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.
The names on this page are hidden. Create a free account and they fill in. No card, and every figure, date and source on this page is public either way.
Corporate pension
C•••• C••• • S••• C••••••• I••• P•••••• P•••
Corporate pensionYardley, PA
Assets
$192M
Total assets, Dec 31, 2024 reported
Funded
102.1%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
0
none on the tape
Plan sponsor: C•••• C••• • S••• C••••••• I•••
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
- Master trust investment accounts 100.0%
Consultants and advisers
2 firms
- A•• C••••••••• I••• Actuarythrough Dec 31, 2022 Form 5500
- D••••• C••••••••• L•• Actuarythrough 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
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 | 15,568 | $975M | $953M | 102.1% | $192M | n/a | $192M | n/a |
| 2023 to Dec 31, 2023 | 15,841 | $876M | $955M | 98.7% | $870M | n/a | $870M | n/a |
| 2022 to Dec 31, 2022 | 16,325 | $1.2B | $969M | 107.3% | $876M | n/a | $876M | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- AON C••••••••• codes 11 50 $2.7M PY2024
- Dechert codes 29 50 $388,459 PY2024
- D••••• C••••••••• codes 11 50 $341,142 PY2024
- Brown and Brown of PA, LP codes 49 50 $20,125 PY2024
- Cc&s Master Retirement Trust Sched. D M $192M PY2024
- A•• C••••••••• I••• codes 11 PY2024
- AON C••••••••• codes 11 50 $660,860 PY2023
- Dechert codes 29 50 $310,862 PY2023
- D••••• C••••••••• codes 11 50 $55,902 PY2023
- Brown and Brown of PA, LP codes 49 50 $52,165 PY2023
- Cc&s Master Retirement Trust Sched. D M $870M PY2023
- A•• C••••••••• I••• codes 11 PY2023
- AON C••••••••• codes 11 50 $696,428 PY2022
- Dechert codes 29 50 $524,643 PY2022
- D••••• C••••••••• codes 11 50 $69,341 PY2022
- Brown and Brown of PA, LP codes 49 50 $55,945 PY2022
- Cc&s Master Retirement Trust Sched. D M PY2022
- Cc&s Master Retirement Trust Sched. D M $876M PY2022
- A•• C••••••••• I••• codes 11 PY2022
What changed
5 events
- Dec 31, 2024Assets changedC•••• C••• • S••• C••••••• I••• P•••••• P••• total assets $870M -> $192M (-77.9%, 2023-12-31 to 2024-12-31)
- Jan 1, 2024Funded status changedC•••• C••• • S••• C••••••• I••• P•••••• P••• funded ratio 98.7% -> 102.1% (2023-01-01 to 2024-01-01)
- Jan 1, 2024Assets changedC•••• C••• • S••• C••••••• I••• P•••••• P••• plan assets $876M -> $975M (+11.3%, 2023-01-01 to 2024-01-01)
- Jan 1, 2023Funded status changedC•••• C••• • S••• C••••••• I••• P•••••• P••• funded ratio 107.2% -> 98.7% (2022-01-01 to 2023-01-01)
- Jan 1, 2023Assets changedC•••• C••• • S••• C••••••• I••• P•••••• P••• plan assets $1.2B -> $876M (-24.7%, 2022-01-01 to 2023-01-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 231526444-001
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.