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
W••••• S••••••• G•••• C•• R••••••••• P•••••• P•••
Corporate pensionChicago, IL
Assets
$125M
Total assets, Dec 31, 2024 reported
Funded
114.2%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
0
none on the tape
Plan sponsor: W••••• S••••••• G•••• C••
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
- Non-interest-bearing cash 1.2%
- Registered investment companies 98.8%
Consultants and advisers
4 firms
- M•••••••• G•••• Investment adviser (plan)through Dec 31, 2022 Form 5500
- C•••••• S••••• T•••• B••• Trusteethrough Dec 31, 2024 Form 5500
- W••••• T••••• W••••• U• L•• Actuarythrough Dec 31, 2022 Form 5500
- B•• H••••• B•••• N••• Trusteethrough Dec 31, 2022 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
33 readings
Investment management fees
$26,050 (2023-12) · $8,405 (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 | 1,556 | $127M | $111M | 114.2% | $125M | n/a | n/a | n/a |
| 2023 to Dec 31, 2023 | 1,607 | $115M | $110M | 110.7% | $127M | n/a | n/a | n/a |
| 2022 to Dec 31, 2022 | 905 | $32.3M | $22.0M | 124.8% | $115M | n/a | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- W••••• T••••• W••••• U• L•• codes 11 17 50 $196,318 PY2024
- Price Waterhouse Coopers LLP codes 15 50 $76,907 PY2024
- C•••••• S••••• T•••• B••• codes 21 50 62 $32,902 PY2024
- M•••••••• G•••• codes 27 50 $29,763 PY2024
- Davis Wright Termaine LLP codes 29 50 $6,862 PY2024
- W••••• T••••• W••••• U• L•• codes 11 PY2024
- W••••• T••••• W••••• U• L•• codes 11 17 50 $68,032 PY2023
- BMO H••••• B••• N.A. codes 21 50 $45,276 PY2023
- Price Waterhouse Coopers LLP codes 15 50 $42,797 PY2023
- M•••••••• G•••• codes 27 50 $26,050 PY2023
- W••••• T••••• W••••• U• L•• codes 11 PY2023
- W••••• T••••• W••••• U• L•• codes 11 17 50 $99,551 PY2022
- BMO H••••• B••• N.A. codes 21 50 $18,425 PY2022
- Pension Live LLC codes 15 50 $18,358 PY2022
- Price Waterhouse Coopers LLP codes 15 50 $17,336 PY2022
- M•••••••• G•••• codes 27 50 $8,405 PY2022
- W••••• T••••• W••••• U• L•• codes 11 PY2022
What changed
5 events
- Jan 1, 2024Funded status changedW••••• S••••••• G•••• C•• R••••••••• P•••••• P••• funded ratio 110.7% -> 114.2% (2023-01-01 to 2024-01-01)
- Jan 1, 2024Assets changedW••••• S••••••• G•••• C•• R••••••••• P•••••• P••• p••• assets $115M -> $127M (+10.7%, 2023-01-01 to 2024-01-01)
- Dec 31, 2023Assets changedW••••• S••••••• G•••• C•• R••••••••• P•••••• P••• total assets $115M -> $127M (+10.7%, 2022-12-31 to 2023-12-31)
- Jan 1, 2023Funded status changedW••••• S••••••• G•••• C•• R••••••••• P•••••• P••• funded ratio 124.8% -> 110.7% (2022-01-01 to 2023-01-01)
- Jan 1, 2023Assets changedW••••• S••••••• G•••• C•• R••••••••• P•••••• P••• p••• assets $32M -> $115M (+254.9%, 2022-01-01 to 2023-01-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 222379300-001
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.