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
C•• A••••••••• I••• E•••••••• P•••••• P•••
Corporate pensionCorbin, KY
Assets
$5.3M
Total assets, Dec 31, 2024 reported
Funded
83.0%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
3
1 managers on Schedule C
Plan sponsor: T••••• C••
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
- Pooled separate accounts 98.0%
Consultants and advisers
1 firms
- U•• C••••••••• G•••• 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
- J••• H•••••• L••• I•••••••• C•3 rows, latest Dec 31, 2024
From Schedule C (investment management, code 28)
- J••• H•••••• L••• I•••••••• C•plan years 2024
- J••• H••••••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 | 5•• I•••• F•••separate account | J••• H•••••• L••• I•••••••• C• | Pooled vehicles | $1.2M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2023 | 5•• I•••• F•••separate account | J••• H•••••• L••• I•••••••• C• | Pooled vehicles | $1.1M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | 5•• I•••• F•••separate account | J••• H•••••• L••• I•••••••• C• | Pooled vehicles | $1.3M held | Disclosed holding | askebsa.dol.gov |
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 | 446 | $4.9M | $6.2M | 83.0% | $5.3M | n/a | n/a | n/a |
| 2023 to Dec 31, 2023 | 452 | $4.5M | $6.2M | 80.1% | $5.0M | n/a | n/a | n/a |
| 2022 to Dec 31, 2022 | 459 | $5.8M | $6.1M | 88.2% | $4.5M | n/a | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- U•• C••••••••• G•••• codes 11 17 50 $31,780 PY2024
- David Smith codes 20 $21,000 PY2024
- J••• H•••••• L••• I•••••••• C• codes 15 28 50 59 60 62 63 68 $7,185 PY2024
- UBS Financial Services, Inc. codes 26 $5,001 PY2024
- Multimanager Conserv Ls Sched. D P $1.2M PY2024
- Multimanager Growth Ls Sched. D P $4.0M PY2024
- U•• C••••••••• G•••• codes 11 PY2024
- U•• C••••••••• G•••• codes 11 17 50 $23,097 PY2023
- David Smith codes 20 $12,832 PY2023
- J••• H•••••• L••• I•••••••• C• codes 15 28 50 59 60 62 63 68 $6,825 PY2023
- Multimanager Growth Ls Sched. D P $3.5M PY2023
- Multimanager Conserv Ls Sched. D P $1.1M PY2023
- U•• C••••••••• G•••• codes 11 PY2023
- U•• C••••••••• G•••• codes 11 17 50 $36,710 PY2022
- David Smith codes 20 $12,267 PY2022
- J••• H•••••• L••• I•••••••• C• codes 15 28 50 59 60 62 63 68 $7,370 PY2022
- Multimanager Growth Ls Sched. D P $3.2M PY2022
- Multimanager Conserv Ls Sched. D P $1.3M PY2022
- U•• C••••••••• G•••• codes 11 PY2022
What changed
3 events
- Jan 1, 2024Funded status changedC•• A••••••••• I••• E•••••••• P•••••• P••• funded ratio 80.1% -> 83.0% (2023-01-01 to 2024-01-01)
- Jan 1, 2023Funded status changedC•• A••••••••• I••• E•••••••• P•••••• P••• funded ratio 88.2% -> 80.1% (2022-01-01 to 2023-01-01)
- Jan 1, 2023Assets changedC•• A••••••••• I••• E•••••••• P•••••• P••• plan assets $6M -> $5M (-21.8%, 2022-01-01 to 2023-01-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 134041106-001
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.