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
U• D••••••••• L•• P•••••• P•••
Corporate pensionBrooklyn, NY
Assets
$7.5M
Total assets, Dec 31, 2024 reported
Funded
88.5%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
0
none on the tape
Plan sponsor: U• D••••••••• L••
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
- Non-interest-bearing cash 0.3%
- Registered investment companies 95.8%
Consultants and advisers
4 firms
- V••••••• A••••••• I••• Investment adviser (plan)through Dec 31, 2024 Form 5500
- T•• V••••••• G•••• TrusteeDirected trusteethrough Dec 31, 2024 Form 5500
- S••••••• R••••••••• S••••••• Actuarythrough Dec 31, 2022 Form 5500
- T•• S••••••• 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)
- V••••••• A••••••• I•••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
33 readings
Investment management fees
$17,171 (2023-12) · $18,124 (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 | 244 | $6.8M | $7.2M | 88.5% | $7.5M | n/a | n/a | n/a |
| 2023 to Dec 31, 2023 | 244 | $6.3M | $6.7M | 80.0% | $6.8M | n/a | n/a | n/a |
| 2022 to Dec 31, 2022 | 236 | $8.5M | $6.0M | 100.3% | $6.3M | n/a | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- V••••••• A••••••• I••• codes 27 $34,576 PY2024
- Tonneson + Co., PC codes 10 $21,840 PY2024
- SEY Farth Shaw LLP codes 29 $13,018 PY2024
- S••••••• R••••••••• S•••••••, Inc. codes 11 $10,512 PY2024
- V••••••• Fiduciary Trust Company codes 21 $6,431 PY2024
- S••••••• R••••••••• S•••••••, Inc. codes 11 PY2024
- Tonneson + Co., PC codes 10 $21,356 PY2023
- V••••••• A••••••• I••• codes 52 $17,171 PY2023
- S••••••• R••••••••• S•••••••, Inc. codes 11 $12,500 PY2023
- V••••••• Fiduciary Trust Company codes 25 $6,201 PY2023
- S••••••• R••••••••• S•••••••, Inc. codes 11 PY2023
- Tonneson + Co., PC codes 10 $20,073 PY2022
- V••••••• A••••••• I••• codes 52 $18,124 PY2022
- S••••••• R••••••••• S•••••••, Inc. codes 11 $16,988 PY2022
- SEY Farth Shaw LLP codes 29 $8,514 PY2022
- V••••••• Fiduciary Trust Company codes 25 $6,232 PY2022
- S••••••• R••••••••• S•••••••, Inc. codes 11 PY2022
What changed
5 events
- Dec 31, 2024Consultant changedinferenceV••••••• A••••••• I••• appears on U• D••••••••• L•• P•••••• P•••'s Schedule C as investment adviser (plan) (plan year 2024 vs 2023)with V••••••• A••••••• I•••askebsa.dol.gov
- Dec 31, 2024Assets changedU• D••••••••• L•• P•••••• P••• total assets $7M -> $7M (+10.5%, 2023-12-31 to 2024-12-31)
- Jan 1, 2024Funded status changedU• D••••••••• L•• P•••••• P••• funded ratio 80.0% -> 88.5% (2023-01-01 to 2024-01-01)
- Jan 1, 2023Funded status changedU• D••••••••• L•• P•••••• P••• funded ratio 100.3% -> 80.0% (2022-01-01 to 2023-01-01)
- Jan 1, 2023Assets changedU• D••••••••• L•• P•••••• P••• plan assets $9M -> $6M (-26.2%, 2022-01-01 to 2023-01-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 113310559-001
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.