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•• T••••••••• I••• P•••••• P••• f•• H••••• E•••••••• a• M••••••••• W•
Corporate pensionBlue Bell, PA
Assets
$14.3M
Total assets, Dec 31, 2024 reported
Funded
99.9%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
13
none on the tape
Plan sponsor: C•• T••••••••• I•••
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
- Pooled separate accounts 1.4%
- Registered investment companies 97.7%
Consultants and advisers
2 firms
- P••••••••• R••••••••• • A•••••• I•• Actuarythrough Dec 31, 2022 Form 5500
- E•••••• Actuarythrough Dec 31, 2022 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
- P••••••••• R••••••••• • A•••••• I••9 rows, latest Dec 31, 2024
Commitments
13 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, 2024 | P••••••••• S•••••••••separate account | P••••••••• R••••••••• • A•••••• I•• | Cash | $201,094 held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2023 | A••••••• C•••••• S• C•• V••••separate account | P••••••••• R••••••••• • A•••••• I•• | Pooled vehicles | $141,252 held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2023 | P•••• L••• D•• B••• •••separate account | P••••••••• R••••••••• • A•••••• I•• | Fixed income | $3.6M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2023 | T• R••• P•••• L•• G•• E• •••separate account | P••••••••• R••••••••• • A•••••• I•• | Pooled vehicles | $572,140 held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2023 | P••••••••• S•••••••••separate account | P••••••••• R••••••••• • A•••••• I•• | Cash | $338,012 held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2023 | L•••• C•• V•••• F••• I•collective trust | Wilmington Trust | Public equity | $572,988 held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2023 | S•••• C•• G••••• C•••• I•collective trust | Wilmington Trust | Public equity | $141,720 held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | P••••••••• S•••••••••separate account | P••••••••• R••••••••• • A•••••• I•• | Cash | $282,531 held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | A••••••• C•••••• S• C•• V••••separate account | P••••••••• R••••••••• • A•••••• I•• | Pooled vehicles | $355,391 held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | P•••• L••• D•• B••• •••separate account | P••••••••• R••••••••• • A•••••• I•• | Fixed income | $2.7M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | T• R••• P•••• L•• G•• E• •••separate account | P••••••••• R••••••••• • A•••••• I•• | Pooled vehicles | $1.0M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | L•••• C•• V•••• F••• I•collective trust | Wilmington Trust | Public equity | $1.1M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | S•••• C•• G••••• C•••• I•collective trust | Wilmington Trust | Public equity | $349,306 held | Disclosed holding | askebsa.dol.gov |
Size and funding
33 readings
Investment management fees
$235,210 (2023-12) · $8,906 (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 | 290 | $14.5M | $15.3M | 99.9% | $14.3M | n/a | n/a | n/a |
| 2023 to Dec 31, 2023 | 295 | $13.9M | $15.7M | 95.6% | $14.4M | n/a | n/a | n/a |
| 2022 to Dec 31, 2022 | 299 | $18.8M | $15.8M | 109.6% | $13.9M | n/a | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- E•••••• A•••••• Insurance Company codes 11 $38,607 PY2024
- NFP Retirement Inc codes $7,275 PY2024
- P•••• L••• D•• B••• ••• Sched. D P PY2024
- T• R••• P•••• L•• G•• E• ••• Sched. D P PY2024
- A••••••• C•••••• S• C•• V•••• Sched. D P PY2024
- P••••••••• S••••••••• Sched. D P $201,094 PY2024
- L•••• C•• V•••• F••• I• Sched. D C PY2024
- S•••• C•• G••••• C•••• I• Sched. D C PY2024
- E•••••• codes 11 PY2024
- E•••••• A•••••• Insurance Company codes 11 $43,205 PY2023
- NFP Retirement Inc codes $14,550 PY2023
- L•••• C•• V•••• F••• I• Sched. D C $572,988 PY2023
- A••••••• C•••••• S• C•• V•••• Sched. D P $141,252 PY2023
- P•••• L••• D•• B••• ••• Sched. D P $3.6M PY2023
- T• R••• P•••• L•• G•• E• ••• Sched. D P $572,140 PY2023
- P••••••••• S••••••••• Sched. D P $338,012 PY2023
- S•••• C•• G••••• C•••• I• Sched. D C $141,720 PY2023
- E•••••• codes 11 PY2023
- P••••••••• Retirement Ins & A•••••• codes 11 $34,353 PY2022
- Prin Ldi Short Dur Sep Acct-Z Sched. D P PY2022
- Prin Ldi Intrm Dur Sep Acct-Z Sched. D P PY2022
- P••••••••• S••••••••• Sched. D P $282,531 PY2022
- Blackrock Eqty Index Cl R Fd Sched. D C PY2022
- S•••• C•• G••••• C•••• I• Sched. D C $349,306 PY2022
- S•••• Cap Gr Fd Fee Cl I1 Sched. D C PY2022
- S•••• Cap V•••• I1 Fund Sched. D C PY2022
- A••••••• C•••••• S• C•• V•••• Sched. D P $355,391 PY2022
- P•••• L••• D•• B••• ••• Sched. D P $2.7M PY2022
- T• R••• P•••• L•• G•• E• ••• Sched. D P $1.0M PY2022
- L•••• C•• V•••• F••• I• Sched. D C $1.1M PY2022
- Blackrock Msci Acwi Ex-Us in R Sched. D C PY2022
- Prin Ldi L••• Duration Sa-Z Sched. D P PY2022
- E•••••• codes 11 PY2022
What changed
8 events
- Dec 31, 2024Holding endedinferenceC•• T••••••••• I••• P•••••• P••• f•• H••••• E•••••••• a• M••••••••• W• no longer reports A••••••• C•••••• S• C•• V•••• (P••••••••• R••••••••• • A•••••• I••) (last held $141,252 at 2023-12-31; absent from the 2024-12-31 filing)with P••••••••• R••••••••• • A•••••• I••askebsa.dol.gov
- Dec 31, 2024Holding endedinferenceC•• T••••••••• I••• P•••••• P••• f•• H••••• E•••••••• a• M••••••••• W• no longer reports S•••• C•• G••••• C•••• I• (last held $141,720 at 2023-12-31; absent from the 2024-12-31 filing)with S•••• C•• G••••• C•••• I•askebsa.dol.gov
- Dec 31, 2024Holding endedinferenceC•• T••••••••• I••• P•••••• P••• f•• H••••• E•••••••• a• M••••••••• W• no longer reports P•••• L••• D•• B••• ••• (P••••••••• R••••••••• • A•••••• I••) (last held $4M at 2023-12-31; absent from the 2024-12-31 filing)with P••••••••• R••••••••• • A•••••• I••askebsa.dol.gov
- Dec 31, 2024Holding endedinferenceC•• T••••••••• I••• P•••••• P••• f•• H••••• E•••••••• a• M••••••••• W• no longer reports T• R••• P•••• L•• G•• E• ••• (P••••••••• R••••••••• • A•••••• I••) (last held $572,140 at 2023-12-31; absent from the 2024-12-31 filing)with P••••••••• R••••••••• • A•••••• I••askebsa.dol.gov
- Dec 31, 2024Holding endedinferenceC•• T••••••••• I••• P•••••• P••• f•• H••••• E•••••••• a• M••••••••• W• no longer reports L•••• C•• V•••• F••• I• (last held $572,988 at 2023-12-31; absent from the 2024-12-31 filing)with L•••• C•• V•••• F••• I•askebsa.dol.gov
- Jan 1, 2024Funded status changedC•• T••••••••• I••• P•••••• P••• f•• H••••• E•••••••• a• M••••••••• W• funded ratio 95.6% -> 99.9% (2023-01-01 to 2024-01-01)
- Jan 1, 2023Funded status changedC•• T••••••••• I••• P•••••• P••• f•• H••••• E•••••••• a• M••••••••• W• funded ratio 109.6% -> 95.6% (2022-01-01 to 2023-01-01)
- Jan 1, 2023Assets changedC•• T••••••••• I••• P•••••• P••• f•• H••••• E•••••••• a• M••••••••• W• plan assets $19M -> $14M (-25.8%, 2022-01-01 to 2023-01-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 133314599-005
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.