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
L•• F•••••••• C••••• U•••• D•••••• B•••••• P•••••• P•••
Corporate pensionWestminster, CA
Assets
$44.6M
Total assets, Dec 31, 2024 reported
Funded
104.8%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
3
none on the tape
Plan sponsor: L•• F•••••••• C••••• U••••
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
- I•••••••• company general account 37.4%
- Pooled separate accounts 62.6%
Consultants and advisers
5 firms
- S••••••• R••••••••• S••••••• Actuarythrough Dec 31, 2024 Form 5500
- T•• S••••••• Actuarythrough Dec 31, 2023 Form 5500
- V•• A•••••••• S•••••••• Actuarythrough Dec 31, 2023 Form 5500
- M•••••••• L••• I•••••••• Actuarythrough Dec 31, 2022 Form 5500
- N••••••• C••••••••• A•••••••• 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
- M•••••••• L••• I••••••••3 rows, latest Dec 31, 2024
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 Dec 31, 2024 | M••••• S••••••• A••••••separate account | M•••••••• L••• I•••••••• | Pooled vehicles | $16.7M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2023 | M••••• S••••••• A••••••separate account | M•••••••• L••• I•••••••• | Pooled vehicles | $24.5M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | M••••• S••••••• A••••••separate account | M•••••••• L••• I•••••••• | Pooled vehicles | $20.4M 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 Dec 31, 2024 | 321 | $41.9M | $28.0M | 104.8% | $44.6M | n/a | n/a | n/a |
| 2023 to Dec 31, 2023 | 301 | $39.2M | $26.4M | 105.8% | $41.9M | n/a | n/a | n/a |
| 2022 to Dec 31, 2022 | 314 | $47.1M | $25.2M | 121.2% | $39.2M | n/a | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- T•• S••••••• codes 11 13 15 28 38 PY2024
- M••••• S••••••• A•••••• Sched. D P $16.7M PY2024
- S••••••• R••••••••• S•••••••, Inc codes 11 PY2024
- T•• S••••••• codes 11 13 15 28 38 PY2023
- M••••• S••••••• A•••••• Sched. D P $24.5M PY2023
- V•• A•••••••• S•••••••• codes 11 PY2023
- M•••••••• L••• I•••••••• Company codes 11 13 15 28 38 PY2022
- M••••• S••••••• A•••••• Sched. D P $20.4M PY2022
- Lazard Intl Strategic Eq Open Sched. D P PY2022
- Fidelity Global Ex US Index Sched. D P PY2022
- Hotch & Wiley Lrg Cap Fund Val Sched. D P PY2022
- Janus Henderson Small Cap Val Sched. D P PY2022
- Vanguard Sm-Cap Gro Ind Adm Sched. D P PY2022
- American Century Equity Inc. R6 Sched. D P PY2022
- T. Rowe Price Large Cap Growth Sched. D P PY2022
- N••••••• C••••••••• A•••••••• Inc codes 11 PY2022
What changed
4 events
- Dec 31, 2023Manager relationship startedT•• S••••••• appears on L•• F•••••••• C••••• U•••• D•••••• B•••••• P•••••• P•••'s Schedule C as investment manager (plan year 2023 vs 2022)with T•• S•••••••askebsa.dol.gov
- Dec 31, 2023Manager relationship endedinferenceM•••••••• L••• I•••••••• Company no longer appears on L•• F•••••••• C••••• U•••• D•••••• B•••••• P•••••• P•••'s Schedule C as investment manager (plan year 2023 vs 2022)with M•••••••• L••• I••••••••askebsa.dol.gov
- Jan 1, 2023Funded status changedL•• F•••••••• C••••• U•••• D•••••• B•••••• P•••••• P••• funded ratio 121.2% -> 105.8% (2022-01-01 to 2023-01-01)
- Jan 1, 2023Assets changedL•• F•••••••• C••••• U•••• D•••••• B•••••• P•••••• P••• plan assets $47M -> $39M (-16.8%, 2022-01-01 to 2023-01-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 951644568-003
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.