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
C••• W•••••• R•••••• U••••••••• E•••••••• R••••••••• P••• B•
Corporate pensionCleveland, OH
Assets
$275M
Total assets, Jun 30, 2025 reported
Funded
88.2%
Jul 1, 2024
Private markets target
n/a
policy Jun 30, 2025
Commitments
3
none on the tape
Plan sponsor: C••• W•••••• R•••••• U•••••••••
Allocation policy
Form 5500, as of Jun 30, 2025
Actual allocation lines without a target (as filed)
- Interest-bearing cash 3.7%
- Insurance company general account 1.1%
- Partnership/joint venture interests 12.6%
- Pooled separate accounts 2.6%
- Registered investment companies 78.6%
Consultants and advisers
3 firms
- T••••• W••••• P••••••••• I••• Actuarythrough Jun 30, 2023 Form 5500
- T•••••••• T•••• C•••••• F•• Directed trusteethrough Jun 30, 2023 Form 5500
- W••••• T••••• W••••• U• L•• Actuarythrough Jun 30, 2023 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
- T•••••••• T•••• C•••••• F••3 rows, latest Jun 30, 2025
Commitments
3 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, 2025 | R••• E••••• F•••separate account | T•••••••• T•••• C•••••• F•• | Real estate | $7.1M held | Disclosed holding | askebsa.dol.gov | |
| as of Jun 30, 2024 | R••• E••••• F•••separate account | T•••••••• T•••• C•••••• F•• | Real estate | $7.0M held | Disclosed holding | askebsa.dol.gov | |
| as of Jun 30, 2023 | R••• E••••• F•••separate account | T•••••••• T•••• C•••••• F•• | Real estate | $7.9M held | Disclosed holding | askebsa.dol.gov |
Size and funding
33 readings
Investment management fees
$15,000 (2024-06) · $15,000 (2023-06)
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 | 4,547 | $249M | $283M | 88.2% | $275M | $34.5M | n/a | n/a |
| 2023 to Jun 30, 2024 | 4,617 | $224M | $270M | 83.0% | $249M | $34.7M | n/a | n/a |
| 2022 to Jun 30, 2023 | 4,704 | $209M | $244M | 84.8% | $225M | $33.5M | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- W••••• T••••• W••••• codes 11 $59,343 PY2024
- Tiaa codes 12 38 $56,388 PY2024
- Maloney & Novotny LLC codes 10 $27,680 PY2024
- T•••••••• T•••• C•••••• F•• codes 25 $15,000 PY2024
- R••• E••••• F••• Sched. D P $7.1M PY2024
- W••••• T••••• W••••• U• L•• codes 11 PY2024
- Tiaa codes 12 38 $54,300 PY2023
- W••••• T••••• W••••• codes 11 $52,857 PY2023
- Maloney & Novotny LLC codes 10 $28,100 PY2023
- T•••••••• T•••• C•••••• F•• codes 25 $15,000 PY2023
- R••• E••••• F••• Sched. D P $7.0M PY2023
- W••••• T••••• W••••• U• L•• codes 11 PY2023
- W••••• T••••• W••••• codes 11 $55,480 PY2022
- Tiaa codes 12 38 $48,359 PY2022
- T•••••••• T•••• C•••••• F•• codes 25 $15,000 PY2022
- Maloney & Novotny LLC codes 10 $10,000 PY2022
- R••• E••••• F••• Sched. D P $7.9M PY2022
- W••••• T••••• W••••• U• L•• codes 11 PY2022
What changed
4 events
- Jun 30, 2025Assets changedC••• W•••••• R•••••• U••••••••• E•••••••• R••••••••• P••• B• total assets $249M -> $275M (+10.3%, 2024-06-30 to 2025-06-30)
- Jul 1, 2024Funded status changedC••• W•••••• R•••••• U••••••••• E•••••••• R••••••••• P••• B• funded ratio 83.0% -> 88.2% (2023-07-01 to 2024-07-01)
- Jul 1, 2024Assets changedC••• W•••••• R•••••• U••••••••• E•••••••• R••••••••• P••• B• plan assets $224M -> $249M (+11.3%, 2023-07-01 to 2024-07-01)
- Jun 30, 2024Assets changedC••• W•••••• R•••••• U••••••••• E•••••••• R••••••••• P••• B• total assets $225M -> $249M (+10.8%, 2023-06-30 to 2024-06-30)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 341018992-003
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.