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••• E••••••••• P•••••• P•••
Corporate pensionHarleysville, PA
Assets
$79.3M
Total assets, Dec 31, 2024 reported
Funded
96.8%
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 4.0%
- Corporate debt instruments (other) 52.5%
- U.S. Government securities 16.6%
- Other investments 1.7%
- Registered investment companies 11.4%
- Common stock 11.8%
Consultants and advisers
2 firms
- B••• o• A•••••• N••• Trusteethrough 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
4 managers on Schedule C
From Schedule C (investment management, code 28)
- P•••••••• M•••••plan years 2022
- M•• I••••••••• L•••• C•• V••••plan years 2022
- L••••• L•••• C•• G•••••plan years 2022
- C••••••• 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
33 readings
Investment management fees
$107,380 (2023-12) · $119,028 (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 | 728 | $80.2M | $74.3M | 96.8% | $79.3M | n/a | n/a | n/a |
| 2023 to Dec 31, 2023 | 732 | $73.7M | $71.4M | 94.4% | $80.2M | n/a | n/a | n/a |
| 2022 to Dec 31, 2022 | 735 | $96.5M | $66.9M | 117.6% | $73.8M | n/a | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- B••• o• A•••••• N••• codes 21 50 52 62 $156,837 PY2024
- W••••• T••••• W••••• codes 11 50 $143,591 PY2024
- C••••••• M••••••••• codes 28 50 $84,747 PY2024
- P•••••••• M••••• codes 28 50 $10,462 PY2024
- W••••• T••••• W••••• U• L•• codes 11 PY2024
- B••• o• A•••••• N••• codes 21 50 52 62 $146,038 PY2023
- W••••• T••••• W••••• codes 11 50 $123,740 PY2023
- C••••••• M••••••••• codes 28 50 $74,036 PY2023
- P•••••••• M••••• codes 28 50 $10,137 PY2023
- M•• I••••••••• L•••• C•• V•••• codes 28 50 $5,684 PY2023
- L••••• L•••• C•• G••••• codes 28 50 $5,103 PY2023
- W••••• T••••• W••••• U• L•• codes 11 PY2023
- B••• o• A•••••• N••• codes 21 50 52 62 $177,945 PY2022
- W••••• T••••• W••••• codes 11 50 $112,132 PY2022
- C••••••• M••••••••• codes 28 50 $78,834 PY2022
- P•••••••• M••••• codes 28 50 $12,591 PY2022
- M•• I••••••••• L•••• C•• V•••• codes 28 50 $8,073 PY2022
- L••••• L•••• C•• G••••• codes 28 50 $6,354 PY2022
- W••••• T••••• W••••• U• L•• codes 11 PY2022
What changed
5 events
- Dec 31, 2024Manager relationship endedinferenceM•• I••••••••• L•••• C•• V•••• no longer appears on C•••••••• I••• E••••••••• P•••••• P•••'s Schedule C as investment manager (plan year 2024 vs 2023)with M•• I••••••••• L•••• C•• V••••askebsa.dol.gov
- Dec 31, 2024Manager relationship endedinferenceL••••• L•••• C•• G••••• no longer appears on C•••••••• I••• E••••••••• P•••••• P•••'s Schedule C as investment manager (plan year 2024 vs 2023)with L••••• L•••• C•• G•••••askebsa.dol.gov
- Jan 1, 2024Funded status changedC•••••••• I••• E••••••••• P•••••• P••• funded ratio 94.4% -> 96.8% (2023-01-01 to 2024-01-01)
- Jan 1, 2023Funded status changedC•••••••• I••• E••••••••• P•••••• P••• funded ratio 117.6% -> 94.4% (2022-01-01 to 2023-01-01)
- Jan 1, 2023Assets changedC•••••••• I••• E••••••••• P•••••• P••• plan assets $97M -> $74M (-23.6%, 2022-01-01 to 2023-01-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 232249139-001
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.