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
M•••• L••••• B••••••• • O••••• E•••••••• P•••
Corporate pensionNEW York, NY
Assets
$316M
Total assets, Dec 31, 2024 reported
Funded
106.0%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
0
none on the tape
Plan sponsor: O••••• o• t•• C••••••••• o• B•••••••
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
- Interest-bearing cash 0.6%
- Corporate debt instruments (other) 9.4%
- U.S. Government securities 7.4%
- Other investments 0.8%
- Partnership/joint venture interests 11.2%
- Registered investment companies 64.6%
Consultants and advisers
2 firms
- W••••• T••••• W••••• U• L•• Actuarythrough Dec 31, 2022 Form 5500
- U• B••• Trusteethrough 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)
- S•• I••••••••• M••••••••• C•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
$86,275 (2023-12) · $375,152 (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 | 1,690 | $289M | $272M | 106.0% | $316M | $35.6M | n/a | n/a |
| 2023 to Dec 31, 2023 | 1,722 | $256M | $259M | 104.1% | $290M | $31.1M | n/a | n/a |
| 2022 to Dec 31, 2022 | 1,777 | $314M | $248M | 116.5% | $256M | $48.5M | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- SEI Investments Management Corp codes 28 51 $493,956 PY2024
- W••••• T••••• W••••• U• L•• codes 11 50 $132,594 PY2024
- U.S. B••• National Association codes 21 50 $34,465 PY2024
- Morgan, Lewis & Bockius LLP codes 29 50 $29,832 PY2024
- Grant Thornton LLP codes 10 50 $25,475 PY2024
- W••••• T••••• W••••• U• L•• codes 11 PY2024
- W••••• T••••• W••••• U• L•• codes 11 50 $126,718 PY2023
- SEI Investments Management Corp codes 28 51 $86,275 PY2023
- Grant Thornton LLP codes 10 50 $29,758 PY2023
- U.S. B••• National Association codes 21 50 $27,987 PY2023
- Morgan, Lewis & Bockius LLP codes 29 50 $26,238 PY2023
- W••••• T••••• W••••• U• L•• codes 11 PY2023
- SEI Investments Management Corp codes 28 51 $367,265 PY2022
- W••••• T••••• W••••• U• L•• codes 11 50 $156,759 PY2022
- U.S. B••• National Association codes 21 50 $39,185 PY2022
- Mitchell & Titus, LLP codes 10 50 $27,095 PY2022
- Morgan, Lewis & Bockius LLP codes 29 50 $10,039 PY2022
- W••••• T••••• W••••• U• L•• codes 11 PY2022
What changed
4 events
- Jan 1, 2024Assets changedM•••• L••••• B••••••• • O••••• E•••••••• P••• plan assets $256M -> $289M (+12.9%, 2023-01-01 to 2024-01-01)
- Dec 31, 2023Assets changedM•••• L••••• B••••••• • O••••• E•••••••• P••• total assets $256M -> $290M (+13.2%, 2022-12-31 to 2023-12-31)
- Jan 1, 2023Funded status changedM•••• L••••• B••••••• • O••••• E•••••••• P••• funded ratio 116.5% -> 104.1% (2022-01-01 to 2023-01-01)
- Jan 1, 2023Assets changedM•••• L••••• B••••••• • O••••• E•••••••• P••• plan assets $314M -> $256M (-18.7%, 2022-01-01 to 2023-01-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 131665347-333
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.