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
M•••• G•••••• H••••••• R••••••••• P•••
Corporate pensionSAN Rafael, CA
Assets
$164M
Total assets, Dec 31, 2024 reported
Funded
101.8%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
0
none on the tape
Plan sponsor: M••••••••• M•••••• C•••••
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
- Interest-bearing cash 1.1%
- Partnership/joint venture interests 24.5%
- Registered investment companies 70.4%
- Common stock 2.7%
Consultants and advisers
2 firms
- U• B••• Custodianthrough Dec 31, 2022 Form 5500
- G•••••••• B•••••• S•••••••• I••• Actuarythrough Dec 31, 2022 Form 5500
People
No investment staff or executives have been read for this allocator yet.
Manager roster
1 managers on Schedule C
From Schedule C (investment management, code 28)
- W•• I••••••••• M••••••••• L••plan 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
$21,127 (2023-12) · $6,501 (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 | 2,572 | $145M | $124M | 101.8% | $164M | $40.1M | n/a | n/a |
| 2023 to Dec 31, 2023 | 2,423 | $121M | $112M | 105.2% | $145M | $33.0M | n/a | n/a |
| 2022 to Dec 31, 2022 | 2,342 | $122M | $98.8M | 109.9% | $122M | $16.5M | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- U.S. B••• National Association codes 18 19 21 25 59 62 68 $42,544 PY2024
- WCM Investment Management LLC codes 28 $29,015 PY2024
- G•••••••• B•••••• S•••••••• I••• codes 11 PY2024
- U.S. B••• National Association codes 18 19 21 25 59 62 68 $33,423 PY2023
- WCM Investment Management LLC codes 28 $21,127 PY2023
- G•••••••• B•••••• S•••••••• I••• codes 11 PY2023
- U.S. B••• National Association codes 18 19 21 25 59 62 68 $30,294 PY2022
- WCM Investment Management LLC codes 28 $6,501 PY2022
- G•••••••• B•••••• S•••••••• I••• codes 11 PY2022
What changed
5 events
- Dec 31, 2024Assets changedM•••• G•••••• H••••••• R••••••••• P••• total assets $145M -> $164M (+12.7%, 2023-12-31 to 2024-12-31)
- Jan 1, 2024Funded status changedM•••• G•••••• H••••••• R••••••••• P••• funded ratio 105.2% -> 101.8% (2023-01-01 to 2024-01-01)
- Jan 1, 2024Assets changedM•••• G•••••• H••••••• R••••••••• P••• plan assets $121M -> $145M (+19.6%, 2023-01-01 to 2024-01-01)
- Dec 31, 2023Assets changedM•••• G•••••• H••••••• R••••••••• P••• total assets $122M -> $145M (+19.0%, 2022-12-31 to 2023-12-31)
- Jan 1, 2023Funded status changedM•••• G•••••• H••••••• R••••••••• P••• funded ratio 109.9% -> 105.2% (2022-01-01 to 2023-01-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 942823538-004
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.