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
Territorial Savings Bank Employee Retirement Plan
Corporate pensionHonolulu, HI
Assets
$20.1M
Total assets, Dec 31, 2023 reported
Funded
105.5%
Jan 1, 2023
Private markets target
n/a
policy Dec 31, 2023
Commitments
0
none on the tape
Plan sponsor: Territorial Savings Bank
Allocation policy
Form 5500, as of Dec 31, 2023
Actual allocation lines without a target (as filed)
- Non-interest-bearing cash 3.1%
- Registered investment companies 28.5%
- Common stock 68.3%
Consultants and advisers
2 firms
- Wells Fargo Advisors, LLC Investment adviser (plan)through Dec 31, 2022 Form 5500
- Buck Global, LLC Actuarythrough Dec 31, 2022 Form 5500
People
No investment staff or executives have been read for this allocator yet.
Manager roster
No manager relationship is on the tape for this allocator.
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
21 readings
Investment management fees
Form 5500 filings
2 plan years
| Plan year | Participants | Assets (SB market) | Funding target | FTAP | Total assets (H) | Partnerships / JV | Master trust | Real estate |
|---|---|---|---|---|---|---|---|---|
| 2023 to Dec 31, 2023 | 230 | $18.3M | $16.0M | 105.5% | $20.1M | n/a | n/a | n/a |
| 2022 to Dec 31, 2022 | 233 | $23.1M | $16.0M | 109.1% | $18.3M | n/a | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- Wells Fargo Advisors, LLC codes 27 50 68 71 $118,391 PY2023
- Buck Global, LLC codes 11 17 50 70 $73,193 PY2023
- Moss Adams LLP codes 10 50 $24,962 PY2023
- Buck Global, LLC codes 11 PY2023
- Wells Fargo Advisors, LLC codes 27 50 68 71 $130,380 PY2022
- Buck Global, LLC codes 11 17 50 70 $65,965 PY2022
- Moss Adams LLP codes 10 50 $23,042 PY2022
- Buck Global, LLC codes 11 PY2022
What changed
2 events
- Jan 1, 2023Funded status changedTerritorial Savings Bank Employee Retirement Plan funded ratio 109.1% -> 105.5% (2022-01-01 to 2023-01-01)
- Jan 1, 2023Assets changedTerritorial Savings Bank Employee Retirement Plan plan assets $23M -> $18M (-20.7%, 2022-01-01 to 2023-01-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 990056630-001
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.