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
B••• L••••• • P••• C•••••• E••••••••• R••••••••• P•••
Corporate pensionNew Brighton, MN
Assets
n/a
Total assets, Dec 31, 2023 reported
Funded
100.3%
Jan 1, 2023
Private markets target
n/a
policy Dec 31, 2022
Commitments
0
none on the tape
Plan sponsor: B••• L••••• • P••• C••••••
Allocation policy
Form 5500, as of Dec 31, 2022
Actual allocation lines without a target (as filed)
- Interest-bearing cash 2.8%
- Corporate debt instruments (other) 53.5%
- U.S. Government securities 21.6%
- Registered investment companies 21.7%
Consultants and advisers
3 firms
- N••••••• C••••••••• A•••••••• Actuarythrough Dec 31, 2023 Form 5500
- B•• H••••• B•••• N••• Custodianthrough Dec 31, 2022 Form 5500
- V•• A•••••••• 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)
- A••••••• C•••••• G••••• 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
22 readings
Form 5500 filings
2 plan years
| Plan year | Participants | Assets (SB market) | Funding target | FTAP | Total assets (H) | Partnerships / JV | Master trust | Real estate |
|---|---|---|---|---|---|---|---|---|
| 2023 to Dec 31, 2023 | 168 | $11.2M | $11.2M | 100.3% | $0 | n/a | n/a | n/a |
| 2022 to Dec 31, 2022 | 176 | $15.3M | $10.8M | 141.7% | $11.2M | n/a | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- BMO H••••• B•••, Na codes 19 21 25 28 52 62 68 $24,466 PY2023
- N••••••• C••••••••• A•••••••• codes 11 50 $22,321 PY2023
- A••••••• Capital Group codes 28 51 $6,418 PY2023
- Intellicents Investment S•••••••• codes 26 50 $5,911 PY2023
- V•• A•••••••• S•••••••• codes 11 PY2023
- A••••••• Capital Group codes 28 51 $27,781 PY2022
- BMO H••••• B•••, Na codes 19 21 25 28 52 62 68 $17,780 PY2022
- Intellicents Investment S•••••••• codes 26 50 $10,149 PY2022
- V•• A•••••••• S•••••••• codes 11 PY2022
What changed
3 events
- Dec 31, 2023Assets changedB••• L••••• • P••• C•••••• E••••••••• R••••••••• P••• total assets $11M -> $0 (-100.0%, 2022-12-31 to 2023-12-31)
- Jan 1, 2023Funded status changedB••• L••••• • P••• C•••••• E••••••••• R••••••••• P••• funded ratio 141.7% -> 100.3% (2022-01-01 to 2023-01-01)
- Jan 1, 2023Assets changedB••• L••••• • P••• C•••••• E••••••••• R••••••••• P••• plan assets $15M -> $11M (-26.9%, 2022-01-01 to 2023-01-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 410144340-001
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.