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

I••••••••• B••••••••• o• T•••••••• R••••••••• • F••••• P•••••••••

Corporate pensionWashington, DC
Assets
$152M
Total assets, Dec 31, 2024 reported
Funded
80.5%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
12
2 managers on Schedule C
Plan sponsor: I••••••••• B••••••••• o• T••••••••
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
  • Interest-bearing cash 2.3%
  • Non-interest-bearing cash 0.3%
  • Other investments 2.7%
  • Partnership/joint venture interests 9.1%
  • Common/collective trusts 66.8%
  • Pooled separate accounts 8.8%
  • Registered investment companies 9.8%
Consultants and advisers
3 firms
People
No investment staff or executives have been read for this allocator yet.
Manager roster
5 managers on the commitment tape
Commitments
12 rows, 0 dated closings
Disclosed holdings (from the plan’s performance or holdings report, as of the report date)
DateFundManagerBucketAmountVintageStatusSource
as of Dec 31, 2024J•••• C••• B••• F•••collective trustJ• M••••• C••• B••• F•••Fixed income$21.4M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024B••• M••••• A•••••• S• L•••• C•• S•collective trustB•• M•••••Public equity$71.0M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024P••• R••• E••••• U••• D••• F••• S••separate accountP••••••••• I•••••••• C•••••• o• A••Private credit$13.4M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024B••••• D• S• I••• S••collective trustB•• M•••••Pooled vehicles$9.4M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023J•••• C••• B••• F•••collective trustJ• M••••• C••• B••• F•••Fixed income$27.5M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023B••• M••••• A•••••• S• L•••• C•• S•collective trustB•• M•••••Public equity$40.8M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023P••• R••• E••••• U••• D••• F••• S••separate accountP••••••••• I•••••••• C•••••• o• A••Private credit$13.7M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022J•••• C••• B••• F•••collective trustJ• M••••• C••• B••• F•••Fixed income$32.8M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022I•••••• B••••••••• A••••••••• T•collective trustI•••••• B••••••••• A••••• T••••Multi-asset$3.4M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022E• D• N••••• B•••• M••••• S•••• I••collective trustB•• M•••••Public equity$14.2M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022P••••••• G•••• T•••• R••• P•••••103 12 ieP••••••• I••••••••• M••••••Hedge / diversifiers$3.2M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022P••• R••• E••••• U••• D••• F••• S••separate accountP••••••••• I•••••••• C•••••• o• A••Private credit$14.0M heldDisclosed holdingaskebsa.dol.gov
Size and funding
33 readings
Total assets
$152M Dec 31, 2024 reported Form 5500
$132M (2023-12) · $144M (2022-12)
Plan assets
$132M Jan 1, 2024 reported Form 5500
$144M (2023-01) · $219M (2022-01)
Net assets
$152M Dec 31, 2024 reported Form 5500
$132M (2023-12) · $144M (2022-12)
Funded ratio
80.5% Jan 1, 2024 reported Form 5500
80.2% (2023-01) · 97.2% (2022-01)
Funding target
$122M Jan 1, 2024 reported Form 5500
$142M (2023-01) · $162M (2022-01)
Discount rate
5.22% Jan 1, 2024 reported Form 5500
5.29% (2023-01) · 5.42% (2022-01)
Participants
526 Jan 1, 2024 reported Form 5500
510 (2023-01) · 566 (2022-01)
Contributions
$16.0M Dec 31, 2024 reported Form 5500
$16.0M (2023-12) · $16.0M (2022-12)
Benefits paid
$11.1M Dec 31, 2024 reported Form 5500
$39.2M (2023-12) · $67.8M (2022-12)
Net investment income
$20.3M Dec 31, 2024 reported Form 5500
$-12.4M (2023-12) · $-74.7M (2022-12)
Investment management fees
$586,355 Dec 31, 2024 reported Form 5500
$242,492 (2023-12) · $281,961 (2022-12)
Form 5500 filings
3 plan years
Plan yearParticipantsAssets (SB market)Funding targetFTAPTotal assets (H)Partnerships / JVMaster trustReal estate
2024 to Dec 31, 2024526$132M$122M80.5%$152M$13.9Mn/an/a
2023 to Dec 31, 2023510$144M$142M80.2%$132M$9.8Mn/an/a
2022 to Dec 31, 2022566$219M$162M97.2%$144M$2.4Mn/an/a
Service providers and investment entities as filed (Schedule C and D, latest year first)
What changed
13 events
  • Dec 31, 2024Holding started
    I••••••••• B••••••••• o• T•••••••• R••••••••• • F••••• P••••••••• first reports an interest in B••••• D• S• I••• S•• (B•• M•••••): $9M at 2024-12-31
    with B•• M•••••askebsa.dol.gov
  • Dec 31, 2024Manager relationship endedinference
    P••••••• no longer appears on I••••••••• B••••••••• o• T•••••••• R••••••••• • F••••• P•••••••••'s Schedule C as investment manager (plan year 2024 vs 2023)
    with P••••••• A•••• M••••••••• I•••askebsa.dol.gov
  • Dec 31, 2024Consultant changedinference
    M••••• Investments Group appears on I••••••••• B••••••••• o• T•••••••• R••••••••• • F••••• P•••••••••'s Schedule C as investment adviser (plan) (plan year 2024 vs 2023)
    with M••••• I••••••••• G•••• I•••askebsa.dol.gov
  • Dec 31, 2024Manager relationship started
    M••••• Investments Corp. appears on I••••••••• B••••••••• o• T•••••••• R••••••••• • F••••• P•••••••••'s Schedule C as investment manager (plan year 2024 vs 2023)
    with M••••• C•••••• M•••••••••askebsa.dol.gov
  • Dec 31, 2024Manager relationship started
    P•••••• P••• I••••••••• A••••••• appears on I••••••••• B••••••••• o• T•••••••• R••••••••• • F••••• P•••••••••'s Schedule C as investment manager (plan year 2024 vs 2023)
    with P•••••• P••• I••••••••• A•••••••askebsa.dol.gov
  • Dec 31, 2024Assets changed
    I••••••••• B••••••••• o• T•••••••• R••••••••• • F••••• P••••••••• total assets $132M -> $152M (+15.6%, 2023-12-31 to 2024-12-31)
    askebsa.dol.gov
  • Dec 31, 2023Holding endedinference
    I••••••••• B••••••••• o• T•••••••• R••••••••• • F••••• P••••••••• no longer reports E• D• N••••• B•••• M••••• S•••• I•• (B•• M•••••) (last held $14M at 2022-12-31; absent from the 2023-12-31 filing)
    with B•• M•••••askebsa.dol.gov
  • Dec 31, 2023Holding endedinference
    I••••••••• B••••••••• o• T•••••••• R••••••••• • F••••• P••••••••• no longer reports P••••••• G•••• T•••• R••• P••••• (P••••••• I••••••••• M••••••) (last held $3M at 2022-12-31; absent from the 2023-12-31 filing)
    with P••••••• I••••••••• M••••••askebsa.dol.gov
  • Dec 31, 2023Holding started
    I••••••••• B••••••••• o• T•••••••• R••••••••• • F••••• P••••••••• first reports an interest in B••• M••••• A•••••• S• L•••• C•• S• (B•• M•••••): $41M at 2023-12-31
    with B•• M•••••askebsa.dol.gov
  • Dec 31, 2023Holding endedinference
    I••••••••• B••••••••• o• T•••••••• R••••••••• • F••••• P••••••••• no longer reports I•••••• B••••••••• A••••••••• T• (I•••••• B••••••••• A••••• T••••) (last held $3M at 2022-12-31; absent from the 2023-12-31 filing)
    with I•••••• B••••••••• A••••• T••••askebsa.dol.gov
  • Dec 31, 2023Manager relationship started
    B••••••••• appears on I••••••••• B••••••••• o• T•••••••• R••••••••• • F••••• P•••••••••'s Schedule C as investment manager (plan year 2023 vs 2022)
    with B•••••••••askebsa.dol.gov
  • Jan 1, 2023Funded status changed
    I••••••••• B••••••••• o• T•••••••• R••••••••• • F••••• P••••••••• funded ratio 97.2% -> 80.2% (2022-01-01 to 2023-01-01)
    askebsa.dol.gov
  • Jan 1, 2023Assets changed
    I••••••••• B••••••••• o• T•••••••• R••••••••• • F••••• P••••••••• plan assets $219M -> $144M (-34.1%, 2022-01-01 to 2023-01-01)
    askebsa.dol.gov
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 530215427-001
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.