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
M••••• E••••• R••••••••• P•••
Corporate pensionBristol, TN
Assets
n/a
Total assets, Dec 31, 2023 reported
Funded
81.1%
Jan 1, 2023
Private markets target
n/a
policy Dec 31, 2022
Commitments
1
none on the tape
Plan sponsor: A••••••••• H•••••• C••••••
Allocation policy
Form 5500, as of Dec 31, 2022
Actual allocation lines without a target (as filed)
- Interest-bearing cash 0.5%
- Insurance company general account 4.8%
- Common/collective trusts 93.3%
Consultants and advisers
4 firms
- M•••••••• I••• Actuarythrough Dec 31, 2022 Form 5500
- W••••• T••••• W••••• Actuarythrough Dec 31, 2022 Form 5500
- C••••••• B••• Custodianthrough Dec 31, 2022 Form 5500
- W••••• T••••• W••••• U• 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 the commitment tape
From the plan’s own commitment disclosures
- R•••••• T•••• C••••••1 rows, latest Dec 31, 2022
Commitments
1 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, 2022 | M••••• E••••• R•• P••• T•••• I•• A•collective trust | R•••••• T•••• C•••••• | Natural resources | $242M held | Disclosed holding | askebsa.dol.gov |
Size and funding
22 readings
Form 5500 filings
2 plan years
| Plan year | Participants | Assets (SB market) | Funding target | FTAP | Total assets (H) | Partnerships / JV | Master trust | Real estate |
|---|---|---|---|---|---|---|---|---|
| 2023 to Dec 31, 2023 | 6,762 | $259M | $349M | 81.1% | $0 | n/a | n/a | n/a |
| 2022 to Dec 31, 2022 | 6,832 | $365M | $343M | 101.9% | $259M | n/a | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- R•••••• T•••• C•••••• codes 15 $1.0M PY2023
- M•••••••• I••• codes 11 17 27 $371,363 PY2023
- C••••••• codes 19 49 59 62 72 99 $99,864 PY2023
- W••••• T••••• W••••• codes 11 15 $81,415 PY2023
- M••••• E••••• R•• P••• T•••• I•• A• Sched. D C PY2023
- W••••• T••••• W••••• U• L•• codes 11 PY2023
- R•••••• T•••• C•••••• codes 15 $1.2M PY2022
- M•••••••• I••• codes 11 17 27 $315,275 PY2022
- W••••• T••••• W••••• codes 11 15 $114,860 PY2022
- C••••••• codes 19 49 59 62 72 99 $105,042 PY2022
- M••••• E••••• R•• P••• T•••• I•• A• Sched. D C $242M PY2022
- W••••• T••••• W••••• U• L•• codes 11 PY2022
What changed
3 events
- Dec 31, 2023Assets changedM••••• E••••• R••••••••• P••• total assets $259M -> $0 (-100.0%, 2022-12-31 to 2023-12-31)
- Jan 1, 2023Funded status changedM••••• E••••• R••••••••• P••• funded ratio 101.9% -> 81.1% (2022-01-01 to 2023-01-01)
- Jan 1, 2023Assets changedM••••• E••••• R••••••••• P••• plan assets $365M -> $259M (-29.1%, 2022-01-01 to 2023-01-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 540295165-001
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.