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

Wsgr Cash Balance Retirement Plan

Corporate pensionPalo Alto, CA
Assets
$83.4M
Total assets, Dec 31, 2024 reported
Funded
108.7%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
22
none on the tape
Plan sponsor: Wilson Sonsini Goodrich & Rosati, P.C.
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
  • Common/collective trusts 100.0%
Consultants and advisers
4 firms
People
No investment staff or executives have been read for this allocator yet.
Manager roster
1 managers on the commitment tape
From the plan’s own commitment disclosures
Commitments
22 rows, 0 dated closings
Disclosed holdings (from the plan’s performance or holdings report, as of the report date)
DateFundManagerBucketAmountVintageStatusSource
as of Dec 31, 2024Russell 1000 Index Fund-Series Icollective trustRussell Trust CompanyPooled vehicles$16.6M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Russell International Fundcollective trustRussell Trust CompanyPooled vehicles$10.8M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Emerging Markets Fundcollective trustRussell Trust CompanyPublic equity$2.5M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Russell Small Cap Fundcollective trustRussell Trust CompanyPublic equity$4.8M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Russell Multi-Manager Bond Fundcollective trustRussell Trust CompanyFixed income$42.2M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Global Real Estate Securities Fundcollective trustRussell Trust CompanyReal estate$3.2M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Ritc Global Listed Infrastructure Fcollective trustRussell Trust CompanyInfrastructure$3.3M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Russell 1000 Index Fund-Series Icollective trustRussell Trust CompanyPooled vehicles$14.2M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Russell International Fundcollective trustRussell Trust CompanyPooled vehicles$10.1M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Emerging Markets Fundcollective trustRussell Trust CompanyPublic equity$2.3M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Russell Small Cap Fundcollective trustRussell Trust CompanyPublic equity$2.4M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Russell Multi-Manager Bond Fundcollective trustRussell Trust CompanyFixed income$38.2M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Global Real Estate Securities Fundcollective trustRussell Trust CompanyReal estate$3.2M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Ritc Global Listed Infrastructure Fcollective trustRussell Trust CompanyInfrastructure$3.1M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Short-Term Investment Fundcollective trustRussell Trust CompanyCash$3.6M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Russell 1000 Index Fund-Series Icollective trustRussell Trust CompanyPooled vehicles$11.0M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Russell International Fundcollective trustRussell Trust CompanyPooled vehicles$9.5M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Emerging Markets Fundcollective trustRussell Trust CompanyPublic equity$2.4M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Russell Small Cap Fundcollective trustRussell Trust CompanyPublic equity$1.8M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Russell Multi-Manager Bond Fundcollective trustRussell Trust CompanyFixed income$28.9M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Global Real Estate Securities Fundcollective trustRussell Trust CompanyReal estate$2.5M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Ritc Global Listed Infrastructure Fcollective trustRussell Trust CompanyInfrastructure$2.7M heldDisclosed holdingaskebsa.dol.gov
Size and funding
31 readings
Total assets
$83.4M Dec 31, 2024 reported Form 5500
$77.2M (2023-12) · $58.8M (2022-12)
Plan assets
$77.2M Jan 1, 2024 reported Form 5500
$58.8M (2023-01) · $60.2M (2022-01)
Net assets
$83.4M Dec 31, 2024 reported Form 5500
$77.2M (2023-12) · $58.8M (2022-12)
Funded ratio
108.7% Jan 1, 2024 reported Form 5500
107.5% (2023-01) · 108.9% (2022-01)
Funding target
$71.0M Jan 1, 2024 reported Form 5500
$54.7M (2023-01) · $55.3M (2022-01)
Discount rate
4.98% Jan 1, 2024 reported Form 5500
5.02% (2023-01) · 5.19% (2022-01)
Participants
287 Jan 1, 2024 reported Form 5500
269 (2023-01) · 252 (2022-01)
Contributions
$18.5M Dec 31, 2024 reported Form 5500
$19.2M (2023-12) · $15.0M (2022-12)
Benefits paid
$16.9M Dec 31, 2024 reported Form 5500
$8.0M (2023-12) · $7.2M (2022-12)
Net investment income
$6.2M Dec 31, 2024 reported Form 5500
$18.4M (2023-12) · $-1.5M (2022-12)
Investment management fees
$51,621 Dec 31, 2022 reported Form 5500
Form 5500 filings
3 plan years
Plan yearParticipantsAssets (SB market)Funding targetFTAPTotal assets (H)Partnerships / JVMaster trustReal estate
2024 to Dec 31, 2024287$77.2M$71.0M108.7%$83.4M$0n/an/a
2023 to Dec 31, 2023269$58.8M$54.7M107.5%$77.2M$0n/an/a
2022 to Dec 31, 2022252$60.2M$55.3M108.8%$58.8M$0n/an/a
Service providers and investment entities as filed (Schedule C and D, latest year first)
  • Russell Investments codes 25 99 $298,368 PY2024
  • Russell 1000 Index Fund Sched. D C $16.6M PY2024
  • Russell International Fund Sched. D C $10.8M PY2024
  • Russell Emerging Markets Fund Sched. D C $2.5M PY2024
  • Russell Small Cap Fund Sched. D C $4.8M PY2024
  • Global Listed Infrastructure Fund Sched. D C $3.3M PY2024
  • Russell Short Term Investment Fund Sched. D C PY2024
  • Russell Multi-Manager Bond Fund Sched. D C $42.2M PY2024
  • Global Real Estate Securities Fund Sched. D C $3.2M PY2024
  • Mercer codes 11 PY2024
  • Russell Investments codes 25 99 $256,214 PY2023
  • Russell Small Cap Fund Sched. D C $2.4M PY2023
  • Russell 1000 Index Fund Sched. D C $14.2M PY2023
  • Russell International Fund Sched. D C $10.1M PY2023
  • Russell Emerging Markets Fund Sched. D C $2.3M PY2023
  • Russell Multi-Manager Bond Fund Sched. D C $38.2M PY2023
  • Global Real Estate Securities Fund Sched. D C $3.2M PY2023
  • Global Listed Infrastructure Fund Sched. D C $3.1M PY2023
  • Russell Short Term Investment Fund Sched. D C $3.6M PY2023
  • Mercer codes 11 PY2023
  • Citi Investment Management codes 19 27 28 50 51 $134,946 PY2022
  • Russell Investments codes 25 $91,834 PY2022
  • First State Trust Company codes 21 25 50 59 60 63 $17,995 PY2022
  • Global Real Estate Securities Fund Sched. D C $2.5M PY2022
  • Russell 1000 Index Fund Sched. D C $11.0M PY2022
  • Russell International Fund Sched. D C $9.5M PY2022
  • Russell Emerging Markets Fund Sched. D C $2.4M PY2022
  • Global Listed Infrastructure Fund Sched. D C $2.7M PY2022
  • Russell Small Cap Fund Sched. D C $1.8M PY2022
  • Russell Multi-Manager Bond Fund Sched. D C $28.9M PY2022
  • Mercer codes 11 PY2022
What changed
5 events
  • Dec 31, 2024Holding endedinference
    Wsgr Cash Balance Retirement Plan no longer reports Short-Term Investment Fund (Russell Trust Company) (last held $4M at 2023-12-31; absent from the 2024-12-31 filing)
    with Russell Trust Companyaskebsa.dol.gov
  • Jan 1, 2024Assets changed
    Wsgr Cash Balance Retirement Plan plan assets $59M -> $77M (+31.3%, 2023-01-01 to 2024-01-01)
    askebsa.dol.gov
  • Dec 31, 2023Holding started
    Wsgr Cash Balance Retirement Plan first reports an interest in Short-Term Investment Fund (Russell Trust Company): $4M at 2023-12-31
    with Russell Trust Companyaskebsa.dol.gov
  • Dec 31, 2023Manager relationship endedinference
    Citi Investment Management no longer appears on Wsgr Cash Balance Retirement Plan's Schedule C as investment manager (plan year 2023 vs 2022)
    with Citi Global Markets Inc.askebsa.dol.gov
  • Dec 31, 2023Assets changed
    Wsgr Cash Balance Retirement Plan total assets $59M -> $77M (+31.3%, 2022-12-31 to 2023-12-31)
    askebsa.dol.gov
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 942451946-005
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.