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.
The names on this page are hidden. Create a free account and they fill in. No card, and every figure, date and source on this page is public either way.
Corporate pension
H••••••• F••••• F•••••• C••••• U•••• D•••••• B•••••• P••• a•• T••••
Corporate pensionRutland, VT
Assets
$22.7M
Total assets, Dec 31, 2025 reported
Funded
186.1%
Jan 1, 2025
Private markets target
n/a
policy Dec 31, 2025
Commitments
4
none on the tape
Plan sponsor: H••••••• F••••• F•••••• C••••• U••••
Allocation policy
Form 5500, as of Dec 31, 2025
Actual allocation lines without a target (as filed)
- Insurance company general a•••••• 17.7%
- Pooled s••••••• a••••••s 82.3%
Consultants and advisers
2 firms
- S••••••• F•••••••• G•••• Actuarythrough Dec 31, 2025 Form 5500
- S••••••• R••••••••• S••••••• Actuarythrough Dec 31, 2025 Form 5500
People
No investment staff or executives have been read for this allocator yet.
Manager roster
1 managers on the commitment tape
From the plan’s own commitment disclosures
- S••••••• R••••••••• S•••••••4 rows, latest Dec 31, 2025
Commitments
4 rows, 0 dated closings
Disclosed holdings (from the plan’s performance or holdings report, as of the report date)
| Date | Fund | Manager | Bucket | Amount | Vintage | Status | Source |
|---|---|---|---|---|---|---|---|
| as of Dec 31, 2025 | S••••••• A•••••• a•s••••••• a•••••• | S••••••• R••••••••• S••••••• | Pooled vehicles | $18.7M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | S••••••• A•••••• a•s••••••• a•••••• | S••••••• R••••••••• S••••••• | Pooled vehicles | $17.8M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2023 | S••••••• A•••••• a•s••••••• a•••••• | S••••••• R••••••••• S••••••• | Pooled vehicles | $18.3M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | S••••••• A•••••• a•s••••••• a•••••• | S••••••• R••••••••• S••••••• | Pooled vehicles | $16.1M held | Disclosed holding | askebsa.dol.gov |
Size and funding
40 readings
Total assets
$21.7M (2024-12) · $22.1M (2023-12) · $19.6M (2022-12)
Net assets
$21.7M (2024-12) · $22.1M (2023-12) · $19.6M (2022-12)
Funded ratio
171.9% (2024-01) · 171.1% (2023-01) · 209.9% (2022-01)
Funding target
$12.8M (2024-01) · $11.5M (2023-01) · $10.9M (2022-01)
Discount rate
5.13% (2024-01) · 5.26% (2023-01) · 5.41% (2022-01)
Net investment income
$-343,272 (2024-12) · $2.5M (2023-12) · $-3.4M (2022-12)
Form 5500 filings
4 plan years
| Plan year | Participants | Assets (SB market) | Funding target | FTAP | Total assets (H) | Partnerships / JV | Master trust | Real estate |
|---|---|---|---|---|---|---|---|---|
| 2025 to Dec 31, 2025 | 169 | $21.7M | $11.7M | 186.1% | $22.7M | n/a | n/a | n/a |
| 2024 to Dec 31, 2024 | 173 | $22.1M | $12.8M | 171.9% | $21.7M | n/a | n/a | n/a |
| 2023 to Dec 31, 2023 | 178 | $19.6M | $11.5M | 171.1% | $22.1M | n/a | n/a | n/a |
| 2022 to Dec 31, 2022 | 187 | $23.0M | $10.9M | 209.9% | $19.6M | n/a | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- S••••••• F•••••••• G•••• codes 11 12 15 18 50 $61,132 PY2025
- S••••••• A•••••• a• Sched. D P $18.7M PY2025
- S••••••• R••••••••• S••••••• codes 11 PY2025
- S••••••• F•••••••• G•••• codes 11 12 15 18 50 $61,086 PY2024
- S••••••• A•••••• a• Sched. D P $17.8M PY2024
- S••••••• R••••••••• S••••••• codes 11 PY2024
- S••••••• F•••••••• G•••• codes 11 12 15 18 50 $59,053 PY2023
- S••••••• A•••••• a• Sched. D P $18.3M PY2023
- S••••••• R••••••••• S••••••• codes 11 PY2023
- S••••••• F•••••••• G•••• codes 11 12 15 18 50 $59,192 PY2022
- S••••••• A•••••• a• Sched. D P $16.1M PY2022
- S••••••• R••••••••• S••••••• codes 11 PY2022
What changed
5 events
- Jan 1, 2025Funded status changedH••••••• F••••• F•••••• C••••• U•••• D•••••• B•••••• P••• a•• T•••• funded ratio 171.9% -> 186.1% (2024-01-01 to 2025-01-01)
- Jan 1, 2024Assets changedH••••••• F••••• F•••••• C••••• U•••• D•••••• B•••••• P••• a•• T•••• p••• assets $20M -> $22M (+12.6%, 2023-01-01 to 2024-01-01)
- Dec 31, 2023Assets changedH••••••• F••••• F•••••• C••••• U•••• D•••••• B•••••• P••• a•• T•••• total assets $20M -> $22M (+12.6%, 2022-12-31 to 2023-12-31)
- Jan 1, 2023Funded status changedH••••••• F••••• F•••••• C••••• U•••• D•••••• B•••••• P••• a•• T•••• funded ratio 209.9% -> 171.1% (2022-01-01 to 2023-01-01)
- Jan 1, 2023Assets changedH••••••• F••••• F•••••• C••••• U•••• D•••••• B•••••• P••• a•• T•••• p••• assets $23M -> $20M (-14.6%, 2022-01-01 to 2023-01-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 030214269-003
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.