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
U••• B••• L••••• P•••••• P•••
Corporate pensionMinneapolis, MN
Assets
$3.5B
Total assets, Dec 31, 2024 reported
Funded
119.6%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
0
none on the tape
Plan sponsor: U••• B••••••
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
3 firms
- T••••• W••••• I••••••••• S•••••••• Investment adviser (plan)through Dec 31, 2022 Form 5500
- U••• B•••• N••• Directed trusteethrough Dec 31, 2023 Form 5500
- W••••• T••••• W••••• U• L•• 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)
- W••••• T••••• W••••• U• L••plan years 2022
- U• B•••plan 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
33 readings
Investment management fees
$520,752 (2023-12) · $1.4M (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 | 40,693 | $3.5B | $2.7B | 119.6% | $3.5B | n/a | $3.5B | n/a |
| 2023 to Dec 31, 2023 | 44,532 | $2.9B | $2.4B | 116.3% | $3.0B | n/a | $3.0B | n/a |
| 2022 to Dec 31, 2022 | 45,492 | $3.7B | $2.4B | 124.4% | $2.9B | n/a | $2.9B | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- Alight Solutions LLC codes 15 50 99 $2.2M PY2024
- Ernst & Young, LLP codes 10 50 $143,700 PY2024
- Morgan Lewis Bockius LLP codes 29 50 $91,744 PY2024
- W••••• T••••• W••••• U• L•• codes 50 51 $60,055 PY2024
- Buck Global LLC codes 15 50 $14,261 PY2024
- U.S. B••• Defined Benefit Pen Pn Mt Sched. D M $3.5B PY2024
- W••••• T••••• W••••• U• L•• codes 11 PY2024
- Alight Solutions LLC codes 15 50 $2.2M PY2023
- T••••• W••••• Delaware codes 27 50 $472,635 PY2023
- Ernst & Young, LLP codes 10 50 $91,000 PY2023
- Morgan Lewis Bockius LLP codes 29 50 $63,795 PY2023
- W••••• T••••• W••••• U• L•• codes 50 51 $48,117 PY2023
- U.S. B••• National Association codes 25 50 $164 PY2023
- U.S. B••• Defined Benefit Pen Pn Mt Sched. D M $3.0B PY2023
- W••••• T••••• W••••• U• L•• codes 11 PY2023
- Alight Solutions LLC codes 15 50 $1.9M PY2022
- T••••• W••••• Delaware codes 27 50 $1.3M PY2022
- Ernst & Young, LLP codes 10 50 $72,000 PY2022
- Morgan Lewis Bockius LLP codes 29 50 $51,729 PY2022
- W••••• T••••• W••••• U• L•• codes 50 51 $35,792 PY2022
- U.S. B••• National Association codes 28 50 62 68 $165 PY2022
- U.S. B••• Defined Benefit Pen Pn Mt Sched. D M $2.9B PY2022
- W••••• T••••• W••••• U• L•• codes 11 PY2022
What changed
7 events
- Dec 31, 2024Consultant changedinferenceT••••• W••••• Delaware no longer appears on U••• B••• L••••• P•••••• P•••'s Schedule C as investment adviser (plan) (plan year 2024 vs 2023)with T••••• W••••• I••••••••• S••••••••askebsa.dol.gov
- Dec 31, 2024Assets changedU••• B••• L••••• P•••••• P••• total assets $3.0B -> $3.5B (+16.2%, 2023-12-31 to 2024-12-31)
- Jan 1, 2024Funded status changedU••• B••• L••••• P•••••• P••• funded ratio 116.3% -> 119.6% (2023-01-01 to 2024-01-01)
- Jan 1, 2024Assets changedU••• B••• L••••• P•••••• P••• plan assets $2.9B -> $3.5B (+20.4%, 2023-01-01 to 2024-01-01)
- Dec 31, 2023Manager relationship endedinferenceU.S. B••• National Association no longer appears on U••• B••• L••••• P•••••• P•••'s Schedule C as investment manager (plan year 2023 vs 2022)with U• B•••askebsa.dol.gov
- Jan 1, 2023Funded status changedU••• B••• L••••• P•••••• P••• funded ratio 124.4% -> 116.3% (2022-01-01 to 2023-01-01)
- Jan 1, 2023Assets changedU••• B••• L••••• P•••••• P••• plan assets $3.7B -> $2.9B (-20.4%, 2022-01-01 to 2023-01-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 410255900-007
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.