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
G•••• M•••••• G••••• I••• C••• B•••••• P•••••• P•••
Corporate pensionModesto, CA
Assets
n/a
Total assets, Dec 31, 2024 reported
Funded
140.2%
Jan 1, 2023
Private markets target
n/a
policy Dec 31, 2023
Commitments
0
none on the tape
Plan sponsor: G•••• M•••••• G••••• I•••
Allocation policy
Form 5500, as of Dec 31, 2023
Actual allocation lines without a target (as filed)
- Interest-bearing cash 49.7%
- Registered investment companies 49.6%
Consultants and advisers
4 firms
- A••••••• ActuaryPension consultantthrough Dec 31, 2023 Form 5500
- O•••••• T•••• C••••••••• L•• Actuarythrough Dec 31, 2023 Form 5500
- K••••••• L•• Actuarythrough Dec 31, 2022 Form 5500
- M••••• T•••• C•••••• Trusteethrough 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••••••••• R••••••••• A•••••••plan years 2023
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
28 readings
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 | 143 | n/a | n/a | n/a | $0 | n/a | n/a | n/a |
| 2023 to Dec 31, 2023 | 143 | $31.2M | $22.3M | 140.2% | $33.7M | n/a | n/a | n/a |
| 2022 to Dec 31, 2022 | 130 | $27.4M | $21.2M | 129.2% | $31.3M | n/a | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- O•••••• T•••• C•••••••••, LLC codes 11 50 $96,368 PY2024
- Bowman & Company LLP codes 10 $16,500 PY2024
- NFP Retirement Inc. codes 28 $15,000 PY2024
- M••••• Trust codes 15 21 $14,963 PY2024
- O•••••• T•••• C•••••••••, LLC codes 11 50 $60,866 PY2023
- K••••••• L•• codes 11 $32,605 PY2023
- M••••• Trust codes 15 21 $20,412 PY2023
- NFP Retirement Inc. codes 28 $20,000 PY2023
- Bowman & Company LLP codes 10 $16,500 PY2023
- O•••••• T•••• C••••••••• L•• codes 11 PY2023
- K••••••• L•• codes 17 $68,449 PY2022
- M••••• Trust codes 15 21 $19,175 PY2022
- K••••••• L•• codes 11 PY2022
What changed
5 events
- Dec 31, 2024Assets changedG•••• M•••••• G••••• I••• C••• B•••••• P•••••• P••• total assets $34M -> $0 (-100.0%, 2023-12-31 to 2024-12-31)
- Dec 31, 2023Manager relationship startedNFP Retirement Inc. appears on G•••• M•••••• G••••• I••• C••• B•••••• P•••••• P•••'s Schedule C as investment manager (plan year 2023 vs 2022)with W••••••••• R••••••••• A•••••••askebsa.dol.gov
- Dec 31, 2023Consultant changedinferenceK••••••• L•• no longer appears on G•••• M•••••• G••••• I••• C••• B•••••• P•••••• P•••'s Schedule C as pension consultant (plan year 2023 vs 2022)with A•••••••askebsa.dol.gov
- Jan 1, 2023Funded status changedG•••• M•••••• G••••• I••• C••• B•••••• P•••••• P••• funded ratio 129.2% -> 140.2% (2022-01-01 to 2023-01-01)
- Jan 1, 2023Assets changedG•••• M•••••• G••••• I••• C••• B•••••• P•••••• P••• plan assets $27M -> $31M (+13.8%, 2022-01-01 to 2023-01-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 942151374-004
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.