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
J•••••• M•••••• I••• A•••••• a•• R••••••• H••••• E•••••••• P•••••• P•••
Corporate pensionWayne, PA
Assets
$38.0M
Total assets, Jun 30, 2025 reported
Funded
80.9%
Jul 1, 2024
Private markets target
n/a
policy Jun 30, 2025
Commitments
12
none on the tape
Plan sponsor: J•••••• M•••••• I•••
Allocation policy
Form 5500, as of Jun 30, 2025
Actual allocation lines without a target (as filed)
- Common/collective trusts 100.0%
Consultants and advisers
2 firms
- M••••• Actuarythrough Jun 30, 2023 Form 5500
- B••• o• N•• Y••• M••••• Trusteethrough Jun 30, 2023 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
- B•• M•••••12 rows, latest Jun 30, 2025
Commitments
12 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 Jun 30, 2025 | B••••• D• S• I•• C••••• B••collective trust | B•• M••••• | Private credit | $4.8M held | Disclosed holding | askebsa.dol.gov | |
| as of Jun 30, 2025 | B••••• D• S• L• C••••• B••collective trust | B•• M••••• | Private credit | $22.2M held | Disclosed holding | askebsa.dol.gov | |
| as of Jun 30, 2025 | B••••• D• S• L• G••• B••collective trust | B•• M••••• | Pooled vehicles | $10.3M held | Disclosed holding | askebsa.dol.gov | |
| as of Jun 30, 2025 | E• T•••••••• I•••••••••collective trust | B•• M••••• | Pooled vehicles | $718,008 held | Disclosed holding | askebsa.dol.gov | |
| as of Jun 30, 2024 | B••••• D• S• I•• C••••• B••collective trust | B•• M••••• | Private credit | $4.9M held | Disclosed holding | askebsa.dol.gov | |
| as of Jun 30, 2024 | B••••• D• S• L• C••••• B••collective trust | B•• M••••• | Private credit | $22.2M held | Disclosed holding | askebsa.dol.gov | |
| as of Jun 30, 2024 | B••••• D• S• L• G••• B••collective trust | B•• M••••• | Pooled vehicles | $10.5M held | Disclosed holding | askebsa.dol.gov | |
| as of Jun 30, 2024 | E• T•••••••• I•••••••••collective trust | B•• M••••• | Pooled vehicles | $1.2M held | Disclosed holding | askebsa.dol.gov | |
| as of Jun 30, 2023 | B••••• D• S• I•• C••••• B••collective trust | B•• M••••• | Private credit | $4.9M held | Disclosed holding | askebsa.dol.gov | |
| as of Jun 30, 2023 | B••••• D• S• L• C••••• B••collective trust | B•• M••••• | Private credit | $26.9M held | Disclosed holding | askebsa.dol.gov | |
| as of Jun 30, 2023 | B••••• D• S• L• G••• B••collective trust | B•• M••••• | Pooled vehicles | $8.9M held | Disclosed holding | askebsa.dol.gov | |
| as of Jun 30, 2023 | E• T•••••••• I•••••••••collective trust | B•• M••••• | Pooled vehicles | $271,301 held | Disclosed holding | askebsa.dol.gov |
Size and funding
33 readings
Investment management fees
$27,575 (2024-06) · $28,056 (2023-06)
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 Jun 30, 2025 | 482 | $38.8M | $40.4M | 80.9% | $38.0M | n/a | n/a | n/a |
| 2023 to Jun 30, 2024 | 505 | $41.1M | $42.5M | 81.7% | $38.8M | n/a | n/a | n/a |
| 2022 to Jun 30, 2023 | 536 | $42.9M | $44.8M | 80.0% | $41.1M | n/a | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- Mercer codes 11 13 15 17 38 50 64 70 $148,680 PY2024
- The Bank of New York Mellon codes 21 25 28 31 50 60 61 62 71 72 $49,681 PY2024
- BDO USA, P.C. codes 10 50 $15,000 PY2024
- Bnym-M Db Sl Lt Credit Bif Sched. D C $22.2M PY2024
- Bnym-M Db Sl Int Credit Bif Sched. D C $4.8M PY2024
- Bnym-M Db Sl Lt Govt Bif Sched. D C $10.3M PY2024
- EB Temp Inv Fd Var Rt 12/31/49 Fee Sched. D C $718,008 PY2024
- Mercer codes 11 PY2024
- Mercer codes 11 13 15 17 38 50 64 70 $130,816 PY2023
- BDO USA, P.C. codes 10 50 $30,118 PY2023
- The Bank of New York Mellon codes 21 25 28 31 50 60 61 62 71 72 $27,575 PY2023
- Bnym-M Db Sl Int Credit Bif Sched. D C $4.9M PY2023
- Bnym-M Db Sl Lt Credit Bif Sched. D C $22.2M PY2023
- Bnym-M Db Sl Lt Govt Bif Sched. D C $10.5M PY2023
- EB Temp Inv Fd Var Rt 12/31/49 Fee Sched. D C $1.2M PY2023
- Mercer codes 11 PY2023
- Mercer Consulting codes 11 13 15 17 38 50 64 70 $131,414 PY2022
- The Bank of New York Mellon codes 21 25 28 31 50 60 61 62 71 72 $28,056 PY2022
- BDO USA, P.C. codes 10 50 $15,092 PY2022
- EB Temp Inv Fd Var Rt 12/31/49 Fee Sched. D C $271,301 PY2022
- Bnym-M Db Sl Int Credit Bif Sched. D C $4.9M PY2022
- Bnym-M Db Sl Lt Govt Bif Sched. D C $8.9M PY2022
- Bnym-M Db Sl Lt Credit Bif Sched. D C $26.9M PY2022
- Mercer codes 11 PY2022
What changed
No dated events yet.
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 230411710-002
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.