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
D••••• • W•••••• L•• C••• B•••••• P•••
Corporate pensionMinneapolis, MN
Assets
$84.0M
Total assets, Dec 31, 2024 reported
Funded
112.4%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
0
none on the tape
Plan sponsor: D••••• • W•••••• L••
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
- Registered investment companies 99.6%
Consultants and advisers
1 firms
- O•••••• T•••• C••••••••• L•• Actuarythrough Dec 31, 2022 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)
- T•• V••••••• G••••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
33 readings
Investment management fees
$108,165 (2023-12) · $151,726 (2022-12)
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 | 252 | $84.8M | $75.4M | 112.4% | $84.0M | n/a | n/a | n/a |
| 2023 to Dec 31, 2023 | 245 | $66.1M | $61.7M | 107.1% | $84.9M | n/a | n/a | n/a |
| 2022 to Dec 31, 2022 | 240 | $68.6M | $61.7M | 111.1% | $66.1M | n/a | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- T•• V••••••• G•••• Inc codes 28 50 51 $141,991 PY2024
- O•••••• T•••• C••••••••• L•• codes 11 50 $99,429 PY2024
- O•••••• T•••• C••••••••• L•• codes 11 PY2024
- O•••••• T•••• C••••••••• L•• codes 11 50 $155,078 PY2023
- T•• V••••••• G•••• Inc codes 28 50 51 $132,491 PY2023
- O•••••• T•••• C••••••••• L•• codes 11 PY2023
- T•• V••••••• G•••• Inc codes 28 50 51 $151,726 PY2022
- O•••••• T•••• C••••••••• L•• codes 11 50 $103,044 PY2022
- O•••••• T•••• C••••••••• L•• codes 11 PY2022
What changed
4 events
- Jan 1, 2024Funded status changedD••••• • W•••••• L•• C••• B•••••• P••• funded ratio 107.1% -> 112.4% (2023-01-01 to 2024-01-01)
- Jan 1, 2024Assets changedD••••• • W•••••• L•• C••• B•••••• P••• plan assets $66M -> $85M (+28.3%, 2023-01-01 to 2024-01-01)
- Dec 31, 2023Assets changedD••••• • W•••••• L•• C••• B•••••• P••• total assets $66M -> $85M (+28.5%, 2022-12-31 to 2023-12-31)
- Jan 1, 2023Funded status changedD••••• • W•••••• L•• C••• B•••••• P••• funded ratio 111.1% -> 107.1% (2022-01-01 to 2023-01-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 410223337-006
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.