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
T•• A•••••• M••••••••• I••• R••••••••• P••• f•• C•••••• H••••• E••••••••
Corporate pensionAtlanta, GA
Assets
$717,304
Total assets, Dec 31, 2024 reported
Funded
102.5%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
13
none on the tape
Plan sponsor: T•• A•••••• M••••••••• I•••
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
- Interest-bearing cash 99.5%
Consultants and advisers
2 firms
- U•• C••••••••• G•••• Actuarythrough Dec 31, 2022 Form 5500
- P•••••••• S••••••• A•••• M••••••••• Trusteethrough Dec 31, 2022 Form 5500
People
No investment staff or executives have been read for this allocator yet.
Manager roster
1 managers on Schedule C
From Schedule C (investment management, code 28)
- E••••• C•••••• C•••••••••plan years 2022
Commitments
13 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 Dec 31, 2022 | P••••••••• R••• P•••• I•••••••••collective trust | P•••••••• | Pooled vehicles | $229,224 held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | A•••••••• C••• B••• C•• F•collective trust | P•••••••• | Fixed income | $539,460 held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | A•••••••• G••••• C•• N•collective trust | P•••••••• | Pooled vehicles | $111,166 held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | P••••••••• V•••• C•• F•collective trust | P•••••••• | Pooled vehicles | $229,013 held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | P••••••••• S•••• C•• C•• N•collective trust | P•••••••• | Public equity | $285,638 held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | P••••••••• • C•• I•••••••••collective trust | P•••••••• | Pooled vehicles | $540,587 held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | P••••••••• I••• L•• M•• C•• F•collective trust | P•••••••• | Pooled vehicles | $218,432 held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | P••••••••• S•• M• I••• C••collective trust | P•••••••• | Pooled vehicles | $500,651 held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | P••••••••• S•• 5•• I••••collective trust | P•••••••• | Pooled vehicles | $743,197 held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | P••••••••• T•••• R••••• B••• C••collective trust | P•••••••• | Fixed income | $540,211 held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | B•••••••• I••••••••• E•• C•• N•collective trust | P•••••••• | Pooled vehicles | $291,432 held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | P••••••••• I••••••••• V•collective trust | P•••••••• | Pooled vehicles | $220,116 held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | V••• L•••• C•• G••••• C•• N•collective trust | P•••••••• | Public equity | $222,774 held | Disclosed holding | askebsa.dol.gov |
Size and funding
33 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 Dec 31, 2024 | 189 | $4.0M | $3.2M | 102.5% | $717,304 | n/a | n/a | n/a |
| 2023 to Dec 31, 2023 | 286 | $5.9M | $5.2M | 102.1% | $4.0M | n/a | n/a | n/a |
| 2022 to Dec 31, 2022 | 288 | $7.3M | $5.0M | 110.0% | $5.9M | n/a | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- U•• C••••••••• G•••• codes 11 17 50 $155,329 PY2024
- P•••••••• Financial Group, Inc codes 15 21 28 50 51 $18,385 PY2024
- U•• C••••••••• G•••• codes 11 PY2024
- U•• C••••••••• G•••• codes 11 17 50 $32,889 PY2023
- P•••••••• Financial Group, Inc codes 15 21 28 50 51 $27,397 PY2023
- V••• L•••• C•• G••••• C•• N• Sched. D C PY2023
- C••• B••• Cit N Sched. D C PY2023
- G••••• Cit Class N Sched. D C PY2023
- MFS V•••• Cit N Sched. D C PY2023
- Multi Manager S•••• Cap Cit N Sched. D C PY2023
- Dodge and Cox I••••••••• B••• Cit Sched. D C PY2023
- T R••• P•••• I••• Equ Inc Mgd Sched. D C PY2023
- T R••• P•••• I••• Lg Cap G••••• Sched. D C PY2023
- B•••••••• Sp Midcap I•••• Cit N Sched. D C PY2023
- B•••••••• Sp 500 I•••• Cit N Sched. D C PY2023
- Federated T•••• R••••• B••• Cit N Sched. D C PY2023
- B•••••••• I••••••••• E•• C•• N• Sched. D C PY2023
- Causeway International V•••• Cit N Sched. D C PY2023
- U•• C••••••••• G•••• codes 11 PY2023
- U•• C••••••••• G•••• codes 11 17 50 $30,806 PY2022
- P•••••••• Financial Group, Inc codes 15 21 28 50 51 $27,028 PY2022
- E••••• C•••••• C••••••••• codes 28 50 51 $5,278 PY2022
- Multi Manager S•••• Cap Cit N Sched. D C $285,638 PY2022
- Dodge and Cox I••••••••• B••• Cit Sched. D C $540,587 PY2022
- T R••• P•••• I••• Equ Inc Mgd Sched. D C $229,224 PY2022
- T R••• P•••• I••• Lg Cap G••••• Sched. D C $218,432 PY2022
- B•••••••• Sp Midcap I•••• Cit N Sched. D C $500,651 PY2022
- B•••••••• Sp 500 I•••• Cit N Sched. D C $743,197 PY2022
- Federated T•••• R••••• B••• Cit N Sched. D C $540,211 PY2022
- B•••••••• I••••••••• E•• C•• N• Sched. D C $291,432 PY2022
- Causeway International V•••• Cit N Sched. D C $220,116 PY2022
- V••• L•••• C•• G••••• C•• N• Sched. D C $222,774 PY2022
- C••• B••• Cit N Sched. D C $539,460 PY2022
- G••••• Cit Class N Sched. D C $111,166 PY2022
- MFS V•••• Cit N Sched. D C $229,013 PY2022
- U•• C••••••••• G•••• codes 11 PY2022
What changed
6 events
- Dec 31, 2024Assets changedT•• A•••••• M••••••••• I••• R••••••••• P••• f•• C•••••• H••••• E•••••••• total assets $4M -> $717,304 (-82.1%, 2023-12-31 to 2024-12-31)
- Jan 1, 2024Assets changedT•• A•••••• M••••••••• I••• R••••••••• P••• f•• C•••••• H••••• E•••••••• plan assets $6M -> $4M (-32.2%, 2023-01-01 to 2024-01-01)
- Dec 31, 2023Manager relationship endedinferenceE••••• C•••••• C••••••••• no longer appears on T•• A•••••• M••••••••• I••• R••••••••• P••• f•• C•••••• H••••• E••••••••'s Schedule C as investment manager (plan year 2023 vs 2022)with E••••• C•••••• C•••••••••askebsa.dol.gov
- Dec 31, 2023Assets changedT•• A•••••• M••••••••• I••• R••••••••• P••• f•• C•••••• H••••• E•••••••• total assets $6M -> $4M (-31.9%, 2022-12-31 to 2023-12-31)
- Jan 1, 2023Funded status changedT•• A•••••• M••••••••• I••• R••••••••• P••• f•• C•••••• H••••• E•••••••• funded ratio 110.0% -> 102.1% (2022-01-01 to 2023-01-01)
- Jan 1, 2023Assets changedT•• A•••••• M••••••••• I••• R••••••••• P••• f•• C•••••• H••••• E•••••••• plan assets $7M -> $6M (-19.0%, 2022-01-01 to 2023-01-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 510398175-001
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.