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
T•• Y••••••••• N•••••••• G•••• ••••••••• P••••••• C• E•••• R••••••••• P•••
Corporate pensionY•••••••••, OH
Assets
n/a
Total assets, Dec 29, 2024 reported
Funded
126.2%
Mar 1, 2024
Private markets target
n/a
policy Feb 29, 2024
Commitments
0
none on the tape
Plan sponsor: W••• T••••••••• I•••
Allocation policy
Form 5500, as of Feb 29, 2024
Actual allocation lines without a target (as filed)
- Interest-bearing cash 1.9%
- Registered investment companies 98.1%
Consultants and advisers
2 firms
- T••••• B••• Trusteethrough Feb 28, 2023 Form 5500
- W••••• T••••• W••••• U• L•• Actuarythrough Feb 28, 2023 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
31 readings
Net investment income
$370,517 (2024-02) · $-928,466 (2023-02)
Investment management fees
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 29, 2024 | 160 | $5.0M | $3.8M | 126.2% | $0 | n/a | n/a | n/a |
| 2023 to Feb 29, 2024 | 165 | $4.7M | $4.0M | 124.8% | $5.0M | n/a | n/a | n/a |
| 2022 to Feb 28, 2023 | 173 | $5.6M | $4.2M | 121.1% | $4.7M | n/a | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- T••••• B••• codes 21 $23,689 PY2024
- W••••• T••••• W••••• U• L•• codes 11 $22,388 PY2024
- W••••• T••••• W••••• U• L•• codes 11 PY2024
- T••••• B••• codes 21 $29,510 PY2023
- W••••• T••••• W••••• U• L•• codes 11 $27,422 PY2023
- WM G. Barth & Associates, Inc codes 10 $14,000 PY2023
- W••••• T••••• W••••• U• L•• codes 11 PY2023
- T••••• B••• codes 21 $29,991 PY2022
- W••••• T••••• W••••• U• L•• codes 11 $21,977 PY2022
- WM G. Barth & Associates, Inc. codes 10 $14,000 PY2022
- W••••• T••••• W••••• U• L•• codes 11 PY2022
What changed
3 events
- Dec 29, 2024Assets changedT•• Y••••••••• N•••••••• G•••• ••••••••• P••••••• C• E•••• R••••••••• P••• total assets $5M -> $0 (-100.0%, 2024-02-29 to 2024-12-29)
- Mar 1, 2023Funded status changedT•• Y••••••••• N•••••••• G•••• ••••••••• P••••••• C• E•••• R••••••••• P••• funded ratio 121.1% -> 124.8% (2022-03-01 to 2023-03-01)
- Mar 1, 2023Assets changedT•• Y••••••••• N•••••••• G•••• ••••••••• P••••••• C• E•••• R••••••••• P••• plan assets $6M -> $5M (-16.6%, 2022-03-01 to 2023-03-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 341396336-003
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.