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
L•••••• L•••• T••••••• I••• P•••••• P•••
Corporate pensionYonkers, NY
Assets
$10.4M
Total assets, Dec 31, 2023 reported
Funded
80.0%
Jan 1, 2023
Private markets target
n/a
policy Dec 31, 2023
Commitments
1
none on the tape
Plan sponsor: L•••••• L•••• T••••••• I•••
Allocation policy
Form 5500, as of Dec 31, 2023
Actual allocation lines without a target (as filed)
- Interest-bearing cash 3.0%
- Common/collective trusts 75.9%
- Registered investment companies 21.0%
Consultants and advisers
1 firms
- W••••••••• R••••••••• A••••••• 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
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, 2023 | A•••••••• C••• B••• C•• N•collective trust | L•••••• L•••• T••••••• I••• | Fixed income | $248,893 held | Disclosed holding | askebsa.dol.gov |
Size and funding
22 readings
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 Dec 31, 2023 | 148 | $10.1M | $10.4M | 80.0% | $10.4M | $0 | $0 | $0 |
| 2022 to Dec 31, 2022 | 121 | $13.6M | $10.3M | 102.3% | $10.1M | $0 | $0 | $0 |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- PCS - Connecticut codes 33 $31,181 PY2023
- A•••••••• C••• B••• C•• N• Sched. D C $1.7M PY2023
- Principal/alliance Bernstein Lg Cap Sched. D C $250,884 PY2023
- Principal/blackrock Int'l Equity in Sched. D C $253,183 PY2023
- Principal/blackrock S&p Midcap Inde Sched. D C $439,608 PY2023
- Principal/blackrock S&p 500 Index Sched. D C $655,941 PY2023
- Principal/causeway Int'l Value Cit Sched. D C $188,394 PY2023
- Principal/dodge & Cox Intermediate Sched. D C $1.7M PY2023
- Principal/federated Total Return Bo Sched. D C $1.7M PY2023
- Principal/mfs Value Cit N Sched. D C $202,986 PY2023
- Principal/multi-Manager Small Cap Sched. D C $252,603 PY2023
- Principal/t Rowe Price Inst. Equity Sched. D C $202,900 PY2023
- Principal/ T Rowe Price Inst Log Mg Sched. D C $248,893 PY2023
- NFP Retirement, Inc. codes 11 PY2023
- BNY Mellon Wealth Management codes 33 $74,514 PY2022
- Prager Metis CPAS, LLC codes 10 $19,275 PY2022
- NFP Retirement, Inc codes 11 $16,520 PY2022
- NFP Retirement, Inc. codes 11 PY2022
What changed
2 events
- Jan 1, 2023Funded status changedL•••••• L•••• T••••••• I••• P•••••• P••• funded ratio 102.3% -> 80.0% (2022-01-01 to 2023-01-01)
- Jan 1, 2023Assets changedL•••••• L•••• T••••••• I••• P•••••• P••• p••• assets $14M -> $10M (-25.5%, 2022-01-01 to 2023-01-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 133096342-001
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.