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••••••••• P••• f•• E•••••••• o• M••••••• D•••••••• A••••••••• I•••
Corporate pensionChicago, IL
Assets
$80.4M
Total assets, Dec 31, 2024 reported
Funded
76.3%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
6
none on the tape
Plan sponsor: M••••••• D•••••••• A••••••••• I•••
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
- Common/collective trusts 19.7%
- Registered investment companies 80.3%
Consultants and advisers
3 firms
- U• B••• Trusteethrough Dec 31, 2022 Form 5500
- S•••• Actuarythrough Dec 31, 2022 Form 5500
- T•• S•••• C•• ••••••• S•••••• I••• 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
- G•••••• S•••• T•••• C••••••6 rows, latest Dec 31, 2024
From Schedule C (investment management, code 28)
- G•••••• S•••• A•••• M•••••••••plan years 2022
Commitments
6 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 | G• C• I•••• D••••••• C••••• F•••collective trust | G•••••• S•••• T•••• C•••••• | Private credit | $5.0M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | G• C• L••• T••••••• S••••• F•••collective trust | G•••••• S•••• T•••• C•••••• | Fixed income | $5.9M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | G• C• L••• D••••••• C••••• F•••collective trust | G•••••• S•••• T•••• C•••••• | Private credit | $5.0M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2023 | G• C• I•••• D••••••• C••••• F•••collective trust | G•••••• S•••• T•••• C•••••• | Private credit | $4.3M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2023 | G• C• L••• T••••••• S••••• F•••collective trust | G•••••• S•••• T•••• C•••••• | Fixed income | $7.4M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2023 | G• C• L••• D••••••• C••••• F•••collective trust | G•••••• S•••• T•••• C•••••• | Private credit | $4.3M held | Disclosed holding | askebsa.dol.gov |
Size and funding
33 readings
Investment management fees
$242,932 (2023-12) · $285,033 (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 | 882 | $83.5M | $120M | 76.3% | $80.4M | n/a | n/a | n/a |
| 2023 to Dec 31, 2023 | 891 | $79.6M | $120M | 72.5% | $80.9M | n/a | n/a | n/a |
| 2022 to Dec 31, 2022 | 899 | $113M | $119M | 87.9% | $79.6M | n/a | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- G•••••• S•••• Asset Mgmt LP codes 28 51 56 $298,846 PY2024
- S•••• codes 11 16 50 $171,900 PY2024
- Morgan, Lewis Bockius LLP codes 29 $27,570 PY2024
- U• B••• codes 21 $23,037 PY2024
- L••• T••••••• S••••• Sched. D C $5.9M PY2024
- I••••mediate D••••••• Credit Sched. D C $5.0M PY2024
- L••• D••••••• Credit Sched. D C $5.0M PY2024
- S•••• codes 11 PY2024
- G•••••• S•••• Asset Mgmt LP codes 28 51 56 $242,932 PY2023
- S•••• codes 11 16 50 $205,400 PY2023
- U• B••• codes 21 $22,477 PY2023
- Cohnreznick LLP codes 10 $17,500 PY2023
- I••••mediate D••••••• Credit Sched. D C $4.3M PY2023
- L••• T••••••• S••••• Sched. D C $7.4M PY2023
- L••• D••••••• Credit Sched. D C $4.3M PY2023
- S•••• codes 11 PY2023
- G•••••• S•••• Asset Mgmt LP codes 28 51 56 $285,033 PY2022
- S•••• codes 11 16 50 $236,100 PY2022
- U• B••• codes 21 $24,699 PY2022
- S•••• codes 11 PY2022
What changed
3 events
- Jan 1, 2024Funded status changedR••••••••• P••• f•• E•••••••• o• M••••••• D•••••••• A••••••••• I••• funded ratio 72.5% -> 76.3% (2023-01-01 to 2024-01-01)
- Jan 1, 2023Funded status changedR••••••••• P••• f•• E•••••••• o• M••••••• D•••••••• A••••••••• I••• funded ratio 87.9% -> 72.5% (2022-01-01 to 2023-01-01)
- Jan 1, 2023Assets changedR••••••••• P••• f•• E•••••••• o• M••••••• D•••••••• A••••••••• I••• plan assets $113M -> $80M (-29.3%, 2022-01-01 to 2023-01-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 131665552-001
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.