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•••••• C••• P••••••• • U••••• S••••••••• o• A•••••• U•••• P•••••• P•••
Corporate pensionLake Elsinore, CA
Assets
n/a
Total assets, Dec 31, 2023 reported
Funded
117.0%
Jan 1, 2022
Private markets target
n/a
policy Dec 31, 2022
Commitments
3
none on the tape
Plan sponsor: P•••••• C••• P•••••••• I•••
Allocation policy
Form 5500, as of Dec 31, 2022
Actual allocation lines without a target (as filed)
- Interest-bearing cash 3.3%
- Other investments 0.0%
- Common/collective trusts 96.6%
- Registered investment companies 0.1%
Consultants and advisers
1 firms
- A•• C••••••••• I••• Actuarythrough Dec 31, 2022 Form 5500
People
No investment staff or executives have been read for this allocator yet.
Manager roster
2 managers on the commitment tape
From the plan’s own commitment disclosures
- S•••• S••••• G••••• A••••••• T••••2 rows, latest Dec 31, 2022
- S•••• S••••• • R•••••• 2•••1 rows, latest Dec 31, 2022
From Schedule C (investment management, code 28)
- A•• C••••••••• I•••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, 2022 | S•••• S••••• L••• U••• C••••• C••••collective trust | S•••• S••••• G••••• A••••••• T•••• | Private credit | $902,307 held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | S•••• S••••• I••••••••• U••• C•••collective trust | S•••• S••••• • R•••••• 2••• | Pooled vehicles | $1.4M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | S•••• S••••• 2• Y••• U••• T•••••••collective trust | S•••• S••••• G••••• A••••••• T•••• | Fixed income | $279,264 held | Disclosed holding | askebsa.dol.gov |
Size and funding
18 readings
Plan assets
Funded ratio
Funding target
Discount rate
Form 5500 filings
2 plan years
| Plan year | Participants | Assets (SB market) | Funding target | FTAP | Total assets (H) | Partnerships / JV | Master trust | Real estate |
|---|---|---|---|---|---|---|---|---|
| 2023 to Dec 31, 2023 | 175 | n/a | n/a | n/a | $0 | n/a | n/a | n/a |
| 2022 to Dec 31, 2022 | 177 | $3.4M | $2.8M | 117.0% | $2.6M | n/a | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- S•••• S••••• L••• U••• C••••• C•••• Sched. D C PY2023
- S•••• S••••• I••••••••• U••• C••• Sched. D C PY2023
- S•••• S••••• 2• Y••• U••• T••••••• Sched. D C PY2023
- A•• C••••••••• I••• codes 28 51 $33,251 PY2022
- S•••• S••••• L••• U••• C••••• C•••• Sched. D C $902,307 PY2022
- S•••• S••••• I••••••••• U••• C••• Sched. D C $1.4M PY2022
- S•••• S••••• 2• Y••• U••• T••••••• Sched. D C $279,264 PY2022
- A•• C••••••••• I••• codes 11 PY2022
What changed
1 events
- Dec 31, 2023Assets changedP•••••• C••• P••••••• • U••••• S••••••••• o• A•••••• U•••• P•••••• P••• total assets $3M -> $0 (-100.0%, 2022-12-31 to 2023-12-31)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 952588159-002
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.