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
R••••••••• P••• f•• D••••••••• B••••••••• E•••••••• o• C•••• C•••••• C••••••
Corporate pensionNEW Philadelphia, OH
Assets
$8.6M
Total assets, Dec 31, 2024 reported
Funded
95.2%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
1
none on the tape
Plan sponsor: C•••• C•••••• C••••••
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
- Interest-bearing cash 1.3%
- Non-interest-bearing cash 0.2%
- Registered investment companies 79.8%
- Common stock 18.7%
Consultants and advisers
3 firms
- F•••• S•••• T•••• C•••••• Trusteethrough Dec 31, 2024 Form 5500
- O•••••• T•••• C••••••••• L•• Actuarythrough Dec 31, 2023 Form 5500
- U•• C••••••••• G•••• 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
- A•••• L••• I•••••••• C••••••1 rows, latest Dec 31, 2022
From Schedule C (investment management, code 28)
- C••••• P••••••• L••plan years 2023
- R•••• A•••••••plan years 2023
Commitments
1 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, 2022 | S••••••• A•••••• 1••separate account | A•••• L••• I•••••••• C•••••• | Pooled vehicles | $164,731 held | Disclosed holding | askebsa.dol.gov |
Size and funding
33 readings
Investment management fees
$42,516 (2023-12) · $40,145 (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 | 187 | $8.5M | $9.1M | 95.2% | $8.6M | n/a | n/a | n/a |
| 2023 to Dec 31, 2023 | 204 | $8.7M | $9.9M | 91.5% | $8.4M | n/a | n/a | n/a |
| 2022 to Dec 31, 2022 | 218 | $11.5M | $10.7M | 97.0% | $8.7M | n/a | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- R•••• A••••••• codes 28 $42,319 PY2024
- O•••••• T•••• C••••••••• codes 11 $41,879 PY2024
- F•••• State Trust codes 21 $20,118 PY2024
- O•••••• T•••• C••••••••• L•• codes 11 PY2024
- R•••• A••••••• codes 28 $32,554 PY2023
- C••••• Partners codes 28 $9,158 PY2023
- S••••••• A•••••• 1•• Sched. D P PY2023
- O•••••• T•••• C••••••••• L•• codes 11 PY2023
- A•••• L••• I•••••••• C•••••• codes 13 $19,581 PY2022
- Blue Prairie Group codes 13 PY2022
- S••••••• A•••••• 1•• Sched. D P $164,731 PY2022
- U•• C••••••••• G•••• codes 11 PY2022
What changed
6 events
- Dec 31, 2024Manager relationship endedinferenceC••••• Partners no longer appears on R••••••••• P••• f•• D••••••••• B••••••••• E•••••••• o• C•••• C•••••• C••••••'s Schedule C as investment manager (plan year 2024 vs 2023)with C••••• P••••••• L••askebsa.dol.gov
- Jan 1, 2024Funded status changedR••••••••• P••• f•• D••••••••• B••••••••• E•••••••• o• C•••• C•••••• C•••••• funded ratio 91.5% -> 95.2% (2023-01-01 to 2024-01-01)
- Dec 31, 2023Manager relationship startedR•••• A••••••• appears on R••••••••• P••• f•• D••••••••• B••••••••• E•••••••• o• C•••• C•••••• C••••••'s Schedule C as investment manager (plan year 2023 vs 2022)with R•••• A•••••••askebsa.dol.gov
- Dec 31, 2023Manager relationship startedC••••• Partners appears on R••••••••• P••• f•• D••••••••• B••••••••• E•••••••• o• C•••• C•••••• C••••••'s Schedule C as investment manager (plan year 2023 vs 2022)with C••••• P••••••• L••askebsa.dol.gov
- Jan 1, 2023Funded status changedR••••••••• P••• f•• D••••••••• B••••••••• E•••••••• o• C•••• C•••••• C•••••• funded ratio 97.0% -> 91.5% (2022-01-01 to 2023-01-01)
- Jan 1, 2023Assets changedR••••••••• P••• f•• D••••••••• B••••••••• E•••••••• o• C•••• C•••••• C•••••• plan assets $11M -> $9M (-24.3%, 2022-01-01 to 2023-01-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 730942104-002
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.