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
M••••• o• O•••• R••••••••• I••••• P•••
Corporate pensionO••••, NE
Assets
$960M
Total assets, Dec 31, 2024 reported
Funded
97.5%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
3
none on the tape
Plan sponsor: M••••• o• O•••• I•••••••• C••••••
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
- Non-interest-bearing cash 0.5%
- I•••••••• company general account 50.3%
- Partnership/joint venture interests 9.9%
- Pooled separate accounts 22.0%
- Registered investment companies 17.4%
Consultants and advisers
1 firms
- W••••• T••••• W••••• U• L•• 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
- U••••• o• O••••3 rows, latest Dec 31, 2024
Commitments
3 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, 2024 | V••••••• I••• G••••• F••• A••separate account | U••••• o• O•••• | Pooled vehicles | $28.9M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2023 | V••••••• I••• G••••• F••• A••separate account | U••••• o• O•••• | Pooled vehicles | $25.5M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | V••••••• I••• G••••• F••• A••separate account | U••••• o• O•••• | Pooled vehicles | $16.7M held | Disclosed holding | askebsa.dol.gov |
Size and funding
30 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 Dec 31, 2024 | 423 | $977M | $983M | 97.5% | $960M | $95.0M | n/a | n/a |
| 2023 to Dec 31, 2023 | 511 | $994M | $1.0B | 100.3% | $979M | $102M | n/a | n/a |
| 2022 to Dec 31, 2022 | 619 | $1.1B | $1.0B | 104.1% | $998M | $116M | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- U••••• o• O•••• Life I•••••••• Co codes 13 15 57 $255,740 PY2024
- Institutional Index Fund Sched. D P $101M PY2024
- V••••••• I••• G••••• F••• A•• Sched. D P $40.7M PY2024
- DFA World Ex U.S. Core Equity Sched. D P $40.5M PY2024
- Small Company Fund Sched. D P $28.9M PY2024
- W••••• T••••• W••••• U• L•• codes 11 PY2024
- U••••• o• O•••• Life I•••••••• Co codes 13 15 57 $287,871 PY2023
- DFA World Ex U.S. Core Equity Sched. D P $38.5M PY2023
- Institutional Index Plus Fund Sched. D P $112M PY2023
- V••••••• I••• G••••• F••• A•• Sched. D P $34.8M PY2023
- Small Company Fund Sched. D P $25.5M PY2023
- W••••• T••••• W••••• U• L•• codes 11 PY2023
- U••••• o• O•••• Life I•••••••• Co codes 13 15 57 $265,466 PY2022
- DFA World Ex U.S. Core Equity Sched. D P $28.6M PY2022
- Institutional Index Plus Fund Sched. D P $105M PY2022
- Small Company Fund Sched. D P $16.7M PY2022
- V••••••• I••• G••••• F••• A•• Sched. D P $21.7M PY2022
- W••••• T••••• W••••• U• L•• codes 11 PY2022
What changed
3 events
- Jan 1, 2024Funded status changedM••••• o• O•••• R••••••••• I••••• P••• funded ratio 100.3% -> 97.5% (2023-01-01 to 2024-01-01)
- Jan 1, 2023Funded status changedM••••• o• O•••• R••••••••• I••••• P••• funded ratio 104.1% -> 100.3% (2022-01-01 to 2023-01-01)
- Jan 1, 2023Assets changedM••••• o• O•••• R••••••••• I••••• P••• plan assets $1.1B -> $994M (-10.7%, 2022-01-01 to 2023-01-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 470246511-004
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.