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
B••••••••• B••• C••••••••• P•••••• P•••
Corporate pensionW•••••••••, DE
Assets
$78.0M
Total assets, Dec 31, 2024 reported
Funded
85.5%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
3
none on the tape
Plan sponsor: W••••••••• S•••••• F••• S••••••• F••
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
- U.S. Government securities 11.5%
- Pooled separate accounts 0.0%
- Registered investment companies 88.2%
Consultants and advisers
3 firms
- S•• I••••••••• C•••••• Actuarythrough Dec 31, 2022 Form 5500
- C••• R•• Actuarythrough Dec 31, 2022 Form 5500
- C••• 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••••••••3 rows, latest Dec 31, 2024
From Schedule C (investment management, code 28)
- P•••••••• L••• I•••••••• C••••••plan years 2022
Commitments
3 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•••••••• U••• P••••••• S•••separate account | P•••••••• | Real estate | $13,432 held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2023 | P•••••••• U••• P••••••• S•••separate account | P•••••••• | Real estate | $98,486 held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | P•••••••• U••• P••••••• S•••separate account | P•••••••• | Real estate | $122,519 held | Disclosed holding | askebsa.dol.gov |
Size and funding
33 readings
Investment management fees
$345,052 (2023-12) · $424,299 (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 | 841 | $82.1M | $71.8M | 85.5% | $78.0M | n/a | n/a | n/a |
| 2023 to Dec 31, 2023 | 853 | $79.3M | $73.0M | 80.0% | $82.1M | n/a | n/a | n/a |
| 2022 to Dec 31, 2022 | 867 | $108M | $72.5M | 105.2% | $79.3M | n/a | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- SEI Investments Company codes 11 15 17 28 36 38 50 52 64 70 $470,015 PY2024
- C••• codes 11 15 17 38 50 64 70 $21,200 PY2024
- Prin U.S. P••••••• Sep-Acct R2 Sched. D P $13,432 PY2024
- C••• codes 11 PY2024
- SEI Investments Company codes 11 15 17 28 36 38 50 52 64 70 $466,972 PY2023
- C••• codes 11 15 17 38 50 64 70 $47,624 PY2023
- Prin U.S. P••••••• Sep-Acct R2 Sched. D P $98,486 PY2023
- C••• codes 11 PY2023
- SEI Investments Company codes 11 15 17 28 36 38 50 52 64 70 $506,133 PY2022
- P•••••••• L••• I•••••••• C•••••• codes 28 51 $36,126 PY2022
- C••• codes 11 15 17 38 50 64 70 $10,600 PY2022
- Prin U.S. P••••••• Sep-Acct R2 Sched. D P $122,519 PY2022
- Prin Lgcap S&p 500 Sa-R2 Sched. D P PY2022
- Prin Smcap S&p 600 Index Sa-R2 Sched. D P PY2022
- Prin Midcap S&p 400 Idx Sa-R2 Sched. D P PY2022
- Prin Intl Equity Index Sa-R2 Sched. D P PY2022
- P•••••••• Bond Market Index Sa-R2 Sched. D P PY2022
- Prin Short-Term Income-Sa-R2 Sched. D P PY2022
- C••• codes 11 PY2022
What changed
4 events
- Jan 1, 2024Funded status changedB••••••••• B••• C••••••••• P•••••• P••• funded ratio 80.0% -> 85.5% (2023-01-01 to 2024-01-01)
- Dec 31, 2023Manager relationship endedinferenceP•••••••• L••• I•••••••• C•••••• no longer appears on B••••••••• B••• C••••••••• P•••••• P•••'s Schedule C as investment manager (plan year 2023 vs 2022)with P•••••••• L••• I•••••••• C••••••askebsa.dol.gov
- Jan 1, 2023Funded status changedB••••••••• B••• C••••••••• P•••••• P••• funded ratio 105.2% -> 80.0% (2022-01-01 to 2023-01-01)
- Jan 1, 2023Assets changedB••••••••• B••• C••••••••• P•••••• P••• plan assets $108M -> $79M (-26.8%, 2022-01-01 to 2023-01-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 510054940-004
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.