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
D••••• A••••••••• C••••••••• R••••••••• P•••
Corporate pensionBurbank, CA
Assets
$1.8B
Total assets, Dec 31, 2024 reported
Funded
99.1%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
0
none on the tape
Plan sponsor: T••• E••••••••• 1• C••••
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
- Non-interest-bearing cash 0.3%
- Master trust investment accounts 99.7%
Consultants and advisers
4 firms
- A••••••• A•••••• L•• Investment adviser (plan)through Dec 31, 2023 Form 5500
- M••••• H•••• R•••••••• C••••••••• Actuarythrough Dec 31, 2022 Form 5500
- M••••• Actuarythrough Dec 31, 2022 Form 5500
- S•••• S••••• B••• • T•••• C•••••• Directed trusteethrough Dec 31, 2022 Form 5500
People
No investment staff or executives have been read for this allocator yet.
Manager roster
2 managers on Schedule C
From Schedule C (investment management, code 28)
- B•••••••• F•••••••• M••••••••• I••plan years 2022
- N•••••• T•••• C••••••plan 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
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 Dec 31, 2024 | 52,360 | $1.7B | $1.5B | 99.1% | $1.8B | n/a | $1.8B | n/a |
| 2023 to Dec 31, 2023 | 52,195 | $1.6B | $1.5B | 102.6% | $1.8B | n/a | $1.8B | n/a |
| 2022 to Dec 31, 2022 | 53,082 | $2.0B | $1.4B | 114.3% | $1.8B | n/a | $1.7B | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- M••••• H•••• R•••••••• C••••••••• codes 11 50 $108,180 PY2024
- State S••••• Corporation codes 25 28 50 63 99 $90,363 PY2024
- Moss Adams LLP codes 10 50 $57,000 PY2024
- Pricewaterhousecoopers LLP codes 10 50 $46,612 PY2024
- A••••••• A•••••• L•• codes 27 50 $28,938 PY2024
- Groom Law Group codes 29 50 $17,556 PY2024
- N•••••• T•••• C•••••• codes 28 50 $8,345 PY2024
- Covington and Burling LLP codes 29 50 $5,254 PY2024
- BSR & Co. codes 10 50 $5,254 PY2024
- The Walt D••••• Company Retire Mt Sched. D M $1.8B PY2024
- M••••• codes 11 PY2024
- State S••••• Corporation codes 25 28 50 63 99 $127,467 PY2023
- M••••• H•••• R•••••••• C••••••••• codes 11 50 $104,629 PY2023
- Moss Adams LLP codes 10 50 $50,000 PY2023
- A••••••• A•••••• L•• codes 27 50 $26,254 PY2023
- Pricewaterhousecoopers LLP codes 10 50 $20,582 PY2023
- N•••••• T•••• C•••••• codes 28 50 $18,181 PY2023
- Groom Law Group codes 29 50 $11,496 PY2023
- BSR & Co. codes 10 50 $5,501 PY2023
- The Walt D••••• Company Retire Mt Sched. D M $1.8B PY2023
- M••••• codes 11 PY2023
- State S••••• Corporation codes 25 28 50 63 99 $159,490 PY2022
- Moss Adams LLP codes 10 50 $106,700 PY2022
- M••••• H•••• R•••••••• C••••••••• codes 11 50 $48,297 PY2022
- N•••••• T•••• C•••••• codes 28 50 $17,454 PY2022
- Covington & Burling, LLP codes 29 50 $15,101 PY2022
- Pricewaterhousecoopers LLP codes 10 50 $14,659 PY2022
- B•••••••• F•••••••• M••••••••• I•• codes 28 50 $9,891 PY2022
- BSR & Co. codes 10 50 $8,320 PY2022
- The Walt D••••• Company Retire Mt Sched. D M $1.7B PY2022
- M••••• codes 11 PY2022
What changed
5 events
- Jan 1, 2024Funded status changedD••••• A••••••••• C••••••••• R••••••••• P••• funded ratio 102.6% -> 99.1% (2023-01-01 to 2024-01-01)
- Dec 31, 2023Consultant changedinferenceA••••••• A•••••• L•• appears on D••••• A••••••••• C••••••••• R••••••••• P•••'s Schedule C as investment adviser (plan) (plan year 2023 vs 2022)with A••••••• A•••••• L••askebsa.dol.gov
- Dec 31, 2023Manager relationship endedinferenceB•••••••• F•••••••• M••••••••• I•• no longer appears on D••••• A••••••••• C••••••••• R••••••••• P•••'s Schedule C as investment manager (plan year 2023 vs 2022)with B•••••••• F•••••••• M••••••••• I••askebsa.dol.gov
- Jan 1, 2023Funded status changedD••••• A••••••••• C••••••••• R••••••••• P••• funded ratio 114.3% -> 102.6% (2022-01-01 to 2023-01-01)
- Jan 1, 2023Assets changedD••••• A••••••••• C••••••••• R••••••••• P••• plan assets $2.0B -> $1.6B (-20.0%, 2022-01-01 to 2023-01-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 954545390-014
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.