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
W•••• G•••••• • M••••• P•••••••• D•••••• B•••••• P•••
Corporate pensionNEW York, NY
Assets
$347M
Total assets, Dec 31, 2024 reported
Funded
110.0%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
3
none on the tape
Plan sponsor: W•••• G•••••• • M••••• L••
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
- Common/collective trusts 2.2%
- Master trust investment accounts 97.8%
Consultants and advisers
2 firms
- N••••••• T•••• C•• Custodianthrough Dec 31, 2022 Form 5500
- S•••• Actuarythrough Dec 31, 2022 Form 5500
People
No investment staff or executives have been read for this allocator yet.
Manager roster
1 managers on the commitment tape
From the plan’s own commitment disclosures
- N••••••• T•••• C••••••••• E••• I•••3 rows, latest Dec 31, 2024
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 | N• C••••••••• S•••• T••• I•••••••••collective trust | N••••••• T•••• C••••••••• E••• I••• | Cash | $7.7M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2023 | N• C••••••••• S•••• T••• I•••••••••collective trust | N••••••• T•••• C••••••••• E••• I••• | Cash | $4.2M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | N• C••••••••• S•••• T••• I•••••••••collective trust | N••••••• T•••• C••••••••• E••• I••• | Cash | $2.6M held | Disclosed holding | askebsa.dol.gov |
Size and funding
30 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 | 457 | $354M | $311M | 110.0% | $347M | n/a | $339M | n/a |
| 2023 to Dec 31, 2023 | 458 | $343M | $319M | 104.1% | $354M | n/a | $350M | n/a |
| 2022 to Dec 31, 2022 | 459 | $429M | $306M | 135.7% | $343M | n/a | $341M | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- The N••••••• Trust Company codes 18 19 50 $133,910 PY2024
- WGM Master Trust Sched. D M $339M PY2024
- N• C••••••••• S•••• T••• I••••••••• Sched. D C $7.7M PY2024
- S•••• codes 11 PY2024
- The N••••••• Trust Company codes 18 19 50 $145,515 PY2023
- WGM Master Trust Sched. D M $350M PY2023
- N• C••••••••• S•••• T••• I••••••••• Sched. D C $4.2M PY2023
- S•••• codes 11 PY2023
- The N••••••• Trust Company codes 18 19 50 $281,876 PY2022
- N• C••••••••• S•••• T••• I••••••••• Sched. D C $2.6M PY2022
- WGM Master Trust Sched. D M $341M PY2022
- S•••• codes 11 PY2022
What changed
3 events
- Jan 1, 2024Funded status changedW•••• G•••••• • M••••• P•••••••• D•••••• B•••••• P••• funded ratio 104.1% -> 110.0% (2023-01-01 to 2024-01-01)
- Jan 1, 2023Funded status changedW•••• G•••••• • M••••• P•••••••• D•••••• B•••••• P••• funded ratio 135.7% -> 104.1% (2022-01-01 to 2023-01-01)
- Jan 1, 2023Assets changedW•••• G•••••• • M••••• P•••••••• D•••••• B•••••• P••• plan assets $429M -> $343M (-19.9%, 2022-01-01 to 2023-01-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 131456110-009
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.