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
A•• G•••• P•••••• P•••
Corporate pensionSpring, TX
Assets
n/a
Total assets, Dec 31, 2023 reported
Funded
80.0%
Jan 1, 2023
Private markets target
n/a
policy Dec 31, 2022
Commitments
8
none on the tape
Plan sponsor: A•• G•••• o• C••••••••• I•••
Allocation policy
Form 5500, as of Dec 31, 2022
Actual allocation lines without a target (as filed)
- Interest-bearing cash 1.2%
- Partnership/joint venture interests 0.2%
- Common/collective trusts 97.4%
Consultants and advisers
3 firms
- B••• G•••••• L•• Actuarythrough Dec 31, 2022 Form 5500
- M••••• Actuarythrough Dec 31, 2022 Form 5500
- S•••• S••••• B••• • T•••• C•••••• Custodianthrough Dec 31, 2022 Form 5500
People
No investment staff or executives have been read for this allocator yet.
Manager roster
1 managers on Schedule C
From Schedule C (investment management, code 28)
- M••••• I••••••••• L••plan years 2022
Commitments
8 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 | M••••• U• S•••••••• C•• E••••• P•••collective trust | M••••• Trust Company LLC | Public equity | $2.4M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | M••••• U• L•••• C•• C••• P•••••• E•collective trust | M••••• Trust Company LLC | Public equity | $9.8M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | M••••• L••• S••••• F•••• I•••••collective trust | M••••• Trust Company LLC | Fixed income | $7.1M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | M••••• O••••••••• F•••• I•••••collective trust | M••••• Trust Company LLC | Hedge / diversifiers | $2.8M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | M••••• N••••• C••• E••••• P••••••••collective trust | M••••• Trust Company LLC | Public equity | $5.9M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | M••••• G••••• L•• V••••••••• E•••••collective trust | M••••• Trust Company LLC | Public equity | $3.2M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | M••••• A••••• L••• C•••••••• F••••collective trust | M••••• Trust Company LLC | Fixed income | $10.0M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | M••••• E••••••• M•••••• E••••• P•••collective trust | M••••• Trust Company LLC | Public equity | $3.5M held | Disclosed holding | askebsa.dol.gov |
Size and funding
22 readings
Form 5500 filings
2 plan years
| Plan year | Participants | Assets (SB market) | Funding target | FTAP | Total assets (H) | Partnerships / JV | Master trust | Real estate |
|---|---|---|---|---|---|---|---|---|
| 2023 to Dec 31, 2023 | 296 | $45.8M | $56.2M | 80.0% | $0 | $0 | n/a | n/a |
| 2022 to Dec 31, 2022 | 309 | $71.0M | $58.4M | 84.4% | $45.8M | $90,448 | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- M••••• Investment Management codes 28 50 51 52 $149,711 PY2023
- B••• G•••••• L•• codes 11 50 $123,743 PY2023
- Mcconnell & Jones LLP codes 10 50 $20,500 PY2023
- Metropolitan Life Insurance Company codes 15 50 $18,256 PY2023
- S•••• S••••• B••• • T•••• C•••••• codes 19 25 50 $5,858 PY2023
- M••••• U• S•••••••• C•• E••••• P••• Sched. D C PY2023
- M••••• U• L•••• C•• C••• P•••••• E• Sched. D C PY2023
- M••••• L••• S••••• F•••• I••••• Sched. D C PY2023
- M••••• O••••••••• F•••• I••••• Sched. D C PY2023
- M••••• Global Low Volatil Equity Sched. D C PY2023
- M••••• A••••• L••• Corp Fxd I••••• Sched. D C PY2023
- M••••• E••••••• M•••••• E••••• P••• Sched. D C PY2023
- M••••• US C••• Real Estate P•••foli Sched. D C PY2023
- M••••• N••••• C••• E••••• P•••••••• Sched. D C PY2023
- B••• G•••••• L•• codes 11 PY2023
- B••• G•••••• L•• codes 11 50 $206,397 PY2022
- M••••• Investment Management codes 28 50 51 52 $188,191 PY2022
- Mcconnell & Jones LLP codes 10 50 $19,500 PY2022
- M••••• (US) Inc codes 11 17 50 $19,353 PY2022
- S•••• S••••• B••• • T•••• C•••••• codes 19 25 50 $8,989 PY2022
- Clearwater Analytics codes 15 50 $6,260 PY2022
- M••••• N••••• C••• E••••• P•••••••• Sched. D C $5.9M PY2022
- M••••• Global Low Volatil Equity Sched. D C $3.2M PY2022
- M••••• A••••• L••• Corp Fxd I••••• Sched. D C $10.0M PY2022
- M••••• E••••••• M•••••• E••••• P••• Sched. D C $3.5M PY2022
- M••••• U• S•••••••• C•• E••••• P••• Sched. D C $2.4M PY2022
- M••••• U• L•••• C•• C••• P•••••• E• Sched. D C $9.8M PY2022
- M••••• L••• S••••• F•••• I••••• Sched. D C $7.1M PY2022
- M••••• O••••••••• F•••• I••••• Sched. D C $2.8M PY2022
- B••• G•••••• L•• codes 11 PY2022
What changed
3 events
- Dec 31, 2023Assets changedA•• G•••• P•••••• P••• total assets $46M -> $0 (-100.0%, 2022-12-31 to 2023-12-31)
- Jan 1, 2023Funded status changedA•• G•••• P•••••• P••• funded ratio 84.4% -> 80.0% (2022-01-01 to 2023-01-01)
- Jan 1, 2023Assets changedA•• G•••• P•••••• P••• plan assets $71M -> $46M (-35.5%, 2022-01-01 to 2023-01-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 223069605-001
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.