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
A••••• H••••••••• S••••••• O••• V••••• L•• P•••••• P•••
Corporate pensionGlendale, CA
Assets
$11.2M
Total assets, Dec 31, 2024 reported
Funded
90.8%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
6
none on the tape
Plan sponsor: A••••• H••••••••• S••••••• O••• V••••• L••
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
- Pooled separate accounts 34.0%
- Registered investment companies 66.0%
Consultants and advisers
3 firms
- M••••••• C••••• W••••• S••••••• Investment adviser (plan)Trusteethrough Dec 31, 2024 Form 5500
- P•••••••• F•••••••• G•••• Actuarythrough Dec 31, 2023 Form 5500
- U•• C••••••••• G•••• 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
- P••••••••6 rows, latest Dec 31, 2024
Commitments
6 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 | P••• L••••• A••••• S•• A•••••separate account | P•••••••• | Pooled vehicles | $133,160 held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | P••• L•• I•••• D•• S•• A•••••separate account | P•••••••• | Pooled vehicles | $3.7M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2023 | P••• L•• L••• D••••••• S•••separate account | P•••••••• | Fixed income | $470,712 held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2023 | P••• L•• I•••• D•• S•• A•••••separate account | P•••••••• | Pooled vehicles | $3.7M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | P••• L••••• A••••• S•• A•••••separate account | P•••••••• | Pooled vehicles | $695,312 held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | P••• L•• S•••• D•• S•• A•••••separate account | P•••••••• | Pooled vehicles | $4.5M held | Disclosed holding | askebsa.dol.gov |
Size and funding
32 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 | 469 | $11.4M | $12.6M | 90.8% | $11.2M | n/a | n/a | n/a |
| 2023 to Dec 31, 2023 | 489 | $11.3M | $13.3M | 84.4% | $11.4M | n/a | n/a | n/a |
| 2022 to Dec 31, 2022 | 489 | $14.4M | $13.9M | 103.5% | $11.3M | n/a | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- M••••••• C••••• W••••• S••••••• codes 27 50 $74,109 PY2024
- P•••••••• Life Insurance Company codes 13 50 64 $69,274 PY2024
- P••• L•• L••• D••••••• S••• Sched. D P PY2024
- P••• L••••• A••••• S•• A••••• Sched. D P $133,160 PY2024
- P••• L•• S•••• D•• S•• A••••• Sched. D P PY2024
- P••• L•• I•••• D•• S•• A••••• Sched. D P $3.7M PY2024
- P•••••••• F•••••••• G•••• codes 11 PY2024
- P•••••••• Life Insurance Company codes 13 50 64 $84,164 PY2023
- U•• C••••••••• G•••• codes 11 13 50 $61,900 PY2023
- P••• L••••• A••••• S•• A••••• Sched. D P PY2023
- P••• L•• L••• D••••••• S••• Sched. D P $470,712 PY2023
- P••• L•• S•••• D•• S•• A••••• Sched. D P PY2023
- P••• L•• I•••• D•• S•• A••••• Sched. D P $3.7M PY2023
- P•••••••• F•••••••• G•••• codes 11 PY2023
- U•• C••••••••• G••••,inc codes 11 50 $184,446 PY2022
- M••••••• C••••• codes 21 50 $58,073 PY2022
- P•••••••• Life Insurance Company codes 13 50 64 $39,697 PY2022
- Kieckhafer Schiffer LLP codes 10 50 $22,000 PY2022
- P••• L••••• A••••• S•• A••••• Sched. D P $695,312 PY2022
- P••• L•• S•••• D•• S•• A••••• Sched. D P $4.5M PY2022
- U•• C••••••••• G•••• codes 11 PY2022
What changed
8 events
- Dec 31, 2024Holding endedinferenceA••••• H••••••••• S••••••• O••• V••••• L•• P•••••• P••• no longer reports P••• L•• L••• D••••••• S••• (P••••••••) (last held $470,712 at 2023-12-31; absent from the 2024-12-31 filing)with P••••••••askebsa.dol.gov
- Dec 31, 2024Consultant changedinferenceM••••••• C••••• W••••• S••••••• appears on A••••• H••••••••• S••••••• O••• V••••• L•• P•••••• P•••'s Schedule C as investment adviser (plan) (plan year 2024 vs 2023)with M••••••• C••••• W••••• S•••••••askebsa.dol.gov
- Jan 1, 2024Funded status changedA••••• H••••••••• S••••••• O••• V••••• L•• P•••••• P••• funded ratio 84.4% -> 90.8% (2023-01-01 to 2024-01-01)
- Dec 31, 2023Holding startedA••••• H••••••••• S••••••• O••• V••••• L•• P•••••• P••• first reports an interest in P••• L•• I•••• D•• S•• A••••• (P••••••••): $4M at 2023-12-31with P••••••••askebsa.dol.gov
- Dec 31, 2023Holding startedA••••• H••••••••• S••••••• O••• V••••• L•• P•••••• P••• first reports an interest in P••• L•• L••• D••••••• S••• (P••••••••): $470,712 at 2023-12-31with P••••••••askebsa.dol.gov
- Dec 31, 2023Holding endedinferenceA••••• H••••••••• S••••••• O••• V••••• L•• P•••••• P••• no longer reports P••• L•• S•••• D•• S•• A••••• (P••••••••) (last held $4M at 2022-12-31; absent from the 2023-12-31 filing)with P••••••••askebsa.dol.gov
- Jan 1, 2023Funded status changedA••••• H••••••••• S••••••• O••• V••••• L•• P•••••• P••• funded ratio 103.5% -> 84.4% (2022-01-01 to 2023-01-01)
- Jan 1, 2023Assets changedA••••• H••••••••• S••••••• O••• V••••• L•• P•••••• P••• plan assets $14M -> $11M (-21.9%, 2022-01-01 to 2023-01-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 364857044-001
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.