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
Torrance Health Association Employees Retirement Plan
Corporate pensionTorrance, CA
Assets
$436M
Total assets, Dec 31, 2024 reported
Funded
105.9%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
0
1 managers on Schedule C
Plan sponsor: Torrance Health Association
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
- Interest-bearing cash 0.3%
- Non-interest-bearing cash 3.1%
- Corporate debt instruments (other) 19.5%
- U.S. Government securities 20.1%
- Other investments 5.0%
- Registered investment companies 27.7%
- Common stock 24.3%
Consultants and advisers
3 firms
- Guardian Financial Investment adviser (plan)through Dec 31, 2023 Form 5500
- Charles Schwab Trust Bank Directed trusteethrough Dec 31, 2023 Form 5500
- Mercer Actuarythrough Dec 31, 2022 Form 5500
People
No investment staff or executives have been read for this allocator yet.
Manager roster
10 managers on Schedule C
From Schedule C (investment management, code 28)
- Reinhart Partners, Inc.plan years 2022, 2024
- Clearbridge Investments, LLCplan years 2022
- Payden & Rygelplan years 2022
- Beaumont Sector Rotationplan years 2022
- Eagle Assetplan years 2022
- Nuveen Asset Managementplan years 2022
- Renaissance Investment Managementplan years 2022
- Lazard Asset Management LLCplan years 2022
- Loomis Saylesplan years 2022
- Zacks Investment Managementplan years 2022
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
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 | 2,907 | $429M | $366M | 105.9% | $436M | n/a | n/a | n/a |
| 2023 to Dec 31, 2023 | 2,959 | $406M | $364M | 109.3% | $431M | n/a | n/a | n/a |
| 2022 to Dec 31, 2022 | 3,020 | $480M | $353M | 115.7% | $406M | n/a | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- Loomis Sayles codes 51 $181,330 PY2024
- Payden & Rygel codes 51 52 $146,256 PY2024
- Clearbridge Investments, LLC codes 51 $123,796 PY2024
- Zacks codes 51 $113,617 PY2024
- Nuveen codes 51 $111,502 PY2024
- Lazard Asset Management, LLC codes 51 $106,331 PY2024
- Mercer codes 11 50 $102,950 PY2024
- Guardian Financial codes 27 50 $100,000 PY2024
- Eagle Asset Management codes 28 50 $82,448 PY2024
- Renaissance codes 51 $68,713 PY2024
- Reinhart Partners codes 51 $56,393 PY2024
- Charles Schwab codes 25 50 $56,058 PY2024
- Ernst & Young codes 10 50 $43,000 PY2024
- Mercer codes 11 PY2024
- Lazard Asset Management, LLC codes 51 $155,501 PY2023
- Loomis Sayles codes 51 $132,697 PY2023
- Nuveen codes 51 $128,871 PY2023
- Payden & Rygel codes 51 52 $118,693 PY2023
- Zacks codes 51 $111,005 PY2023
- Clearbridge Investments, LLC codes 51 $103,935 PY2023
- Reinhart Partners codes 51 $68,274 PY2023
- Beaumont Sector Rotation codes 51 $66,140 PY2023
- Renaissance codes 51 $61,060 PY2023
- Eagle Asset Management codes 28 50 $52,616 PY2023
- Ernst & Young codes 10 50 $42,720 PY2023
- Mercer codes 11 50 $29,144 PY2023
- Guardian Financial codes 27 50 $25,000 PY2023
- Charles Schwab codes 25 50 $24,862 PY2023
- Mercer codes 11 PY2023
- Loomis Sayles codes 51 $260,636 PY2022
- Zacks codes 51 $118,295 PY2022
- Clearbridge Investments, LLC codes 51 $117,873 PY2022
- Payden & Rygel codes 51 52 $116,449 PY2022
- Lazard Asset Management, LLC codes 28 $88,161 PY2022
- Beaumont Sector Rotation codes 51 $79,208 PY2022
- Eagle Asset Management codes 28 $78,831 PY2022
- Reinhart Partners codes 51 $68,609 PY2022
- Nuveen codes 51 $51,574 PY2022
- Renaissance codes 51 $46,730 PY2022
- Mercer codes 11 PY2022
What changed
5 events
- Jan 1, 2024Funded status changedTorrance Health Association Employees Retirement Plan funded ratio 109.3% -> 105.9% (2023-01-01 to 2024-01-01)
- Dec 31, 2023Consultant changedinferenceGuardian Financial appears on Torrance Health Association Employees Retirement Plan's Schedule C as investment adviser (plan) (plan year 2023 vs 2022)with Guardian Financialaskebsa.dol.gov
- Dec 31, 2023Manager relationship endedinferenceLazard Asset Management, LLC no longer appears on Torrance Health Association Employees Retirement Plan's Schedule C as investment manager (plan year 2023 vs 2022)with Lazard Asset Management LLCaskebsa.dol.gov
- Jan 1, 2023Funded status changedTorrance Health Association Employees Retirement Plan funded ratio 115.7% -> 109.3% (2022-01-01 to 2023-01-01)
- Jan 1, 2023Assets changedTorrance Health Association Employees Retirement Plan plan assets $480M -> $406M (-15.4%, 2022-01-01 to 2023-01-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 330073515-001
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.