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
Pension Plan for Employees of Safe Harbor Water Power Corporation
Corporate pensionNew York, NY
Assets
$25.9M
Total assets, Dec 31, 2022 reported
Funded
101.8%
Jan 1, 2022
Private markets target
n/a
policy Dec 31, 2022
Commitments
1
none on the tape
Plan sponsor: Safe Harbor Water Power Corporation
Allocation policy
Form 5500, as of Dec 31, 2022
Actual allocation lines without a target (as filed)
- Other investments 0.1%
- Pooled separate accounts 9.0%
- Registered investment companies 83.0%
Consultants and advisers
1 firms
- Mercer 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
- Principal1 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 | Prin Lgcp S&p 500 Index Sa-Zseparate account | Principal | Pooled vehicles | $2.3M held | Disclosed holding | askebsa.dol.gov |
Size and funding
11 readings
Total assets
Plan assets
Net assets
Funded ratio
Funding target
Discount rate
Participants
Contributions
Benefits paid
Net investment income
Investment management fees
Form 5500 filings
1 plan years
| Plan year | Participants | Assets (SB market) | Funding target | FTAP | Total assets (H) | Partnerships / JV | Master trust | Real estate |
|---|---|---|---|---|---|---|---|---|
| 2022 to Dec 31, 2022 | 116 | $34.2M | $33.6M | 101.8% | $25.9M | n/a | n/a | n/a |
What changed
No dated events yet.
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 231473893-001
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.