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

I•••• C••• P•••••• P••••

Corporate pensionSanta Clara, CAcomponent of a larger system
Assets
$2.2B
Plan assets, Dec 31, 2025 reported
Funded
n/a
not filed
Private markets target
0.0%
policy Dec 31, 2025
Commitments
0
none on the tape
Allocation policy
10-K XBRL, as of Dec 31, 2025
Asset class (as printed)BucketTargetRangeActualGapBasis
Fixed Income SecuritiesFixed income90.0%reported sec.gov
Fixed Income Securities (foreign)Fixed income60.0%reported sec.gov
Hedge Funds (foreign)Hedge / diversifiers10.0%reported sec.gov
Equity SecuritiesPublic equity10.0%reported sec.gov
Equity Securities (foreign)Public equity30.0%reported sec.gov
Policy periods on the tape: Dec 31, 2025 (10-K XBRL), Dec 31, 2024 (10-K XBRL). Target changes between periods are on the what changed list.
Consultants and advisers
No adviser relationship is on the tape for this allocator. Public systems name theirs in the ACFR; plans list them on Schedule C.
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
17 readings
Plan assets
$2.2B Dec 31, 2025 reported 10-K XBRL
$2.1B (2024-12) · $2.2B (2023-12)
Benefit obligation
$2.7B Dec 31, 2025 reported 10-K XBRL
$2.6B (2024-12) · $2.8B (2023-12)
Funded status (10-K)
$-459M Dec 31, 2025 reported 10-K XBRL
$-504M (2024-12)
Discount rate
4.80% Dec 31, 2025 reported 10-K XBRL
4.60% (2024-12)
Expected return
4.80% Dec 31, 2025 reported 10-K XBRL
5.10% (2024-12) · 5.00% (2023-12)
What changed
3 events
  • Dec 31, 2025Allocation target changed
    I•••• C••• P•••••• P•••• raised its Fixed Income Securities (foreign) target 50.0% -> 60.0% (2024-12-31 to 2025-12-31)
  • Dec 31, 2025Allocation target changed
    I•••• C••• P•••••• P•••• cut its Hedge Funds (foreign) target 15.0% -> 10.0% (2024-12-31 to 2025-12-31)
  • Dec 31, 2025Allocation target changed
    I•••• C••• P•••••• P•••• cut its Equity Securities (foreign) target 35.0% -> 30.0% (2024-12-31 to 2025-12-31)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: CIK 50863
Cross-graph: no entry on another DFX graph
First observed Sep 15, 2026, last observed Sep 16, 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.