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

Teledyne Technologies Incorporated Pension Plan

Corporate pensionThousand Oaks, CA
Assets
$546M
Total assets, Dec 31, 2024 reported
Funded
80.6%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
19
1 managers on Schedule C
Plan sponsor: Teledyne Technologies Incorporated
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
  • U.S. Government securities 37.4%
  • Other investments 3.1%
  • Partnership/joint venture interests 49.6%
  • Common/collective trusts 8.6%
  • Registered investment companies 0.1%
  • Common stock 0.8%
Consultants and advisers
4 firms
People
No investment staff or executives have been read for this allocator yet.
Manager roster
6 managers on the commitment tape
From the plan’s own commitment disclosures
From Schedule C (investment management, code 28)
Commitments
19 rows, 0 dated closings
Disclosed holdings (from the plan’s performance or holdings report, as of the report date)
DateFundManagerBucketAmountVintageStatusSource
as of Dec 31, 2024Causeway Multi-Fund LLCcollective trustCauseway Capital Mgmt LLCPooled vehicles$4.5M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024State Street Msci Japan Index Nl Fdcollective trustState Street - Russell 2000Pooled vehicles$1.2M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024EB Temporary Investmentcollective trustBNY MellonPooled vehicles$9.7M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024EM Markets Alpha Advantage Fundcollective trustBlackrock Institutional Trust Company, N.A.Pooled vehicles$9.7M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Acadian International Small Cap Fdcollective trustAcadian Asset ManagementPublic equity$2.3M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Arrowstreet Intl Eqty-Alpha Ext Fdcollective trustArrow Street CapitalPooled vehicles$19.2M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Causeway Multi-Fund LLCcollective trustCauseway Capital Mgmt LLCPooled vehicles$12.6M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023EB Temporary Investmentcollective trustBNY MellonPooled vehicles$6.9M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023UBS Em Equity Opp Collective Fundcollective trustUbsPublic equity$9.1M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023EM Markets Alpha Advantage Fundcollective trustBlackrock Institutional Trust Company, N.A.Pooled vehicles$14.4M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Acadian International Small Cap Fdcollective trustAcadian Asset ManagementPublic equity$7.0M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Arrowstreet Intl Eqty-Alpha Ext Fdcollective trustArrow Street CapitalPooled vehicles$20.7M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Causeway Multi-Fund LLCcollective trustCauseway Capital Mgmt LLCPooled vehicles$10.9M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Marathon-London Inter Invt Trust 1collective trustMarathon-London International InvesPooled vehicles$3.4M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022EB Temporary Investmentcollective trustBNY MellonPooled vehicles$27.6M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022UBS Em Equity Opp Collective Fundcollective trustUbsPublic equity$8.7M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022EM Markets Alpha Advantage Fundcollective trustBlackrock Institutional Trust Company, N.A.Pooled vehicles$14.0M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Acadian International Small Cap Fdcollective trustAcadian Asset ManagementPublic equity$6.1M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Arrowstreet Intl Eqty-Alpha Ext Fdcollective trustArrow Street CapitalPooled vehicles$17.1M heldDisclosed holdingaskebsa.dol.gov
Size and funding
33 readings
Total assets
$546M Dec 31, 2024 reported Form 5500
$569M (2023-12) · $560M (2022-12)
Plan assets
$569M Jan 1, 2024 reported Form 5500
$560M (2023-01) · $681M (2022-01)
Net assets
$546M Dec 31, 2024 reported Form 5500
$569M (2023-12) · $560M (2022-12)
Funded ratio
80.6% Jan 1, 2024 reported Form 5500
92.7% (2023-01) · 95.2% (2022-01)
Funding target
$417M Jan 1, 2024 reported Form 5500
$446M (2023-01) · $465M (2022-01)
Discount rate
5.07% Jan 1, 2024 reported Form 5500
5.14% (2023-01) · 5.30% (2022-01)
Participants
3,139 Jan 1, 2024 reported Form 5500
3,246 (2023-01) · 3,396 (2022-01)
Contributions
$0 Dec 31, 2024 reported Form 5500
$0 (2023-12) · $0 (2022-12)
Benefits paid
$56.6M Dec 31, 2024 reported Form 5500
$47.7M (2023-12) · $56.7M (2022-12)
Net investment income
$-20.7M Dec 31, 2024 reported Form 5500
$8.4M (2023-12) · $-120M (2022-12)
Investment management fees
$2.1M Dec 31, 2024 reported Form 5500
$2.1M (2023-12) · $2.9M (2022-12)
Form 5500 filings
3 plan years
Plan yearParticipantsAssets (SB market)Funding targetFTAPTotal assets (H)Partnerships / JVMaster trustReal estate
2024 to Dec 31, 20243,139$569M$417M80.6%$546M$271Mn/an/a
2023 to Dec 31, 20233,246$560M$446M92.7%$569M$264Mn/an/a
2022 to Dec 31, 20223,396$681M$465M95.2%$560M$235Mn/an/a
Service providers and investment entities as filed (Schedule C and D, latest year first)
What changed
9 events
  • Dec 31, 2024Holding endedinference
    Teledyne Technologies Incorporated Pension Plan no longer reports UBS Em Equity Opp Collective Fund (Ubs) (last held $9M at 2023-12-31; absent from the 2024-12-31 filing)
    with Ubsaskebsa.dol.gov
  • Dec 31, 2024Holding started
    Teledyne Technologies Incorporated Pension Plan first reports an interest in State Street Msci Japan Index Nl Fd (State Street - Russell 2000): $1M at 2024-12-31
    with State Street - Russell 2000askebsa.dol.gov
  • Dec 31, 2024Manager relationship endedinference
    Marathon Asset Management Limited no longer appears on Teledyne Technologies Incorporated Pension Plan's Schedule C as investment manager (plan year 2024 vs 2023)
    with Marathon Asset Management, LPaskebsa.dol.gov
  • Dec 31, 2024Manager relationship started
    MGG Investment Group LP appears on Teledyne Technologies Incorporated Pension Plan's Schedule C as investment manager (plan year 2024 vs 2023)
    with MGG Investment Group LPaskebsa.dol.gov
  • Jan 1, 2024Funded status changed
    Teledyne Technologies Incorporated Pension Plan funded ratio 92.7% -> 80.6% (2023-01-01 to 2024-01-01)
    askebsa.dol.gov
  • Dec 31, 2023Holding endedinference
    Teledyne Technologies Incorporated Pension Plan no longer reports Marathon-London Inter Invt Trust 1 (Marathon-London International Inves) (last held $3M at 2022-12-31; absent from the 2023-12-31 filing)
    with Marathon-London International Invesaskebsa.dol.gov
  • Dec 31, 2023Manager relationship endedinference
    Loomis, Sayles & Co., L.P. no longer appears on Teledyne Technologies Incorporated Pension Plan's Schedule C as investment manager (plan year 2023 vs 2022)
    with Loomis Saylesaskebsa.dol.gov
  • Jan 1, 2023Funded status changed
    Teledyne Technologies Incorporated Pension Plan funded ratio 95.2% -> 92.7% (2022-01-01 to 2023-01-01)
    askebsa.dol.gov
  • Jan 1, 2023Assets changed
    Teledyne Technologies Incorporated Pension Plan plan assets $681M -> $560M (-17.7%, 2022-01-01 to 2023-01-01)
    askebsa.dol.gov
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 251843385-001
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.