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
U••• B••• M••• P•••••• P•••
Corporate pensionMinneapolis, MN
Assets
n/a
Total assets, Dec 31, 2023 reported
Funded
135.6%
Jan 1, 2023
Private markets target
n/a
no policy read
Commitments
0
none on the tape
Plan sponsor: U••• B••••••
Allocation policy
No allocation policy has been read for this allocator yet. Public systems get theirs from the ACFR; corporate plans from the sponsor’s 10-K; plans from Schedule H lines.
Consultants and advisers
3 firms
- T••••• W••••• I••••••••• S•••••••• Investment adviser (plan)through Dec 31, 2023 Form 5500
- U••• B•••• N••• Directed trusteethrough Dec 31, 2023 Form 5500
- W••••• T••••• W••••• U• L•• Actuarythrough Dec 31, 2023 Form 5500
People
No investment staff or executives have been read for this allocator yet.
Manager roster
1 managers on Schedule C
From Schedule C (investment management, code 28)
- W••••• T••••• W••••• U• L••plan years 2023
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
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 |
|---|---|---|---|---|---|---|---|---|
| 2023 to Dec 31, 2023 | 6,238 | $763M | $579M | 135.6% | $0 | n/a | $0 | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- Willis Towers Watson US LLC codes 50 51 $332,333 PY2023
- Alight Solutions LLC codes 15 50 $168,761 PY2023
- Morgan Lewis Bockius LLP codes 29 50 $120,721 PY2023
- Ernst & Young, LLP codes 10 50 $75,000 PY2023
- Towers Watson Delaware codes 27 50 $47,264 PY2023
- United States Treasury codes 15 50 $12,500 PY2023
- U.S. Bank National Association codes 25 50 $160 PY2023
- U.S. Defined Benefit Pen Pl Mt Sched. D M PY2023
- Willis Towers Watson US LLC codes 11 PY2023
What changed
No dated events yet.
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 410255900-040
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.