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
S•••••• I•••••••• E•••••••• R••••••••• P•••
Corporate pensionColumbia, MO
Assets
$596M
Total assets, Dec 31, 2024 reported
Funded
119.0%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
0
3 managers on Schedule C
Plan sponsor: S•••••• M••••• I•••••••• C••••••
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
- Interest-bearing cash 1.0%
- Non-interest-bearing cash 0.0%
- Corporate debt instruments (other) 13.2%
- U.S. Government securities 34.7%
- P•••••••••/joint venture interests 36.5%
- Common stock 13.7%
Consultants and advisers
6 firms
- O•• T••• Investment adviser (plan)through Dec 31, 2024 Form 5500
- A• A•• S••••••••• N•••••• Investment adviser (plan)through Dec 31, 2023 Form 5500
- P••••••••• • L•••••• P••••••••• Investment adviser (plan)through Dec 31, 2022 Form 5500
- S••••••• C•••••• M••••••••• I•• Investment adviser (plan)through Dec 31, 2022 Form 5500
- G• I•• P••••••• I• Investment adviser (plan)through Dec 31, 2022 Form 5500
- W••••• T••••• W••••• U• L•• Actuarythrough Dec 31, 2022 Form 5500
People
No investment staff or executives have been read for this allocator yet.
Manager roster
9 managers on Schedule C
From Schedule C (investment management, code 28)
- B••• 1•plan years 2024
- B••• 9•plan years 2024
- G• I•• P•••••••plan years 2024
- B•••• C••••••plan years 2022
- H•••••• C••••••••• P••••••• L•••plan years 2022
- B•••plan years 2022
- B•••• S•••••plan years 2022
- J• M••••• C•••• B•••plan years 2022
- A••• P•••••••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
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 | 3,428 | $608M | $477M | 119.0% | $596M | $218M | n/a | n/a |
| 2023 to Dec 31, 2023 | 3,534 | $598M | $462M | 121.0% | $616M | $221M | n/a | n/a |
| 2022 to Dec 31, 2022 | 3,617 | $730M | $436M | 157.1% | $605M | $197M | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- O•• T••• codes 27 $1.3M PY2024
- A••• P••••••• codes 28 $1.0M PY2024
- B•••• C•••••• codes 28 $495,283 PY2024
- P••••••••• • L•••••• P••••••••• codes 27 $483,152 PY2024
- J• M••••• C•••• B••• codes 28 $220,802 PY2024
- H•••••• C••••••••• P••••••• L••• codes 28 $181,986 PY2024
- B••• 1• codes 28 $166,959 PY2024
- B••• 9• codes 28 $124,323 PY2024
- A• A•• S••••••••• N•••••• codes 27 $25,755 PY2024
- G• I•• P••••••• codes 28 $21,681 PY2024
- S••••••• Capital Management, Inc. codes 27 $21,600 PY2024
- B•••• S••••• codes 28 $2,678 PY2024
- W••••• T••••• W••••• U• L•• codes 11 PY2024
- A••• P••••••• codes 28 $421,378 PY2023
- H•••••• C••••••••• P••••••• L••• codes 28 $324,206 PY2023
- B•••• C•••••• codes 28 $313,267 PY2023
- B••• codes 28 $232,739 PY2023
- J• M••••• C•••• B••• codes 28 $231,076 PY2023
- P••••••••• • L•••••• P••••••••• codes 27 $168,347 PY2023
- A• A•• S••••••••• N•••••• codes 27 $56,450 PY2023
- S••••••• Capital Management, Inc. codes 27 $20,839 PY2023
- B•••• S••••• codes 28 $5,304 PY2023
- W••••• T••••• W••••• U• L•• codes 11 PY2023
- A••• P••••••• codes 28 $778,927 PY2022
- P••••••••• • L•••••• P••••••••• codes 27 $348,196 PY2022
- J• M••••• C•••• B••• codes 28 $301,713 PY2022
- B•••• C•••••• codes 28 $297,467 PY2022
- H•••••• C••••••••• P••••••• L••• codes 28 $292,808 PY2022
- B••• codes 28 $131,083 PY2022
- B•••• S••••• codes 28 $34,308 PY2022
- S••••••• Capital Management, Inc. codes 27 $16,939 PY2022
- G• I•• P••••••• I• codes 27 $10,106 PY2022
- W••••• T••••• W••••• U• L•• codes 11 PY2022
What changed
10 events
- Dec 31, 2024Manager relationship startedB••• 9• appears on S•••••• I•••••••• E•••••••• R••••••••• P•••'s Schedule C as investment manager (plan year 2024 vs 2023)with B••• 9•askebsa.dol.gov
- Dec 31, 2024Manager relationship startedG• I•• P••••••• appears on S•••••• I•••••••• E•••••••• R••••••••• P•••'s Schedule C as investment manager (plan year 2024 vs 2023)with G• I•• P•••••••askebsa.dol.gov
- Dec 31, 2024Manager relationship startedB••• 1• appears on S•••••• I•••••••• E•••••••• R••••••••• P•••'s Schedule C as investment manager (plan year 2024 vs 2023)with B••• 1•askebsa.dol.gov
- Dec 31, 2024Manager relationship endedinferenceB••• no longer appears on S•••••• I•••••••• E•••••••• R••••••••• P•••'s Schedule C as investment manager (plan year 2024 vs 2023)with B•••askebsa.dol.gov
- Dec 31, 2024Consultant changedinferenceO•• T••• appears on S•••••• I•••••••• E•••••••• R••••••••• P•••'s Schedule C as investment adviser (plan) (plan year 2024 vs 2023)with O•• T•••askebsa.dol.gov
- Jan 1, 2024Funded status changedS•••••• I•••••••• E•••••••• R••••••••• P••• funded ratio 121.0% -> 119.0% (2023-01-01 to 2024-01-01)
- Dec 31, 2023Consultant changedinferenceG• I•• P••••••• I• no longer appears on S•••••• I•••••••• E•••••••• R••••••••• P•••'s Schedule C as investment adviser (plan) (plan year 2023 vs 2022)with G• I•• P••••••• I•askebsa.dol.gov
- Dec 31, 2023Consultant changedinferenceA• A•• S••••••••• N•••••• appears on S•••••• I•••••••• E•••••••• R••••••••• P•••'s Schedule C as investment adviser (plan) (plan year 2023 vs 2022)with A• A•• S••••••••• N••••••askebsa.dol.gov
- Jan 1, 2023Funded status changedS•••••• I•••••••• E•••••••• R••••••••• P••• funded ratio 157.1% -> 121.0% (2022-01-01 to 2023-01-01)
- Jan 1, 2023Assets changedS•••••• I•••••••• E•••••••• R••••••••• P••• plan assets $730M -> $598M (-18.1%, 2022-01-01 to 2023-01-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 430613000-002
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.