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
S••••••• G•••••• o• C••••••••• D•••••• B•••••• P•••••• P•••
Corporate pensionFresno, CA
Assets
$14.9M
Total assets, Dec 31, 2022 reported
Funded
122.4%
Jan 1, 2022
Private markets target
n/a
policy Dec 31, 2022
Commitments
9
none on the tape
Plan sponsor: S••••••• G•••••• o• C•••••••••
Allocation policy
Form 5500, as of Dec 31, 2022
Actual allocation lines without a target (as filed)
- Interest-bearing cash 14.7%
- Common/collective trusts 83.4%
- Pooled separate accounts 1.2%
Consultants and advisers
3 firms
- S•••• S••••• B••• • T•••• C•••••• Custodianthrough Dec 31, 2022 Form 5500
- P•••••••• Custodianthrough Dec 31, 2022 Form 5500
- C••••• W••• Actuarythrough 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
- S•••• S••••• G••••• A••••••• T••••3 rows, latest Dec 31, 2022
- S•••• S••••• • R•••••• 2•••3 rows, latest Dec 31, 2022
- P••••••••1 rows, latest Dec 31, 2022
Commitments
9 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 | P••• C••• P••• B••• S•• A•••••separate account | P•••••••• | Fixed income | $172,911 held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | 2• Y• U• H••• Q•••••• C••• B••• N•collective trust | S•••• S••••• G••••• A••••••• T•••• | Fixed income | $876,380 held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | 5••• Y• U• H••• Q•••••• C••• B••• N•collective trust | S•••• S••••• G••••• A••••••• T•••• | Fixed income | $1.2M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | U• H••• Y•••• B••• I••••collective trust | S•••• S••••• G••••• A••••••• T•••• Company | Fixed income | $2.9M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | R•••••• 1••• I•••• N• F•••collective trust | S•••• S••••• G••••• A••••••• T•••• | Pooled vehicles | $746,522 held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | S•••• S••••• I••••••••• U••• C•••collective trust | S•••• S••••• • R•••••• 2••• | Pooled vehicles | $1.9M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | U• A•••••••• B••• I•••• N• F•••collective trust | S•••• S••••• • R•••••• 2••• | Fixed income | $2.8M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | S••• I••••••• U••• G••• B••• I•••collective trust | S•••• S••••• • R•••••• 2••• | Fixed income | $445,534 held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | G••••• D•••••••• E••••• N• C••collective trust | S•••• S••••• G••••• A••••••• T•••• Company | Public equity | $1.5M held | Disclosed holding | askebsa.dol.gov |
Size and funding
9 readings
Total assets
Plan assets
Net assets
Funded ratio
Funding target
Discount rate
Participants
Benefits paid
Net investment income
Form 5500 filings
1 plan years
| Plan year | Participants | Assets (SB market) | Funding target | FTAP | Total assets (H) | Partnerships / JV | Master trust | Real estate |
|---|---|---|---|---|---|---|---|---|
| 2022 to Dec 31, 2022 | 102 | $19.4M | $13.1M | 122.4% | $14.9M | n/a | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- State S••••• Global Advisors codes 19 21 25 27 28 31 51 52 62 99 $107,905 PY2022
- P•••••••• Life Insurance Company codes 19 21 25 27 28 31 51 52 62 99 $14,802 PY2022
- 20 Yr US H••• Qual Corp Nl Fund Sched. D C $876,380 PY2022
- 5 20yr US H••• Qual Corp Nl Fund Sched. D C $1.2M PY2022
- U• H••• Y•••• B••• I•••• Sched. D C $2.9M PY2022
- R•••••• 1••• I•••• N• F••• Sched. D C $746,522 PY2022
- I••••••• US C•••it I•••• Nl Fund Sched. D C $1.9M PY2022
- U• A•••••••• B••• I•••• N• F••• Sched. D C $2.8M PY2022
- I••••••• US Gov B••• I•••• Nl Fund Sched. D C $445,534 PY2022
- Global D•••••••• Equity Nl Fund Sched. D C $1.5M PY2022
- P•••••••• B••• & Mortgage Sep Acct Sched. D P $172,911 PY2022
- C••••• W•••, LLC. codes 11 PY2022
What changed
No dated events yet.
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 940908760-003
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.