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
A•• E••••••• C•••••• R••••••••• P•••
Corporate pensionBakersfield, CA
Assets
$12.3M
Total assets, Feb 28, 2025 reported
Funded
99.3%
Mar 1, 2024
Private markets target
n/a
policy Feb 28, 2025
Commitments
0
none on the tape
Plan sponsor: A•• E••••••• C••••••
Allocation policy
Form 5500, as of Feb 28, 2025
Actual allocation lines without a target (as filed)
- Interest-bearing cash 7.4%
- Corporate debt instruments (other) 4.1%
- U.S. Government securities 58.5%
- Insurance company general account 0.8%
- Other investments 1.3%
- Registered investment companies 24.6%
Consultants and advisers
2 firms
- J••• C••• F••••••••• I••• TrusteeInvestment adviser (plan)through Feb 29, 2024 Form 5500
- N••••• Actuarythrough Feb 28, 2023 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
33 readings
Investment management fees
$24,637 (2024-02) · $6,699 (2023-02)
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 Feb 28, 2025 | 112 | $11.6M | $11.6M | 99.3% | $12.3M | n/a | n/a | n/a |
| 2023 to Feb 29, 2024 | 112 | $10.2M | $10.7M | 94.0% | $11.7M | n/a | n/a | n/a |
| 2022 to Feb 28, 2023 | 103 | $8.7M | $9.8M | 87.1% | $10.3M | n/a | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- J••• C••• F••••••••• I••• codes 21 27 50 $50,863 PY2024
- N••••• codes 11 PY2024
- J••• C••• F••••••••• I••• codes 21 27 50 $29,190 PY2023
- Wilcac Life Insurance Company codes 13 50 $13,730 PY2023
- N••••• codes 11 PY2023
- Wilcac Life Insurance Company codes 13 50 $17,462 PY2022
- J••• C••• F••••••••• I••• codes 27 50 $6,699 PY2022
- N••••• codes 11 PY2022
What changed
5 events
- Mar 1, 2024Funded status changedA•• E••••••• C•••••• R••••••••• P••• funded ratio 94.0% -> 99.3% (2023-03-01 to 2024-03-01)
- Mar 1, 2024Assets changedA•• E••••••• C•••••• R••••••••• P••• plan assets $10M -> $12M (+13.4%, 2023-03-01 to 2024-03-01)
- Feb 29, 2024Assets changedA•• E••••••• C•••••• R••••••••• P••• total assets $10M -> $12M (+13.2%, 2023-02-28 to 2024-02-29)
- Mar 1, 2023Funded status changedA•• E••••••• C•••••• R••••••••• P••• funded ratio 87.1% -> 94.0% (2022-03-01 to 2023-03-01)
- Mar 1, 2023Assets changedA•• E••••••• C•••••• R••••••••• P••• plan assets $9M -> $10M (+17.9%, 2022-03-01 to 2023-03-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 951531419-010
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.