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
D•••• J••••••• G••••• I••• P•••••• P••• f•• B••••••••• U••• E••••••••
Corporate pensionColumbus, IN
Assets
$33.0M
Total assets, Dec 31, 2024 reported
Funded
95.9%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
0
none on the tape
Plan sponsor: D•••• J••••••• G••••• I•••
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
- Interest-bearing cash 8.3%
- Corporate debt instruments (other) 25.0%
- Corporate debt instruments (preferred) 22.9%
- U.S. Government securities 22.3%
- Registered investment companies 20.1%
Consultants and advisers
3 firms
- S••••••• A••••••• C••••••••• G•••• Investment adviser (plan)through Dec 31, 2022 Form 5500
- S••••••• C••••••••• G•••• Actuarythrough Dec 31, 2022 Form 5500
- B••• o• A•••••• Trusteethrough Dec 31, 2022 Form 5500
People
No investment staff or executives have been read for this allocator yet.
Manager roster
12 managers on Schedule C
From Schedule C (investment management, code 28)
- V••••••plan years 2022
- T•• V••••••• G••••plan years 2022
- C•••••• R••••••• a•• M••••••••• C••plan years 2022
- I••••••plan years 2022
- M•• I••••••••• M•••••••••plan years 2022
- A••••••• C••••••plan years 2022
- P••• I••••••••• L••plan years 2022
- W••••••plan years 2022
- V••••••• T•••• S•••• M••••• I•• I•plan years 2022
- F••••••• T••••••••plan years 2022
- D••••••••• F••• A•••••••• L•plan years 2022
- J••• M•••••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
32 readings
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 | 871 | $33.4M | $33.4M | 95.9% | $33.0M | n/a | n/a | n/a |
| 2023 to Dec 31, 2023 | 891 | $31.1M | $33.7M | 88.7% | $33.4M | n/a | n/a | n/a |
| 2022 to Dec 31, 2022 | 914 | $38.7M | $33.4M | 111.6% | $31.1M | n/a | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- S••••••• C••••••••• G•••• codes 11 16 $50,200 PY2024
- B••• o• A•••••• codes 21 $32,384 PY2024
- S••••••• Advisory Group LLC codes 27 $23,696 PY2024
- Blue & Co., LLC codes 10 $13,050 PY2024
- S••••••• C••••••••• G•••• codes 11 PY2024
- S••••••• C••••••••• G•••• codes 11 16 $48,800 PY2023
- S••••••• Advisory Group LLC codes 27 $28,631 PY2023
- B••• o• A•••••• codes 21 $20,589 PY2023
- S••••••• C••••••••• G•••• codes 11 PY2023
- S••••••• C••••••••• G•••• codes 11 16 $46,500 PY2022
- S••••••• Advisory Group LLC codes 27 $22,500 PY2022
- B••• o• A•••••• codes 21 $15,524 PY2022
- J. P. M••••• codes 52 PY2022
- V•••••• codes 52 PY2022
- V••••••• codes 52 PY2022
- M•• I••••••••• M••••••••• codes 52 PY2022
- A••••••n Funds codes 52 PY2022
- A••••••• C•••••• codes 52 PY2022
- P••• Investments codes 52 PY2022
- W•••••• Advisors codes 52 PY2022
- V••••••• codes 52 PY2022
- F••••••• T•••••••• codes 52 PY2022
- Massachusetts Mutual Life Ins Co codes 50 60 62 68 72 PY2022
- D••••••••• Fund Advisors codes 52 PY2022
- I•••••• codes 52 PY2022
- Sia-Cap Sched. D P PY2022
- Sia-Jyn Sched. D P PY2022
- Sia-Fq Sched. D P PY2022
- Sia-Jie Sched. D P PY2022
- Sia-Jri Sched. D P PY2022
- Sia-Jrp Sched. D P PY2022
- Sia-Jrq Sched. D P PY2022
- Sia-Jrt Sched. D P PY2022
- Sia-Jrz Sched. D P PY2022
- Sia-Jr2 Sched. D P PY2022
- Sia-Cjl Sched. D P PY2022
- S••••••• C••••••••• G•••• codes 11 PY2022
What changed
3 events
- Jan 1, 2024Funded status changedD•••• J••••••• G••••• I••• P•••••• P••• f•• B••••••••• U••• E•••••••• funded ratio 88.7% -> 95.9% (2023-01-01 to 2024-01-01)
- Jan 1, 2023Funded status changedD•••• J••••••• G••••• I••• P•••••• P••• f•• B••••••••• U••• E•••••••• funded ratio 111.6% -> 88.7% (2022-01-01 to 2023-01-01)
- Jan 1, 2023Assets changedD•••• J••••••• G••••• I••• P•••••• P••• f•• B••••••••• U••• E•••••••• plan assets $39M -> $31M (-19.5%, 2022-01-01 to 2023-01-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 042836423-002
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.