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
F••••••• S•••••• B••• C••• B•••••• P•••••• P•••
Corporate pensionF•••••••, NH
Assets
$11.1M
Total assets, Sep 30, 2025 reported
Funded
111.5%
Oct 1, 2024
Private markets target
n/a
policy Sep 30, 2025
Commitments
0
none on the tape
Plan sponsor: F••••••• S•••••• B•••
Allocation policy
Form 5500, as of Sep 30, 2025
Actual allocation lines without a target (as filed)
- Non-interest-bearing cash 3.6%
- Corporate debt instruments (other) 35.0%
- U.S. Government securities 16.3%
- Registered investment companies 21.3%
- Common stock 23.7%
Consultants and advisers
1 firms
- E••• R••••••••• P••• S••••••• Actuarythrough Sep 30, 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)
- B•••••• I••••••••• A•••••••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
29 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 Sep 30, 2025 | 136 | $13.0M | $9.8M | 111.5% | $11.1M | n/a | n/a | n/a |
| 2023 to Sep 30, 2024 | 142 | $12.1M | $9.9M | 103.9% | $13.0M | n/a | n/a | n/a |
| 2022 to Sep 30, 2023 | 147 | $12.0M | $9.7M | 100.0% | $12.1M | n/a | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- B•••••• I••••••••• A••••••• codes 28 51 $56,736 PY2024
- E••• R••••••••• P••• S••••••• codes 11 PY2024
- B•••••• I••••••••• A••••••• codes 28 51 $58,982 PY2023
- E••• R••••••••• P••• S••••••• codes 11 PY2023
- B•••••• I••••••••• A••••••• codes 28 51 $58,358 PY2022
- E••• R••••••••• P••• S••••••• codes 11 PY2022
What changed
3 events
- Sep 30, 2025Assets changedF••••••• S•••••• B••• C••• B•••••• P•••••• P••• total assets $13M -> $11M (-14.5%, 2024-09-30 to 2025-09-30)
- Oct 1, 2024Funded status changedF••••••• S•••••• B••• C••• B•••••• P•••••• P••• funded ratio 103.9% -> 111.5% (2023-10-01 to 2024-10-01)
- Oct 1, 2023Funded status changedF••••••• S•••••• B••• C••• B•••••• P•••••• P••• funded ratio 100.0% -> 103.9% (2022-10-01 to 2023-10-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 020136360-003
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.