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.
The names on this page are hidden. Create a free account and they fill in. No card, and every figure, date and source on this page is public either way.
Corporate pension
T•••••••• O•• P••••••••• C•••••• E••••••••• P•••••• P•••
Corporate pensionLong Beach, CA
Assets
$20.7M
Total assets, Dec 31, 2024 reported
Funded
87.7%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
3
none on the tape
Plan sponsor: T•••••••• O•• P••••••••• C••••••
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
- C•••on/collective trusts 94.5%
- Registered investment companies 5.5%
Consultants and advisers
4 firms
- F••••••• I••••••••• Actuarythrough Dec 31, 2023 Form 5500
- A•• Actuarythrough Dec 31, 2022 Form 5500
- P••••••••• R••••••••• • A•••••• I•• Trusteethrough Dec 31, 2022 Form 5500
- F••••••• I••••••••• 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
- F••••••• I••••••••• A•••• M•••3 rows, latest Dec 31, 2024
From Schedule C (investment management, code 28)
- P••••••••• I•••••••• C•••••• o• A••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 | F••• P•••••• J•••••• 4•••• C••• P•collective trust | F••••••• I••••••••• A•••• M••• | Pooled vehicles | $19.6M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2023 | F••• P•••••• J•••••• 4•••• C••• P•collective trust | F••••••• I••••••••• A•••• M••• | Pooled vehicles | $17.6M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | F••• P•••••• J•••••• 4•••• C••• P•collective trust | F••••••• I••••••••• A•••• M••• | Pooled vehicles | $16.8M held | Disclosed holding | askebsa.dol.gov |
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 Dec 31, 2024 | 131 | $19.6M | $16.1M | 87.7% | $20.7M | n/a | n/a | n/a |
| 2023 to Dec 31, 2023 | 128 | $16.8M | $13.3M | 108.9% | $20.7M | n/a | n/a | n/a |
| 2022 to Dec 31, 2022 | 127 | $17.6M | $16.5M | 101.3% | $17.8M | n/a | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- F••••••• I••••••••• I••••••••• codes 11 15 17 21 27 38 50 $38,253 PY2024
- Kpmg LLP codes 10 $37,300 PY2024
- F••• Pension J•••••• 40/60 Com Pool Sched. D C $19.6M PY2024
- F••••••• I••••••••• codes 11 PY2024
- F••••••• I••••••••• I••••••••• codes 11 15 21 27 31 38 50 $89,929 PY2023
- AON Consulting, Inc. codes 11 15 17 38 50 $33,310 PY2023
- Kpmg LLP codes 10 PY2023
- F••• Pension J•••••• 40/60 Com Pool Sched. D C $17.6M PY2023
- F••••••• I••••••••• codes 11 PY2023
- AON Consulting, Inc. codes 11 15 17 38 50 $66,977 PY2022
- Kpmg LLP codes 10 $34,500 PY2022
- P••••••••• Retirement Ins & Ann codes 15 21 31 $6,059 PY2022
- P••••••••• I•••••••• Co of America codes 28 PY2022
- F••• Pension J•••••• 40/60 Com Pool Sched. D C $16.8M PY2022
- F••••••• I••••••••• codes 11 PY2022
What changed
7 events
- Dec 31, 2024Consultant changedinferenceAON Consulting, Inc. no longer appears on T•••••••• O•• P••••••••• C•••••• E••••••••• P•••••• P•••'s Schedule C as pension consultant (plan year 2024 vs 2023)with A••askebsa.dol.gov
- Jan 1, 2024Funded status changedT•••••••• O•• P••••••••• C•••••• E••••••••• P•••••• P••• funded ratio 108.9% -> 87.7% (2023-01-01 to 2024-01-01)
- Jan 1, 2024Assets changedT•••••••• O•• P••••••••• C•••••• E••••••••• P•••••• P••• plan assets $17M -> $20M (+16.4%, 2023-01-01 to 2024-01-01)
- Dec 31, 2023Manager relationship endedinferenceP••••••••• I•••••••• Co of America no longer appears on T•••••••• O•• P••••••••• C•••••• E••••••••• P•••••• P•••'s Schedule C as investment manager (plan year 2023 vs 2022)with P••••••••• I•••••••• C•••••• o• A••askebsa.dol.gov
- Dec 31, 2023Consultant changedinferenceF••••••• I••••••••• I••••••••• appears on T•••••••• O•• P••••••••• C•••••• E••••••••• P•••••• P•••'s Schedule C as investment adviser (plan) (plan year 2023 vs 2022)with F••••••• I•••••••••askebsa.dol.gov
- Dec 31, 2023Assets changedT•••••••• O•• P••••••••• C•••••• E••••••••• P•••••• P••• total assets $18M -> $21M (+16.4%, 2022-12-31 to 2023-12-31)
- Jan 1, 2023Funded status changedT•••••••• O•• P••••••••• C•••••• E••••••••• P•••••• P••• funded ratio 101.3% -> 108.9% (2022-01-01 to 2023-01-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 330335764-001
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.