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
T••••• E•••••••• P•••••• P•••
Corporate pensionChicago, IL
Assets
$39.6M
Total assets, Dec 31, 2024 reported
Funded
81.0%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
0
none on the tape
Plan sponsor: T••••• S•••• C••••••• L••
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
- Interest-bearing cash 2.8%
- Corporate debt instruments (preferred) 34.1%
- U.S. Government securities 15.8%
- Other investments 16.3%
- Partnership/joint venture interests 6.3%
- Registered investment companies 16.2%
Consultants and advisers
6 firms
- B•• P•••••• R••• C••••••••• I•• Pension consultantthrough Dec 31, 2024 Form 5500
- F•••••••• A••••••• L•• Investment adviser (plan)through Dec 31, 2022 Form 5500
- E•••••• R••••••••• L•• Actuarythrough Dec 31, 2023 Form 5500
- P•••••••• T•••• C•• Trusteethrough Dec 31, 2022 Form 5500
- E•••••• Actuarythrough Dec 31, 2022 Form 5500
- P••••••••• R••••••••• • A•••••• I•• Actuarythrough Dec 31, 2022 Form 5500
People
No investment staff or executives have been read for this allocator yet.
Manager roster
4 managers on Schedule C
From Schedule C (investment management, code 28)
- A••••••••• F••••••••• I••plan years 2023
- T•••• P•••• L••plan years 2022
- I••••• R••••••• • M•••• I•••plan years 2022
- M••••• S•••••• S•••• B•••••plan years 2022
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
Investment management fees
$169,748 (2023-12) · $169,038 (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 | 1,003 | $56.1M | $73.2M | 81.0% | $39.6M | $2.5M | n/a | n/a |
| 2023 to Dec 31, 2023 | 1,031 | $54.7M | $74.8M | 80.0% | $56.1M | $2.3M | n/a | n/a |
| 2022 to Dec 31, 2022 | 1,046 | $66.2M | $73.9M | 85.5% | $54.7M | $4.7M | n/a | $0 |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- BCG Pension R••• C••••••••• codes 17 $270,418 PY2024
- Columbia M••• Investment codes 28 $111,417 PY2024
- E•••••• R••••••••• L•• codes 11 $76,397 PY2024
- M••••• S•••••• S•••• B••••• LLC codes 28 $69,602 PY2024
- P•••••••• Trust Company codes 21 $62,256 PY2024
- Meaden and Moore codes 10 $18,000 PY2024
- T•••• P•••• L•• codes 28 72 PY2024
- E•••••• codes 11 PY2024
- M••••• S•••••• S•••• B••••• LLC codes 28 $73,495 PY2023
- Columbia M••• Investment codes 28 $68,005 PY2023
- E•••••• R••••••••• L•• codes 11 $36,750 PY2023
- P•••••••• Trust Company codes 21 $29,187 PY2023
- I••••• R••••••• & Management codes 28 $28,148 PY2023
- Meaden and Moore codes 10 $19,000 PY2023
- T•••• P•••• L•• codes 28 72 PY2023
- E•••••• codes 11 PY2023
- P••••••••• Retirement Insurance codes 11 $76,858 PY2022
- I••••• R••••••• & Management codes 28 $71,115 PY2022
- M••••• S•••••• S•••• B••••• LLC codes 28 $57,439 PY2022
- F•••••••• Advisors codes 27 $40,485 PY2022
- P•••••••• Trust Company codes 21 $28,675 PY2022
- Meaden and Moore codes 10 $17,500 PY2022
- T•••• P•••• L•• codes 28 72 PY2022
- Ir&m Intermediate Fund LLC Sched. D E PY2022
- Ir&m Long Government/cred Fund LLC Sched. D E PY2022
- E•••••• codes 11 PY2022
What changed
7 events
- Dec 31, 2024Consultant changedinferenceBCG Pension R••• C••••••••• appears on T••••• E•••••••• P•••••• P•••'s Schedule C as pension consultant (plan year 2024 vs 2023)with B•• P•••••• R••• C••••••••• I••askebsa.dol.gov
- Dec 31, 2024Manager relationship endedinferenceI••••• R••••••• & Management no longer appears on T••••• E•••••••• P•••••• P•••'s Schedule C as investment manager (plan year 2024 vs 2023)with I••••• R••••••• • M•••• I•••askebsa.dol.gov
- Dec 31, 2024Assets changedT••••• E•••••••• P•••••• P••• total assets $56M -> $40M (-29.4%, 2023-12-31 to 2024-12-31)
- Dec 31, 2023Manager relationship startedColumbia M••• Investment appears on T••••• E•••••••• P•••••• P•••'s Schedule C as investment manager (plan year 2023 vs 2022)with A••••••••• F••••••••• I••askebsa.dol.gov
- Dec 31, 2023Consultant changedinferenceF•••••••• Advisors no longer appears on T••••• E•••••••• P•••••• P•••'s Schedule C as investment adviser (plan) (plan year 2023 vs 2022)with F•••••••• A••••••• L••askebsa.dol.gov
- Jan 1, 2023Funded status changedT••••• E•••••••• P•••••• P••• funded ratio 85.5% -> 80.0% (2022-01-01 to 2023-01-01)
- Jan 1, 2023Assets changedT••••• E•••••••• P•••••• P••• plan assets $66M -> $55M (-17.4%, 2022-01-01 to 2023-01-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 202122127-001
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.