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
Retirement Plan for Employees of South Coast Medical Center
Corporate pensionRoseville, CA
Assets
$5.5M
Total assets, Jun 30, 2025 reported
Funded
82.9%
Jul 1, 2024
Private markets target
n/a
policy Jun 30, 2025
Commitments
0
none on the tape
Plan sponsor: South Coast Medical Center
Allocation policy
Form 5500, as of Jun 30, 2025
Actual allocation lines without a target (as filed)
- Interest-bearing cash 1.3%
- Registered investment companies 84.9%
Consultants and advisers
2 firms
- Principal Trust Co. Custodianthrough Jun 30, 2023 Form 5500
- USI Consulting Group Actuarythrough Jun 30, 2023 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
30 readings
Net investment income
$-162,328 (2024-06) · $-307,649 (2023-06)
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 Jun 30, 2025 | 298 | $4.9M | $5.8M | 82.9% | $5.5M | n/a | n/a | n/a |
| 2023 to Jun 30, 2024 | 308 | $5.0M | $6.3M | 86.4% | $4.9M | n/a | n/a | n/a |
| 2022 to Jun 30, 2023 | 321 | $5.3M | $6.7M | 88.1% | $5.0M | n/a | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- Principal Trust Company codes 15 19 21 50 $7,500 PY2024
- Principal Trust Company codes 15 19 21 62 PY2024
- USI Consulting Group codes 11 PY2024
- Principal Trust Company codes 15 19 21 50 $12,114 PY2023
- Principal Trust Company codes 15 19 21 62 PY2023
- USI Consulting Group codes 11 PY2023
- Principal Trust Company codes 15 19 21 50 $13,983 PY2022
- Principal Trust Company codes 15 19 21 62 PY2022
- USI Consulting Group codes 11 PY2022
What changed
2 events
- Jun 30, 2025Assets changedRetirement Plan for Employees of South Coast Medical Center total assets $5M -> $6M (+13.3%, 2024-06-30 to 2025-06-30)
- Jul 1, 2024Funded status changedRetirement Plan for Employees of South Coast Medical Center funded ratio 86.4% -> 82.9% (2023-07-01 to 2024-07-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 952037291-001
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.