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.
The names on this page are hidden. Create a free account and they fill in. No card, and every figure, date and source on this page is public either way.
Corporate pension
W•••• C•••••• P•••••• P•••
Corporate pensionTroy, MI
Assets
$7.9M
Total assets, Jun 30, 2025 reported
Funded
80.8%
Jul 1, 2024
Private markets target
n/a
policy Jun 30, 2025
Commitments
3
none on the tape
Plan sponsor: W•••• C••••••
Allocation policy
Form 5500, as of Jun 30, 2025
Actual allocation lines without a target (as filed)
- Interest-bearing cash 1.4%
- Non-interest-bearing cash 0.2%
- Corporate debt instruments (other) 2.4%
- U.S. Government securities 3.8%
- Common/collective trusts 0.2%
- Registered investment companies 47.6%
- Common stock 44.3%
Consultants and advisers
3 firms
- M••••• S•••••• S•••• B•••••• L•• Custodianthrough Jun 30, 2024 Form 5500
- C••••••• B••• Custodianthrough Jun 30, 2023 Form 5500
- D••••••• C••••••••• L•• Actuarythrough Jun 30, 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)
- M••••• S•••••• S•••• B•••••plan years 2023
Commitments
3 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 Jun 30, 2025 | S•••• T••• I••••••••• F•••collective trust | C••••••• B••• | Cash | $14,554 held | Disclosed holding | askebsa.dol.gov | |
| as of Jun 30, 2024 | S•••• T••• I••••••••• F•••collective trust | C••••••• B••• | Cash | $85,105 held | Disclosed holding | askebsa.dol.gov | |
| as of Jun 30, 2023 | S•••• T••• I••••••••• F•••collective trust | C••••••• B••• | Cash | $10,214 held | Disclosed holding | askebsa.dol.gov |
Size and funding
32 readings
Net investment income
$627,869 (2024-06) · $386,969 (2023-06)
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 Jun 30, 2025 | 142 | $8.0M | $8.7M | 80.8% | $7.9M | n/a | n/a | n/a |
| 2023 to Jun 30, 2024 | 142 | $7.5M | $8.8M | 83.1% | $8.2M | n/a | n/a | n/a |
| 2022 to Jun 30, 2023 | 143 | $7.1M | $8.4M | 86.0% | $7.5M | n/a | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- M••••• S•••••• S•••• B••••• LLC codes 19 27 33 49 50 71 72 99 $40,710 PY2024
- C••••••• B••• codes 19 27 33 49 50 51 59 62 72 99 $13,718 PY2024
- S•••• T••• Fund Sched. D C $14,554 PY2024
- D••••••• C••••••••• L•• codes 11 PY2024
- M••••• S•••••• S•••• B••••• LLC codes 19 27 33 49 50 71 72 99 $32,306 PY2023
- C••••••• B••• codes 19 21 49 50 51 59 62 72 99 $11,203 PY2023
- S•••• T••• Fund Sched. D C $85,105 PY2023
- D••••••• C••••••••• L•• codes 11 PY2023
- M••••• S•••••• codes 28 50 51 $27,413 PY2022
- C••••••• B••• codes 19 21 49 50 51 59 62 72 99 $9,158 PY2022
- S•••• T••• Fund Sched. D C $10,214 PY2022
- D••••••• C••••••••• L•• codes 11 PY2022
What changed
3 events
- Dec 31, 2024Consultant changedinferenceC••••••• B••• appears on W•••• C•••••• P•••••• P•••'s Schedule C as investment adviser (plan) (plan year 2024 vs 2023)with C••••••• B•••askebsa.dol.gov
- Jul 1, 2024Funded status changedW•••• C•••••• P•••••• P••• funded ratio 83.1% -> 80.8% (2023-07-01 to 2024-07-01)
- Jul 1, 2023Funded status changedW•••• C•••••• P•••••• P••• funded ratio 86.0% -> 83.1% (2022-07-01 to 2023-07-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 381308480-001
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.