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
2••• B•• P•••••• P•••
Corporate pensionWestwood, NJ
Assets
$693M
Total assets, Dec 31, 2024 reported
Funded
84.1%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
0
none on the tape
Plan sponsor: B•• o• N•••• A•••••• L••
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
- Master trust investment accounts 100.0%
Consultants and advisers
3 firms
- A•• Actuarythrough Dec 31, 2022 Form 5500
- J••••••• C•••• B•••• N••• Trusteethrough Dec 31, 2022 Form 5500
- A•• C••••••••• I••• Actuarythrough 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••• I••••••••• A•••••••• L••plan years 2022
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
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 | 3,267 | $607M | $524M | 84.1% | $693M | n/a | $693M | n/a |
| 2023 to Dec 31, 2023 | 3,318 | $584M | $533M | 80.7% | $721M | n/a | $721M | n/a |
| 2022 to Dec 31, 2022 | 3,404 | $784M | $518M | 113.9% | $697M | n/a | $697M | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- AON C••••••••• Inc. codes 11 16 50 $1.0M PY2024
- JP Morgan C•••• B•••, N.A codes 21 50 52 59 62 63 99 $334,132 PY2024
- Holland & Knight codes 29 50 $272,968 PY2024
- Crowe LLP codes 10 50 $28,299 PY2024
- Polsinelli PC codes 29 50 $16,169 PY2024
- M&t B••• codes 14 50 $7,490 PY2024
- BMW Pension P••• Master Trust Sched. D M $693M PY2024
- A•• C••••••••• I••• codes 11 PY2024
- AON C••••••••• Inc. codes 11 16 50 $996,741 PY2023
- Holland & Knight codes 29 50 $204,425 PY2023
- JP Morgan C•••• B•••, N.A codes 21 50 52 59 62 63 99 $135,287 PY2023
- Crowe LLP codes 10 50 $22,274 PY2023
- M&t B••• codes 14 50 $9,680 PY2023
- BMW Pension P••• Master Trust Sched. D M $721M PY2023
- A•• C••••••••• I••• codes 11 PY2023
- AON C••••••••• Inc. codes 11 16 50 $979,588 PY2022
- N••• Investment Advisors codes 28 50 $422,643 PY2022
- M&t B••• codes 14 50 $224,186 PY2022
- Holland & Knight codes 29 50 $172,972 PY2022
- JP Morgan C•••• B•••, N.A codes 21 50 52 99 $150,752 PY2022
- Crowe LLP codes 10 50 $31,875 PY2022
- BMW Pension P••• Master Trust Sched. D M $697M PY2022
- A•• C••••••••• I••• codes 11 PY2022
What changed
4 events
- Jan 1, 2024Funded status changed2••• B•• P•••••• P••• funded ratio 80.7% -> 84.1% (2023-01-01 to 2024-01-01)
- Dec 31, 2023Manager relationship endedinferenceN••• Investment Advisors no longer appears on 2••• B•• P•••••• P•••'s Schedule C as investment manager (plan year 2023 vs 2022)with N••• I••••••••• A•••••••• L••askebsa.dol.gov
- Jan 1, 2023Funded status changed2••• B•• P•••••• P••• funded ratio 113.9% -> 80.7% (2022-01-01 to 2023-01-01)
- Jan 1, 2023Assets changed2••• B•• P•••••• P••• plan assets $784M -> $584M (-25.5%, 2022-01-01 to 2023-01-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 222139469-004
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.