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•••• I••••••• C••••••••• E••••••••• P•••••• P•••
Corporate pensionCincinnati, OH
Assets
$3.7M
Total assets, Feb 28, 2025 reported
Funded
117.7%
Mar 1, 2024
Private markets target
n/a
policy Feb 28, 2025
Commitments
3
none on the tape
Plan sponsor: T•••• I••••••• C•••••••••
Allocation policy
Form 5500, as of Feb 28, 2025
Actual allocation lines without a target (as filed)
- Common/collective trusts 88.1%
- Registered investment companies 11.9%
Consultants and advisers
2 firms
- L•• F•••••••• Investment adviser (plan)through Feb 28, 2025 Form 5500
- C•••• R••• • S••••• Actuarythrough Feb 28, 2023 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
- T•••••••••3 rows, latest Feb 28, 2025
From Schedule C (investment management, code 28)
- T••••••••• R••••••••• S••••••••plan years 2023
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 Feb 28, 2025 | T••••••••• C••••••••• T•••• F••••collective trust | T••••••••• | Pooled vehicles | $3.3M held | Disclosed holding | askebsa.dol.gov | |
| as of Feb 29, 2024 | T••••••••• C••••••••• T•••• F••••collective trust | T••••••••• | Pooled vehicles | $3.5M held | Disclosed holding | askebsa.dol.gov | |
| as of Feb 28, 2023 | T••••••••• C••••••••• T•••• F••••collective trust | T••••••••• | Pooled vehicles | $3.7M held | Disclosed holding | askebsa.dol.gov |
Size and funding
32 readings
Investment management fees
$22,170 (2024-02) · $23,662 (2023-02)
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 Feb 28, 2025 | 203 | $8.5M | $7.0M | 117.7% | $3.7M | n/a | n/a | n/a |
| 2023 to Feb 29, 2024 | 216 | $8.7M | $7.8M | 117.0% | $8.5M | n/a | n/a | n/a |
| 2022 to Feb 28, 2023 | 224 | $10.9M | $8.0M | 126.2% | $8.7M | n/a | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- C•••, R•••, & S••••• codes 11 $39,580 PY2024
- T••••••••• R••••••••• S•••••••• codes 12 15 28 50 59 62 63 64 $14,731 PY2024
- L•• F•••••••• LLC codes 27 $12,000 PY2024
- Common C••••••••• Trust Funds Sched. D C $3.3M PY2024
- C•••• R••• • S•••••, Inc codes 11 PY2024
- T••••••••• R••••••••• S•••••••• codes 12 15 28 50 59 62 63 64 $22,170 PY2023
- Common C••••••••• Trust Funds Sched. D C $3.5M PY2023
- C•••• R••• • S•••••, Inc codes 11 PY2023
- T••••••••• R••••••••• S•••••••• codes 12 15 28 50 59 62 63 64 $23,662 PY2022
- Common C••••••••• Trust Funds Sched. D C $3.7M PY2022
- C•••• R••• • S•••••, Inc codes 11 PY2022
What changed
4 events
- Feb 28, 2025Assets changedT•••• I••••••• C••••••••• E••••••••• P•••••• P••• total assets $8M -> $4M (-56.3%, 2024-02-29 to 2025-02-28)
- Dec 31, 2024Consultant changedinferenceL•• F•••••••• LLC appears on T•••• I••••••• C••••••••• E••••••••• P•••••• P•••'s Schedule C as investment adviser (plan) (plan year 2024 vs 2023)with L•• F••••••••askebsa.dol.gov
- Mar 1, 2023Funded status changedT•••• I••••••• C••••••••• E••••••••• P•••••• P••• funded ratio 126.2% -> 117.0% (2022-03-01 to 2023-03-01)
- Mar 1, 2023Assets changedT•••• I••••••• C••••••••• E••••••••• P•••••• P••• plan assets $11M -> $9M (-20.4%, 2022-03-01 to 2023-03-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 310405270-002
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.