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••• o• T••••• A••• I•••
Corporate pensionArlington, VA
Assets
$8.1M
Total assets, Dec 31, 2024 reported
Funded
91.8%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
0
none on the tape
Plan sponsor: T••••• U••• I•••
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
- Interest-bearing cash 8.0%
- Registered investment companies 92.0%
Consultants and advisers
2 firms
- C••••••••• General consultantthrough Dec 31, 2022 Form 5500
- U•• C••••••••• G•••• Actuarythrough Dec 31, 2022 Form 5500
People
No investment staff or executives have been read for this allocator yet.
Manager roster
No manager relationship is on the tape for this allocator.
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
Net investment income
$-536,168 (2023-12) · $-3.7M (2022-12)
Investment management fees
$13,886 (2023-12) · $24,860 (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 | 186 | $8.7M | $10.0M | 91.8% | $8.1M | n/a | n/a | n/a |
| 2023 to Dec 31, 2023 | 204 | $9.2M | $11.1M | 91.8% | $8.7M | n/a | n/a | n/a |
| 2022 to Dec 31, 2022 | 217 | $12.9M | $11.5M | 107.5% | $9.2M | n/a | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- U•• C••••••••• G•••• codes 11 13 50 $65,505 PY2024
- Thompson Hine LLP codes 29 $36,495 PY2024
- C••••••••• Advisors LLC codes 16 50 51 $17,044 PY2024
- Pickett, Chaney & Mcmullen LLP codes 10 50 $9,900 PY2024
- U•• C••••••••• G•••• codes 11 PY2024
- U•• C••••••••• G•••• codes 11 50 $34,145 PY2023
- Pickett, Chaney & Mcmullen LLP codes 10 50 $18,350 PY2023
- C••••••••• Advisors LLC codes 16 50 51 $13,886 PY2023
- U•• C••••••••• G•••• codes 11 PY2023
- U•• C••••••••• G•••• codes 11 50 $33,577 PY2022
- C••••••••• Advisors LLC codes 16 50 51 $24,860 PY2022
- U•• C••••••••• G•••• codes 11 PY2022
What changed
2 events
- Jan 1, 2023Funded status changedR••••••••• P••• o• T••••• A••• I••• funded ratio 107.5% -> 91.8% (2022-01-01 to 2023-01-01)
- Jan 1, 2023Assets changedR••••••••• P••• o• T••••• A••• I••• plan assets $13M -> $9M (-28.2%, 2022-01-01 to 2023-01-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 060938363-004
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.