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
Sistema Universitario Ana G Mendez Inc Pension Plan
Corporate pensionSAN Juan
Assets
$47.2M
Total assets, Jul 31, 2025 reported
Funded
90.6%
Aug 1, 2024
Private markets target
n/a
policy Jul 31, 2025
Commitments
0
1 managers on Schedule C
Plan sponsor: Sistema Universitario Ana G Mendez
Allocation policy
Form 5500, as of Jul 31, 2025
Actual allocation lines without a target (as filed)
- Interest-bearing cash 3.4%
- Registered investment companies 94.7%
- Common stock 1.1%
Consultants and advisers
1 firms
- Willis Towers Watson US LLC Actuarythrough Jul 31, 2023 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)
- SLC Managementplan years 2025
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
30 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 Jul 31, 2025 | 390 | $49.5M | $44.1M | 90.6% | $47.2M | n/a | n/a | n/a |
| 2023 to Jul 31, 2024 | 395 | $51.3M | $47.1M | 89.8% | $49.5M | n/a | n/a | n/a |
| 2022 to Jul 31, 2023 | 406 | $57.0M | $48.2M | 99.0% | $51.5M | n/a | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- SUN Life Investment Mgnt US, Inc. codes 51 $248,035 PY2024
- Willis Towers Watson US LLC codes 11 PY2024
- Willis Towers Watson US LLC codes 11 PY2023
- Willis Towers Watson US LLC codes 11 PY2022
What changed
1 events
- Aug 1, 2023Funded status changedSistema Universitario Ana G Mendez Inc Pension Plan funded ratio 99.0% -> 89.8% (2022-08-01 to 2023-08-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 660201206-001
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.