.L.P.
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
- Non-interest-bearing cash 0.6%
- Common/collective trusts 11.7%
- Registered investment companies 64.6%
Consultants and advisers
1 firms
- October Three Consulting LLC 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
- Alliance Bernstein, L.P.3 rows, latest Dec 31, 2024
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 | Bernstein Global Low Volatility Ctfcollective trust | Alliance Bernstein, L.P. | Pooled vehicles | $2.9M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2023 | Bernstein Global Low Volatility Ctfcollective trust | Alliance Bernstein, L.P. | Pooled vehicles | $2.2M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | Bernstein Global Low Volatility Ctfcollective trust | Alliance Bernstein, L.P. | Pooled vehicles | $1.5M 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 Dec 31, 2024 | 237 | $19.5M | $15.1M | 129.1% | $25.1M | n/a | n/a | n/a |
| 2023 to Dec 31, 2023 | 226 | $14.0M | $10.7M | 130.3% | $19.6M | n/a | n/a | n/a |
| 2022 to Dec 31, 2022 | 210 | $11.9M | $8.9M | 133.7% | $14.0M | n/a | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- Matrix Trust Company codes 15 $19,497 PY2024
- Bernstein Global Low Volatility Ctf Sched. D C $2.9M PY2024
- October Three Consulting LLC codes 11 PY2024
- Matrix Trust Company codes 15 $19,609 PY2023
- Bernstein Global Low Volatility Ctf Sched. D C $2.2M PY2023
- October Three Consulting LLC codes 11 PY2023
- Matrix Trust Company codes 15 $13,895 PY2022
- Bernstein Global Low Volatility Ctf Sched. D C $1.5M PY2022
- October Three Consulting LLC codes 11 PY2022
What changed
5 events
- Dec 31, 2024Assets changedSnell & Wilmer L.L.P. Retirement Plan for Partners total assets $20M -> $25M (+28.4%, 2023-12-31 to 2024-12-31)
- Jan 1, 2024Assets changedSnell & Wilmer L.L.P. Retirement Plan for Partners plan assets $14M -> $20M (+39.7%, 2023-01-01 to 2024-01-01)
- Dec 31, 2023Assets changedSnell & Wilmer L.L.P. Retirement Plan for Partners total assets $14M -> $20M (+39.7%, 2022-12-31 to 2023-12-31)
- Jan 1, 2023Funded status changedSnell & Wilmer L.L.P. Retirement Plan for Partners funded ratio 133.7% -> 130.3% (2022-01-01 to 2023-01-01)
- Jan 1, 2023Assets changedSnell & Wilmer L.L.P. Retirement Plan for Partners plan assets $12M -> $14M (+17.3%, 2022-01-01 to 2023-01-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 860089731-002
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.