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
W••••••• I••• C••• B•••••• P•••
Corporate pensionBrea, CA
Assets
n/a
Total assets, Dec 31, 2023 reported
Funded
128.3%
Jan 1, 2022
Private markets target
n/a
policy Dec 31, 2022
Commitments
0
none on the tape
Plan sponsor: W••••••• I•••
Allocation policy
Form 5500, as of Dec 31, 2022
Actual allocation lines without a target (as filed)
- Interest-bearing cash 15.0%
- Non-interest-bearing cash 2.0%
- Corporate debt instruments (other) 2.9%
- U.S. Government securities 7.3%
- Other investments 17.6%
- Registered investment companies 55.2%
Consultants and advisers
2 firms
- C•••••• S••••• T•••• B••• Custodianthrough Dec 31, 2022 Form 5500
- F•••• A•••••••• S••••••••• L•• 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
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
18 readings
Plan assets
Funded ratio
Funding target
Discount rate
Form 5500 filings
2 plan years
| Plan year | Participants | Assets (SB market) | Funding target | FTAP | Total assets (H) | Partnerships / JV | Master trust | Real estate |
|---|---|---|---|---|---|---|---|---|
| 2023 to Dec 31, 2023 | 232 | n/a | n/a | n/a | $0 | n/a | n/a | n/a |
| 2022 to Dec 31, 2022 | 198 | $6.0M | $4.7M | 128.3% | $6.8M | n/a | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- P••• Perfect Inc codes 13 $26,300 PY2023
- Financial Management Network codes 20 $24,790 PY2023
- C•••••• S••••• T•••• B••• codes 18 $5,548 PY2023
- Financial Management Network codes 20 $36,381 PY2022
- C•••••• S••••• T•••• B••• codes 18 $2,373 PY2022
- P••• Perfect Inc codes PY2022
- F•••• A•••••••• S••••••••• L•• codes 11 PY2022
What changed
1 events
- Dec 31, 2023Assets changedW••••••• I••• C••• B•••••• P••• total assets $7M -> $0 (-100.0%, 2022-12-31 to 2023-12-31)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 330594844-002
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.