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
Community Hospital of the Monterey Peninsula Retirement Plan
Corporate pensionMonterey, CA
Assets
$764M
Total assets, Dec 31, 2024 reported
Funded
105.7%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
0
1 managers on Schedule C
Plan sponsor: Community Hospital of the Monterey Peninsula
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
- Interest-bearing cash 1.6%
- Non-interest-bearing cash 0.0%
- Corporate debt instruments (other) 23.2%
- U.S. Government securities 24.1%
- Other investments 1.9%
- Partnership/joint venture interests 0.5%
- Registered investment companies 32.4%
Consultants and advisers
2 firms
- Willis Towers Watson US LLC Actuarythrough Dec 31, 2022 Form 5500
- Principal Trust Co. 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)
- Pantheon USAplan years 2024
- US Bank N.A.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
33 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 | 2,400 | $575M | $594M | 105.7% | $764M | $4.2M | n/a | n/a |
| 2023 to Dec 31, 2023 | 2,449 | $554M | $586M | 104.0% | $704M | $5.6M | n/a | n/a |
| 2022 to Dec 31, 2022 | 2,515 | $723M | $567M | 128.2% | $633M | $6.9M | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- Union Bank codes 28 50 52 $1.4M PY2024
- Willis Towers Watson US LLC codes 11 15 50 $277,231 PY2024
- Principal Trust Company codes 21 25 28 50 51 52 62 $240,104 PY2024
- Wells Fargo codes 49 50 $21,640 PY2024
- Pantheon USA codes 28 51 $14,278 PY2024
- Willis Towers Watson US LLC codes 11 PY2024
- Union Bank codes 28 50 52 $1.2M PY2023
- Willis Towers Watson US LLC codes 11 15 50 $255,235 PY2023
- Principal Trust Company codes 21 25 28 50 51 52 62 $232,869 PY2023
- Moss Adams LLP codes 10 50 $16,900 PY2023
- Willis Towers Watson US LLC codes 11 PY2023
- Union Bank codes 28 50 52 $1.3M PY2022
- Willis Towers Watson US LLC codes 11 50 $331,294 PY2022
- Principal Trust Company codes 21 25 28 50 51 52 62 $232,503 PY2022
- Willis Towers Watson US LLC codes 11 PY2022
What changed
4 events
- Dec 31, 2024Manager relationship startedPantheon USA appears on Community Hospital of the Monterey Peninsula Retirement Plan's Schedule C as investment manager (plan year 2024 vs 2023)with Pantheon USAaskebsa.dol.gov
- Dec 31, 2023Assets changedCommunity Hospital of the Monterey Peninsula Retirement Plan total assets $633M -> $704M (+11.2%, 2022-12-31 to 2023-12-31)
- Jan 1, 2023Funded status changedCommunity Hospital of the Monterey Peninsula Retirement Plan funded ratio 128.2% -> 104.0% (2022-01-01 to 2023-01-01)
- Jan 1, 2023Assets changedCommunity Hospital of the Monterey Peninsula Retirement Plan plan assets $723M -> $554M (-23.3%, 2022-01-01 to 2023-01-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 940760193-001
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.