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
V••••• A••••••• I••••••••• I••• H••••• R••••••••• P•••
Corporate pensionRadnor, PA
Assets
$1.2B
Total assets, Sep 30, 2025 reported
Funded
82.6%
Oct 1, 2024
Private markets target
n/a
policy Sep 30, 2025
Commitments
0
none on the tape
Plan sponsor: T•••••• G••••• I•••
Allocation policy
Form 5500, as of Sep 30, 2025
Actual allocation lines without a target (as filed)
- Master trust investment accounts 98.8%
Consultants and advisers
4 firms
- W••••• T••••• W••••• U• L•• Pension consultantActuarythrough Sep 30, 2023 Form 5500
- N•••• L•• Pension consultantthrough Sep 30, 2023 Form 5500
- J••••••• C•••• B•••• N••• Directed trusteethrough Sep 30, 2023 Form 5500
- B••• G•••••• L•• Actuarythrough Sep 30, 2023 Form 5500
People
No investment staff or executives have been read for this allocator yet.
Manager roster
No manager relationship is on the tape for this allocator.
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
32 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 Sep 30, 2025 | 7,420 | $1.2B | $1.5B | 82.6% | $1.2B | n/a | $1.1B | n/a |
| 2023 to Sep 30, 2024 | 9,042 | $1.2B | $1.5B | 82.7% | $1.2B | n/a | $1.2B | n/a |
| 2022 to Sep 30, 2023 | 9,375 | $1.2B | $1.6B | 80.0% | $1.2B | n/a | $1.2B | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- W••••• T••••• W••••• codes 17 50 $1.8M PY2024
- N••• LLC codes 17 50 $380,189 PY2024
- JP Morgan C•••• B••• Na codes 25 50 $330,295 PY2024
- Fisher & Phillips codes 29 50 $145,841 PY2024
- Ernst & Young codes 10 50 $97,200 PY2024
- V••••• A••••••• I••••••••• Mdbt Sched. D M $1.1B PY2024
- W••••• T••••• W••••• U• L•• codes 11 PY2024
- W••••• T••••• W••••• codes 17 50 $2.0M PY2023
- N••• LLC codes 17 50 $639,002 PY2023
- JP Morgan C•••• B••• Na codes 25 50 $311,711 PY2023
- Ernst & Young codes 10 50 $180,400 PY2023
- Fisher & Phillips codes 29 50 $171,646 PY2023
- T•••••• Group codes 14 50 $15,827 PY2023
- Independent Insurance Analysts codes 49 50 $7,500 PY2023
- V••••• A••••••• I••••••••• Mdbt Sched. D M $1.2B PY2023
- W••••• T••••• W••••• U• L•• codes 11 PY2023
- W••••• T••••• W••••• codes 17 50 $959,068 PY2022
- N••• LLC codes 17 50 $344,542 PY2022
- Fisher & Phillips codes 29 50 $282,464 PY2022
- JP Morgan C•••• B••• Na codes 25 50 $276,603 PY2022
- B••• G•••••• L•• codes 11 13 50 $215,766 PY2022
- V••••• A••••••• I••••••••• Mdbt Sched. D M $1.2B PY2022
- W••••• T••••• W••••• U• L•• codes 11 PY2022
What changed
1 events
- Oct 1, 2023Funded status changedV••••• A••••••• I••••••••• I••• H••••• R••••••••• P••• funded ratio 80.0% -> 82.7% (2022-10-01 to 2023-10-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 510347963-101
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.