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•• I••• M••••• P•••••• P•••
Corporate pensionCary, NC
Assets
$698M
Total assets, Nov 30, 2024 reported
Funded
84.2%
Dec 1, 2023
Private markets target
n/a
policy Nov 30, 2024
Commitments
0
none on the tape
Plan sponsor: A•• I•••
Allocation policy
Form 5500, as of Nov 30, 2024
Actual allocation lines without a target (as filed)
- Master trust investment accounts 97.6%
Consultants and advisers
10 firms
- C••••• W••• Pension consultantthrough Nov 30, 2024 Form 5500
- M••••••• • C••• I••• Investment adviser (plan)through Nov 30, 2023 Form 5500
- A•• I••• Investment adviser (plan)through Nov 30, 2023 Form 5500
- D•••• • C•• Investment adviser (plan)through Nov 30, 2023 Form 5500
- T••••• W••••• I••••••••• S•••••••• Pension consultantthrough Nov 30, 2023 Form 5500
- W••••••••• T•••• C•••••• Investment adviser (plan)through Nov 30, 2023 Form 5500
- N•••••••• B••••• Investment adviser (plan)through Nov 30, 2023 Form 5500
- B••• o• N•• Y••• M••••• Trusteethrough Nov 30, 2023 Form 5500
- B•••••••• I••••••••• T•••• C•••• Trusteethrough Nov 30, 2023 Form 5500
- W••••• T••••• W••••• U• L•• Actuarythrough Nov 30, 2023 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)
- V••••••• I•••••••••plan years 2023
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
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 Nov 30, 2024 | 3,923 | $162M | $211M | 84.2% | $698M | n/a | $682M | n/a |
| 2022 to Nov 30, 2023 | 3,485 | $148M | $190M | 84.2% | $162M | n/a | $159M | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- Alight Solutions LLC codes 13 50 64 $1.5M PY2023
- W••••••••• T•••• C•••••• N.A. codes 27 50 51 52 $891,491 PY2023
- W••••• T••••• W••••• U• L•• codes 11 17 50 $615,033 PY2023
- M••••••• & C0., Inc. codes 27 28 50 51 $345,886 PY2023
- ABB Business Services codes 27 50 $317,719 PY2023
- D•••• • C•• codes 27 28 50 51 52 $216,127 PY2023
- Grant Thornton codes 10 50 $159,650 PY2023
- N•••••••• B••••• Inv. Advisors LLC codes 27 28 50 51 52 $141,137 PY2023
- Faegre, Drinker & Biddle LLP codes 29 50 $133,798 PY2023
- The B••• o• N•• Y••• M••••• codes 21 50 $120,486 PY2023
- T••••• W••••• Investment Services codes 17 28 50 51 $90,620 PY2023
- V••••••• I••••••••• codes 50 51 $72,411 PY2023
- C••••• W••• codes 17 50 $58,693 PY2023
- Fidelity Management codes 13 50 64 $20,995 PY2023
- A•• I••• Master Trust Sched. D M $682M PY2023
- W••••• T••••• W••••• U• L•• codes 11 PY2023
- Alight Solutions LLC codes 13 50 64 $254,879 PY2022
- W••••••••• T•••• C•••••• N.A. codes 27 50 51 52 $138,073 PY2022
- W••••• T••••• W••••• U• L•• codes 11 17 50 $119,069 PY2022
- M••••••• & C0., Inc. codes 27 28 50 51 $80,403 PY2022
- ABB Business Services codes 27 50 $66,080 PY2022
- D•••• • C•• codes 27 28 50 51 52 $59,779 PY2022
- The B••• o• N•• Y••• M••••• codes 21 50 $45,055 PY2022
- Grant Thornton codes 10 50 $41,500 PY2022
- N•••••••• B••••• Inv. Advisors LLC codes 27 28 50 51 52 $28,261 PY2022
- T••••• W••••• Investment Services codes 17 28 50 51 $19,385 PY2022
- V••••••• I••••••••• codes 50 51 $16,630 PY2022
- B•••••••• Inst. Trust Company Na codes 21 24 28 50 51 $9,400 PY2022
- Faegre, Drinker & Biddle LLP codes 29 50 $6,018 PY2022
- A•• I••• Master Trust Sched. D M $159M PY2022
- W••••• T••••• W••••• U• L•• codes 11 PY2022
What changed
3 events
- Nov 30, 2024Assets changedA•• I••• M••••• P•••••• P••• total assets $162M -> $698M (+329.8%, 2023-11-30 to 2024-11-30)
- Dec 31, 2023Manager relationship endedinferenceB•••••••• Inst. Trust Company Na no longer appears on A•• I••• M••••• P•••••• P•••'s Schedule C as investment manager (plan year 2023 vs 2022)with B•••••••• I••••••••• T•••• C••••askebsa.dol.gov
- Dec 31, 2023Consultant changedinferenceC••••• W••• appears on A•• I••• M••••• P•••••• P•••'s Schedule C as pension consultant (plan year 2023 vs 2022)with C••••• W•••askebsa.dol.gov
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 363100018-306
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.