DFX Intelligence
Allocator Intelligence
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Corporate pension
N••••••••• C•••• R••••• S•••••• E••••••••• P•••••• P•••
Corporate pensionArlington, VA
Assets
$52.1M
Total assets, Dec 31, 2024 reported
Funded
90.5%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
0
none on the tape
Plan sponsor: N••••••••• C•••• R••••• S•••••• • N••••
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
- Interest-bearing cash 2.9%
- Registered investment companies 97.1%
Consultants and advisers
2 firms
- U•• F•••••••• S••••••• I••• Investment adviser (plan)through Dec 31, 2022 Form 5500
- M•••• B•••••••• I••• 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
Investment management fees
$110,495 (2023-12) · $208,475 (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 | 306 | $50.0M | $51.1M | 90.5% | $52.1M | n/a | n/a | n/a |
| 2023 to Dec 31, 2023 | 320 | $46.4M | $52.1M | 80.7% | $50.0M | n/a | n/a | n/a |
| 2022 to Dec 31, 2022 | 331 | $57.2M | $51.2M | 104.3% | $46.4M | n/a | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- UBS Financial Services, Inc. codes 27 $161,494 PY2024
- Truist codes 12 $75,097 PY2024
- M•••• B•••••••• I••• codes 11 PY2024
- UBS Financial Services, Inc. codes 27 $110,495 PY2023
- Suntrust codes 12 $69,486 PY2023
- M•••• B•••••••• I••• codes 11 PY2023
- UBS Financial Services, Inc. codes 27 $134,584 PY2022
- Suntrust codes 12 $73,891 PY2022
- M•••• B•••••••• I••• codes 11 PY2022
What changed
3 events
- Jan 1, 2024Funded status changedN••••••••• C•••• R••••• S•••••• E••••••••• P•••••• P••• funded ratio 80.7% -> 90.5% (2023-01-01 to 2024-01-01)
- Jan 1, 2023Funded status changedN••••••••• C•••• R••••• S•••••• E••••••••• P•••••• P••• funded ratio 104.3% -> 80.7% (2022-01-01 to 2023-01-01)
- Jan 1, 2023Assets changedN••••••••• C•••• R••••• S•••••• E••••••••• P•••••• P••• plan assets $57M -> $46M (-18.9%, 2022-01-01 to 2023-01-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 530204618-001
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.