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
S•••••• C••••• M•••••• G••••• I••• C••• B•••••• P•••••• P•••
Corporate pensionLA Jolla, CA
Assets
n/a
Total assets, Dec 31, 2023 reported
Funded
126.3%
Jan 1, 2022
Private markets target
n/a
policy Dec 31, 2022
Commitments
0
none on the tape
Plan sponsor: S•••••• C••••• M•••••• G••••• I•••
Allocation policy
Form 5500, as of Dec 31, 2022
Actual allocation lines without a target (as filed)
- Interest-bearing cash 0.3%
- Registered investment companies 99.7%
Consultants and advisers
1 firms
- S••••• R••••••••• P••• S••••••• 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)
- A••••••• B••••••••• L•••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
15 readings
Plan assets
Funded ratio
Funding target
Discount rate
Contributions
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 | 178 | n/a | n/a | n/a | $0 | n/a | n/a | n/a |
| 2022 to Dec 31, 2022 | 181 | $84.8M | $67.2M | 126.3% | $75.2M | n/a | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- S••••• Retirement P••• Service Inc codes 15 50 64 $158,798 PY2023
- Jackson Lewis PC codes 29 50 $34,108 PY2023
- A••••••• B•••••••• LP codes 28 50 $140,784 PY2022
- S••••• Retirement P••• Service Inc codes 15 50 64 $88,677 PY2022
- Jackson Lewis PC codes 29 50 $20,896 PY2022
- B•••••••• Global Low Volatility Ctf Sched. D C PY2022
- S••••• R••••••••• P••• S••••••• codes 11 PY2022
What changed
2 events
- Dec 31, 2023Manager relationship endedinferenceA••••••• B•••••••• LP no longer appears on S•••••• C••••• M•••••• G••••• I••• C••• B•••••• P•••••• P•••'s Schedule C as investment manager (plan year 2023 vs 2022)with A••••••• B••••••••• L•••askebsa.dol.gov
- Dec 31, 2023Assets changedS•••••• C••••• M•••••• G••••• I••• C••• B•••••• P•••••• P••• total assets $75M -> $0 (-100.0%, 2022-12-31 to 2023-12-31)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 952885574-004
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.