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

B••• D•••••• G•••••• E•••••••• P•••••• P•••

Corporate pensionSacramento, CA
Assets
$103M
Total assets, Jun 30, 2025 reported
Funded
82.8%
Jul 1, 2024
Private markets target
n/a
policy Jun 30, 2025
Commitments
9
none on the tape
Plan sponsor: B••• D•••••• G••••••
Allocation policy
Form 5500, as of Jun 30, 2025
Actual allocation lines without a target (as filed)
  • Common/collective trusts 43.4%
  • Registered investment companies 56.5%
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
From Schedule C (investment management, code 28)
Commitments
9 rows, 0 dated closings
Disclosed holdings (from the plan’s performance or holdings report, as of the report date)
DateFundManagerBucketAmountVintageStatusSource
as of Jun 30, 2025F••• L••• C•••••••• C••••••••• P•••collective trustF••••••• I••••••••• A•••• M•••Pooled vehicles$17.7M heldDisclosed holdingaskebsa.dol.gov
as of Jun 30, 2025F••• L••• D••••••• C••••••••• P•••collective trustF••••••• I••••••••• A•••• M•••Fixed income$17.2M heldDisclosed holdingaskebsa.dol.gov
as of Jun 30, 2025F••• L••• U••• T••••••• S••••• I•••collective trustF••••••• I••••••••• A•••• M•••Fixed income$9.7M heldDisclosed holdingaskebsa.dol.gov
as of Jun 30, 2024F••• L••• D••••••• C••••••••• P•••collective trustF••••••• I••••••••• A•••• M•••Fixed income$14.3M heldDisclosed holdingaskebsa.dol.gov
as of Jun 30, 2024F••• L••• U••• T••••••• S••••• I•••collective trustF••••••• I••••••••• A•••• M•••Fixed income$9.0M heldDisclosed holdingaskebsa.dol.gov
as of Jun 30, 2024F••• L••• C•••••••• C••••••••• P•••collective trustF••••••• I••••••••• A•••• M•••Pooled vehicles$14.4M heldDisclosed holdingaskebsa.dol.gov
as of Jun 30, 2023F••• L••• D••••••• C••••••••• P•••collective trustF••••••• I••••••••• A•••• M•••Fixed income$8.8M heldDisclosed holdingaskebsa.dol.gov
as of Jun 30, 2023F••• L••• U••• T••••••• S••••• I•••collective trustF••••••• I••••••••• A•••• M•••Fixed income$8.9M heldDisclosed holdingaskebsa.dol.gov
as of Jun 30, 2023F••• L••• C•••••••• C••••••••• P•••collective trustF••••••• I••••••••• A•••• M•••Pooled vehicles$8.8M heldDisclosed holdingaskebsa.dol.gov
Size and funding
33 readings
Total assets
$103M Jun 30, 2025 reported Form 5500
$102M (2024-06) · $97.3M (2023-06)
Plan assets
$102M Jul 1, 2024 reported Form 5500
$97.3M (2023-07) · $104M (2022-07)
Net assets
$103M Jun 30, 2025 reported Form 5500
$102M (2024-06) · $97.3M (2023-06)
Funded ratio
82.8% Jul 1, 2024 reported Form 5500
85.7% (2023-07) · 85.9% (2022-07)
Funding target
$117M Jul 1, 2024 reported Form 5500
$122M (2023-07) · $131M (2022-07)
Discount rate
5.22% Jul 1, 2024 reported Form 5500
5.19% (2023-07) · 5.35% (2022-07)
Participants
721 Jul 1, 2024 reported Form 5500
743 (2023-07) · 1,098 (2022-07)
Contributions
$4.5M Jun 30, 2025 reported Form 5500
$7.0M (2024-06) · $7.0M (2023-06)
Benefits paid
$11.2M Jun 30, 2025 reported Form 5500
$9.8M (2024-06) · $20.6M (2023-06)
Net investment income
$683,854 Jun 30, 2025 reported Form 5500
$4.7M (2024-06) · $-6.7M (2023-06)
Investment management fees
$159,221 Jun 30, 2025 reported Form 5500
$125,844 (2024-06) · $164,289 (2023-06)
Form 5500 filings
3 plan years
Plan yearParticipantsAssets (SB market)Funding targetFTAPTotal assets (H)Partnerships / JVMaster trustReal estate
2024 to Jun 30, 2025721$102M$117M82.8%$103Mn/an/an/a
2023 to Jun 30, 2024743$97.3M$122M85.7%$102Mn/an/an/a
2022 to Jun 30, 20231,098$104M$131M85.9%$97.3Mn/an/an/a
Service providers and investment entities as filed (Schedule C and D, latest year first)
What changed
1 events
  • Jul 1, 2024Funded status changed
    B••• D•••••• G•••••• E•••••••• P•••••• P••• funded ratio 85.7% -> 82.8% (2023-07-01 to 2024-07-01)
    askebsa.dol.gov
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 940355780-001
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.