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
L••••••• H••••••• I••• P•••••• P••••
Corporate pensionSAN Jose, CAcomponent of a larger system
Assets
$17.5M
Plan assets, Jun 30, 2026 reported
Funded
n/a
not filed
Private markets target
14.0%
policy Jun 30, 2026
Commitments
0
none on the tape
Allocation policy
10-K XBRL, as of Jun 30, 2026
| Asset class (as printed) | Bucket | Target | Range | Actual | Gap | Basis |
|---|---|---|---|---|---|---|
| Cash | Cash | 1.0% | 2.0% | +1.0 | reported sec.gov | |
| Fixed Income Funds | Fixed income | 25.0% | 24.0% | -1.0 | reported sec.gov | |
| Other Securities | Other | 23.0% | 24.0% | +1.0 | reported sec.gov | |
| Alternative Investments | Other alternatives | 14.0% | 13.0% | -1.0 | reported sec.gov | |
| Equity Funds | Public equity | 37.0% | 37.0% | +0.0 | reported sec.gov |
Policy periods on the tape: Jun 30, 2026 (10-K XBRL), Jun 30, 2025 (10-K XBRL), Jun 30, 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
36 readings
What changed
6 events
- Jun 30, 2026Allocation target changedL••••••• H••••••• I••• P•••••• P•••• raised its Equity Funds target 35.0% -> 37.0% (2025-06-30 to 2026-06-30)
- Jun 30, 2026Allocation target changedL••••••• H••••••• I••• P•••••• P•••• cut its Fixed Income Funds target 27.0% -> 25.0% (2025-06-30 to 2026-06-30)
- Jun 30, 2025Allocation target changedL••••••• H••••••• I••• P•••••• P•••• raised its Alternative Investments target 13.0% -> 14.0% (2024-06-30 to 2025-06-30)
- Jun 30, 2025Allocation target changedL••••••• H••••••• I••• P•••••• P•••• raised its Equity Funds target 33.0% -> 35.0% (2024-06-30 to 2025-06-30)
- Jun 30, 2025Allocation target changedL••••••• H••••••• I••• P•••••• P•••• cut its Fixed Income Funds target 30.0% -> 27.0% (2024-06-30 to 2025-06-30)
- Jun 30, 2025Assets changedL••••••• H••••••• I••• P•••••• P•••• plan assets $15M -> $19M (+28.2%, 2024-06-30 to 2025-06-30)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: CIK 1633978
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.