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
R••••••••• L••••••• H••• C••• S••••••• A•••••• I••• P•••••• P•••
Corporate pensionRiverdale, NY
Assets
n/a
Total assets, Jul 31, 2023 reported
Funded
110.4%
Jan 1, 2022
Private markets target
n/a
policy Dec 31, 2022
Commitments
1
none on the tape
Plan sponsor: R••••••••• L••••••• H••• C••• S••••••• A•••••• I•••
Allocation policy
Form 5500, as of Dec 31, 2022
Actual allocation lines without a target (as filed)
- Pooled separate accounts 25.5%
- Registered investment companies 74.5%
Consultants and advisers
2 firms
- U•• C••••••••• G•••• Actuarythrough Dec 31, 2022 Form 5500
- P••••••• S•••••••• I••• Actuarythrough Dec 31, 2022 Form 5500
People
No investment staff or executives have been read for this allocator yet.
Manager roster
1 managers on the commitment tape
From the plan’s own commitment disclosures
- P••••••••1 rows, latest Dec 31, 2022
Commitments
1 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••• L••••• A••••• S•• A•••••separate account | P•••••••• | Pooled vehicles | $1.2M held | Disclosed holding | askebsa.dol.gov |
Size and funding
16 readings
Plan assets
Funded ratio
Funding target
Discount rate
Form 5500 filings
2 plan years
| Plan year | Participants | Assets (SB market) | Funding target | FTAP | Total assets (H) | Partnerships / JV | Master trust | Real estate |
|---|---|---|---|---|---|---|---|---|
| 2023 to Jul 31, 2023 | 276 | n/a | n/a | n/a | $0 | n/a | n/a | n/a |
| 2022 to Dec 31, 2022 | 279 | $5.9M | $5.2M | 110.4% | $4.7M | n/a | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- P•••••••• Insurance Company codes 13 50 64 $12,761 PY2023
- P••• Money Market Sa-I1 Sched. D P PY2023
- P•••••••• Life Insurance Company codes 13 50 64 $4,950 PY2022
- USI C••••••••• codes 11 17 50 PY2022
- P••• Money Market Sa-I1 Sched. D P $1.2M PY2022
- P••••••• S•••••••• I••• codes 11 PY2022
What changed
2 events
- Dec 31, 2023Consultant changedinferenceUSI C••••••••• no longer appears on R••••••••• L••••••• H••• C••• S••••••• A•••••• I••• P•••••• P•••'s Schedule C as pension consultant (plan year 2023 vs 2022)with U•• C••••••••• G••••askebsa.dol.gov
- Jul 31, 2023Assets changedR••••••••• L••••••• H••• C••• S••••••• A•••••• I••• P•••••• P••• total assets $5M -> $0 (-100.0%, 2022-12-31 to 2023-07-31)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 133900644-001
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.