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
R••••••••• B•••••• P••• f•• S••••••• E•••••••• o• A••••• L••
Corporate pensionSahuarita, AZ
Assets
$139M
Total assets, Dec 31, 2024 reported
Funded
98.0%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
0
none on the tape
Plan sponsor: A••••• L••
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
- Master trust investment accounts 99.8%
Consultants and advisers
3 firms
- A•• H••••• I••••••••• C••••••••• I• General consultantthrough Dec 31, 2022 Form 5500
- M•••••••• I••• Actuarythrough Dec 31, 2022 Form 5500
- B••• o• N•• Y••• M••••• Trusteethrough Dec 31, 2022 Form 5500
People
No investment staff or executives have been read for this allocator yet.
Manager roster
No manager relationship is on the tape for this allocator.
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
33 readings
Investment management fees
$227,721 (2023-12) · $200,702 (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 | 2,679 | $151M | $163M | 98.0% | $139M | n/a | $139M | n/a |
| 2023 to Dec 31, 2023 | 2,736 | $160M | $171M | 101.3% | $151M | n/a | $151M | n/a |
| 2022 to Dec 31, 2022 | 2,793 | $192M | $174M | 104.9% | $160M | n/a | $160M | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- M•••••••, Inc codes 11 13 50 $172,652 PY2024
- AON H••••• Investment C••••••••• codes 16 27 50 70 $157,945 PY2024
- BNY M••••• codes 21 50 99 $16,463 PY2024
- A••••• Master Pension Trust Sched. D M $139M PY2024
- M•••••••• I••• codes 11 PY2024
- M•••••••, Inc codes 11 13 50 $251,970 PY2023
- AON H••••• Investment C••••••••• codes 16 27 50 70 $227,721 PY2023
- BNY M••••• codes 21 50 99 $22,992 PY2023
- A••••• Master Pension Trust Sched. D M $151M PY2023
- M•••••••• I••• codes 11 PY2023
- AON H••••• Investment C••••••••• codes 16 27 50 70 $200,702 PY2022
- M•••••••, Inc codes 11 13 50 $195,130 PY2022
- State Street B••• & Trust Co codes 50 65 $83,531 PY2022
- BNY M••••• codes 21 50 99 $22,584 PY2022
- A••••• Master Pension Trust Sched. D M $160M PY2022
- M•••••••• I••• codes 11 PY2022
What changed
3 events
- Jan 1, 2024Funded status changedR••••••••• B•••••• P••• f•• S••••••• E•••••••• o• A••••• L•• funded ratio 101.3% -> 98.0% (2023-01-01 to 2024-01-01)
- Jan 1, 2023Funded status changedR••••••••• B•••••• P••• f•• S••••••• E•••••••• o• A••••• L•• funded ratio 104.9% -> 101.3% (2022-01-01 to 2023-01-01)
- Jan 1, 2023Assets changedR••••••••• B•••••• P••• f•• S••••••• E•••••••• o• A••••• L•• plan assets $192M -> $160M (-16.9%, 2022-01-01 to 2023-01-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 810666284-007
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.