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
O••••••••• C••• B•••••• P•••••• P•••
Corporate pensionCharlotte, NC
Assets
$34.2M
Total assets, Dec 31, 2024 reported
Funded
111.6%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
3
none on the tape
Plan sponsor: O••••••••• P•••
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
- Interest-bearing cash 4.3%
- Common/collective trusts 71.4%
- Common stock 24.2%
Consultants and advisers
1 firms
- K••••••• L•• Actuarythrough Dec 31, 2022 Form 5500
People
No investment staff or executives have been read for this allocator yet.
Manager roster
3 managers on Schedule C
From Schedule C (investment management, code 28)
- T••••• B•••plan years 2023
- B••••• B•••••• • T••••plan years 2022
- S••••••• C•••••• M••••••••• L••plan years 2022
Commitments
3 rows, 0 dated closings
Disclosed holdings (from the plan’s performance or holdings report, as of the report date)
| Date | Fund | Manager | Bucket | Amount | Vintage | Status | Source |
|---|---|---|---|---|---|---|---|
| as of Dec 31, 2024 | S••••••• C•••••• C••• F•••• I•••••collective trust | Hand Benefits & Trust Company | Fixed income | $24.4M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2023 | S••••••• C•••••• C••• F•••• I•••••collective trust | Hand Benefits & Trust Company | Fixed income | $23.1M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | S••••••• C•••••• C••• F•••• I•••••collective trust | Hand Benefits & Trust Company | Fixed income | $18.5M held | Disclosed holding | askebsa.dol.gov |
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 | 129 | $31.2M | $28.0M | 111.6% | $34.2M | n/a | n/a | n/a |
| 2023 to Dec 31, 2023 | 133 | $27.7M | $23.1M | 119.9% | $31.2M | n/a | n/a | n/a |
| 2022 to Dec 31, 2022 | 139 | $30.8M | $24.7M | 125.1% | $27.7M | n/a | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- T••••• B••• codes 28 51 52 59 62 $19,151 PY2024
- S••••••• C•••••• C••• F•••• I••••• Sched. D C $24.4M PY2024
- K••••••• L•• codes 11 PY2024
- T••••• B••• codes 28 51 52 59 62 $20,940 PY2023
- S••••••• C•••••• C••• F•••• I••••• Sched. D C $23.1M PY2023
- K••••••• L•• codes 11 PY2023
- B••••• B•••••• • T•••• Company codes 28 51 52 59 62 $30,145 PY2022
- S••••••• C•••••• M••••••••• L•• codes 28 PY2022
- S••••••• C•••••• C••• F•••• I••••• Sched. D C $18.5M PY2022
- K••••••• L•• codes 11 PY2022
What changed
8 events
- Jan 1, 2024Funded status changedO••••••••• C••• B•••••• P•••••• P••• funded ratio 119.9% -> 111.6% (2023-01-01 to 2024-01-01)
- Jan 1, 2024Assets changedO••••••••• C••• B•••••• P•••••• P••• plan assets $28M -> $31M (+12.8%, 2023-01-01 to 2024-01-01)
- Dec 31, 2023Manager relationship startedT••••• B••• appears on O••••••••• C••• B•••••• P•••••• P•••'s Schedule C as investment manager (plan year 2023 vs 2022)with T••••• B•••askebsa.dol.gov
- Dec 31, 2023Manager relationship endedinferenceB••••• B•••••• • T•••• Company no longer appears on O••••••••• C••• B•••••• P•••••• P•••'s Schedule C as investment manager (plan year 2023 vs 2022)with B••••• B•••••• • T••••askebsa.dol.gov
- Dec 31, 2023Manager relationship endedinferenceS••••••• C•••••• M••••••••• L•• no longer appears on O••••••••• C••• B•••••• P•••••• P•••'s Schedule C as investment manager (plan year 2023 vs 2022)with S••••••• C•••••• M••••••••• L••askebsa.dol.gov
- Dec 31, 2023Assets changedO••••••••• C••• B•••••• P•••••• P••• total assets $28M -> $31M (+12.8%, 2022-12-31 to 2023-12-31)
- Jan 1, 2023Funded status changedO••••••••• C••• B•••••• P•••••• P••• funded ratio 125.1% -> 119.9% (2022-01-01 to 2023-01-01)
- Jan 1, 2023Assets changedO••••••••• C••• B•••••• P•••••• P••• plan assets $31M -> $28M (-10.3%, 2022-01-01 to 2023-01-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 561093722-003
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.