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.
The names on this page are hidden. Create a free account and they fill in. No card, and every figure, date and source on this page is public either way.
Corporate pension
O•••••• H••••••••• • S•••••••• L•• D•••••• B•••••• P•••
Corporate pensionSAN Francisco, CA
Assets
n/a
Total assets, Dec 31, 2024 reported
Funded
106.4%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2023
Commitments
0
none on the tape
Plan sponsor: O•••••• H••••••••• • S•••••••• L••
Allocation policy
Form 5500, as of Dec 31, 2023
Actual allocation lines without a target (as filed)
- Interest-bearing cash 5.1%
- Non-interest-bearing cash 0.3%
- Registered investment companies 93.4%
Consultants and advisers
3 firms
- G•••••••• F•••••••• A••••••• Actuarythrough Dec 31, 2023 Form 5500
- S••••• R••••••••• P••• S••••••• Actuarythrough Dec 31, 2023 Form 5500
- G•••••••• B•••••• S•••••••• I••• Actuarythrough Dec 31, 2022 Form 5500
People
No investment staff or executives have been read for this allocator yet.
Manager roster
1 managers on Schedule C
From Schedule C (investment management, code 28)
- C••• G••••• M•••••• I•••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
Investment management fees
$97,492 (2023-12) · $148,711 (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 | 194 | $20.1M | $17.8M | 106.4% | $0 | n/a | n/a | n/a |
| 2023 to Dec 31, 2023 | 474 | $41.6M | $42.2M | 101.5% | $20.1M | n/a | n/a | n/a |
| 2022 to Dec 31, 2022 | 484 | $51.4M | $41.9M | 106.8% | $41.6M | n/a | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- G•••••••• B•••••• Services Inc. codes 11 15 17 50 $229,221 PY2024
- Wihtumsmith+brown, PC codes 10 50 $36,568 PY2024
- C•••group Global M•••••• Inc codes 28 50 $13,600 PY2024
- G•••••••• B•••••• S•••••••• I••• codes 11 PY2024
- G•••••••• B•••••• Services Inc. codes 11 15 17 50 $482,691 PY2023
- C•••group Global M•••••• Inc codes 28 50 $97,492 PY2023
- Withumsmith+brown, PC codes 10 50 $25,250 PY2023
- S••••• R••••••••• P••• S••••••• codes 11 15 50 64 $8,387 PY2023
- G•••••••• B•••••• S•••••••• I••• codes 11 PY2023
- C•••group Global M•••••• Inc codes 28 50 $148,711 PY2022
- G•••••••• B•••••• S•••••••• I••• codes 11 PY2022
What changed
7 events
- Dec 31, 2024Assets changedO•••••• H••••••••• • S•••••••• L•• D•••••• B•••••• P••• total assets $20M -> $0 (-100.0%, 2023-12-31 to 2024-12-31)
- Jan 1, 2024Funded status changedO•••••• H••••••••• • S•••••••• L•• D•••••• B•••••• P••• funded ratio 101.5% -> 106.4% (2023-01-01 to 2024-01-01)
- Jan 1, 2024Assets changedO•••••• H••••••••• • S•••••••• L•• D•••••• B•••••• P••• plan assets $42M -> $20M (-51.6%, 2023-01-01 to 2024-01-01)
- Dec 31, 2023Consultant changedinferenceG•••••••• B•••••• Services Inc. appears on O•••••• H••••••••• • S•••••••• L•• D•••••• B•••••• P•••'s Schedule C as pension consultant (plan year 2023 vs 2022)with G•••••••• F•••••••• A•••••••askebsa.dol.gov
- Dec 31, 2023Assets changedO•••••• H••••••••• • S•••••••• L•• D•••••• B•••••• P••• total assets $42M -> $20M (-51.7%, 2022-12-31 to 2023-12-31)
- Jan 1, 2023Funded status changedO•••••• H••••••••• • S•••••••• L•• D•••••• B•••••• P••• funded ratio 106.7% -> 101.5% (2022-01-01 to 2023-01-01)
- Jan 1, 2023Assets changedO•••••• H••••••••• • S•••••••• L•• D•••••• B•••••• P••• plan assets $51M -> $42M (-19.2%, 2022-01-01 to 2023-01-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 942952627-001
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.