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.
Corporate pension
Retirement Plan for Physicians and Salaried Employees of the Permanente Medical Group, Inc.
Corporate pensionPleasanton, CA
Assets
$11B
Total assets, Dec 31, 2024 reported
Funded
100.9%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
3
none on the tape
Plan sponsor: The Permanente Medical Group, Inc.
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
- 103-12 investment entities 94.9%
Consultants and advisers
1 firms
- Mercer Actuarythrough Dec 31, 2022 Form 5500
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
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 | Kaiser Permanente Group Trust103 12 ie | Kaiser Permanente Medical Care Program | Pooled vehicles | $11B held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2023 | Kaiser Permanente Group Trust103 12 ie | Kaiser Permanente Medical Care Program | Pooled vehicles | $10B held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | Kaiser Permanente Group Trust103 12 ie | Kaiser Permanente Medical Care Program | Pooled vehicles | $10B held | Disclosed holding | askebsa.dol.gov |
Size and funding
30 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 | 29,231 | $9.8B | $9.9B | 100.9% | $11B | n/a | n/a | n/a |
| 2023 to Dec 31, 2023 | 29,496 | $9.4B | $9.2B | 111.3% | $11B | n/a | n/a | n/a |
| 2022 to Dec 31, 2022 | 28,867 | $11B | $8.2B | 119.7% | $10B | n/a | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
What changed
3 events
- Jan 1, 2024Funded status changedRetirement Plan for Physicians and Salaried Employees of the Permanente Medical Group, Inc. funded ratio 111.3% -> 100.9% (2023-01-01 to 2024-01-01)
- Jan 1, 2023Funded status changedRetirement Plan for Physicians and Salaried Employees of the Permanente Medical Group, Inc. funded ratio 119.7% -> 111.3% (2022-01-01 to 2023-01-01)
- Jan 1, 2023Assets changedRetirement Plan for Physicians and Salaried Employees of the Permanente Medical Group, Inc. plan assets $10.8B -> $9.4B (-12.7%, 2022-01-01 to 2023-01-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 942728480-011
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.