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
Perini Corporation Pension Plan
Corporate pensionSylmar, CA
Assets
$60.7M
Total assets, Dec 31, 2024 reported
Funded
81.1%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
0
none on the tape
Plan sponsor: Tutor Perini Corporation
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
- Interest-bearing cash 5.1%
- Corporate debt instruments (other) 5.2%
- Partnership/joint venture interests 12.0%
- Registered investment companies 76.5%
Consultants and advisers
2 firms
- BMO Harris Bank, N.A. Trusteethrough Dec 31, 2022 Form 5500
- Milliman, Inc. Actuarythrough Dec 31, 2022 Form 5500
People
No investment staff or executives have been read for this allocator yet.
Manager roster
2 managers on Schedule C
From Schedule C (investment management, code 28)
- Hightower Advisors, LLCplan years 2022
- Dolan Mceniry Capital Mgt LLCplan years 2022
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
$512,951 (2023-12) · $573,707 (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 | 1,226 | $58.9M | $74.2M | 81.1% | $60.7M | $7.3M | n/a | n/a |
| 2023 to Dec 31, 2023 | 1,261 | $56.2M | $77.1M | 79.1% | $59.1M | $11.5M | n/a | n/a |
| 2022 to Dec 31, 2022 | 1,299 | $73.4M | $78.1M | 89.5% | $55.7M | $11.1M | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- Hightower Advisors, LLC codes 28 $544,198 PY2024
- BMO Harris Bank, Na codes 21 $53,914 PY2024
- Dolan Mceniry Capital Management codes 28 $7,899 PY2024
- Milliman, Inc. codes 11 PY2024
- Hightower Advisors, LLC codes 28 $505,516 PY2023
- BMO Harris Bank, Na codes 21 $51,261 PY2023
- PKF Jnd, P.C. codes 10 $17,337 PY2023
- Dolan Mceniry Capital Management codes 28 $7,434 PY2023
- Milliman, Inc codes 11 PY2023
- Hightower Advisors, LLC codes 28 $566,543 PY2022
- BMO Harris Bank, Na codes 21 $52,077 PY2022
- Dolan Mceniry Capital Management codes 28 $7,295 PY2022
- Milliman, Inc. codes 11 PY2022
What changed
2 events
- Jan 1, 2023Funded status changedPerini Corporation Pension Plan funded ratio 89.5% -> 79.1% (2022-01-01 to 2023-01-01)
- Jan 1, 2023Assets changedPerini Corporation Pension Plan plan assets $73M -> $56M (-23.5%, 2022-01-01 to 2023-01-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 041717070-001
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.