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
P•••••••• M••••••• M•••••• C••••• R••••••••• I••••• P•••
Corporate pensionP••••••••, PA
Assets
$42.2M
Total assets, Dec 31, 2025 reported
Funded
84.2%
Jan 1, 2025
Private markets target
n/a
policy Dec 31, 2025
Commitments
0
none on the tape
Plan sponsor: P••• O••• L••••••••• L••
Allocation policy
Form 5500, as of Dec 31, 2025
Actual allocation lines without a target (as filed)
- Interest-bearing cash 1.0%
- Other investments 0.4%
- Registered investment companies 98.6%
Consultants and advisers
8 firms
- T•• V••••••• G•••• Investment adviser (plan)Custodianthrough Dec 31, 2025 Form 5500
- M••••• I••••••••• L•• Investment adviser (plan)through Dec 31, 2025 Form 5500
- U•• F•••••••• S••••••• I••• Investment adviser (plan)through Dec 31, 2022 Form 5500
- V••••••• A••••••• I••• Investment adviser (plan)through Dec 31, 2022 Form 5500
- F••••• • F••••• Actuarythrough Dec 31, 2025 Form 5500
- F••••• • F•••••• I•• Actuarythrough Dec 31, 2025 Form 5500
- U• B••• Custodianthrough Dec 31, 2025 Form 5500
- F••••• • F••••• Actuarythrough Dec 31, 2024 Form 5500
People
No investment staff or executives have been read for this allocator yet.
Manager roster
1 managers on Schedule C
From Schedule C (investment management, code 28)
- T•• V••••••• G••••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
44 readings
Total assets
$41.0M (2024-12) · $57.2M (2023-12) · $55.4M (2022-12)
Plan assets
$57.2M (2024-01) · $55.4M (2023-01) · $75.6M (2022-01)
Net assets
$40.9M (2024-12) · $57.2M (2023-12) · $55.4M (2022-12)
Funded ratio
95.5% (2024-01) · 90.6% (2023-01) · 110.3% (2022-01)
Funding target
$61.9M (2024-01) · $64.3M (2023-01) · $63.2M (2022-01)
Discount rate
5.04% (2024-01) · 5.17% (2023-01) · 5.34% (2022-01)
Contributions
$713,750 (2024-12) · $571,250 (2023-12) · $437,500 (2022-12)
Benefits paid
$19.7M (2024-12) · $4.6M (2023-12) · $4.1M (2022-12)
Net investment income
$-16.3M (2024-12) · $1.8M (2023-12) · $-20.3M (2022-12)
Investment management fees
$77,037 (2024-12) · $57,012 (2023-12) · $164,612 (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 | 564 | $40.9M | $43.7M | 84.2% | $42.2M | n/a | n/a | n/a |
| 2024 to Dec 31, 2024 | 1,149 | $57.2M | $61.9M | 95.5% | $41.0M | n/a | n/a | n/a |
| 2023 to Dec 31, 2023 | 1,176 | $55.4M | $64.3M | 90.6% | $57.2M | n/a | n/a | n/a |
| 2022 to Dec 31, 2022 | 1,185 | $75.6M | $63.2M | 110.3% | $55.4M | n/a | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- F••••• • F•••••• I••. codes 11 49 $65,195 PY2025
- M••••• I••••••••• L•• codes 27 $64,285 PY2025
- Foundation Risk Partners Corp. codes 23 $28,003 PY2025
- U.S. B••• National Association codes 15 19 $13,710 PY2025
- Fischer Cunnane & Associates, Ltd codes 10 $12,200 PY2025
- Duane Morris LLP codes 29 $8,101 PY2025
- V••••••• Group Incorporated codes 27 $5,790 PY2025
- F••••• • F•••••• I••. codes 11 PY2025
- F••••• • F•••••• I••. codes 11 49 $98,557 PY2024
- V••••••• Advisors, Inc. codes 27 $47,793 PY2024
- V••••••• Fiduciary Trust Company codes 15 19 $37,008 PY2024
- U•• F•••••••• S••••••• I••• codes 27 $29,244 PY2024
- F••••• • F•••••• I••. codes 11 PY2024
- F••••• • F•••••• I••. codes 11 49 $52,801 PY2023
- U•• F•••••••• S••••••• I••• codes 27 $50,000 PY2023
- V••••••• Fiduciary Trust Company codes 15 19 $36,618 PY2023
- V••••••• Advisors, Inc. codes 27 $7,011 PY2023
- F••••• • F•••••• I••. codes 11 PY2023
- U•• F•••••••• S••••••• I••• codes 27 $50,000 PY2022
- F••••• • F•••••• I••. codes 11 49 $49,795 PY2022
- V••••••• Advisors, Inc. codes 27 $45,067 PY2022
- V••••••• Fiduciary Trust Company codes 28 $37,729 PY2022
- F••••• • F•••••• I••. codes 11 PY2022
What changed
8 events
- Dec 31, 2025Consultant changedinferenceU•• F•••••••• S••••••• I••• no longer appears on P•••••••• M••••••• M•••••• C••••• R••••••••• I••••• P•••'s Schedule C as investment adviser (plan) (plan year 2025 vs 2024)with U•• F•••••••• S••••••• I•••askebsa.dol.gov
- Dec 31, 2025Consultant changedinferenceM••••• I••••••••• L•• appears on P•••••••• M••••••• M•••••• C••••• R••••••••• I••••• P•••'s Schedule C as investment adviser (plan) (plan year 2025 vs 2024)with M••••• I••••••••• L••askebsa.dol.gov
- Jan 1, 2025Funded status changedP•••••••• M••••••• M•••••• C••••• R••••••••• I••••• P••• funded ratio 95.5% -> 84.2% (2024-01-01 to 2025-01-01)
- Jan 1, 2025Assets changedP•••••••• M••••••• M•••••• C••••• R••••••••• I••••• P••• plan assets $57M -> $41M (-28.5%, 2024-01-01 to 2025-01-01)
- Dec 31, 2024Assets changedP•••••••• M••••••• M•••••• C••••• R••••••••• I••••• P••• total assets $57M -> $41M (-28.3%, 2023-12-31 to 2024-12-31)
- Jan 1, 2024Funded status changedP•••••••• M••••••• M•••••• C••••• R••••••••• I••••• P••• funded ratio 90.6% -> 95.5% (2023-01-01 to 2024-01-01)
- Jan 1, 2023Funded status changedP•••••••• M••••••• M•••••• C••••• R••••••••• I••••• P••• funded ratio 110.3% -> 90.6% (2022-01-01 to 2023-01-01)
- Jan 1, 2023Assets changedP•••••••• M••••••• M•••••• C••••• R••••••••• I••••• P••• plan assets $76M -> $55M (-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 262874737-001
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.