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
Gunderson Dettmer Stough Villeneuve Franklin & Hachigian, LLP Retirement Plan for Partners
Corporate pensionRedwood City, CA
Assets
n/a
Total assets, Apr 7, 2025 reported
Funded
136.5%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
1
none on the tape
Plan sponsor: Gunderson Dettmer Stough Villeneuve Franklin & Hachigian, LLP
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
- Interest-bearing cash 100.0%
Consultants and advisers
1 firms
- October Three Consulting LLC Actuarythrough Dec 31, 2023 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
- Alliance Bernstein, L.P.1 rows, latest Dec 31, 2023
From Schedule C (investment management, code 28)
- Alliance Bernstein, L.P.plan years 2023
Commitments
1 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, 2023 | Bernstein Global Low Volatility Ctfcollective trust | Alliance Bernstein, L.P. | Pooled vehicles | $6.4M held | Disclosed holding | askebsa.dol.gov |
Size and funding
28 readings
Form 5500 filings
3 plan years
| Plan year | Participants | Assets (SB market) | Funding target | FTAP | Total assets (H) | Partnerships / JV | Master trust | Real estate |
|---|---|---|---|---|---|---|---|---|
| 2025 to Apr 7, 2025 | 127 | n/a | n/a | n/a | $0 | n/a | n/a | n/a |
| 2024 to Dec 31, 2024 | 129 | $63.0M | $46.2M | 136.5% | $79.9M | n/a | n/a | n/a |
| 2023 to Dec 31, 2023 | 125 | $50.5M | $38.0M | 133.0% | $63.0M | n/a | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- Alliance Bernstein LP codes 28 $44,798 PY2024
- Bernstein Global Low Vol Ctf Sched. D C PY2024
- October Three Consulting LLC codes 11 PY2024
- Alliance Bernstein LP codes 28 $72,406 PY2023
- Bernstein Global Low Vol Ctf Sched. D C $6.4M PY2023
- October Three Consulting LLC codes 11 PY2023
What changed
4 events
- Apr 7, 2025Assets changedGunderson Dettmer Stough Villeneuve Franklin & Hachigian, LLP Retirement Plan for Partners total assets $80M -> $0 (-100.0%, 2024-12-31 to 2025-04-07)
- Dec 31, 2024Assets changedGunderson Dettmer Stough Villeneuve Franklin & Hachigian, LLP Retirement Plan for Partners total assets $63M -> $80M (+26.8%, 2023-12-31 to 2024-12-31)
- Jan 1, 2024Funded status changedGunderson Dettmer Stough Villeneuve Franklin & Hachigian, LLP Retirement Plan for Partners funded ratio 133.0% -> 136.5% (2023-01-01 to 2024-01-01)
- Jan 1, 2024Assets changedGunderson Dettmer Stough Villeneuve Franklin & Hachigian, LLP Retirement Plan for Partners plan assets $51M -> $63M (+24.7%, 2023-01-01 to 2024-01-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 770409988-002
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.