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••••••••• C•••••••• H••••• S••••• C••••••••• P•••••• P•••
Corporate pensionAltamonte Springs, FL
Assets
$92.5M
Total assets, Dec 31, 2024 reported
Funded
105.2%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
0
none on the tape
Plan sponsor: U••••••••• C•••••••• H••••• S•••••
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
- Interest-bearing cash 1.8%
- Corporate debt instruments (other) 44.8%
- Corporate debt instruments (preferred) 46.7%
- U.S. Government securities 5.5%
Consultants and advisers
3 firms
- M•••••••• I••• General consultantthrough Dec 31, 2022 Form 5500
- P••••••••• L•• Actuarythrough Dec 31, 2023 Form 5500
- P•• U• C••••••••• L•• Actuarythrough Dec 31, 2022 Form 5500
People
No investment staff or executives have been read for this allocator yet.
Manager roster
4 managers on Schedule C
From Schedule C (investment management, code 28)
- B••• o• A••••••plan years 2022
- P•••••••• I••••••••• A•••••••• L••plan years 2022
- C•••••• I••••••••• L••plan years 2022
- A•••••••• G••••• I••••••••• L••plan years 2022
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 Dec 31, 2024 | 1,886 | $101M | $103M | 105.2% | $92.5M | n/a | n/a | n/a |
| 2023 to Dec 31, 2023 | 1,964 | $92.8M | $107M | 95.2% | $101M | n/a | n/a | n/a |
| 2022 to Dec 31, 2022 | 2,033 | $130M | $108M | 116.6% | $96.4M | n/a | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- B••• o• A•••••• Merrill Lynch codes 28 50 51 52 62 $236,743 PY2024
- P••••••••• L•• codes 11 50 $195,354 PY2024
- M••••••• codes 16 $37,756 PY2024
- PKF O'Connor Davies LLP codes 10 $35,177 PY2024
- Smith & Downey codes 29 $29,251 PY2024
- P•• U• C••••••••• L•• codes 11 PY2024
- B••• o• A•••••• Merrill Lynch codes 28 50 51 52 62 $235,576 PY2023
- P••••••••• L•• codes 11 50 $181,500 PY2023
- M••••••• codes 16 $174,314 PY2023
- PKF O'Connor Davies LLP codes 10 $51,450 PY2023
- Smith & Downey codes 29 $11,106 PY2023
- P•• U• C••••••••• L•• codes 11 PY2023
- M••••••• codes 16 $314,223 PY2022
- B••• o• A•••••• Merrill Lynch codes 28 50 51 52 62 $275,959 PY2022
- PKF O'Connor Davies LLP codes 10 $17,300 PY2022
- Smith & Downey codes 29 $13,892 PY2022
- A•••••••• Global Investments codes 28 51 $5,692 PY2022
- P•••••••• I••••••••• A•••••••• L•• codes 28 51 $5,212 PY2022
- Cambiar codes 28 51 $3,495 PY2022
- P•• U• C••••••••• L•• codes 11 PY2022
What changed
6 events
- Jan 1, 2024Funded status changedU••••••••• C•••••••• H••••• S••••• C••••••••• P•••••• P••• funded ratio 95.2% -> 105.2% (2023-01-01 to 2024-01-01)
- Dec 31, 2023Manager relationship endedinferenceP•••••••• I••••••••• A•••••••• L•• no longer appears on U••••••••• C•••••••• H••••• S••••• C••••••••• P•••••• P•••'s Schedule C as investment manager (plan year 2023 vs 2022)with P•••••••• I••••••••• A•••••••• L••askebsa.dol.gov
- Dec 31, 2023Manager relationship endedinferenceCambiar no longer appears on U••••••••• C•••••••• H••••• S••••• C••••••••• P•••••• P•••'s Schedule C as investment manager (plan year 2023 vs 2022)with C•••••• I••••••••• L••askebsa.dol.gov
- Dec 31, 2023Manager relationship endedinferenceA•••••••• Global Investments no longer appears on U••••••••• C•••••••• H••••• S••••• C••••••••• P•••••• P•••'s Schedule C as investment manager (plan year 2023 vs 2022)with A•••••••• G••••• I••••••••• L••askebsa.dol.gov
- Jan 1, 2023Funded status changedU••••••••• C•••••••• H••••• S••••• C••••••••• P•••••• P••• funded ratio 116.6% -> 95.2% (2022-01-01 to 2023-01-01)
- Jan 1, 2023Assets changedU••••••••• C•••••••• H••••• S••••• C••••••••• P•••••• P••• plan assets $130M -> $93M (-28.6%, 2022-01-01 to 2023-01-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 591113901-001
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.