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

Watsonville Community Hospital Cash Balance Pension Plan

Corporate pensionWatsonville, CA
Assets
$3.8M
Total assets, Dec 31, 2022 reported
Funded
106.3%
Jan 1, 2022
Private markets target
n/a
policy Dec 31, 2022
Commitments
4
none on the tape
Plan sponsor: Pajaro Valley Health Care District and Watsonville Hospital Corp.
Allocation policy
Form 5500, as of Dec 31, 2022
Actual allocation lines without a target (as filed)
  • Common/collective trusts 16.3%
  • Pooled separate accounts 11.6%
  • Registered investment companies 71.4%
Consultants and advisers
2 firms
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
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, 2022Prin Liquid Assets Sep Acct-Zseparate accountPrincipalPooled vehicles$40,494 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Prin Diversified Intl Sa-Zseparate accountPrincipalHedge / diversifiers$314,809 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Prin Midcap S&p 400 Idx Sa-Zseparate accountPrincipalPooled vehicles$85,552 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Schw Instl Fix Inc Tr Cl 3collective trustCharles Schwab BankPooled vehicles$618,589 heldDisclosed holdingaskebsa.dol.gov
Size and funding
11 readings
Total assets
$3.8M Dec 31, 2022 reported Form 5500
Plan assets
$4.8M Jan 1, 2022 reported Form 5500
Net assets
$3.8M Dec 31, 2022 reported Form 5500
Funded ratio
106.3% Jan 1, 2022 reported Form 5500
Funding target
$4.4M Jan 1, 2022 reported Form 5500
Discount rate
5.29% Jan 1, 2022 reported Form 5500
Participants
194 Jan 1, 2022 reported Form 5500
Contributions
$25,776 Dec 31, 2022 reported Form 5500
Benefits paid
$315,869 Dec 31, 2022 reported Form 5500
Net investment income
$-971,501 Dec 31, 2022 reported Form 5500
Investment management fees
$5,000 Dec 31, 2022 reported Form 5500
Form 5500 filings
1 plan years
Plan yearParticipantsAssets (SB market)Funding targetFTAPTotal assets (H)Partnerships / JVMaster trustReal estate
2022 to Dec 31, 2022194$4.8M$4.4M106.3%$3.8Mn/an/an/a
Service providers and investment entities as filed (Schedule C and D, latest year first)
  • Principal Life Insurance Company codes 13 50 64 $59,589 PY2022
  • MMA Securities LLC codes 27 50 $5,000 PY2022
  • Prin Midcap S&p 400 Idx Sa-R4 Sched. D P $85,552 PY2022
  • Schwab Instl Fix Inc Cr Plus Sched. D C $618,589 PY2022
  • Prin Diversified Intl Sa-I1 Sched. D P $314,809 PY2022
  • Prin Liquid Assets Sep Acct-I3 Sched. D P $40,494 PY2022
  • Principal Financial Group codes 11 PY2022
What changed
No dated events yet.
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 911894113-007
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.