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

University of Southern California Support Staff Retirement Plan

Corporate pensionLOS Angeles, CA
Assets
$137M
Total assets, Dec 31, 2024 reported
Funded
93.9%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
17
none on the tape
Plan sponsor: University of Southern California
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
  • Interest-bearing cash 0.1%
  • Common/collective trusts 99.9%
Consultants and advisers
2 firms
People
No investment staff or executives have been read for this allocator yet.
Manager roster
5 managers on the commitment tape
From the plan’s own commitment disclosures
From Schedule C (investment management, code 28)
Commitments
17 rows, 0 dated closings
Disclosed holdings (from the plan’s performance or holdings report, as of the report date)
DateFundManagerBucketAmountVintageStatusSource
as of Dec 31, 2024Blackrock Msci Acwi Imi Index Fundcollective trustBlackrock Institutional Trust Company, NaPooled vehicles$29.2M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024EB Temporary Investmentcollective trustBNY MellonPooled vehicles$3.4M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Long Duration Corporate Credit Screcollective trustBlackrock Long Duration CorporatePrivate credit$55.5M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Long Term Govt Bond Index Fundcollective trustBlackrock Insti. Trust Company, N.AFixed income$23.2M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Intermediate Govt Bond Index Fundcollective trustBlackrock Institutional Trust Co,naFixed income$25.3M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Blackrock Msci Acwi Imi Index Fundcollective trustBlackrock Institutional Trust Company, NaPooled vehicles$34.6M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023EB Temporary Investmentcollective trustBNY MellonPooled vehicles$83,635 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Long Duration Corporate Credit Screcollective trustBlackrock Long Duration CorporatePrivate credit$54.9M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Short Term Investment Fundscollective trustBlackrock Institutional TrustCash$1.5M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Long Term Govt Bond Index Fundcollective trustBlackrock Insti. Trust Company, N.AFixed income$21.1M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Intermediate Govt Bond Index Fundcollective trustBlackrock Institutional Trust Co,naFixed income$22.5M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Blackrock Msci Acwi Imi Index Fundcollective trustBlackrock Institutional Trust Company, NaPooled vehicles$31.7M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022EB Temporary Investmentcollective trustBNY MellonPooled vehicles$352,512 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Long Duration Corporate Credit Screcollective trustBlackrock Long Duration CorporatePrivate credit$58.8M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Short Term Investment Fundscollective trustBlackrock Institutional TrustCash$1.5M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Long Term Govt Bond Index Fundcollective trustBlackrock Insti. Trust Company, N.AFixed income$17.2M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Intermediate Govt Bond Index Fundcollective trustBlackrock Institutional Trust Co,naFixed income$15.8M heldDisclosed holdingaskebsa.dol.gov
Size and funding
33 readings
Total assets
$137M Dec 31, 2024 reported Form 5500
$137M (2023-12) · $125M (2022-12)
Plan assets
$137M Jan 1, 2024 reported Form 5500
$125M (2023-01) · $166M (2022-01)
Net assets
$137M Dec 31, 2024 reported Form 5500
$137M (2023-12) · $125M (2022-12)
Funded ratio
93.9% Jan 1, 2024 reported Form 5500
87.5% (2023-01) · 126.8% (2022-01)
Funding target
$146M Jan 1, 2024 reported Form 5500
$143M (2023-01) · $131M (2022-01)
Discount rate
5.15% Jan 1, 2024 reported Form 5500
5.06% (2023-01) · 5.48% (2022-01)
Participants
3,674 Jan 1, 2024 reported Form 5500
3,682 (2023-01) · 3,690 (2022-01)
Contributions
$1.4M Dec 31, 2024 reported Form 5500
$2.1M (2023-12) · $0 (2022-12)
Benefits paid
$4.7M Dec 31, 2024 reported Form 5500
$4.6M (2023-12) · $3.2M (2022-12)
Net investment income
$-47,956 Dec 31, 2024 reported Form 5500
$11.4M (2023-12) · $-40.2M (2022-12)
Investment management fees
$190,976 Dec 31, 2024 reported Form 5500
$207,299 (2023-12) · $217,871 (2022-12)
Form 5500 filings
3 plan years
Plan yearParticipantsAssets (SB market)Funding targetFTAPTotal assets (H)Partnerships / JVMaster trustReal estate
2024 to Dec 31, 20243,674$137M$146M93.9%$137Mn/an/an/a
2023 to Dec 31, 20233,682$125M$143M87.5%$137Mn/an/an/a
2022 to Dec 31, 20223,690$166M$131M126.8%$125Mn/an/an/a
Service providers and investment entities as filed (Schedule C and D, latest year first)
  • Blackrock Inst. Trust Co. codes 28 65 $190,976 PY2024
  • The Bank of New York Mellon codes 19 99 $13,000 PY2024
  • EB Temporary Investment Fund II Sched. D C $3.4M PY2024
  • Long Duration Corporate Credit Scre Sched. D C $55.5M PY2024
  • Blackrock Msci Acwi Imi Index Fund Sched. D C $29.2M PY2024
  • US Strips 20 Plus Year Bond Rsl Sched. D C PY2024
  • Long Term Government Bond Index Sched. D C $23.2M PY2024
  • Intermediate Government Bond Index Sched. D C $25.3M PY2024
  • PWC US Consulting LLP codes 11 PY2024
  • Blackrock Inst. Trust Co. codes 28 65 $183,549 PY2023
  • The Bank of New York Mellon codes 19 99 $23,750 PY2023
  • EB Temporary Investment Fund II Sched. D C $83,635 PY2023
  • Blackrock Msci Acwi Imi Index Fund Sched. D C $34.6M PY2023
  • Long Duration Corporate Credit Scre Sched. D C $54.9M PY2023
  • US Strips 20 Plus Year Bond Rsl Sched. D C $1.5M PY2023
  • Long Term Government Bond Index Sched. D C $21.1M PY2023
  • Intermediate Government Bond Index Sched. D C $22.5M PY2023
  • PWC US Consulting LLP codes 11 PY2023
  • Blackrock Inst. Trust Co. codes 28 65 $170,500 PY2022
  • The Bank of New York Mellon codes 19 99 $24,069 PY2022
  • Long Term Government Bond Index Sched. D C $17.2M PY2022
  • Blackrock Msci Acwi Imi Index Fund Sched. D C $31.7M PY2022
  • EB Temporary Investment Fund II Sched. D C $352,512 PY2022
  • Intermediate Government Bond Index Sched. D C $15.8M PY2022
  • Long Duration Corporate Credit Scre Sched. D C $58.8M PY2022
  • US Strips 20 Plus Year Bond Rsl Sched. D C $1.5M PY2022
  • PWC US Consulting LLP codes 11 PY2022
What changed
4 events
  • Dec 31, 2024Holding endedinference
    University of Southern California Support Staff Retirement Plan no longer reports Short Term Investment Funds (Blackrock Institutional Trust) (last held $1M at 2023-12-31; absent from the 2024-12-31 filing)
    with Blackrock Institutional Trustaskebsa.dol.gov
  • Jan 1, 2024Funded status changed
    University of Southern California Support Staff Retirement Plan funded ratio 87.5% -> 93.9% (2023-01-01 to 2024-01-01)
    askebsa.dol.gov
  • Jan 1, 2023Funded status changed
    University of Southern California Support Staff Retirement Plan funded ratio 126.8% -> 87.5% (2022-01-01 to 2023-01-01)
    askebsa.dol.gov
  • Jan 1, 2023Assets changed
    University of Southern California Support Staff Retirement Plan plan assets $166M -> $125M (-24.3%, 2022-01-01 to 2023-01-01)
    askebsa.dol.gov
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 951642394-004
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.