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
G• H••••••••• L••••• A••••••••• P•••••• P•••
Corporate pensionChicago, IL
Assets
$659M
Total assets, Dec 31, 2024 reported
Funded
93.9%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
0
none on the tape
Plan sponsor: G• H••••••••• T••••••••• I•••
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
- S•••• S••••• B••• Trusteethrough Dec 31, 2024 Form 5500
- H••••• A••••••••• Actuarythrough Dec 31, 2023 Form 5500
- A•• C••••••••• I••• Actuarythrough Dec 31, 2023 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)
- W••••• T••••• W•••••plan years 2023
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
21 readings
Investment management fees
Form 5500 filings
2 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 | 10,927 | $716M | $770M | 93.9% | $659M | n/a | $659M | n/a |
| 2023 to Dec 31, 2023 | 1,235 | $67.8M | $51.1M | 112.1% | $714M | n/a | $714M | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- A•• C••••••••• I••• codes 11 50 $1.6M PY2024
- Ivins, Phillips & Baker codes 29 50 $106,557 PY2024
- Deloitte & Touche LLP codes 10 50 $102,500 PY2024
- P•••te Moran codes 10 50 $56,400 PY2024
- S•••• S••••• B••• codes 21 51 $22,234 PY2024
- Global Shareholder Services Inc codes 13 50 $19,013 PY2024
- GE H••••••••• Pension Master Trust Sched. D M $659M PY2024
- A•• C••••••••• I••• codes 11 PY2024
- A•• C••••••••• I••• codes 11 50 $931,419 PY2023
- Ivins, Phillips & Baker codes 29 50 $44,400 PY2023
- Principal B••• codes 15 50 $40,952 PY2023
- Deloitte & Touche LLP codes 10 50 $23,900 PY2023
- W••••• T••••• W••••• codes 28 51 $10,756 PY2023
- General Electric Pension Trust Sched. D M PY2023
- GE H••••••••• Pension Master Trust Sched. D M $714M PY2023
- A•• C••••••••• I••• codes 11 PY2023
What changed
3 events
- Dec 31, 2024Manager relationship endedinferenceW••••• T••••• W••••• no longer appears on G• H••••••••• L••••• A••••••••• P•••••• P•••'s Schedule C as investment manager (plan year 2024 vs 2023)with W••••• T••••• W•••••askebsa.dol.gov
- Jan 1, 2024Funded status changedG• H••••••••• L••••• A••••••••• P•••••• P••• funded ratio 112.1% -> 93.9% (2023-01-01 to 2024-01-01)
- Jan 1, 2024Assets changedG• H••••••••• L••••• A••••••••• P•••••• P••• plan assets $68M -> $716M (+956.7%, 2023-01-01 to 2024-01-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 882515116-004
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.