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
R••••••••• P••• f•• E•••••••• o• t•• K••••• U••••••••• E•••••••• A•••••••••
Corporate pensionLawrence, KS
Assets
$55.2M
Total assets, Mar 31, 2025 reported
Funded
104.7%
Apr 1, 2024
Private markets target
n/a
policy Mar 31, 2025
Commitments
1
none on the tape
Plan sponsor: K••••• U••••••••• E•••••••• A•••••••••
Allocation policy
Form 5500, as of Mar 31, 2025
Actual allocation lines without a target (as filed)
- Interest-bearing cash 1.9%
- Non-interest-bearing cash 0.0%
- Other investments 0.1%
- Common/collective trusts 5.7%
- Registered investment companies 88.6%
Consultants and advisers
3 firms
- T•••••••• T•••• C•••••• F•• Trusteethrough Mar 31, 2023 Form 5500
- B•• M••••• Trusteethrough Mar 31, 2023 Form 5500
- N••••• Actuarythrough Mar 31, 2023 Form 5500
People
No investment staff or executives have been read for this allocator yet.
Manager roster
2 managers on Schedule C
From Schedule C (investment management, code 28)
- K•••••• • C••••••• L••plan years 2023
- P•••••••plan years 2023
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 Mar 31, 2025 | D•• V•••• E••••• C••••••••• F•••collective trust | Comerica Bank & Trust, National A••••••••• | Public equity | $3.1M held | Disclosed holding | askebsa.dol.gov |
Size and funding
31 readings
Investment management fees
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 Mar 31, 2025 | 346 | $53.3M | $43.0M | 104.7% | $55.2M | n/a | n/a | n/a |
| 2023 to Mar 31, 2024 | 309 | $46.2M | $40.6M | 104.1% | $53.3M | n/a | n/a | n/a |
| 2022 to Mar 31, 2023 | 315 | $49.5M | $37.3M | 103.6% | $46.3M | n/a | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- P••••••• codes 28 50 $109,806 PY2024
- B•• M••••• codes 21 50 $42,808 PY2024
- D•• V•••• E••••• C••••••••• F••• Sched. D C $3.1M PY2024
- N••••• codes 11 PY2024
- P••••••• codes 28 50 $95,241 PY2023
- B•• M••••• codes 21 50 $40,735 PY2023
- N••••• codes 11 PY2023
- K•••••• • C••••••• L•• codes 28 50 $106,708 PY2022
- T•••••••• Trust Company, Fsb codes 21 50 $22,926 PY2022
- P••••••• codes 28 50 $22,866 PY2022
- B•• M••••• codes 21 50 $9,585 PY2022
- N••••• codes 11 PY2022
What changed
3 events
- Apr 1, 2024Assets changedR••••••••• P••• f•• E•••••••• o• t•• K••••• U••••••••• E•••••••• A••••••••• plan assets $46M -> $53M (+15.3%, 2023-04-01 to 2024-04-01)
- Mar 31, 2024Assets changedR••••••••• P••• f•• E•••••••• o• t•• K••••• U••••••••• E•••••••• A••••••••• total assets $46M -> $53M (+15.2%, 2023-03-31 to 2024-03-31)
- Dec 31, 2023Manager relationship endedinferenceK•••••• • C••••••• L•• no longer appears on R••••••••• P••• f•• E•••••••• o• t•• K••••• U••••••••• E•••••••• A•••••••••'s Schedule C as investment manager (plan year 2023 vs 2022)with K•••••• • C••••••• L••askebsa.dol.gov
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 480547734-001
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.