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
S•• C••• B•••••• P•••••• P••• f•• C••••••• • F•••••• B•••
Corporate pensionWest Point, VA
Assets
$23.6M
Total assets, Dec 31, 2025 reported
Funded
116.4%
Jan 1, 2025
Private markets target
n/a
policy Dec 31, 2025
Commitments
2
none on the tape
Plan sponsor: C••••••• • F•••••• B•••
Allocation policy
Form 5500, as of Dec 31, 2025
Actual allocation lines without a target (as filed)
- Interest-bearing cash 0.1%
- Common/collective trusts 8.7%
- Registered investment companies 91.2%
Consultants and advisers
2 firms
- S••••••• C••••••••• G•••• Actuarythrough Dec 31, 2025 Form 5500
- C• I••••••••• C••••••••• G•••• Actuarythrough Dec 31, 2025 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
2 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, 2025 | M•• G••••• E••••• F•••collective trust | Great Gray | Venture | $2.0M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | M•• G••••• E••••• F•••collective trust | Great Gray | Venture | $2.0M held | Disclosed holding | askebsa.dol.gov |
Size and funding
41 readings
Total assets
$21.2M (2024-12) · $19.6M (2023-12) · $18.4M (2022-12)
Plan assets
$19.6M (2024-01) · $18.4M (2023-01) · $23.5M (2022-01)
Net assets
$21.2M (2024-12) · $19.6M (2023-12) · $18.4M (2022-12)
Funded ratio
108.0% (2024-01) · 108.6% (2023-01) · 110.5% (2022-01)
Funding target
$16.3M (2024-01) · $15.0M (2023-01) · $14.6M (2022-01)
Discount rate
5.15% (2024-01) · 5.21% (2023-01) · 5.36% (2022-01)
Benefits paid
$1.1M (2024-12) · $1.1M (2023-12) · $2.1M (2022-12)
Net investment income
$1.6M (2024-12) · $1.2M (2023-12) · $-5.1M (2022-12)
Investment management fees
Form 5500 filings
4 plan years
| Plan year | Participants | Assets (SB market) | Funding target | FTAP | Total assets (H) | Partnerships / JV | Master trust | Real estate |
|---|---|---|---|---|---|---|---|---|
| 2025 to Dec 31, 2025 | 303 | $21.2M | $17.4M | 116.4% | $23.6M | n/a | n/a | n/a |
| 2024 to Dec 31, 2024 | 336 | $19.6M | $16.3M | 108.0% | $21.2M | n/a | n/a | n/a |
| 2023 to Dec 31, 2023 | 364 | $18.4M | $15.0M | 108.6% | $19.6M | n/a | n/a | n/a |
| 2022 to Dec 31, 2022 | 398 | $23.5M | $14.6M | 110.5% | $18.4M | n/a | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- VBA Benefits Corporation codes 49 50 $32,996 PY2025
- S••••••• C••••••••• G•••• codes 11 50 $19,375 PY2025
- M•• G••••• E••••• F••• Sched. D C $2.0M PY2025
- C• I••••••••• C••••••••• G•••• codes 11 PY2025
- VBA Benefits Corporation codes 49 50 $30,402 PY2024
- S••••••• C••••••••• G•••• codes 11 50 $18,900 PY2024
- M•• G••••• E••••• F••• Sched. D C $2.0M PY2024
- S••••••• C••••••••• G•••• codes 11 PY2024
- SBA Benefits Corporation codes 49 50 $28,487 PY2023
- S••••••• C••••••••• G•••• codes 11 50 $18,375 PY2023
- S••••••• C••••••••• G•••• codes 11 PY2023
- VBA Benefits Corporation codes 49 50 $28,079 PY2022
- S••••••• C••••••••• G•••• codes 11 50 $17,500 PY2022
- S••••••• C••••••••• G•••• codes 11 PY2022
What changed
3 events
- Dec 31, 2025Assets changedS•• C••• B•••••• P•••••• P••• f•• C••••••• • F•••••• B••• total assets $21M -> $24M (+11.4%, 2024-12-31 to 2025-12-31)
- Jan 1, 2025Funded status changedS•• C••• B•••••• P•••••• P••• f•• C••••••• • F•••••• B••• funded ratio 108.0% -> 116.4% (2024-01-01 to 2025-01-01)
- Jan 1, 2023Assets changedS•• C••• B•••••• P•••••• P••• f•• C••••••• • F•••••• B••• plan assets $23M -> $18M (-21.8%, 2022-01-01 to 2023-01-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 540169510-001
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.