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

U•• P•••••• P•••

Corporate pensionPittsburg, CA
Assets
n/a
Total assets, Dec 31, 2022 reported
Funded
104.9%
Jan 1, 2022
Private markets target
n/a
no policy read
Commitments
0
none on the tape
Plan sponsor: U••••••• L••
Allocation policy
No allocation policy has been read for this allocator yet. Public systems get theirs from the ACFR; corporate plans from the sponsor’s 10-K; plans from Schedule H lines.
Consultants and advisers
1 firms
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
10 readings
Total assets
$0 Dec 31, 2022 reported Form 5500
Plan assets
$269M Jan 1, 2022 reported Form 5500
Net assets
$0 Dec 31, 2022 reported Form 5500
Funded ratio
104.9% Jan 1, 2022 reported Form 5500
Funding target
$221M Jan 1, 2022 reported Form 5500
Discount rate
5.39% Jan 1, 2022 reported Form 5500
Participants
1,259 Jan 1, 2022 reported Form 5500
Contributions
$0 Dec 31, 2022 reported Form 5500
Benefits paid
$132M Dec 31, 2022 reported Form 5500
Net investment income
$-182M Dec 31, 2022 reported Form 5500
Form 5500 filings
1 plan years
Plan yearParticipantsAssets (SB market)Funding targetFTAPTotal assets (H)Partnerships / JVMaster trustReal estate
2022 to Dec 31, 20221,259$269M$221M104.9%$0n/an/an/a
Service providers and investment entities as filed (Schedule C and D, latest year first)
  • E•••• and Y•••• codes 11 $165,556 PY2022
  • AON Consulting codes $80,000 PY2022
  • KL Gates LLP codes $65,394 PY2022
  • Moss Adams LLP codes 50 $26,500 PY2022
  • Benefit Financial Services Group codes $3,750 PY2022
  • Equity II Fund Sched. D C PY2022
  • Global Real Estate Sec Fund Sched. D C PY2022
  • World Equity Fund Sched. D C PY2022
  • 15-Year Strips Fixed Income Fund Sched. D C PY2022
  • 10-Year Strips Fixed Income Fund Sched. D C PY2022
  • Enhanced Index US Equity Fund Sched. D C PY2022
  • 14-Year Strips Fixed Income Fund Sched. D C PY2022
  • 8-Year Strips Fixed Income Fund Sched. D C PY2022
  • 25 Plus Year Strips Year Fixed Inc Sched. D C PY2022
  • Global Listed Infrastructure Fund Sched. D C PY2022
  • Prudential Short-Term Sched. D P PY2022
  • Emerging Markets Fund Sched. D C PY2022
  • INV Russell Investments Russell1000 Sched. D C PY2022
  • International Fund Sched. D C PY2022
  • E•••• • Y•••• L•• codes 11 PY2022
What changed
No dated events yet.
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 680088974-001
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.