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
O'Melveny & Myers LLP Cash Balance Plan
Corporate pensionLOS Angeles, CA
Assets
$221M
Total assets, Dec 31, 2024 reported
Funded
158.0%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
0
none on the tape
Plan sponsor: O'Melveny & Myers LLP
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
- Interest-bearing cash 2.1%
- Non-interest-bearing cash 0.0%
- Partnership/joint venture interests 16.4%
- Registered investment companies 73.2%
- Common stock 5.9%
- Real estate (other than employer real property) 0.1%
Consultants and advisers
4 firms
- Canterbury Consulting Pension consultantthrough Dec 31, 2022 Form 5500
- Aristotle Capital Management, LLC Investment adviser (plan)through Dec 31, 2022 Form 5500
- DSM Capital Partners LLC Investment adviser (plan)through Dec 31, 2022 Form 5500
- Horizon Actuarial Services Actuarythrough Dec 31, 2022 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
$231,279 (2023-12) · $223,485 (2022-12)
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 | 292 | $192M | $122M | 158.0% | $221M | $36.2M | n/a | $219,114 |
| 2023 to Dec 31, 2023 | 272 | $152M | $103M | 147.5% | $192M | $28.8M | n/a | $401,742 |
| 2022 to Dec 31, 2022 | 272 | $178M | $105M | 169.8% | $152M | $25.4M | n/a | $318,321 |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- Canterbury Consulting codes 17 27 71 $192,536 PY2024
- Aristotle Management Co codes 27 33 71 $51,859 PY2024
- Horizon Actuarial Services, LLC codes 11 PY2024
- Canterbury Consulting codes 17 27 71 $174,674 PY2023
- Aristotle Management Co codes 27 33 71 $39,388 PY2023
- DSM Capital Partners codes 27 33 71 $18,075 PY2023
- Horizon Actuarial Services, LLC codes 11 PY2023
- Canterbury Consulting codes 17 27 71 $171,799 PY2022
- Aristotle Management Co codes 27 33 71 $39,975 PY2022
- DSM Capital Partners codes 27 33 71 $15,394 PY2022
- Horizon Actuarial Services, LLC codes 11 PY2022
What changed
7 events
- Dec 31, 2024Consultant changedinferenceDSM Capital Partners no longer appears on O'Melveny & Myers LLP Cash Balance Plan's Schedule C as investment adviser (plan) (plan year 2024 vs 2023)with DSM Capital Partners LLCaskebsa.dol.gov
- Dec 31, 2024Assets changedO'Melveny & Myers LLP Cash Balance Plan total assets $192M -> $221M (+15.0%, 2023-12-31 to 2024-12-31)
- Jan 1, 2024Funded status changedO'Melveny & Myers LLP Cash Balance Plan funded ratio 147.5% -> 158.0% (2023-01-01 to 2024-01-01)
- Jan 1, 2024Assets changedO'Melveny & Myers LLP Cash Balance Plan plan assets $152M -> $192M (+26.1%, 2023-01-01 to 2024-01-01)
- Dec 31, 2023Assets changedO'Melveny & Myers LLP Cash Balance Plan total assets $152M -> $192M (+26.1%, 2022-12-31 to 2023-12-31)
- Jan 1, 2023Funded status changedO'Melveny & Myers LLP Cash Balance Plan funded ratio 169.8% -> 147.5% (2022-01-01 to 2023-01-01)
- Jan 1, 2023Assets changedO'Melveny & Myers LLP Cash Balance Plan plan assets $178M -> $152M (-14.6%, 2022-01-01 to 2023-01-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 951066597-020
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.