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
W•••••• • S••••• L•• C••• B•••••• P•••
Corporate pensionChicago, IL
Assets
$148M
Total assets, Jan 31, 2025 reported
Funded
110.2%
Feb 1, 2024
Private markets target
n/a
policy Jan 31, 2025
Commitments
0
1 managers on Schedule C
Plan sponsor: W•••••• • S••••• L••
Allocation policy
Form 5500, as of Jan 31, 2025
Actual allocation lines without a target (as filed)
- Non-interest-bearing cash 9.3%
- Corporate debt instruments (other) 5.3%
- Corporate debt instruments (preferred) 7.2%
- U.S. Government securities 15.0%
- Registered investment companies 42.9%
- Common stock 7.0%
Consultants and advisers
1 firms
- W••••• T••••• W••••• U• L•• Actuarythrough Jan 31, 2023 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)
- M•••••• L••••••••• • S••••plan years 2025
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
31 readings
Investment management fees
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 Jan 31, 2025 | 399 | $118M | $107M | 110.2% | $148M | $0 | $0 | $0 |
| 2023 to Jan 31, 2024 | 378 | $87.1M | $75.9M | 114.7% | $119M | n/a | n/a | n/a |
| 2022 to Jan 31, 2023 | 369 | $61.3M | $51.7M | 118.6% | $87.6M | n/a | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- M•••••• L•••• codes 28 50 51 52 62 $102,227 PY2024
- W••••• T••••• W••••• U• L•• codes 11 PY2024
- W••••• T••••• W••••• U• L•• codes 11 PY2023
- W••••• T••••• W••••• U• L•• codes 11 PY2022
What changed
6 events
- Jan 31, 2025Assets changedW•••••• • S••••• L•• C••• B•••••• P••• total assets $119M -> $148M (+24.8%, 2024-01-31 to 2025-01-31)
- Feb 1, 2024Funded status changedW•••••• • S••••• L•• C••• B•••••• P••• funded ratio 114.7% -> 110.2% (2023-02-01 to 2024-02-01)
- Feb 1, 2024Assets changedW•••••• • S••••• L•• C••• B•••••• P••• plan assets $87M -> $118M (+36.0%, 2023-02-01 to 2024-02-01)
- Jan 31, 2024Assets changedW•••••• • S••••• L•• C••• B•••••• P••• total assets $88M -> $119M (+35.8%, 2023-01-31 to 2024-01-31)
- Feb 1, 2023Funded status changedW•••••• • S••••• L•• C••• B•••••• P••• funded ratio 118.6% -> 114.7% (2022-02-01 to 2023-02-01)
- Feb 1, 2023Assets changedW•••••• • S••••• L•• C••• B•••••• P••• plan assets $61M -> $87M (+42.0%, 2022-02-01 to 2023-02-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 361975990-004
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.