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
Sanden International U.S.A., Inc. Pension Plan
Corporate pensionWylie, TX
Assets
$41.7M
Total assets, Dec 31, 2024 reported
Funded
89.0%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
0
none on the tape
Plan sponsor: Sanden International U.S.A., Inc.
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
- Interest-bearing cash 1.4%
- Registered investment companies 98.6%
Consultants and advisers
1 firms
- Schwab Retirement Plan Services 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)
- Schwab Retirment Plan Services, Incplan 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
28 readings
Contributions
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 | 723 | $39.8M | $43.1M | 89.0% | $41.7M | n/a | n/a | n/a |
| 2023 to Dec 31, 2023 | 727 | $35.7M | $42.2M | 80.0% | $39.8M | n/a | n/a | n/a |
| 2022 to Dec 31, 2022 | 730 | $47.4M | $40.3M | 104.3% | $35.7M | n/a | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- Charles Schwab & Co., Inc. codes 59 PY2024
- Schwab Retirement Plan Services codes 11 PY2024
- Charles Schwab & Co., Inc. codes 59 PY2023
- Schwab Retirement Plan Services codes 11 PY2023
- Schwab Retirement Plan Services, in codes 28 50 $148 PY2022
- Charles Schwab & Co., Inc. codes 59 PY2022
- Schwab Retirement Plan Services codes 11 PY2022
What changed
6 events
- Jan 1, 2024Funded status changedSanden International U.S.A., Inc. Pension Plan funded ratio 80.0% -> 89.0% (2023-01-01 to 2024-01-01)
- Jan 1, 2024Assets changedSanden International U.S.A., Inc. Pension Plan plan assets $36M -> $40M (+11.3%, 2023-01-01 to 2024-01-01)
- Dec 31, 2023Manager relationship endedinferenceSchwab Retirement Plan Services, in no longer appears on Sanden International U.S.A., Inc. Pension Plan's Schedule C as investment manager (plan year 2023 vs 2022)with Schwab Retirment Plan Services, Incaskebsa.dol.gov
- Dec 31, 2023Assets changedSanden International U.S.A., Inc. Pension Plan total assets $36M -> $40M (+11.3%, 2022-12-31 to 2023-12-31)
- Jan 1, 2023Funded status changedSanden International U.S.A., Inc. Pension Plan funded ratio 104.3% -> 80.0% (2022-01-01 to 2023-01-01)
- Jan 1, 2023Assets changedSanden International U.S.A., Inc. Pension Plan plan assets $47M -> $36M (-24.6%, 2022-01-01 to 2023-01-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 751458726-001
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.