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.
The names on this page are hidden. Create a free account and they fill in. No card, and every figure, date and source on this page is public either way.
Corporate pension
P•••••• P••• f•• E•••••••• o• W••••••• U•••••••••
Corporate pensionBurbank, CA
Assets
$17.9M
Total assets, Feb 28, 2025 reported
Funded
87.0%
Mar 1, 2024
Private markets target
n/a
policy Feb 28, 2025
Commitments
3
none on the tape
Plan sponsor: W••••••• U•••••••••
Allocation policy
Form 5500, as of Feb 28, 2025
Actual allocation lines without a target (as filed)
- Pooled separate accounts 2.3%
- Registered investment companies 97.0%
Consultants and advisers
1 firms
- P•••••••• F•••••••• G•••• Actuarythrough Feb 28, 2023 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
- P••••••••3 rows, latest Feb 28, 2025
Commitments
3 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 Feb 28, 2025 | P••• L••••• A••••• S•• A•••••separate account | P•••••••• | Pooled vehicles | $418,143 held | Disclosed holding | askebsa.dol.gov | |
| as of Feb 29, 2024 | P••• L••••• A••••• S•• A•••••separate account | P•••••••• | Pooled vehicles | $400,310 held | Disclosed holding | askebsa.dol.gov | |
| as of Feb 28, 2023 | P••• L••••• A••••• S•• A•••••separate account | P•••••••• | Pooled vehicles | $387,842 held | Disclosed holding | askebsa.dol.gov |
Size and funding
30 readings
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 Feb 28, 2025 | 261 | $17.8M | $19.9M | 87.0% | $17.9M | n/a | n/a | n/a |
| 2023 to Feb 29, 2024 | 265 | $16.3M | $20.3M | 86.8% | $17.8M | n/a | n/a | n/a |
| 2022 to Feb 28, 2023 | 269 | $19.3M | $19.9M | 92.1% | $16.3M | n/a | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- P•••••••• Life Insurance Company codes 13 50 64 $123,784 PY2024
- S B H U Life Agency Inc codes 49 99 PY2024
- P••• L••••• A••••• S•• A••••• Sched. D P $418,143 PY2024
- P•••••••• F•••••••• G•••• codes 11 PY2024
- P•••••••• Life Insurance Company codes 13 50 64 $109,817 PY2023
- S B H U Life Agency Inc codes 49 99 PY2023
- P••• L••••• A••••• S•• A••••• Sched. D P $400,310 PY2023
- P•••••••• F•••••••• G•••• codes 11 PY2023
- P•••••••• Life Insurance Company codes 13 50 64 $109,717 PY2022
- S B H U Life Agency Inc codes 49 99 PY2022
- P••• L••••• A••••• S•• A••••• Sched. D P $387,842 PY2022
- P•••••••• F•••••••• G•••• codes 11 PY2022
What changed
2 events
- Mar 1, 2023Funded status changedP•••••• P••• f•• E•••••••• o• W••••••• U••••••••• funded ratio 92.1% -> 86.8% (2022-03-01 to 2023-03-01)
- Mar 1, 2023Assets changedP•••••• P••• f•• E•••••••• o• W••••••• U••••••••• plan assets $19M -> $16M (-15.7%, 2022-03-01 to 2023-03-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 952786163-001
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.