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
Teledyne Technologies Incorporated Pension Plan for Defined Active Participants
Corporate pensionThousand Oaks, CA
Assets
$180M
Total assets, Dec 31, 2024 reported
Funded
89.8%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
4
1 managers on Schedule C
Plan sponsor: Teledyne Technologies Incorporated
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
- Interest-bearing cash 0.2%
- U.S. Government securities 17.1%
- Other investments 0.8%
- Partnership/joint venture interests 72.9%
- Common/collective trusts 5.9%
- Registered investment companies 2.6%
Consultants and advisers
2 firms
- Bank of New York Mellon Custodianthrough Dec 31, 2022 Form 5500
- Willis Towers Watson US LLC Actuarythrough Dec 31, 2022 Form 5500
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
- BNY Mellon3 rows, latest Dec 31, 2024
From Schedule C (investment management, code 28)
- Fidelity Institutional Asset Manageplan years 2024
- Strategic Investment Management, LLCplan years 2023
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, 2024 | EB Temporary Investmentcollective trust | BNY Mellon | Pooled vehicles | $5.1M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | Metlife Long Credit Collective Trcollective trust | SEI Trust Company | Private credit | $5.6M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2023 | EB Temporary Investmentcollective trust | BNY Mellon | Pooled vehicles | $3.1M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | EB Temporary Investmentcollective trust | BNY Mellon | Pooled vehicles | $8.3M held | Disclosed holding | askebsa.dol.gov |
Size and funding
33 readings
Investment management fees
$216,592 (2023-12) · $39,587 (2022-12)
Form 5500 filings
3 plan years
| Plan year | Participants | Assets (SB market) | Funding target | FTAP | Total assets (H) | Partnerships / JV | Master trust | Real estate |
|---|---|---|---|---|---|---|---|---|
| 2024 to Dec 31, 2024 | 688 | $172M | $138M | 89.8% | $180M | $131M | n/a | n/a |
| 2023 to Dec 31, 2023 | 723 | $160M | $135M | 82.9% | $172M | $143M | n/a | n/a |
| 2022 to Dec 31, 2022 | 755 | $184M | $127M | 102.7% | $159M | $131M | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- Strategic Investment Group codes 28 51 $450,687 PY2024
- Willis Towers Watson US LLC codes 11 16 50 $306,305 PY2024
- The Bank of New York Mellon codes 18 21 50 $40,338 PY2024
- Fidelity Instl Asset Management LLC codes 28 51 52 68 $6,335 PY2024
- EB Temporary Investment Sched. D C $5.1M PY2024
- Metlife Inv Master Collectv Inv Tr Sched. D C $5.6M PY2024
- Willis Towers Watson US LLC codes 11 PY2024
- Strategic Investment Group codes 28 51 $212,545 PY2023
- Willis Towers Watson US LLC codes 11 16 50 $163,262 PY2023
- The Bank of New York Mellon codes 18 21 50 $36,662 PY2023
- EB Temporary Investment Sched. D C $3.1M PY2023
- Willis Towers Watson US LLC codes 11 PY2023
- The Bank of New York Mellon codes 18 21 50 $35,148 PY2022
- EB Temporary Investment Sched. D C $8.3M PY2022
- Willis Towers Watson US LLC codes 11 PY2022
What changed
7 events
- Dec 31, 2024Holding startedTeledyne Technologies Incorporated Pension Plan for Defined Active Participants first reports an interest in Metlife Long Credit Collective Tr: $6M at 2024-12-31with Metlife Long Credit Collective Traskebsa.dol.gov
- Dec 31, 2024Manager relationship startedFidelity Instl Asset Management LLC appears on Teledyne Technologies Incorporated Pension Plan for Defined Active Participants's Schedule C as investment manager (plan year 2024 vs 2023)with Fidelity Institutional Asset Manageaskebsa.dol.gov
- Jan 1, 2024Funded status changedTeledyne Technologies Incorporated Pension Plan for Defined Active Participants funded ratio 82.9% -> 89.8% (2023-01-01 to 2024-01-01)
- Dec 31, 2023Consultant changedinferenceWillis Towers Watson US LLC appears on Teledyne Technologies Incorporated Pension Plan for Defined Active Participants's Schedule C as general consultant (plan year 2023 vs 2022)with Willis Towers Watson US LLCaskebsa.dol.gov
- Dec 31, 2023Manager relationship startedStrategic Investment Group appears on Teledyne Technologies Incorporated Pension Plan for Defined Active Participants's Schedule C as investment manager (plan year 2023 vs 2022)with Strategic Investment Management, LLCaskebsa.dol.gov
- Jan 1, 2023Funded status changedTeledyne Technologies Incorporated Pension Plan for Defined Active Participants funded ratio 102.6% -> 82.9% (2022-01-01 to 2023-01-01)
- Jan 1, 2023Assets changedTeledyne Technologies Incorporated Pension Plan for Defined Active Participants plan assets $184M -> $160M (-12.9%, 2022-01-01 to 2023-01-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 251843385-003
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.