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

R••••••••• P••• f•• E•••••••• o• C•••••• C•••••••••

Corporate pensionEast Rutherford, NJ
Assets
$41.1M
Total assets, Dec 31, 2024 reported
Funded
99.6%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
24
none on the tape
Plan sponsor: C•••••• C•••••••••
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
  • Interest-bearing cash 0.1%
  • Insurance company general account 4.6%
  • Common/collective trusts 95.2%
Consultants and advisers
2 firms
People
No investment staff or executives have been read for this allocator yet.
Manager roster
2 managers on the commitment tape
From Schedule C (investment management, code 28)
Commitments
24 rows, 0 dated closings
Disclosed holdings (from the plan’s performance or holdings report, as of the report date)
DateFundManagerBucketAmountVintageStatusSource
as of Dec 31, 2024D•••• M••• A••• E• U•• I•••• N• F••collective trustS•••• S••••• G••••• A••••••• T••••Pooled vehicles$9.0M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 20242• Y• U• H••• Q•••••• C••• B••• N•collective trustS•••• S••••• G••••• A••••••• T••••Fixed income$5.5M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 20245••• Y• U• H••• Q•••••• C••• B••• N•collective trustS•••• S••••• G••••• A••••••• T••••Fixed income$2.4M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024U• H••• Y•••• B••• I••••collective trustState S••••• Bank and Trust CompanyFixed income$2.0M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024S•••• S• L•• U• G••• B• I•• N• F•••collective trustS•••• S••••• • R•••••• 2•••Pooled vehicles$2.0M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024R••• A•••• N• C••collective trustState S••••• Bank and Trust CompanyReal assets$2.0M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024R•••••• 1••• I•••• N• F•••collective trustS•••• S••••• G••••• A••••••• T••••Pooled vehicles$14.3M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024R•••••• 2••• I•••• N• F•••collective trustS•••• S••••• • R•••••• 2•••Pooled vehicles$2.0M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023D•••• M••• A••• E• U•• I•••• N• F••collective trustS•••• S••••• G••••• A••••••• T••••Pooled vehicles$9.0M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 20232• Y• U• H••• Q•••••• C••• B••• N•collective trustS•••• S••••• G••••• A••••••• T••••Fixed income$5.4M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 20235••• Y• U• H••• Q•••••• C••• B••• N•collective trustS•••• S••••• G••••• A••••••• T••••Fixed income$2.3M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023U• H••• Y•••• B••• I••••collective trustState S••••• Bank and Trust CompanyFixed income$1.9M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023S•••• S• L•• U• G••• B• I•• N• F•••collective trustS•••• S••••• • R•••••• 2•••Pooled vehicles$1.9M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023R••• A•••• N• C••collective trustState S••••• Bank and Trust CompanyReal assets$1.9M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023R•••••• 1••• I•••• N• F•••collective trustS•••• S••••• G••••• A••••••• T••••Pooled vehicles$14.3M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023R•••••• 2••• I•••• N• F•••collective trustS•••• S••••• • R•••••• 2•••Pooled vehicles$1.9M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022D•••• M••• A••• E• U•• I•••• N• F••collective trustS•••• S••••• G••••• A••••••• T••••Pooled vehicles$8.3M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 20222• Y• U• H••• Q•••••• C••• B••• N•collective trustS•••• S••••• G••••• A••••••• T••••Fixed income$5.1M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 20225••• Y• U• H••• Q•••••• C••• B••• N•collective trustS•••• S••••• G••••• A••••••• T••••Fixed income$2.2M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022U• H••• Y•••• B••• I••••collective trustState S••••• Bank and Trust CompanyFixed income$1.8M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022S•••• S• L•• U• G••• B• I•• N• F•••collective trustS•••• S••••• • R•••••• 2•••Pooled vehicles$1.8M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022R••• A•••• N• C••collective trustState S••••• Bank and Trust CompanyReal assets$1.8M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022R•••••• 1••• I•••• N• F•••collective trustS•••• S••••• G••••• A••••••• T••••Pooled vehicles$13.6M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022R•••••• 2••• I•••• N• F•••collective trustS•••• S••••• • R•••••• 2•••Pooled vehicles$1.9M heldDisclosed holdingaskebsa.dol.gov
Size and funding
30 readings
Total assets
$41.1M Dec 31, 2024 reported Form 5500
$40.7M (2023-12) · $38.5M (2022-12)
Plan assets
$40.7M Jan 1, 2024 reported Form 5500
$38.5M (2023-01) · $51.5M (2022-01)
Net assets
$41.1M Dec 31, 2024 reported Form 5500
$40.7M (2023-12) · $38.5M (2022-12)
Funded ratio
99.6% Jan 1, 2024 reported Form 5500
96.1% (2023-01) · 107.3% (2022-01)
Funding target
$41.8M Jan 1, 2024 reported Form 5500
$43.5M (2023-01) · $44.3M (2022-01)
Discount rate
5.05% Jan 1, 2024 reported Form 5500
5.17% (2023-01) · 5.34% (2022-01)
Participants
860 Jan 1, 2024 reported Form 5500
887 (2023-01) · 914 (2022-01)
Contributions
$0 Dec 31, 2024 reported Form 5500
$0 (2023-12) · $30,000 (2022-12)
Benefits paid
$3.6M Dec 31, 2024 reported Form 5500
$3.7M (2023-12) · $4.2M (2022-12)
Net investment income
$407,067 Dec 31, 2024 reported Form 5500
$2.2M (2023-12) · $-13.0M (2022-12)
Form 5500 filings
3 plan years
Plan yearParticipantsAssets (SB market)Funding targetFTAPTotal assets (H)Partnerships / JVMaster trustReal estate
2024 to Dec 31, 2024860$40.7M$41.8M99.6%$41.1Mn/an/an/a
2023 to Dec 31, 2023887$38.5M$43.5M96.1%$40.7Mn/an/an/a
2022 to Dec 31, 2022914$51.5M$44.3M107.3%$38.5Mn/an/an/a
Service providers and investment entities as filed (Schedule C and D, latest year first)
  • S•••• S••••• G••••• A••••••• codes 51 $78,192 PY2024
  • Wilmington Trust codes 25 $39,274 PY2024
  • Metropolitan Life Insurance Company codes 22 $16,839 PY2024
  • 5••• Y• U• H••• Q•••••• C••• B••• N• Sched. D C $2.4M PY2024
  • US H••• Y•••• Custom Bb/b Indx Nl Sched. D C $2.0M PY2024
  • R••• A•••• N• C•• Sched. D C $2.0M PY2024
  • R•••••• 1000 R Indx Nl Fund Sched. D C $14.3M PY2024
  • R•••••• 2000 R Indx Nl Fund Sched. D C $2.0M PY2024
  • Long US G••• B••• Indx Nl Fund Sched. D C $2.0M PY2024
  • D•••• M••• A••• Ex USA Nl Fund Sched. D C $9.0M PY2024
  • 2• Y• U• H••• Q•••••• C••• B••• N• Sched. D C $5.5M PY2024
  • W••••• T••••• W••••• U• L•• codes 11 PY2024
  • S•••• S••••• G••••• A••••••• codes 51 $121,914 PY2023
  • Wilmington Trust codes 25 $23,267 PY2023
  • Metropolitan Life Insurance Company codes 22 $17,111 PY2023
  • US H••• Y•••• Custom Bb/b Indx Nl Sched. D C $1.9M PY2023
  • D•••• M••• A••• Ex USA Nl Fund Sched. D C $9.0M PY2023
  • 2• Y• U• H••• Q•••••• C••• B••• N• Sched. D C $5.4M PY2023
  • 5••• Y• U• H••• Q•••••• C••• B••• N• Sched. D C $2.3M PY2023
  • Long US G••• B••• Indx Nl Fund Sched. D C $1.9M PY2023
  • R••• A•••• N• C•• Sched. D C $1.9M PY2023
  • R•••••• 1000 R Indx Nl Fund Sched. D C $14.3M PY2023
  • R•••••• 2000 R Indx Nl Fund Sched. D C $1.9M PY2023
  • W••••• T••••• W••••• U• L•• codes 11 PY2023
  • S•••• S••••• G••••• A••••••• codes 51 $79,777 PY2022
  • Wilmington Trust codes 25 $21,850 PY2022
  • Metropolitan Life Insurance Company codes 22 $17,453 PY2022
  • D•••• M••• A••• Ex USA Indx Nl Fund Sched. D C $8.3M PY2022
  • 2• Y• U• H••• Q•••••• C••• B••• N• Sched. D C $5.1M PY2022
  • 5••• Y• U• H••• Q•••••• C••• B••• N• Sched. D C $2.2M PY2022
  • US H••• Y•••• Custom Bb/b Indx Nl Sched. D C $1.8M PY2022
  • Long US G••• B••• Indx Nl Fund Sched. D C $1.8M PY2022
  • R••• A•••• N• C•• Sched. D C $1.8M PY2022
  • R•••••• 1000 R Indx Nl Fund Sched. D C $13.6M PY2022
  • R•••••• 2000 R Indx Nl Fund Sched. D C $1.9M PY2022
  • W••••• T••••• W••••• U• L•• codes 11 PY2022
What changed
3 events
  • Jan 1, 2024Funded status changed
    R••••••••• P••• f•• E•••••••• o• C•••••• C••••••••• funded ratio 96.1% -> 99.6% (2023-01-01 to 2024-01-01)
    askebsa.dol.gov
  • Jan 1, 2023Funded status changed
    R••••••••• P••• f•• E•••••••• o• C•••••• C••••••••• funded ratio 107.3% -> 96.1% (2022-01-01 to 2023-01-01)
    askebsa.dol.gov
  • Jan 1, 2023Assets changed
    R••••••••• P••• f•• E•••••••• o• C•••••• C••••••••• plan assets $52M -> $39M (-25.2%, 2022-01-01 to 2023-01-01)
    askebsa.dol.gov
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 222476135-006
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.