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
Retirement Plan for the Employees of Museum Associates
Corporate pensionLOS Angeles, CA
Assets
$56.5M
Total assets, Dec 31, 2024 reported
Funded
121.4%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
0
none on the tape
Plan sponsor: Museum Associates, D/b/a Los Angeles County Museum of Art
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
- Other investments 7.6%
- Partnership/joint venture interests 54.0%
- Registered investment companies 9.9%
- Common stock 28.4%
Consultants and advisers
4 firms
- Transamerica Trusteethrough Dec 31, 2024 Form 5500
- US Bank Trusteethrough Dec 31, 2023 Form 5500
- Nyhart Actuarythrough Dec 31, 2022 Form 5500
- Wells Fargo Bank Trusteethrough Dec 31, 2022 Form 5500
People
No investment staff or executives have been read for this allocator yet.
Manager roster
4 managers on Schedule C
From Schedule C (investment management, code 28)
- WCM Investment Management, LLCplan years 2023
- Segall Bryant & Hamill LLCplan years 2022
- AMI Asset Managementplan years 2022
- Alpine Investment Management, LLCplan 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
$79,242 (2023-12) · $42,411 (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 | 523 | $52.6M | $39.8M | 121.4% | $56.5M | $30.5M | n/a | n/a |
| 2023 to Dec 31, 2023 | 524 | $44.8M | $36.1M | 113.9% | $52.7M | $29.7M | n/a | n/a |
| 2022 to Dec 31, 2022 | 525 | $49.1M | $33.9M | 132.3% | $45.2M | $26.5M | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- Transamerica codes 21 50 $94,574 PY2024
- WCM Investment Management codes 28 50 $27,267 PY2024
- US Bank codes 21 50 $19,977 PY2024
- Alpine Investment Management, LLC codes 28 50 $17,370 PY2024
- AMI Asset Management codes 28 50 $16,480 PY2024
- Segall Bryant & Hamill LLC codes 28 50 $8,857 PY2024
- Nyhart codes 11 PY2024
- WCM Investment Management codes 28 50 $41,564 PY2023
- AMI Asset Management codes 28 50 $15,582 PY2023
- Alpine Investment Management, LLC codes 28 50 $14,508 PY2023
- US Bank codes 21 50 $11,954 PY2023
- Segall Bryant & Hamill LLC codes 28 50 $7,587 PY2023
- Nyhart codes 11 PY2023
- Wells Fargo Institutional codes 21 50 $17,573 PY2022
- AMI Asset Management codes 28 50 $16,647 PY2022
- Alpine Investment Management, LLC codes 28 50 $13,851 PY2022
- Segall Bryant & Hamill LLC codes 28 50 $7,205 PY2022
- Nyhart codes 11 PY2022
What changed
5 events
- Jan 1, 2024Funded status changedRetirement Plan for the Employees of Museum Associates funded ratio 113.9% -> 121.4% (2023-01-01 to 2024-01-01)
- Jan 1, 2024Assets changedRetirement Plan for the Employees of Museum Associates plan assets $45M -> $53M (+17.4%, 2023-01-01 to 2024-01-01)
- Dec 31, 2023Manager relationship startedWCM Investment Management appears on Retirement Plan for the Employees of Museum Associates's Schedule C as investment manager (plan year 2023 vs 2022)with WCM Investment Management, LLCaskebsa.dol.gov
- Dec 31, 2023Assets changedRetirement Plan for the Employees of Museum Associates total assets $45M -> $53M (+16.7%, 2022-12-31 to 2023-12-31)
- Jan 1, 2023Funded status changedRetirement Plan for the Employees of Museum Associates funded ratio 132.3% -> 113.9% (2022-01-01 to 2023-01-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 952264067-001
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.