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
C••••••• I•• a•• A••••• C••• P•••••• P••• f•• P••••••••• E••••••••
Corporate pensionMinneapolis, MN
Assets
$598M
Total assets, Dec 31, 2024 reported
Funded
105.1%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
0
none on the tape
Plan sponsor: C••••••• I•••••••••
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
- Interest-bearing cash 0.2%
- Master trust investment accounts 13.4%
Consultants and advisers
5 firms
- G•••••• S•••• A•••• M••••••••• Investment adviser (plan)through Dec 31, 2022 Form 5500
- B•• M••••• Trusteethrough Dec 31, 2023 Form 5500
- B••• o• N•• Y••• M••••• Custodianthrough Dec 31, 2023 Form 5500
- M••••• Actuarythrough Dec 31, 2022 Form 5500
- W••••• T••••• W••••• U• L•• Directed trusteethrough Dec 31, 2022 Form 5500
People
No investment staff or executives have been read for this allocator yet.
Manager roster
20 managers on Schedule C
From Schedule C (investment management, code 28)
- W••••••••• T•••• C••••••plan years 2023
- P•••••• I••••••• M••••••••• C• L••plan years 2022
- S•••• A•••plan years 2022
- C•••••••••plan years 2022
- B••• o• N•• Y••• M•••••plan years 2022
- C•••••••plan years 2022
- D••• R•plan years 2022
- N••••••••plan years 2022
- E••plan years 2022
- B•• M•••••plan years 2022
- C•••••plan years 2022
- K••• L••plan years 2022
- A•••••• I••• S•••• C••plan years 2022
- P••••••••• S•••••••••plan years 2022
- F•••••••plan years 2022
- W••••••••• T•••• C••••••• N•plan years 2022
- M••plan years 2022
- Q•••••• E•••••plan years 2022
- C•• C•••••• P•••••••plan years 2022
- S•• C•••••• P••••••• V• 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
33 readings
Investment management fees
$236,619 (2023-12) · $930,301 (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 | 2,174 | $86.5M | $83.2M | 105.1% | $598M | n/a | $80.1M | n/a |
| 2023 to Dec 31, 2023 | 2,230 | $86.5M | $85.9M | 102.7% | $86.5M | n/a | $85.4M | n/a |
| 2022 to Dec 31, 2022 | 2,310 | $115M | $84.0M | 119.0% | $86.3M | n/a | $85.5M | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- W••••• T••••• W••••• U• L•• codes 15 50 $102,749 PY2024
- S•••• A••• codes 28 51 72 $81,176 PY2024
- C•• C•••••• P••••••• codes 28 51 72 $61,637 PY2024
- G•••••• S•••• A•••• M••••••••• (oci codes 27 51 68 $56,072 PY2024
- Q•••••• E••••• codes 28 51 72 $42,727 PY2024
- M••••• codes 11 50 $34,081 PY2024
- The B••• o• N•• Y••• M••••• codes 18 21 50 $28,959 PY2024
- N•••••••• codes 28 51 72 $20,978 PY2024
- P••••••••• S••••••••• codes 28 51 72 $18,465 PY2024
- D••• R• codes 28 51 72 $12,785 PY2024
- K••• codes 10 50 $10,559 PY2024
- C••••• codes 28 51 72 $9,341 PY2024
- Eig codes 28 51 72 $8,990 PY2024
- W••••••••• Management codes 28 51 $6,472 PY2024
- Mhr codes 28 51 72 $5,840 PY2024
- C••••••, Inc Master Pension Trust Sched. D M $80.1M PY2024
- M••••• codes 11 PY2024
- G•••••• S•••• A•••• M••••••••• (oci codes 27 51 68 $145,264 PY2023
- W••••• T••••• W••••• U• L•• codes 15 50 $141,873 PY2023
- C••••••• codes 28 51 72 $89,503 PY2023
- C•• C•••••• P••••••• codes 28 51 72 $52,963 PY2023
- The B••• o• N•• Y••• M••••• codes 18 21 50 $47,552 PY2023
- M••••• codes 11 50 $41,788 PY2023
- S•••• A••• codes 28 51 72 $40,382 PY2023
- D••• R• codes 28 51 72 $19,071 PY2023
- Newton codes 21 50 $18,420 PY2023
- Eig codes 28 51 72 $17,650 PY2023
- N•••••••• codes 28 51 72 $16,218 PY2023
- K••• codes 10 50 $13,222 PY2023
- W••••••••• Management codes 28 51 $8,871 PY2023
- P••••••••• S••••••••• codes 28 51 72 $8,041 PY2023
- C••••• codes 28 51 72 $6,099 PY2023
- C••••••, Inc Master Pension Trust Sched. D M $85.4M PY2023
- M••••• codes 11 PY2023
- Q•••••• E••••• codes 28 51 72 $261,550 PY2022
- C•• C•••••• P••••••• codes 28 51 72 $130,287 PY2022
- G•••••• S•••• A•••• M••••••••• (oci codes 27 51 68 $98,273 PY2022
- W••••• T••••• W••••• U• L•• codes 25 50 $93,030 PY2022
- Sun Capital codes 28 51 72 $72,269 PY2022
- Pimco codes 28 51 68 72 $66,069 PY2022
- S•••• A••• codes 28 51 72 $62,307 PY2022
- C••••••••• Capital codes 51 72 $51,613 PY2022
- Mhr codes 51 72 $43,844 PY2022
- The B••• o• N•• Y••• M••••• codes 28 51 68 72 $37,008 PY2022
- C••••••• codes 28 51 72 $32,954 PY2022
- M••••• codes 11 50 $18,165 PY2022
- D••• R• codes 28 51 72 $17,255 PY2022
- N•••••••• codes 28 51 72 $15,543 PY2022
- Eig codes 28 51 72 $15,137 PY2022
- Newton codes 28 51 $13,743 PY2022
- W••••••••• Management codes 28 51 $11,394 PY2022
- C••••• codes 28 51 72 $10,981 PY2022
- K••• codes 10 51 $10,892 PY2022
- A•••••• Asset Management codes 28 51 $6,648 PY2022
- P••••••••• S••••••••• codes 28 51 72 $6,427 PY2022
- F••••••• codes 28 51 72 $6,046 PY2022
- C••••••, Inc Master Pension Trust Sched. D M $85.5M PY2022
- M••••• codes 11 PY2022
What changed
14 events
- Dec 31, 2024Manager relationship endedinferenceC••••••• no longer appears on C••••••• I•• a•• A••••• C••• P•••••• P••• f•• P••••••••• E••••••••'s Schedule C as investment manager (plan year 2024 vs 2023)with C•••••••askebsa.dol.gov
- Dec 31, 2024Manager relationship startedMhr appears on C••••••• I•• a•• A••••• C••• P•••••• P••• f•• P••••••••• E••••••••'s Schedule C as investment manager (plan year 2024 vs 2023)with M••askebsa.dol.gov
- Dec 31, 2024Manager relationship startedQ•••••• E••••• appears on C••••••• I•• a•• A••••• C••• P•••••• P••• f•• P••••••••• E••••••••'s Schedule C as investment manager (plan year 2024 vs 2023)with Q•••••• E•••••askebsa.dol.gov
- Dec 31, 2024Assets changedC••••••• I•• a•• A••••• C••• P•••••• P••• f•• P••••••••• E•••••••• total assets $87M -> $598M (+590.8%, 2023-12-31 to 2024-12-31)
- Jan 1, 2024Funded status changedC••••••• I•• a•• A••••• C••• P•••••• P••• f•• P••••••••• E•••••••• funded ratio 102.7% -> 105.1% (2023-01-01 to 2024-01-01)
- Dec 31, 2023Manager relationship endedinferenceNewton no longer appears on C••••••• I•• a•• A••••• C••• P•••••• P••• f•• P••••••••• E••••••••'s Schedule C as investment manager (plan year 2023 vs 2022)with B•• M•••••askebsa.dol.gov
- Dec 31, 2023Manager relationship endedinferenceQ•••••• E••••• no longer appears on C••••••• I•• a•• A••••• C••• P•••••• P••• f•• P••••••••• E••••••••'s Schedule C as investment manager (plan year 2023 vs 2022)with Q•••••• E•••••askebsa.dol.gov
- Dec 31, 2023Manager relationship endedinferenceThe B••• o• N•• Y••• M••••• no longer appears on C••••••• I•• a•• A••••• C••• P•••••• P••• f•• P••••••••• E••••••••'s Schedule C as investment manager (plan year 2023 vs 2022)with B••• o• N•• Y••• M•••••askebsa.dol.gov
- Dec 31, 2023Manager relationship endedinferenceSun Capital no longer appears on C••••••• I•• a•• A••••• C••• P•••••• P••• f•• P••••••••• E••••••••'s Schedule C as investment manager (plan year 2023 vs 2022)with S•• C•••••• P••••••• V• L•askebsa.dol.gov
- Dec 31, 2023Manager relationship endedinferencePimco no longer appears on C••••••• I•• a•• A••••• C••• P•••••• P••• f•• P••••••••• E••••••••'s Schedule C as investment manager (plan year 2023 vs 2022)with P•••••• I••••••• M••••••••• C• L••askebsa.dol.gov
- Dec 31, 2023Manager relationship endedinferenceF••••••• no longer appears on C••••••• I•• a•• A••••• C••• P•••••• P••• f•• P••••••••• E••••••••'s Schedule C as investment manager (plan year 2023 vs 2022)with F•••••••askebsa.dol.gov
- Dec 31, 2023Manager relationship endedinferenceA•••••• Asset Management no longer appears on C••••••• I•• a•• A••••• C••• P•••••• P••• f•• P••••••••• E••••••••'s Schedule C as investment manager (plan year 2023 vs 2022)with A•••••• I••• S•••• C••askebsa.dol.gov
- Jan 1, 2023Funded status changedC••••••• I•• a•• A••••• C••• P•••••• P••• f•• P••••••••• E•••••••• funded ratio 119.0% -> 102.7% (2022-01-01 to 2023-01-01)
- Jan 1, 2023Assets changedC••••••• I•• a•• A••••• C••• P•••••• P••• f•• P••••••••• E•••••••• plan assets $115M -> $87M (-25.1%, 2022-01-01 to 2023-01-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 410177680-004
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.