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
T•• B••• C•••••• E••••••• P•••••• P•••
Corporate pensionBeaverton, OR
Assets
n/a
Total assets, Sep 30, 2025 reported
Funded
87.1%
Dec 1, 2024
Private markets target
n/a
policy Nov 30, 2024
Commitments
0
none on the tape
Plan sponsor: T••••••••• N•••• A••••••• L••
Allocation policy
Form 5500, as of Nov 30, 2024
Actual allocation lines without a target (as filed)
- Master trust investment accounts 100.0%
Consultants and advisers
7 firms
- P••••• • M•••• H•••••• G•••• L•• Pension consultantthrough Sep 30, 2025 Form 5500
- W••••••••• T•••• C•••••• Pension consultantthrough Sep 30, 2025 Form 5500
- A•••• I•••••••• R••••••• Pension consultantthrough Sep 30, 2025 Form 5500
- N•••• L•• General consultantthrough Nov 30, 2023 Form 5500
- T••••• W••••• I••••••••• S•••••••• Actuarythrough Nov 30, 2023 Form 5500
- W••••• T••••• W••••• U• L•• Actuarythrough Nov 30, 2023 Form 5500
- B••• o• N•• Y••• M••••• Trusteethrough Nov 30, 2023 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
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
32 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 | 3,002 | $363M | $345M | 87.1% | $0 | n/a | $0 | n/a |
| 2023 to Nov 30, 2024 | 3,114 | $357M | $373M | 92.9% | $363M | n/a | $363M | n/a |
| 2022 to Nov 30, 2023 | 3,325 | $394M | $398M | 97.1% | $357M | n/a | $357M | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- Benefit Outsourcing Solutions, Inc. codes 13 $310,640 PY2024
- T••••••••• N•••• A••••••• L•• codes 14 $196,322 PY2024
- NEW England Pension Consultants codes 16 $182,374 PY2024
- P••••• • M•••• H•••••• G•••• L•• codes 10 17 $114,930 PY2024
- W••••• T••••• W••••• U• L••. codes 11 $100,171 PY2024
- B••• o• N•• Y••• M••••• codes 21 $70,115 PY2024
- W••••••••• Trust codes 17 $57,661 PY2024
- Seyfarth Shaw LLP codes 29 $7,839 PY2024
- A•••• I•••••••• R••••••• codes 17 $429 PY2024
- Equity Master Trust Unit Sched. D M PY2024
- Fixed Income Master Trust Unit Sched. D M PY2024
- Extended Duration Master Trust Unit Sched. D M PY2024
- Opportunistic Master Trust Unit Sched. D M PY2024
- Cash/s.t. Bond Master Trust Unit Sched. D M PY2024
- LDI Intermediate Bd Sched. D M PY2024
- Fixed Income Ldi Sched. D M PY2024
- W••••• T••••• W••••• U• L•• codes 11 PY2024
- Benefit Outsourcing Solutions, Inc. codes 13 $395,721 PY2023
- New England Pension Consultants codes 16 $190,682 PY2023
- T••••••••• N•••• A••••••• L••• codes 14 $187,927 PY2023
- B••• o• N•• Y••• M••••• codes 21 $129,116 PY2023
- W••••• T••••• W••••• US, LLC. codes 11 $117,209 PY2023
- P••••• • M•••• H•••••• G•••• L•• codes 10 $85,669 PY2023
- Seyfarth Shaw LLP codes 29 $12,686 PY2023
- Fixed Income Master Trust Unit Sched. D M $126M PY2023
- Equity Master Trust Unit Sched. D M $104M PY2023
- Cash/s.t. Bond Master Trust Unit Sched. D M $49.2M PY2023
- LDI Intermediate Bd Sched. D M $79.7M PY2023
- Extended Duration Master Trust Unit Sched. D M $6,430 PY2023
- Opportunistic Master Trust Unit Sched. D M $3.8M PY2023
- W••••• T••••• W••••• U• L•• codes 11 PY2023
- Benefit Outsourcing Solutions, Inc. codes 13 $395,904 PY2022
- New England Pension Consultants codes 16 $202,144 PY2022
- The Angell Pension Group Inc codes 99 $143,395 PY2022
- B••• o• N•• Y••• M••••• codes 21 $117,154 PY2022
- W••••• T••••• W••••• U• L••. codes 11 $87,270 PY2022
- T••••• W••••• Investment codes 11 $62,340 PY2022
- P••••• & M•••• Holdings Group, LLP codes 10 $41,250 PY2022
- Seyfarth Shaw LLP codes 29 $24,839 PY2022
- Extended Duration Master Trust Unit Sched. D M $11.0M PY2022
- Opportunistic Master Trust Unit Sched. D M $89.9M PY2022
- Cash/s.t. Bond Master Trust Unit Sched. D M $2.2M PY2022
- Equity Master Trust Unit Sched. D M $112M PY2022
- Fixed Income Master Trust Unit Sched. D M $141M PY2022
- W••••• T••••• W••••• U• L•• codes 11 PY2022
What changed
6 events
- Sep 30, 2025Assets changedT•• B••• C•••••• E••••••• P•••••• P••• total assets $363M -> $0 (-100.0%, 2024-11-30 to 2025-09-30)
- Dec 31, 2024Consultant changedinferenceA•••• I•••••••• R••••••• appears on T•• B••• C•••••• E••••••• P•••••• P•••'s Schedule C as pension consultant (plan year 2024 vs 2023)with A•••• I•••••••• R•••••••askebsa.dol.gov
- Dec 31, 2024Consultant changedinferenceP••••• • M•••• H•••••• G•••• L•• appears on T•• B••• C•••••• E••••••• P•••••• P•••'s Schedule C as pension consultant (plan year 2024 vs 2023)with P••••• • M•••• H•••••• G•••• L••askebsa.dol.gov
- Dec 31, 2024Consultant changedinferenceW••••••••• Trust appears on T•• B••• C•••••• E••••••• P•••••• P•••'s Schedule C as pension consultant (plan year 2024 vs 2023)with W••••••••• T•••• C••••••askebsa.dol.gov
- Dec 1, 2024Funded status changedT•• B••• C•••••• E••••••• P•••••• P••• funded ratio 92.9% -> 87.1% (2023-12-01 to 2024-12-01)
- Dec 1, 2023Funded status changedT•• B••• C•••••• E••••••• P•••••• P••• funded ratio 97.1% -> 92.9% (2022-12-01 to 2023-12-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 222393554-001
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.