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
A••••• T•••• F•• R••••••••• P•••
Corporate pensionA•••••, TX
Assets
$34.2M
Total assets, Dec 31, 2024 reported
Funded
132.9%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
3
none on the tape
Plan sponsor: A••••• T•••• F•••••• C••••• U••••
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
- Insurance company general account 30.5%
- Pooled separate accounts 69.5%
Consultants and advisers
2 firms
- S••••••• F•••••••• G•••• Custodianthrough Dec 31, 2022 Form 5500
- S••••••• R••••••••• 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
- S••••••• R••••••••• S•••••••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 | S••••••• A•••••• a•separate account | S••••••• R••••••••• S••••••• | Pooled vehicles | $23.8M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2023 | S••••••• A•••••• a•separate account | S••••••• R••••••••• S••••••• | Pooled vehicles | $19.0M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | S••••••• A•••••• a•separate account | S••••••• R••••••••• S••••••• | Pooled vehicles | $13.0M 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 | 323 | $26.4M | $17.5M | 132.9% | $34.2M | n/a | n/a | n/a |
| 2023 to Dec 31, 2023 | 311 | $20.6M | $15.5M | 114.5% | $26.4M | n/a | n/a | n/a |
| 2022 to Dec 31, 2022 | 299 | $24.5M | $17.7M | 119.8% | $20.6M | n/a | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- S••••••• F•••••••• G•••• codes 12 15 18 50 $76,094 PY2024
- S••••••• A•••••• a• Sched. D P $23.8M PY2024
- S••••••• R••••••••• S••••••• Inc codes 11 PY2024
- S••••••• F•••••••• G•••• codes 12 15 18 50 $52,929 PY2023
- S••••••• A•••••• a• Sched. D P $19.0M PY2023
- S••••••• R••••••••• S••••••• Inc codes 11 PY2023
- S••••••• F•••••••• G•••• codes 12 15 18 50 $76,438 PY2022
- S••••••• A•••••• a• Sched. D P $13.0M PY2022
- S••••••• R••••••••• S••••••• Inc codes 11 PY2022
What changed
6 events
- Dec 31, 2024Assets changedA••••• T•••• F•• R••••••••• P••• total assets $26M -> $34M (+29.8%, 2023-12-31 to 2024-12-31)
- Jan 1, 2024Funded status changedA••••• T•••• F•• R••••••••• P••• funded ratio 114.5% -> 132.9% (2023-01-01 to 2024-01-01)
- Jan 1, 2024Assets changedA••••• T•••• F•• R••••••••• P••• plan assets $21M -> $26M (+28.1%, 2023-01-01 to 2024-01-01)
- Dec 31, 2023Assets changedA••••• T•••• F•• R••••••••• P••• total assets $21M -> $26M (+28.0%, 2022-12-31 to 2023-12-31)
- Jan 1, 2023Funded status changedA••••• T•••• F•• R••••••••• P••• funded ratio 119.8% -> 114.5% (2022-01-01 to 2023-01-01)
- Jan 1, 2023Assets changedA••••• T•••• F•• R••••••••• P••• plan assets $24M -> $21M (-15.9%, 2022-01-01 to 2023-01-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 741110192-002
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.