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••••• C••••••••• P•••••• P•••
Corporate pensionMorristown, NJ
Assets
$376M
Total assets, Dec 31, 2024 reported
Funded
100.0%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
0
none on the tape
Plan sponsor: A•••••• L••
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
- F•••••••• I••••••••• A••••••• Investment adviser (plan)through Dec 31, 2022 Form 5500
- G••••••• I••••••••• M••••••••• I•• Investment adviser (plan)through Dec 31, 2022 Form 5500
- W••••• T••••• W••••• U• L•• Actuarythrough Dec 31, 2022 Form 5500
- N••••••• T•••• C•• Trusteethrough 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)
- S•• M•••••••••plan years 2022
- S••••••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
$790,916 (2023-12) · $1.3M (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 | 2,423 | $395M | $409M | 100.0% | $376M | n/a | $376M | n/a |
| 2023 to Dec 31, 2023 | 2,446 | $395M | $421M | 99.0% | $395M | n/a | $395M | n/a |
| 2022 to Dec 31, 2022 | 2,464 | $520M | $424M | 111.8% | $395M | n/a | $395M | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- W••••• T••••• W••••• U• L•• codes 11 16 17 50 $854,131 PY2024
- N••••••• Trust Company codes 21 51 52 59 $402,639 PY2024
- SUN Life Investment Mgmt US Inc. codes 28 51 $192,571 PY2024
- F•••••••• I••••••••• A••••••• codes 27 51 $189,805 PY2024
- Ogletree Deakins Nash Smoak &steard codes 29 50 $135,061 PY2024
- Wiss & Company, LLP codes 10 50 $55,000 PY2024
- A••••• America LLC Master Rtmt Trus Sched. D M $376M PY2024
- W••••• T••••• W••••• U• L•• codes 11 PY2024
- SLC Capital Management codes 28 51 $493,964 PY2023
- W••••• T••••• W••••• U• L•• codes 11 16 17 50 $417,305 PY2023
- F•••••••• I••••••••• A••••••• codes 27 51 $187,000 PY2023
- N••••••• Trust Company codes 21 51 52 59 $118,200 PY2023
- G••••••• I••••••••• M••••••••• I•• codes 27 33 51 52 68 71 $59,126 PY2023
- S•••••• Capital Management LLC codes 28 33 51 52 68 $50,826 PY2023
- Wiss & Company, LLP codes 10 50 $50,000 PY2023
- Ogletree Deakins codes 29 50 $27,522 PY2023
- Pension Benefit Information LLC codes 49 50 99 $5,064 PY2023
- A••••• America LLC Master Rtmt Trus Sched. D M $395M PY2023
- W••••• T••••• W••••• U• L•• codes 11 PY2023
- SLC Capital Management codes 28 51 $828,726 PY2022
- W••••• T••••• W••••• U• L•• codes 11 16 17 50 $279,157 PY2022
- F•••••••• I••••••••• A••••••• codes 27 51 $187,000 PY2022
- S•••••• Capital Management LLC codes 28 33 51 52 68 $155,286 PY2022
- G••••••• I••••••••• M••••••••• I•• codes 27 33 51 52 68 71 $113,926 PY2022
- Ogletree Deakins codes 29 50 $57,658 PY2022
- Wiss & Company, LLP codes 10 50 $49,500 PY2022
- N••••••• Trust Company codes 21 51 52 59 $42,840 PY2022
- A••••• America LLC Master Rtmt Trus Sched. D M $395M PY2022
- W••••• T••••• W••••• U• L•• codes 11 PY2022
What changed
4 events
- Dec 31, 2024Manager relationship endedinferenceS•••••• Capital Management LLC no longer appears on T•• A••••• C••••••••• P•••••• P•••'s Schedule C as investment manager (plan year 2024 vs 2023)with S••••••askebsa.dol.gov
- Dec 31, 2024Consultant changedinferenceG••••••• I••••••••• M••••••••• I•• no longer appears on T•• A••••• C••••••••• P•••••• P•••'s Schedule C as investment adviser (plan) (plan year 2024 vs 2023)with G••••••• I••••••••• M••••••••• I••askebsa.dol.gov
- Jan 1, 2023Funded status changedT•• A••••• C••••••••• P•••••• P••• funded ratio 111.8% -> 99.0% (2022-01-01 to 2023-01-01)
- Jan 1, 2023Assets changedT•• A••••• C••••••••• P•••••• P••• plan assets $520M -> $395M (-24.0%, 2022-01-01 to 2023-01-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 135665861-003
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.