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
Q••••••••• P••••••••• R••••••••• C•••••••• P•••••• P•••
Corporate pensionQ•••••••••, PA
Assets
n/a
Total assets, Jul 22, 2025 reported
Funded
108.3%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
0
1 managers on Schedule C
Plan sponsor: Q••••••••• P••••••••• R••••••••• C••••••••
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
- Interest-bearing cash 34.2%
- U.S. Government securities 65.0%
Consultants and advisers
3 firms
- B•••••••• General consultantthrough Jul 22, 2025 Form 5500
- S•• I••••••••• C•••••• Custodianthrough Jul 22, 2025 Form 5500
- C••••• S••••• Actuarythrough Jul 22, 2025 Form 5500
People
No investment staff or executives have been read for this allocator yet.
Manager roster
5 managers on Schedule C
From Schedule C (investment management, code 28)
- N•••••••• A•••••••• I•••plan years 2025
- L••• M•••• P••••••• F••• A••••••• L•plan years 2023
- W•••••• A•••• S•••• S••••• M• F•••plan years 2022
- W•••••• A•••• S•••• S••••• C••• C••plan years 2022
- W•••••• A•••• S•••• S••••• C• F•••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
40 readings
Total assets
$14.9M (2024-12) · $17.1M (2023-12) · $15.6M (2022-12)
Benefits paid
$3.6M (2024-12) · $1.1M (2023-12) · $1.1M (2022-12)
Net investment income
$-2.1M (2024-12) · $1.5M (2023-12) · $-4.7M (2022-12)
Investment management fees
$10,000 (2024-12) · $109,503 (2023-12) · $120,306 (2022-12)
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 Jul 22, 2025 | 183 | n/a | n/a | n/a | $0 | $0 | $0 | $0 |
| 2024 to Dec 31, 2024 | 243 | $17.1M | $16.0M | 108.3% | $14.9M | $0 | $0 | $0 |
| 2023 to Dec 31, 2023 | 253 | $15.6M | $16.5M | 103.7% | $17.1M | $0 | $0 | $0 |
| 2022 to Dec 31, 2022 | 261 | $20.3M | $16.5M | 114.8% | $15.6M | $0 | $0 | $0 |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- C••••• S••••• codes 11 15 17 38 49 50 $169,917 PY2025
- Baker Tilly US LLP codes 10 $55,230 PY2025
- B•••••••• codes 16 50 $25,000 PY2025
- SEI Investments Management Corp codes 19 28 51 52 62 $22,076 PY2025
- N•••••••• A•••••••• I••• codes 28 52 $20,000 PY2025
- SEI Investments Management Corp codes 19 28 51 52 62 $69,686 PY2024
- Baker Tilly US LLP codes 10 $21,105 PY2024
- N•••••••• A•••••••• I••• codes 28 52 $10,000 PY2024
- C••••• S••••• codes 11 PY2024
- SEI Investments Management Corp codes 19 28 51 52 62 $111,797 PY2023
- L••• M•••• P••••••• F••• A••••••• L• codes 28 52 PY2023
- C••••• S••••• codes 11 PY2023
- SEI Investments Management Corp codes 19 28 51 52 62 $123,880 PY2022
- W•••••• A•••• S•••• S••••• C• F••• codes 28 52 PY2022
- W•••••• A•••• S•••• S••••• C••• C•• codes 28 52 PY2022
- W•••••• A•••• S•••• S••••• M• F••• codes 28 52 PY2022
- C••••• S••••• codes 11 PY2022
What changed
11 events
- Dec 31, 2025Consultant changedinferenceC••••• S••••• appears on Q••••••••• P••••••••• R••••••••• C•••••••• P•••••• P•••'s Schedule C as pension consultant (plan year 2025 vs 2024)with C••••• S•••••askebsa.dol.gov
- Dec 31, 2025Consultant changedinferenceB•••••••• appears on Q••••••••• P••••••••• R••••••••• C•••••••• P•••••• P•••'s Schedule C as general consultant (plan year 2025 vs 2024)with B••••••••askebsa.dol.gov
- Jul 22, 2025Assets changedQ••••••••• P••••••••• R••••••••• C•••••••• P•••••• P••• total assets $15M -> $0 (-100.0%, 2024-12-31 to 2025-07-22)
- Dec 31, 2024Manager relationship endedinferenceL••• M•••• P••••••• F••• A••••••• L• no longer appears on Q••••••••• P••••••••• R••••••••• C•••••••• P•••••• P•••'s Schedule C as investment manager (plan year 2024 vs 2023)with L••• M•••• P••••••• F••• A••••••• L•askebsa.dol.gov
- Dec 31, 2024Manager relationship startedN•••••••• A•••••••• I••• appears on Q••••••••• P••••••••• R••••••••• C•••••••• P•••••• P•••'s Schedule C as investment manager (plan year 2024 vs 2023)with N•••••••• A•••••••• I•••askebsa.dol.gov
- Dec 31, 2024Assets changedQ••••••••• P••••••••• R••••••••• C•••••••• P•••••• P••• total assets $17M -> $15M (-12.5%, 2023-12-31 to 2024-12-31)
- Jan 1, 2024Funded status changedQ••••••••• P••••••••• R••••••••• C•••••••• P•••••• P••• funded ratio 103.7% -> 108.3% (2023-01-01 to 2024-01-01)
- Dec 31, 2023Manager relationship endedinferenceW•••••• A•••• S•••• S••••• M• F••• no longer appears on Q••••••••• P••••••••• R••••••••• C•••••••• P•••••• P•••'s Schedule C as investment manager (plan year 2023 vs 2022)with W•••••• A•••• S•••• S••••• M• F•••askebsa.dol.gov
- Dec 31, 2023Manager relationship startedL••• M•••• P••••••• F••• A••••••• L• appears on Q••••••••• P••••••••• R••••••••• C•••••••• P•••••• P•••'s Schedule C as investment manager (plan year 2023 vs 2022)with L••• M•••• P••••••• F••• A••••••• L•askebsa.dol.gov
- Jan 1, 2023Funded status changedQ••••••••• P••••••••• R••••••••• C•••••••• P•••••• P••• funded ratio 114.8% -> 103.7% (2022-01-01 to 2023-01-01)
- Jan 1, 2023Assets changedQ••••••••• P••••••••• R••••••••• C•••••••• P•••••• P••• plan assets $20M -> $16M (-23.4%, 2022-01-01 to 2023-01-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 231314352-001
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.