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•••••• P••• f•• E•••••••• o• E••••• S••••• I•••

Corporate pensionIrvine, CA
Assets
$3.7M
Total assets, Aug 31, 2025 reported
Funded
82.1%
Sep 1, 2024
Private markets target
n/a
policy Aug 31, 2025
Commitments
13
none on the tape
Plan sponsor: E••••• S•••• S••••••• C•••••••••
Allocation policy
Form 5500, as of Aug 31, 2025
Actual allocation lines without a target (as filed)
  • Pooled separate accounts 77.6%
Consultants and advisers
1 firms
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
Commitments
13 rows, 0 dated closings
Disclosed holdings (from the plan’s performance or holdings report, as of the report date)
DateFundManagerBucketAmountVintageStatusSource
as of Aug 31, 2025P••• L••••• A••••• S•• A•••••separate accountP••••••••Pooled vehicles$1.1M heldDisclosed holdingaskebsa.dol.gov
as of Aug 31, 2025P••• L•• L••• D••••••• S•••separate accountP••••••••Fixed income$361,630 heldDisclosed holdingaskebsa.dol.gov
as of Aug 31, 2025P••• L•• I•••• D•• S•• A•••••separate accountP••••••••Pooled vehicles$1.4M heldDisclosed holdingaskebsa.dol.gov
as of Aug 31, 2024P••• L••• S•• 5•• I•••• S•••separate accountP••••••••Pooled vehicles$15,047 heldDisclosed holdingaskebsa.dol.gov
as of Aug 31, 2024P••• L•• L••• D••••••• S•••separate accountP••••••••Fixed income$1.3M heldDisclosed holdingaskebsa.dol.gov
as of Aug 31, 2024P••• L•• S•••• D•• S•• A•••••separate accountP••••••••Pooled vehicles$116,022 heldDisclosed holdingaskebsa.dol.gov
as of Aug 31, 2024P••• L•• I•••• D•• S•• A•••••separate accountP••••••••Pooled vehicles$265,509 heldDisclosed holdingaskebsa.dol.gov
as of Aug 31, 2024P••• L•• E•• D•• S•• A•••••separate accountP••••••••Pooled vehicles$22,021 heldDisclosed holdingaskebsa.dol.gov
as of Aug 31, 2023P••• L••• S•• 5•• I•••• S•••separate accountP••••••••Pooled vehicles$33,181 heldDisclosed holdingaskebsa.dol.gov
as of Aug 31, 2023P••• L•• L••• D••••••• S•••separate accountP••••••••Fixed income$1.4M heldDisclosed holdingaskebsa.dol.gov
as of Aug 31, 2023P••• L•• S•••• D•• S•• A•••••separate accountP••••••••Pooled vehicles$109,827 heldDisclosed holdingaskebsa.dol.gov
as of Aug 31, 2023P••• L•• I•••• D•• S•• A•••••separate accountP••••••••Pooled vehicles$278,133 heldDisclosed holdingaskebsa.dol.gov
as of Aug 31, 2023P••• L•• E•• D•• S•• A•••••separate accountP••••••••Pooled vehicles$22,473 heldDisclosed holdingaskebsa.dol.gov
Size and funding
31 readings
Total assets
$3.7M Aug 31, 2025 reported Form 5500
$3.1M (2024-08) · $2.8M (2023-08)
Plan assets
$3.1M Sep 1, 2024 reported Form 5500
$2.8M (2023-09) · $2.9M (2022-09)
Net assets
$3.7M Aug 31, 2025 reported Form 5500
$3.0M (2024-08) · $2.8M (2023-08)
Funded ratio
82.1% Sep 1, 2024 reported Form 5500
83.7% (2023-09) · 90.1% (2022-09)
Funding target
$3.7M Sep 1, 2024 reported Form 5500
$3.7M (2023-09) · $3.6M (2022-09)
Discount rate
5.29% Sep 1, 2024 reported Form 5500
5.18% (2023-09) · 5.35% (2022-09)
Participants
129 Sep 1, 2024 reported Form 5500
130 (2023-09) · 129 (2022-09)
Contributions
$966,927 Aug 31, 2025 reported Form 5500
$191,836 (2024-08) · $166,906 (2023-08)
Benefits paid
$164,919 Aug 31, 2025 reported Form 5500
$151,778 (2024-08) · $148,496 (2023-08)
Net investment income
$644,616 Aug 31, 2025 reported Form 5500
$221,563 (2024-08) · $-108,066 (2023-08)
Investment management fees
$515 Aug 31, 2025 reported Form 5500
Form 5500 filings
3 plan years
Plan yearParticipantsAssets (SB market)Funding targetFTAPTotal assets (H)Partnerships / JVMaster trustReal estate
2024 to Aug 31, 2025129$3.1M$3.7M82.1%$3.7Mn/an/an/a
2023 to Aug 31, 2024130$2.8M$3.7M83.7%$3.1Mn/an/an/a
2022 to Aug 31, 2023129$2.9M$3.6M90.1%$2.8Mn/an/an/a
Service providers and investment entities as filed (Schedule C and D, latest year first)
  • P•••••••• Life Insurance Company codes 13 50 64 $69,331 PY2024
  • Topel Forman LLC codes 10 50 $11,500 PY2024
  • P••• L••• S•• 5•• I•••• S••• Sched. D P PY2024
  • P••• L•• L••• D••••••• S••• Sched. D P $361,630 PY2024
  • P••• L••••• A••••• S•• A••••• Sched. D P $1.1M PY2024
  • P••• L•• I•••• D•• S•• A••••• Sched. D P $1.4M PY2024
  • P••• L•• E•• D•• S•• A••••• Sched. D P PY2024
  • P••• L•• S•••• D•• S•• A••••• Sched. D P PY2024
  • P•••••••• F•••••••• G•••• codes 11 PY2024
  • P•••••••• Life Insurance Company codes 13 50 64 $53,892 PY2023
  • P••• L••• S•• 5•• I•••• S••• Sched. D P $15,047 PY2023
  • P••• L•• L••• D••••••• S••• Sched. D P $1.3M PY2023
  • P••• L•• S•••• D•• S•• A••••• Sched. D P $116,022 PY2023
  • P••• L•• I•••• D•• S•• A••••• Sched. D P $265,509 PY2023
  • P••• L•• E•• D•• S•• A••••• Sched. D P $22,021 PY2023
  • P•••••••• F•••••••• G•••• codes 11 PY2023
  • P•••••••• Life Insurance Company codes 13 50 64 $53,212 PY2022
  • P••• L•• I•••• D•• S•• A••••• Sched. D P $278,133 PY2022
  • P••• L••• S•• 5•• I•••• S••• Sched. D P $33,181 PY2022
  • P••• L•• E•• D•• S•• A••••• Sched. D P $22,473 PY2022
  • P••• L•• L••• D••••••• S••• Sched. D P $1.4M PY2022
  • P••• L•• S•••• D•• S•• A••••• Sched. D P $109,827 PY2022
  • P•••••••• F•••••••• G•••• codes 11 PY2022
What changed
6 events
  • Aug 31, 2025Holding started
    P•••••• P••• f•• E•••••••• o• E••••• S••••• I••• first reports an interest in P••• L••••• A••••• S•• A••••• (P••••••••): $1M at 2025-08-31
    with P••••••••askebsa.dol.gov
  • Aug 31, 2025Holding endedinference
    P•••••• P••• f•• E•••••••• o• E••••• S••••• I••• no longer reports P••• L•• S•••• D•• S•• A••••• (P••••••••) (last held $116,022 at 2024-08-31; absent from the 2025-08-31 filing)
    with P••••••••askebsa.dol.gov
  • Aug 31, 2025Holding endedinference
    P•••••• P••• f•• E•••••••• o• E••••• S••••• I••• no longer reports P••• L••• S•• 5•• I•••• S••• (P••••••••) (last held $15,047 at 2024-08-31; absent from the 2025-08-31 filing)
    with P••••••••askebsa.dol.gov
  • Aug 31, 2025Holding endedinference
    P•••••• P••• f•• E•••••••• o• E••••• S••••• I••• no longer reports P••• L•• E•• D•• S•• A••••• (P••••••••) (last held $22,021 at 2024-08-31; absent from the 2025-08-31 filing)
    with P••••••••askebsa.dol.gov
  • Aug 31, 2025Assets changed
    P•••••• P••• f•• E•••••••• o• E••••• S••••• I••• total assets $3M -> $4M (+21.2%, 2024-08-31 to 2025-08-31)
    askebsa.dol.gov
  • Sep 1, 2023Funded status changed
    P•••••• P••• f•• E•••••••• o• E••••• S••••• I••• funded ratio 90.1% -> 83.7% (2022-09-01 to 2023-09-01)
    askebsa.dol.gov
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 943068149-001
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.