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
Buchalter Cash Balance Pension Plan
Corporate pensionLOS Angeles, CA
Assets
n/a
Total assets, Sep 15, 2025 reported
Funded
110.5%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
0
none on the tape
Plan sponsor: Buchalter, a Professional Corporation
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
- Non-interest-bearing cash 0.3%
- U.S. Government securities 99.1%
Consultants and advisers
5 firms
- Citi Global Markets Inc. Investment adviser (plan)through Dec 31, 2023 Form 5500
- Ascensus Actuarythrough Sep 15, 2025 Form 5500
- Matrix Trust Company Trusteethrough Sep 15, 2025 Form 5500
- October Three Consulting LLC Actuarythrough Sep 15, 2025 Form 5500
- Kravitz, LLC Actuarythrough Dec 31, 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
27 readings
Investment management fees
Form 5500 filings
3 plan years
| Plan year | Participants | Assets (SB market) | Funding target | FTAP | Total assets (H) | Partnerships / JV | Master trust | Real estate |
|---|---|---|---|---|---|---|---|---|
| 2025 to Sep 15, 2025 | 127 | n/a | n/a | n/a | $0 | n/a | n/a | n/a |
| 2024 to Dec 31, 2024 | 126 | $30.2M | $27.3M | 110.5% | $32.1M | n/a | n/a | n/a |
| 2023 to Dec 31, 2023 | 124 | $23.1M | $21.0M | 110.0% | $30.2M | n/a | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- October Three Consulting LLC codes 11 $83,126 PY2025
- Ascensus Holdings, Inc. codes 11 $47,073 PY2025
- Matrix Trust codes 15 21 $8,236 PY2025
- Citigroup Global Markets, Inc codes 71 $28,578 PY2024
- October Three Consulting LLC codes 11 PY2024
- Citigroup Global Markets, Inc codes 27 50 71 72 $88,758 PY2023
- Kravitz, LLC codes 11 PY2023
What changed
3 events
- Sep 15, 2025Assets changedBuchalter Cash Balance Pension Plan total assets $32M -> $0 (-100.0%, 2024-12-31 to 2025-09-15)
- Dec 31, 2024Consultant changedinferenceCitigroup Global Markets, Inc no longer appears on Buchalter Cash Balance Pension Plan's Schedule C as investment adviser (plan) (plan year 2024 vs 2023)with Citi Global Markets Inc.askebsa.dol.gov
- Jan 1, 2024Assets changedBuchalter Cash Balance Pension Plan plan assets $23M -> $30M (+30.4%, 2023-01-01 to 2024-01-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 952640846-003
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.