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
M•••••• M•••••• C•••••• R••••••••• I••••• P•••
Corporate pensionNashville, TN
Assets
$5.2M
Total assets, Jun 30, 2025 reported
Funded
128.8%
Jul 1, 2024
Private markets target
n/a
policy Jun 30, 2025
Commitments
9
none on the tape
Plan sponsor: M•••••• M•••••• C••••••
Allocation policy
Form 5500, as of Jun 30, 2025
Actual allocation lines without a target (as filed)
- Interest-bearing cash 12.1%
- U.S. Government securities 7.6%
- Registered investment companies 80.3%
Consultants and advisers
2 firms
- T••••• B••• Trusteethrough Jun 30, 2023 Form 5500
- U•• C••••••••• G•••• Actuarythrough Jun 30, 2023 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
9 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 Jun 30, 2024 | I•••••• C••• S•• M•••••• E••collective trust | Blackrock | Pooled vehicles | $86,902 held | Disclosed holding | askebsa.dol.gov | |
| as of Jun 30, 2024 | I•••••• R•••••• 2••• E••collective trust | Blackrock | Pooled vehicles | $148,516 held | Disclosed holding | askebsa.dol.gov | |
| as of Jun 30, 2024 | S••• B•••••••• 1•• M•••• T••••• E••collective trust | State Street Global Advisors | Pooled vehicles | $704,595 held | Disclosed holding | askebsa.dol.gov | |
| as of Jun 30, 2024 | V••••••• V•••• E••collective trust | V••••••• | Pooled vehicles | $213,666 held | Disclosed holding | askebsa.dol.gov | |
| as of Jun 30, 2023 | I•••••• C••• S•• M•••••• E••collective trust | Blackrock | Pooled vehicles | $77,659 held | Disclosed holding | askebsa.dol.gov | |
| as of Jun 30, 2023 | I•••••• R•••••• 2••• E••collective trust | Blackrock | Pooled vehicles | $68,541 held | Disclosed holding | askebsa.dol.gov | |
| as of Jun 30, 2023 | I•••••• S•• S•••••••• 6•• V•• E••collective trust | Blackrock | Pooled vehicles | $69,035 held | Disclosed holding | askebsa.dol.gov | |
| as of Jun 30, 2023 | S••• B•••••••• 1•• M•••• T••••• E••collective trust | State Street Global Advisors | Pooled vehicles | $1.0M held | Disclosed holding | askebsa.dol.gov | |
| as of Jun 30, 2023 | V••••••• V•••• E••collective trust | V••••••• | Pooled vehicles | $283,774 held | Disclosed holding | askebsa.dol.gov |
Size and funding
32 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 Jun 30, 2025 | 425 | $5.1M | $3.7M | 128.8% | $5.2M | n/a | n/a | n/a |
| 2023 to Jun 30, 2024 | 459 | $4.9M | $4.0M | 128.9% | $5.1M | n/a | n/a | n/a |
| 2022 to Jun 30, 2023 | 471 | $4.9M | $4.9M | 108.9% | $4.9M | n/a | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- T••••• Financial Corporation codes 21 27 28 51 52 $19,178 PY2024
- U•• C••••••••• G•••• codes 11 PY2024
- T••••• Financial Corporation codes 21 27 28 51 52 $18,503 PY2023
- S••• B•••••••• 1•• M•••• T••••• E•• Sched. D C $704,595 PY2023
- V••••••• V•••• E•• Sched. D C $213,666 PY2023
- I•••••• C••• S•• M•••••• E•• Sched. D C $86,902 PY2023
- I•••••• R•••••• 2••• E•• Sched. D C $148,516 PY2023
- U•• C••••••••• G•••• codes 11 PY2023
- T••••• Financial Corporation codes 21 27 28 51 52 $14,154 PY2022
- I•••••• R•••••• 2••• E•• Sched. D C $68,541 PY2022
- I•••••• S•• S•••••••• 6•• V•• E•• Sched. D C $69,035 PY2022
- S••• B•••••••• 1•• M•••• T••••• E•• Sched. D C $1.0M PY2022
- V••••••• V•••• E•• Sched. D C $283,774 PY2022
- I•••••• C••• S•• M•••••• E•• Sched. D C $77,659 PY2022
- U•• C••••••••• G•••• codes 11 PY2022
What changed
2 events
- Jun 30, 2024Holding endedinferenceM•••••• M•••••• C•••••• R••••••••• I••••• P••• no longer reports I•••••• S•• S•••••••• 6•• V•• E•• (last held $69,035 at 2023-06-30; absent from the 2024-06-30 filing)with I•••••• S•• S•••••••• 6•• V•• E••askebsa.dol.gov
- Jul 1, 2023Funded status changedM•••••• M•••••• C•••••• R••••••••• I••••• P••• funded ratio 108.9% -> 128.9% (2022-07-01 to 2023-07-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 620488046-005
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.