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

O••• C••••••••• E•••••••• P•••••• P•••

Corporate pensionClayton, MO
Assets
$1.8B
Total assets, Dec 31, 2024 reported
Funded
72.0%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
0
none on the tape
Plan sponsor: O••• C•••••••••
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
  • Master trust investment accounts 100.0%
Consultants and advisers
4 firms
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
31 readings
Total assets
$1.8B Dec 31, 2024 reported Form 5500
$1.9B (2023-12) · $1.8B (2022-12)
Plan assets
$1.9B Jan 1, 2024 reported Form 5500
$1.8B (2023-01) · $2.4B (2022-01)
Net assets
$1.8B Dec 31, 2024 reported Form 5500
$1.9B (2023-12) · $1.8B (2022-12)
Funded ratio
72.0% Jan 1, 2024 reported Form 5500
73.4% (2023-01) · 79.1% (2022-01)
Funding target
$1.9B Jan 1, 2024 reported Form 5500
$1.9B (2023-01) · $2.0B (2022-01)
Discount rate
5.14% Jan 1, 2024 reported Form 5500
5.22% (2023-01) · 5.39% (2022-01)
Participants
19,133 Jan 1, 2024 reported Form 5500
19,699 (2023-01) · 20,316 (2022-01)
Contributions
$0 Dec 31, 2023 reported Form 5500
$0 (2022-12)
Benefits paid
$139M Dec 31, 2024 reported Form 5500
$140M (2023-12) · $139M (2022-12)
Net investment income
$-59.1M Dec 31, 2024 reported Form 5500
$31.6M (2023-12) · $-605M (2022-12)
Investment management fees
$42,500 Dec 31, 2024 reported Form 5500
$85,000 (2023-12)
Form 5500 filings
3 plan years
Plan yearParticipantsAssets (SB market)Funding targetFTAPTotal assets (H)Partnerships / JVMaster trustReal estate
2024 to Dec 31, 202419,133$1.9B$1.9B72.0%$1.8Bn/a$1.8Bn/a
2023 to Dec 31, 202319,699$1.8B$1.9B73.4%$1.9Bn/a$1.9Bn/a
2022 to Dec 31, 202220,316$2.4B$2.0B79.1%$1.8Bn/a$1.8Bn/a
Service providers and investment entities as filed (Schedule C and D, latest year first)
  • The S•••• Group, Inc. codes 11 16 50 $904,533 PY2024
  • O••• C••••••••• codes 35 50 $684,466 PY2024
  • Conduent Hr Services codes 14 50 $120,758 PY2024
  • O••• C••••••••• codes 49 50 $60,740 PY2024
  • W•••• F•••• Advisors codes 27 50 $42,500 PY2024
  • Rubinbrown LLP codes 10 50 $20,800 PY2024
  • Lifestatus360 LLC codes 15 50 $6,280 PY2024
  • O••• Corp Master Retirement Trust Sched. D M $1.8B PY2024
  • S•••• codes 11 PY2024
  • O••• C••••••••• codes 35 50 $648,539 PY2023
  • Sibson Consulting codes 11 16 50 $573,812 PY2023
  • Conduent Hr Services codes 14 50 $115,668 PY2023
  • W•••• F•••• Advisors codes 27 50 $85,000 PY2023
  • O••• C••••••••• codes 49 50 $24,883 PY2023
  • Rubinbrown LLP codes 10 50 $20,000 PY2023
  • Wilkie F••• & G•••••••• LLP codes 19 50 $19,079 PY2023
  • Lifestatus360 LLC codes 15 50 $5,230 PY2023
  • O••• Corp Master Retirement Trust Sched. D M $1.9B PY2023
  • S•••• codes 11 PY2023
  • O••• C••••••••• codes 35 50 $655,128 PY2022
  • Sibson Consulting codes 11 16 50 $648,260 PY2022
  • Jenner & Block LLP codes 29 50 $23,270 PY2022
  • Rubinbrown LLP codes 10 50 $20,000 PY2022
  • O••• C••••••••• codes 49 50 $10,287 PY2022
  • Conduent Hr Services codes 14 50 $9,639 PY2022
  • Lifestatus360 LLC codes 15 50 $5,760 PY2022
  • O••• Corp Master Retirement Trust Sched. D M $1.8B PY2022
  • S•••• codes 11 PY2022
What changed
3 events
  • Dec 31, 2023Consultant changedinference
    W•••• F•••• Advisors appears on O••• C••••••••• E•••••••• P•••••• P•••'s Schedule C as investment adviser (plan) (plan year 2023 vs 2022)
    with W•••• F•••• A•••••••• L••askebsa.dol.gov
  • Jan 1, 2023Funded status changed
    O••• C••••••••• E•••••••• P•••••• P••• funded ratio 79.1% -> 73.4% (2022-01-01 to 2023-01-01)
  • Jan 1, 2023Assets changed
    O••• C••••••••• E•••••••• P•••••• P••• plan assets $2.4B -> $1.8B (-24.9%, 2022-01-01 to 2023-01-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 131872319-002
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.