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

R••••••••• P••• f•• E•••••••• o• C••••• • C••••• I•••

Corporate pensionWestlake Village, CA
Assets
n/a
Total assets, Dec 31, 2023 reported
Funded
112.3%
Jan 1, 2022
Private markets target
n/a
policy Dec 31, 2022
Commitments
4
none on the tape
Plan sponsor: C••••• • C••••• I•••
Allocation policy
Form 5500, as of Dec 31, 2022
Actual allocation lines without a target (as filed)
  • Interest-bearing cash 2.4%
  • Common/collective trusts 97.6%
Consultants and advisers
1 firms
People
No investment staff or executives have been read for this allocator yet.
Manager roster
2 managers on the commitment tape
From Schedule C (investment management, code 28)
Commitments
4 rows, 0 dated closings
Disclosed holdings (from the plan’s performance or holdings report, as of the report date)
DateFundManagerBucketAmountVintageStatusSource
as of Dec 31, 2022S•••• S••••• L••• U••• C••••• C••••collective trustS•••• S••••• G••••• A••••••• T••••Private credit$10.2M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022S•••• S••••• I••••••••• U••• C•••collective trustS•••• S••••• • R•••••• 2•••Pooled vehicles$19.5M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022S••• S• 5•• I•• S•• L•• S•• I•collective trustS•••• S••••• • R•••••• 2•••Pooled vehicles$3.3M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022S•••• S••••• 2• Y••• U••• T•••••••collective trustS•••• S••••• G••••• A••••••• T••••Fixed income$3.6M heldDisclosed holdingaskebsa.dol.gov
Size and funding
17 readings
Total assets
$0 Dec 31, 2023 reported Form 5500
$37.6M (2022-12)
Plan assets
$49.4M Jan 1, 2022 reported Form 5500
Net assets
$0 Dec 31, 2023 reported Form 5500
$37.6M (2022-12)
Funded ratio
112.3% Jan 1, 2022 reported Form 5500
Funding target
$38.6M Jan 1, 2022 reported Form 5500
Discount rate
5.33% Jan 1, 2022 reported Form 5500
Participants
425 Jan 1, 2023 reported Form 5500
430 (2022-01)
Contributions
$2.0M Dec 31, 2023 reported Form 5500
Benefits paid
$40.4M Dec 31, 2023 reported Form 5500
$2.8M (2022-12)
Net investment income
$-37.6M Dec 31, 2023 reported Form 5500
$-11.8M (2022-12)
Investment management fees
$19,288 Dec 31, 2023 reported Form 5500
$90,151 (2022-12)
Form 5500 filings
2 plan years
Plan yearParticipantsAssets (SB market)Funding targetFTAPTotal assets (H)Partnerships / JVMaster trustReal estate
2023 to Dec 31, 2023425n/an/an/a$0n/an/an/a
2022 to Dec 31, 2022430$49.4M$38.6M112.3%$37.6Mn/an/an/a
Service providers and investment entities as filed (Schedule C and D, latest year first)
What changed
2 events
  • Dec 31, 2023Manager relationship endedinference
    AON C••••••••• Inc. no longer appears on R••••••••• P••• f•• E•••••••• o• C••••• • C••••• I•••'s Schedule C as investment manager (plan year 2023 vs 2022)
    with A•• C••••••••• I•••askebsa.dol.gov
  • Dec 31, 2023Assets changed
    R••••••••• P••• f•• E•••••••• o• C••••• • C••••• I••• total assets $38M -> $0 (-100.0%, 2022-12-31 to 2023-12-31)
    askebsa.dol.gov
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 770412800-002
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.