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

Technitrol, Inc. Retirement Plan

Corporate pensionSAN Diego, CA
Assets
$30.1M
Total assets, Dec 31, 2024 reported
Funded
100.5%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
15
none on the tape
Plan sponsor: Pulse Electronics Corporation
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
  • Pooled separate accounts 53.4%
  • Registered investment companies 46.0%
Consultants and advisers
1 firms
People
No investment staff or executives have been read for this allocator yet.
Manager roster
1 managers on the commitment tape
From the plan’s own commitment disclosures
Commitments
15 rows, 0 dated closings
Disclosed holdings (from the plan’s performance or holdings report, as of the report date)
DateFundManagerBucketAmountVintageStatusSource
as of Dec 31, 2024Principal U.S. Property Sa-Zseparate accountPrincipalReal estate$1.3M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Prin Lgcp S&p 500 Index Sa-Zseparate accountPrincipalPooled vehicles$2.0M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Prin Smcap S&p 600 Index Sa-Zseparate accountPrincipalPooled vehicles$1.6M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Prin Midcap S&p 400 Idx Sa-Zseparate accountPrincipalPooled vehicles$1.8M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Prin Ldi Long Duration Sa-Zseparate accountPrincipalFixed income$9.4M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Principal U.S. Property Sa-Zseparate accountPrincipalReal estate$1.9M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Prin Lgcp S&p 500 Index Sa-Zseparate accountPrincipalPooled vehicles$1.7M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Prin Smcap S&p 600 Index Sa-Zseparate accountPrincipalPooled vehicles$1.6M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Prin Midcap S&p 400 Idx Sa-Zseparate accountPrincipalPooled vehicles$1.7M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Prin Ldi Long Duration Sa-Zseparate accountPrincipalFixed income$10.5M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Principal U.S. Property Sa-Zseparate accountPrincipalReal estate$2.3M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Prin Lgcp S&p 500 Index Sa-Zseparate accountPrincipalPooled vehicles$1.4M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Prin Smcap S&p 600 Index Sa-Zseparate accountPrincipalPooled vehicles$1.5M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Prin Midcap S&p 400 Idx Sa-Zseparate accountPrincipalPooled vehicles$1.5M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Prin Ldi Long Duration Sa-Zseparate accountPrincipalFixed income$11.0M heldDisclosed holdingaskebsa.dol.gov
Size and funding
30 readings
Total assets
$30.1M Dec 31, 2024 reported Form 5500
$30.4M (2023-12) · $29.9M (2022-12)
Plan assets
$30.4M Jan 1, 2024 reported Form 5500
$29.9M (2023-01) · $38.9M (2022-01)
Net assets
$30.1M Dec 31, 2024 reported Form 5500
$30.4M (2023-12) · $29.9M (2022-12)
Funded ratio
100.5% Jan 1, 2024 reported Form 5500
100.7% (2023-01) · 110.9% (2022-01)
Funding target
$32.1M Jan 1, 2024 reported Form 5500
$32.6M (2023-01) · $32.5M (2022-01)
Discount rate
5.06% Jan 1, 2024 reported Form 5500
5.18% (2023-01) · 5.36% (2022-01)
Participants
764 Jan 1, 2024 reported Form 5500
791 (2023-01) · 814 (2022-01)
Contributions
$181,558 Dec 31, 2024 reported Form 5500
$6,911 (2023-12) · $0 (2022-12)
Benefits paid
$2.2M Dec 31, 2024 reported Form 5500
$2.3M (2023-12) · $2.2M (2022-12)
Net investment income
$-309,742 Dec 31, 2024 reported Form 5500
$496,679 (2023-12) · $-9.0M (2022-12)
Form 5500 filings
3 plan years
Plan yearParticipantsAssets (SB market)Funding targetFTAPTotal assets (H)Partnerships / JVMaster trustReal estate
2024 to Dec 31, 2024764$30.4M$32.1M100.5%$30.1Mn/an/an/a
2023 to Dec 31, 2023791$29.9M$32.6M100.7%$30.4Mn/an/an/a
2022 to Dec 31, 2022814$38.9M$32.5M110.9%$29.9Mn/an/an/a
Service providers and investment entities as filed (Schedule C and D, latest year first)
  • Principal Life Insurance Company codes 13 50 64 $153,110 PY2024
  • S B H U Life Agency Inc codes 49 99 PY2024
  • Prin Lgcp S&p 500 Index Sa-Z Sched. D P $2.0M PY2024
  • Prin Smcap S&p 600 Index Sa-Z Sched. D P $1.6M PY2024
  • Principal U.S. Property Sa-Z Sched. D P $1.3M PY2024
  • Prin Midcap S&p 400 Idx Sa-Z Sched. D P $1.8M PY2024
  • Prin Ldi Long Duration Sa-Z Sched. D P $9.4M PY2024
  • Principal Financial Group codes 11 PY2024
  • Principal Life Insurance Company codes 13 50 64 $179,728 PY2023
  • S B H U Life Agency Inc codes 49 99 PY2023
  • Prin Lgcp S&p 500 Index Sa-Z Sched. D P $1.7M PY2023
  • Principal U.S. Property Sa-Z Sched. D P $1.9M PY2023
  • Prin Smcap S&p 600 Index Sa-Z Sched. D P $1.6M PY2023
  • Prin Midcap S&p 400 Idx Sa-Z Sched. D P $1.7M PY2023
  • Prin Ldi Long Duration Sa-Z Sched. D P $10.5M PY2023
  • Principal Financial Group codes 11 PY2023
  • Principal Life Insurance Company codes 13 50 64 $117,300 PY2022
  • S B H U Life Agency Inc codes 49 99 PY2022
  • Prin Midcap S&p 400 Idx Sa-Z Sched. D P $1.5M PY2022
  • Principal U.S. Property Sa-Z Sched. D P $2.3M PY2022
  • Prin Lgcp S&p 500 Index Sa-Z Sched. D P $1.4M PY2022
  • Prin Ldi Long Duration Sa-Z Sched. D P $11.0M PY2022
  • Prin Smcap S&p 600 Index Sa-Z Sched. D P $1.5M PY2022
  • Principal Financial Group codes 11 PY2022
What changed
2 events
  • Jan 1, 2023Funded status changed
    Technitrol, Inc. Retirement Plan funded ratio 110.9% -> 100.7% (2022-01-01 to 2023-01-01)
    askebsa.dol.gov
  • Jan 1, 2023Assets changed
    Technitrol, Inc. Retirement Plan plan assets $39M -> $30M (-23.2%, 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 231292472-001
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.