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
F•••••• G••••• I••• E••••••••• P•••••• P•••
Corporate pensionWoodland Hills, CA
Assets
$2.6B
Total assets, Nov 30, 2024 reported
Funded
85.9%
Dec 1, 2023
Private markets target
n/a
policy Nov 30, 2024
Commitments
2
none on the tape
Plan sponsor: F•••••• G••••• I•••
Allocation policy
Form 5500, as of Nov 30, 2024
Actual allocation lines without a target (as filed)
- Interest-bearing cash 0.3%
- Non-interest-bearing cash 0.4%
- Corporate debt instruments (other) 11.8%
- Corporate debt instruments (preferred) 38.2%
- U.S. Government securities 22.8%
- Insurance company general account 0.0%
- Other investments 8.8%
- Partnership/joint venture interests 10.2%
- Common/collective trusts 2.3%
- Registered investment companies 2.8%
- Common stock 1.0%
- Preferred stock 0.1%
Consultants and advisers
2 firms
- B••• o• N•• Y••• M••••• Custodianthrough Nov 30, 2023 Form 5500
- W••••• T••••• W••••• U• L•• Actuarythrough Nov 30, 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
- S•••• S••••• G••••• A••••••• T••••2 rows, latest Nov 30, 2024
From Schedule C (investment management, code 28)
- P•••••• I••••••• M••••••••• C• L••plan years 2023
- M••••••• I••••••••• P•••••••• L••plan years 2023
- P••• I••plan years 2023
- S•••• S••••• B••• • T•••• C••••••plan years 2023
- V••• I••••••••• M••••••••• C• L••plan years 2023
Commitments
2 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 Nov 30, 2024 | U• V•• T••••• S••••• N• F•••collective trust | S•••• S••••• G••••• A••••••• T•••• | Pooled vehicles | $57.8M held | Disclosed holding | askebsa.dol.gov | |
| as of Nov 30, 2023 | U• V•• T••••• S••••• N• F•••collective trust | S•••• S••••• G••••• A••••••• T•••• | Pooled vehicles | $43.4M held | Disclosed holding | askebsa.dol.gov |
Size and funding
22 readings
Form 5500 filings
2 plan years
| Plan year | Participants | Assets (SB market) | Funding target | FTAP | Total assets (H) | Partnerships / JV | Master trust | Real estate |
|---|---|---|---|---|---|---|---|---|
| 2023 to Nov 30, 2024 | 28,334 | $2.5B | $2.8B | 85.9% | $2.6B | $261M | $0 | $0 |
| 2022 to Nov 30, 2023 | 29,303 | $2.8B | $2.8B | 95.8% | $2.6B | $273M | $0 | $0 |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- W••••• T••••• W••••• U• L•• codes 11 50 65 $2.3M PY2023
- V••• codes 28 51 $1.2M PY2023
- P•••••• Investment Management codes 28 51 $851,909 PY2023
- The B••• o• N•• Y••• M••••• codes 18 50 $469,731 PY2023
- M••••••• codes 28 51 $251,614 PY2023
- P••• codes 28 51 $161,828 PY2023
- Ernst & Young US LLP codes 10 50 $131,325 PY2023
- State S••••• Global Advisors codes 28 51 $14,110 PY2023
- U• V•• T••••• S••••• N• F••• Sched. D C $57.8M PY2023
- W••••• T••••• W••••• U• L•• codes 11 PY2023
- W••••• T••••• W••••• U• L•• codes 50 65 $2.2M PY2022
- V••• codes 28 51 $1.2M PY2022
- The B••• o• N•• Y••• M••••• codes 18 50 $746,231 PY2022
- P•••••• Investment Management codes 28 51 $529,808 PY2022
- M••••••• codes 28 51 $157,619 PY2022
- P••• codes 28 51 $99,529 PY2022
- Ernst & Young US LLP codes 10 50 $43,775 PY2022
- State S••••• Global Advisors codes 28 51 $10,576 PY2022
- Gibson, Dunn & Crutcher LLP codes 29 50 $8,513 PY2022
- U• V•• T••••• S••••• N• F••• Sched. D C $43.4M PY2022
- BGI Eafe Equity Index Sched. D C PY2022
- W••••• T••••• W••••• U• L•• codes 11 PY2022
What changed
2 events
- Dec 1, 2023Funded status changedF•••••• G••••• I••• E••••••••• P•••••• P••• funded ratio 95.8% -> 85.9% (2022-12-01 to 2023-12-01)
- Dec 1, 2023Assets changedF•••••• G••••• I••• E••••••••• P•••••• P••• plan assets $2.8B -> $2.5B (-10.4%, 2022-12-01 to 2023-12-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 950725935-001
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.