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.
Corporate pension
Garan, Incorporated Pension Plan I
Corporate pensionNew York, NY
Assets
n/a
Total assets, Sep 30, 2023 reported
Funded
130.2%
Oct 1, 2022
Private markets target
n/a
no policy read
Commitments
0
none on the tape
Plan sponsor: Garan, Incorporated
Allocation policy
No allocation policy has been read for this allocator yet. Public systems get theirs from the ACFR; corporate plans from the sponsor’s 10-K; plans from Schedule H lines.
Consultants and advisers
2 firms
- Penchecks Trusteethrough Sep 30, 2023 Form 5500
- Gallagher Benefit Services, Inc. Actuarythrough Sep 30, 2023 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
10 readings
Total assets
Plan assets
Net assets
Funded ratio
Funding target
Discount rate
Participants
Contributions
Benefits paid
Net investment income
Form 5500 filings
1 plan years
| Plan year | Participants | Assets (SB market) | Funding target | FTAP | Total assets (H) | Partnerships / JV | Master trust | Real estate |
|---|---|---|---|---|---|---|---|---|
| 2022 to Sep 30, 2023 | 479 | $46.6M | $36.1M | 130.2% | $0 | n/a | $0 | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- Citrin Cooperman codes 10 $18,375 PY2022
- Penchecks codes 21 $16,688 PY2022
- Lowenstein Sandler codes 29 $7,500 PY2022
- Garan, Incorporated Pension Plans Sched. D M PY2022
- Gallagher Benefit Services, Inc. codes 11 PY2022
What changed
No dated events yet.
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 135665557-010
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.