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•••••• C••••••••• I••• S••••••• E•••••••• R••••••••• P•••
Corporate pensionC•••••••••, TN
Assets
$37.2M
Total assets, Dec 31, 2024 reported
Funded
119.4%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
0
none on the tape
Plan sponsor: N•••••• C••••••••• I•••
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
- Interest-bearing cash 37.1%
- Corporate debt instruments (other) 6.2%
- Corporate debt instruments (preferred) 1.5%
- U.S. Government securities 4.4%
- Other investments 2.1%
- Registered investment companies 48.4%
Consultants and advisers
4 firms
- G••••• R••••••••• P••••••• Investment adviser (plan)through Dec 31, 2022 Form 5500
- U• B••• Custodianthrough Dec 31, 2023 Form 5500
- U•• C••••••••• G•••• Actuarythrough Dec 31, 2022 Form 5500
- T••••• B••• Custodianthrough Dec 31, 2022 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)
- N••••••••• A•••••••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
33 readings
Investment management fees
$75,964 (2023-12) · $77,101 (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 | 720 | $35.3M | $30.6M | 119.4% | $37.2M | n/a | n/a | n/a |
| 2023 to Dec 31, 2023 | 734 | $33.0M | $31.5M | 115.2% | $35.3M | n/a | n/a | n/a |
| 2022 to Dec 31, 2022 | 740 | $42.9M | $31.7M | 124.3% | $33.0M | n/a | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- U•• C••••••••• G•••• codes 11 15 17 $76,525 PY2024
- G••••• R••••••••• P••••••• codes 27 28 $34,590 PY2024
- U• B••• codes 19 21 24 28 $20,000 PY2024
- N••••••••• A••••••• codes 28 $15,165 PY2024
- U•• C••••••••• G•••• codes 11 PY2024
- U•• C••••••••• G•••• codes 11 15 17 $103,573 PY2023
- G••••• R••••••••• P••••••• codes 27 28 $65,204 PY2023
- U• B••• codes 19 21 24 28 $19,730 PY2023
- N••••••••• A••••••• codes 28 $10,760 PY2023
- U•• C••••••••• G•••• codes 11 PY2023
- U•• C••••••••• G•••• codes 11 15 17 $114,603 PY2022
- G••••• R••••••••• P••••••• codes 27 28 $77,101 PY2022
- T••••• B••• codes 19 21 24 28 $63,293 PY2022
- U•• C••••••••• G•••• codes 11 PY2022
What changed
6 events
- Jan 1, 2024Funded status changedN•••••• C••••••••• I••• S••••••• E•••••••• R••••••••• P••• funded ratio 115.1% -> 119.4% (2023-01-01 to 2024-01-01)
- Dec 31, 2023Manager relationship endedinferenceT••••• B••• no longer appears on N•••••• C••••••••• I••• S••••••• E•••••••• R••••••••• P•••'s Schedule C as investment manager (plan year 2023 vs 2022)with T••••• B•••askebsa.dol.gov
- Dec 31, 2023Manager relationship startedN••••••••• A••••••• appears on N•••••• C••••••••• I••• S••••••• E•••••••• R••••••••• P•••'s Schedule C as investment manager (plan year 2023 vs 2022)with N••••••••• A•••••••askebsa.dol.gov
- Dec 31, 2023Manager relationship startedU• B••• appears on N•••••• C••••••••• I••• S••••••• E•••••••• R••••••••• P•••'s Schedule C as investment manager (plan year 2023 vs 2022)with U• B•••askebsa.dol.gov
- Jan 1, 2023Funded status changedN•••••• C••••••••• I••• S••••••• E•••••••• R••••••••• P••• funded ratio 124.3% -> 115.1% (2022-01-01 to 2023-01-01)
- Jan 1, 2023Assets changedN•••••• C••••••••• I••• S••••••• E•••••••• R••••••••• P••• plan assets $43M -> $33M (-23.1%, 2022-01-01 to 2023-01-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 521056429-001
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.