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• H•••••••• I••• D•••••• B•••••• P•••••• P•••
Corporate pensionRiverside, CA
Assets
$1,550
Total assets, Dec 31, 2023 reported
Funded
n/a
not filed
Private markets target
n/a
policy Dec 31, 2023
Commitments
4
none on the tape
Plan sponsor: B• H•••••••• I•••
Allocation policy
Form 5500, as of Dec 31, 2023
Actual allocation lines without a target (as filed)
- Interest-bearing cash 34.8%
Consultants and advisers
3 firms
- W••••• T••••• W••••• U• L•• Actuarythrough Dec 31, 2022 Form 5500
- B•••••••• I••••••••• T•••• C•••• Trusteethrough Dec 31, 2022 Form 5500
- S•••• S••••• B••• • T•••• C•••••• Directed trusteethrough Dec 31, 2022 Form 5500
People
No investment staff or executives have been read for this allocator yet.
Manager roster
3 managers on the commitment tape
From the plan’s own commitment disclosures
- B•••••••• I••••• T•••• C••••••• N••1 rows, latest Dec 31, 2022
- B•••••••• I••••••••• T•••• C••••1 rows, latest Dec 31, 2022
- B•••••••• L••• D••••••• C••••••••1 rows, latest Dec 31, 2022
Commitments
4 rows, 0 dated closings
Disclosed holdings (from the plan’s performance or holdings report, as of the report date)
| Date | Fund | Manager | Bucket | Amount | Vintage | Status | Source |
|---|---|---|---|---|---|---|---|
| as of Dec 31, 2022 | L••• T••• G••• B••• I•••• F•••collective trust | B•••••••• I••••• T•••• C••••••• N•• | Fixed income | $5.7M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | I••••••••• G••• B••• I•••• F•••collective trust | B•••••••• I••••••••• T•••• C•••• | Fixed income | $1.8M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | L••• D••••••• C•••••••• C••••• S•••collective trust | B•••••••• L••• D••••••• C•••••••• | Private credit | $15.2M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | I••••••••• D••••••• C••• N• F•••collective trust | B•••••••• I••••••••• T•••• C••••ny, N.A. | Pooled vehicles | $4.9M held | Disclosed holding | askebsa.dol.gov |
Size and funding
14 readings
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 | 215 | n/a | n/a | n/a | $1,550 | n/a | n/a | n/a |
| 2022 to Dec 31, 2022 | 352 | n/a | n/a | n/a | $28.1M | n/a | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- W••••• T••••• W••••• U• L•• codes 11 27 50 $490,381 PY2023
- State S••••• B••• and Trust C••••ny codes 25 99 $37,464 PY2023
- B•••••••• I••••••••• T•••• C•••• codes 21 24 28 50 51 $11,157 PY2023
- B•••••••• L••• T••• Gov Bd Ind Mutu Sched. D C PY2023
- I••••••••• G••• B••• I•••• F••• Sched. D C PY2023
- LNG Dur Corp Cr S•••en Nonlend Ldi Sched. D C PY2023
- INT Dur Corp Cr S•••en Nonlend Fund Sched. D C PY2023
- W••••• T••••• W••••• U• L•• codes 11 27 50 $313,152 PY2022
- B•••••••• I••••••••• T•••• C•••• codes 21 24 28 50 51 $35,968 PY2022
- State S••••• B••• and Trust C••••ny codes 25 99 $31,220 PY2022
- B•••••••• L••• T••• Gov Bd Ind Mutu Sched. D C $5.7M PY2022
- I••••••••• G••• B••• I•••• F••• Sched. D C $1.8M PY2022
- LNG Dur Corp Cr S•••en Nonlend Ldi Sched. D C $15.2M PY2022
- Barclays Money Mkt Fund Fund Sched. D C PY2022
- INT Dur Corp Cr S•••en Nonlend Fund Sched. D C $4.9M PY2022
What changed
1 events
- Dec 31, 2023Assets changedB• H•••••••• I••• D•••••• B•••••• P•••••• P••• total assets $28M -> $1,550 (-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 330712701-002
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.