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.
Corporate pension
Shutts & Bowen LLP Retirement Plan and Trust
Corporate pensionMiami, FL
Assets
$45.7M
Plan assets, Jan 1, 2024 reported
Funded
100.1%
Jan 1, 2024
Private markets target
n/a
no policy read
Commitments
0
none on the tape
Plan sponsor: Shutts & Bowen, LLP
Allocation policy
No allocation policy has been read for this allocator yet. Public systems get theirs from the ACFR; corporate plans from the sponsor’s 10-K; plans from Schedule H lines.
Consultants and advisers
1 firms
- PWC US Consulting LLP Actuarythrough Dec 31, 2022 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
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
15 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 | 101 | $45.7M | $45.7M | 100.1% | n/a | n/a | n/a | n/a |
| 2023 to Dec 31, 2023 | 105 | $43.3M | $43.3M | 100.1% | n/a | n/a | n/a | n/a |
| 2022 to Dec 31, 2022 | 108 | $45.3M | $45.2M | 100.2% | n/a | n/a | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- PWC US Consulting LLP codes 11 PY2024
- PWC US Consulting codes 11 PY2023
- PWC US Consulting codes 11 PY2022
What changed
No dated events yet.
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 590447122-023
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.