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•••• • v•• A•••• P•••••• P•••
Corporate pensionCharlotte, NC
Assets
$54.1M
Total assets, Dec 31, 2024 reported
Funded
111.5%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
0
none on the tape
Plan sponsor: M•••• • v•• A•••• P•••
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
- Interest-bearing cash 2.7%
- Corporate debt instruments (other) 7.9%
- Corporate debt instruments (preferred) 6.3%
- U.S. Government securities 24.7%
- Other investments 25.1%
- Registered investment companies 17.9%
- Common stock 4.8%
Consultants and advisers
1 firms
- P••••••• L•• Actuarythrough Dec 31, 2022 Form 5500
People
No investment staff or executives have been read for this allocator yet.
Manager roster
3 managers on Schedule C
From Schedule C (investment management, code 28)
- B••• o• A•••••• M•••••• L••••plan years 2022
- P•••• T•••• R••••• I••••plan years 2022
- P•••• H••• Y•••• I••••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
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 Dec 31, 2024 | 205 | $53.8M | $47.5M | 111.5% | $54.1M | n/a | n/a | n/a |
| 2023 to Dec 31, 2023 | 196 | $51.9M | $52.0M | 98.4% | $49.9M | n/a | n/a | n/a |
| 2022 to Dec 31, 2022 | 183 | $48.3M | $47.2M | 100.5% | $51.9M | n/a | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- B••• o• A•••••• M•••••• L•••• codes 28 $105,835 PY2024
- Columbia Management codes 71 $47,954 PY2024
- P•••• T•••• R••••• I•••• codes 52 $30,446 PY2024
- P•••• H••• Y•••• I•••• codes 52 $16,888 PY2024
- P••••••• L•• codes 11 PY2024
- B••• o• A•••••• M•••••• L•••• codes 28 $97,682 PY2023
- Columbia Management codes 71 $46,674 PY2023
- P•••• T•••• R••••• I•••• codes 52 PY2023
- P•••• H••• Y•••• I•••• codes 52 PY2023
- P••••••• L•• codes 11 PY2023
- B••• o• A•••••• M•••••• L•••• codes 28 $103,831 PY2022
- Columbia Management codes 71 $47,037 PY2022
- P•••• T•••• R••••• I•••• codes 52 PY2022
- P•••• H••• Y•••• I•••• codes 52 PY2022
- P••••••• L•• codes 11 PY2022
What changed
2 events
- Jan 1, 2024Funded status changedM•••• • v•• A•••• P•••••• P••• funded ratio 98.4% -> 111.5% (2023-01-01 to 2024-01-01)
- Jan 1, 2023Funded status changedM•••• • v•• A•••• P•••••• P••• funded ratio 100.5% -> 98.4% (2022-01-01 to 2023-01-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 560559307-003
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.