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.
Corporate pension
Quantegy-Ampex Retirement Plan
Corporate pensionStamford, CT
Assets
n/a
Total assets, Dec 31, 2022 reported
Funded
133.2%
Jan 1, 2022
Private markets target
n/a
no policy read
Commitments
0
none on the tape
Plan sponsor: Ampex Corporation
Allocation policy
No allocation policy has been read for this allocator yet. Public systems get theirs from the ACFR; corporate plans from the sponsor’s 10-K; plans from Schedule H lines.
Consultants and advisers
3 firms
- State Street Bank & Trust Company Trusteethrough Dec 31, 2022 Form 5500
- Cbiz Ris Actuarythrough Dec 31, 2022 Form 5500
- Cbiz Benefits & Insurance, Inc. Actuarythrough Dec 31, 2022 Form 5500
People
No investment staff or executives have been read for this allocator yet.
Manager roster
2 managers on Schedule C
From Schedule C (investment management, code 28)
- Pinnacle Associates Ltd.plan years 2022
- Allspring Global Investments LLCplan years 2022
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
11 readings
Total assets
Plan assets
Net assets
Funded ratio
Funding target
Discount rate
Participants
Contributions
Benefits paid
Net investment income
Investment management fees
Form 5500 filings
1 plan years
| Plan year | Participants | Assets (SB market) | Funding target | FTAP | Total assets (H) | Partnerships / JV | Master trust | Real estate |
|---|---|---|---|---|---|---|---|---|
| 2022 to Dec 31, 2022 | 3,715 | $232M | $174M | 133.2% | $0 | n/a | $0 | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- State Street Bank codes 13 21 $326,649 PY2022
- Cbiz Benefits & Insurance Services codes 11 14 $257,963 PY2022
- Wells Capital codes 28 $80,932 PY2022
- Pinnacle Associates Ltd codes 28 $76,278 PY2022
- Cohnreznick LLP codes 10 $32,000 PY2022
- Ampex Retirement Master Trust Sched. D M PY2022
- Cbiz Benefits & Insurance codes 11 PY2022
What changed
No dated events yet.
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 133667696-008
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.