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

J••• i• t•• B•• I•• P•••••• P••••

Corporate pensionSAN Diego, CAcomponent of a larger system
Assets
$291M
Plan assets, Sep 30, 2025 reported
Funded
n/a
not filed
Private markets target
18.0%
policy Sep 30, 2025
Commitments
0
none on the tape
Allocation policy
10-K XBRL, as of Sep 30, 2025
Asset class (as printed)BucketTargetRangeActualGapBasis
Cash And Cash EquivalentsCash0.0%2.0%+2.0reported sec.gov
Core Fixed FundsOther70.0%66.0%-4.0reported sec.gov
Alternative InvestmentsOther alternatives9.0%11.0%+2.0reported sec.gov
Equity Securities Non UsPublic equity12.0%12.0%+0.0reported sec.gov
Real EstateReal estate9.0%9.0%+0.0reported sec.gov
Policy periods on the tape: Sep 30, 2025 (10-K XBRL), Sep 30, 2024 (10-K XBRL). Target changes between periods are on the what changed list.
Consultants and advisers
No adviser relationship is on the tape for this allocator. Public systems name theirs in the ACFR; plans list them on Schedule C.
People
No investment staff or executives have been read for this allocator yet.
Manager roster
No manager relationship is on the tape for this allocator.
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
19 readings
Plan assets
$291M Sep 30, 2025 reported 10-K XBRL
$302M (2024-09) · $275M (2023-09)
Benefit obligation
$281M Sep 30, 2025 reported 10-K XBRL
$298M (2024-09) · $266M (2023-09)
Funded status (10-K)
$9.2M Sep 30, 2025 reported 10-K XBRL
$4.5M (2024-09)
Discount rate
5.63% Sep 30, 2025 reported 10-K XBRL
5.11% (2024-09) · 6.10% (2023-09)
Expected return
5.10% Sep 30, 2025 reported 10-K XBRL
5.60% (2024-09) · 5.10% (2023-09)
Expected contributions next year
$4.8M Sep 30, 2025 reported 10-K XBRL
What changed
No dated events yet.
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: CIK 807882
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.