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
EL Camino Hospital Cash Balance Plan
Corporate pensionMountain View, CA
Assets
$391M
Total assets, Dec 31, 2024 reported
Funded
104.1%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
3
none on the tape
Plan sponsor: EL Camino Hospital
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
- Interest-bearing cash 2.5%
- Corporate debt instruments (other) 0.0%
- U.S. Government securities 0.9%
- Other investments 17.5%
- Partnership/joint venture interests 1.2%
- Common/collective trusts 3.3%
- Registered investment companies 63.0%
- Common stock 10.3%
Consultants and advisers
1 firms
- Buck Global, LLC 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
- Wellington Trust Company, Na3 rows, latest Dec 31, 2024
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 | Wtc-Cif Small Cap Valuecollective trust | Wellington Trust Company, Na | Public equity | $13.0M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2023 | Wtc-Cif Small Cap Valuecollective trust | Wellington Trust Company, Na | Public equity | $12.2M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | Wtc-Cif Small Cap Valuecollective trust | Wellington Trust Company, Na | Public equity | $10.6M held | Disclosed holding | askebsa.dol.gov |
Size and funding
31 readings
Investment management fees
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 | 5,148 | $354M | $270M | 104.1% | $391M | $4.5M | n/a | n/a |
| 2023 to Dec 31, 2023 | 4,859 | $310M | $250M | 107.8% | $354M | $5.8M | n/a | n/a |
| 2022 to Dec 31, 2022 | 4,624 | $365M | $231M | 114.4% | $310M | $7.2M | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- Wtc-Cif Small Cap Value Sched. D C $13.0M PY2024
- Buck Global, LLC codes 11 PY2024
- Wtc-Cif Small Cap Value Sched. D C $12.2M PY2023
- Buck Global, LLC codes 11 PY2023
- Wtc-Cif Small Cap Value Sched. D C $10.6M PY2022
- Buck Global, LLC codes 11 PY2022
What changed
6 events
- Dec 31, 2024Assets changedEL Camino Hospital Cash Balance Plan total assets $354M -> $391M (+10.5%, 2023-12-31 to 2024-12-31)
- Jan 1, 2024Funded status changedEL Camino Hospital Cash Balance Plan funded ratio 107.8% -> 104.1% (2023-01-01 to 2024-01-01)
- Jan 1, 2024Assets changedEL Camino Hospital Cash Balance Plan plan assets $310M -> $354M (+14.4%, 2023-01-01 to 2024-01-01)
- Dec 31, 2023Assets changedEL Camino Hospital Cash Balance Plan total assets $310M -> $354M (+14.4%, 2022-12-31 to 2023-12-31)
- Jan 1, 2023Funded status changedEL Camino Hospital Cash Balance Plan funded ratio 114.4% -> 107.8% (2022-01-01 to 2023-01-01)
- Jan 1, 2023Assets changedEL Camino Hospital Cash Balance Plan plan assets $365M -> $310M (-15.2%, 2022-01-01 to 2023-01-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 943167314-001
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.