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
Stanford Health Care Staff Pension Plan
Corporate pensionStanford, CA
Assets
n/a
Total assets, Dec 13, 2024 reported
Funded
101.2%
Jan 1, 2023
Private markets target
n/a
policy Dec 31, 2023
Commitments
0
none on the tape
Plan sponsor: Stanford Health Care
Allocation policy
Form 5500, as of Dec 31, 2023
Actual allocation lines without a target (as filed)
- Interest-bearing cash 0.2%
- Non-interest-bearing cash 0.7%
- Registered investment companies 96.3%
Consultants and advisers
3 firms
- Mercer Investments LLC Investment adviser (plan)through Dec 13, 2024 Form 5500
- Mercer Actuarythrough Dec 31, 2022 Form 5500
- The Vanguard Group Trusteethrough Dec 31, 2022 Form 5500
People
No investment staff or executives have been read for this allocator yet.
Manager roster
No manager relationship is on the tape for this allocator.
Commitments
No fund commitments are on the tape for this allocator. The tape holds the plans that publish their own private-markets reports; a plan that publishes one and is not here is a gap we can close.
Size and funding
29 readings
Investment management fees
$76,115 (2023-12) · $81,671 (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 13, 2024 | 1,545 | n/a | n/a | n/a | $0 | n/a | n/a | n/a |
| 2023 to Dec 31, 2023 | 2,076 | $155M | $155M | 101.2% | $136M | n/a | n/a | n/a |
| 2022 to Dec 31, 2022 | 2,096 | $209M | $153M | 109.9% | $155M | n/a | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- Mercer codes 11 50 $595,000 PY2024
- Mercer Investments LLC codes 27 50 $144,000 PY2024
- Vanguard Fiduciary Trust Company codes 21 27 28 50 64 $37,134 PY2024
- Mercer codes 11 50 $1.4M PY2023
- Vanguard Fiduciary Trust Company codes 21 27 28 50 64 $109,863 PY2023
- Moss Adams codes 10 50 $33,500 PY2023
- Mercer codes 11 PY2023
- Mercer codes 11 50 $352,147 PY2022
- Vanguard Fiduciary Trust Company codes 21 27 28 50 64 $114,771 PY2022
- Moss Adams codes 10 50 $32,500 PY2022
- Mercer codes 11 PY2022
What changed
5 events
- Dec 31, 2024Consultant changedinferenceMercer Investments LLC appears on Stanford Health Care Staff Pension Plan's Schedule C as investment adviser (plan) (plan year 2024 vs 2023)with Mercer Investments LLCaskebsa.dol.gov
- Dec 13, 2024Assets changedStanford Health Care Staff Pension Plan total assets $136M -> $0 (-100.0%, 2023-12-31 to 2024-12-13)
- Dec 31, 2023Assets changedStanford Health Care Staff Pension Plan total assets $155M -> $136M (-12.5%, 2022-12-31 to 2023-12-31)
- Jan 1, 2023Funded status changedStanford Health Care Staff Pension Plan funded ratio 109.9% -> 101.2% (2022-01-01 to 2023-01-01)
- Jan 1, 2023Assets changedStanford Health Care Staff Pension Plan plan assets $209M -> $155M (-25.5%, 2022-01-01 to 2023-01-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 946174066-006
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.