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
L•••• E••••••••• S•••••••• I••• R••••••••• P•••
Corporate pensionCastaic, CA
Assets
$81.2M
Total assets, Dec 31, 2024 reported
Funded
124.0%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
0
none on the tape
Plan sponsor: L•••• E••••••••• S•••••••• I•••
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
- Corporate debt instruments (other) 29.1%
- Corporate debt instruments (preferred) 27.1%
- U.S. Government securities 19.8%
- Registered investment companies 23.2%
Consultants and advisers
2 firms
- B••• o• A•••••• Trusteethrough Dec 31, 2022 Form 5500
- W••••• T••••• W••••• U• L•• 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)
- C••••••• M••••••••• I•••• S•• C•••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
$90,975 (2023-12) · $90,667 (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 | 361 | $83.4M | $72.2M | 124.0% | $81.2M | n/a | n/a | n/a |
| 2023 to Dec 31, 2023 | 361 | $77.9M | $70.3M | 121.5% | $83.4M | n/a | n/a | n/a |
| 2022 to Dec 31, 2022 | 363 | $103M | $66.6M | 151.9% | $77.9M | n/a | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- B••• o• A•••••• codes 21 27 28 50 52 62 $180,929 PY2024
- C••••••• M••••••••• I•••• S•• C••• codes 28 50 51 $108,311 PY2024
- W••••• T••••• W••••• U• L•• codes 11 PY2024
- B••• o• A•••••• codes 21 27 28 50 52 62 $172,956 PY2023
- C••••••• M••••••••• I•••• S•• C••• codes 28 50 51 $90,975 PY2023
- W••••• T••••• W••••• U• L•• codes 11 PY2023
- B••• o• A•••••• codes 21 27 28 50 52 62 $182,677 PY2022
- C••••••• M••••••••• I•••• S•• C••• codes 28 50 51 $90,667 PY2022
- W••••• T••••• W••••• U• L•• codes 11 PY2022
What changed
3 events
- Jan 1, 2024Funded status changedL•••• E••••••••• S•••••••• I••• R••••••••• P••• funded ratio 121.5% -> 124.0% (2023-01-01 to 2024-01-01)
- Jan 1, 2023Funded status changedL•••• E••••••••• S•••••••• I••• R••••••••• P••• funded ratio 151.9% -> 121.5% (2022-01-01 to 2023-01-01)
- Jan 1, 2023Assets changedL•••• E••••••••• S•••••••• I••• R••••••••• P••• plan assets $103M -> $78M (-24.7%, 2022-01-01 to 2023-01-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 954341911-003
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.