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
Jacuzzi Brands Corp. Pension Plan
Corporate pensionChino Hills, CA
Assets
$11.4M
Total assets, Dec 31, 2024 reported
Funded
88.9%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
13
none on the tape
Plan sponsor: Jacuzzi Brands Corp.
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
- Pooled separate accounts 44.9%
- Registered investment companies 54.8%
Consultants and advisers
1 firms
- Empower Actuarythrough Dec 31, 2022 Form 5500
People
No investment staff or executives have been read for this allocator yet.
Manager roster
2 managers on the commitment tape
From the plan’s own commitment disclosures
- Prudential Retirement & Annuity Ins12 rows, latest Dec 31, 2024
- Capital Guardian Trust Company1 rows, latest Dec 31, 2024
From Schedule C (investment management, code 28)
- Global Portfolio Strategies, Inc.plan years 2022
Commitments
13 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 | Large Cap Growth III Fdseparate account | Prudential Retirement & Annuity Ins | Public equity | $825,208 held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | Prudential Short-Termseparate account | Prudential Retirement & Annuity Ins | Cash | $962,434 held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | Capital Group Europacific Growthseparate account | Capital Guardian Trust Company | Pooled vehicles | $592,207 held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | Core Plus Bond / Pgim Fundseparate account | Prudential Retirement & Annuity Ins | Fixed income | $2.4M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | Small Cap Value/integrityseparate account | Prudential Retirement & Annuity Ins | Public equity | $353,586 held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2023 | Large Cap Growth III Fdseparate account | Prudential Retirement & Annuity Ins | Public equity | $1.2M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2023 | Prudential Short-Termseparate account | Prudential Retirement & Annuity Ins | Cash | $324,512 held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2023 | Core Plus Bond / Pgim Fundseparate account | Prudential Retirement & Annuity Ins | Fixed income | $2.3M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2023 | Small Cap Value/integrityseparate account | Prudential Retirement & Annuity Ins | Public equity | $679,958 held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | Large Cap Growth III Fdseparate account | Prudential Retirement & Annuity Ins | Public equity | $962,368 held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | Prudential Short-Termseparate account | Prudential Retirement & Annuity Ins | Cash | $333,804 held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | Small Cap Value/kennedy Capitseparate account | Prudential Retirement & Annuity Ins | Public equity | $625,374 held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | Core Plus Bond / Pgim Fundseparate account | Prudential Retirement & Annuity Ins | Fixed income | $2.1M held | Disclosed holding | askebsa.dol.gov |
Size and funding
31 readings
Investment management fees
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 | 163 | $13.2M | $14.9M | 88.9% | $11.4M | n/a | n/a | n/a |
| 2023 to Dec 31, 2023 | 165 | $11.9M | $14.7M | 81.0% | $13.2M | n/a | n/a | n/a |
| 2022 to Dec 31, 2022 | 243 | $18.6M | $17.2M | 108.5% | $11.9M | n/a | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- Empower Annuity Insurance Company codes 13 $116,381 PY2024
- Large Cap Growth III Fd Sched. D P $825,208 PY2024
- Prudential Short Term Sched. D P $962,434 PY2024
- American Funds Europac Growth Sched. D P $592,207 PY2024
- Core Plus Bond / Pgim Fund Sched. D P $2.4M PY2024
- Small Cap Value/integrity Sched. D P $353,586 PY2024
- Empower codes 11 PY2024
- Empower Annuity Insurance Company codes 13 $45,990 PY2023
- Empower Capital Management, LLC codes 13 $18,059 PY2023
- Prudential Short Term Sched. D P $324,512 PY2023
- Large Cap Growth III Fd Sched. D P $1.2M PY2023
- Small Cap Value/kennedy Capit Sched. D P PY2023
- Core Plus Bond / Pgim Fund Sched. D P $2.3M PY2023
- Small Cap Value/integrity Sched. D P $679,958 PY2023
- Empower codes 11 PY2023
- Prudential Retirement Ins & Annuity codes 13 $44,325 PY2022
- Global Portfolio Strategies, Inc codes 28 $20,088 PY2022
- Small Cap Value/kennedy Capit Sched. D P $625,374 PY2022
- T. Rowe Price Growth Stk Stgy Sched. D P $962,368 PY2022
- Core Plus Bond / Pgim Fund Sched. D P $2.1M PY2022
- Prudential Short Term Sched. D P $333,804 PY2022
- Empower codes 11 PY2022
What changed
10 events
- Dec 31, 2024Holding startedJacuzzi Brands Corp. Pension Plan first reports an interest in Capital Group Europacific Growth (Capital Guardian Trust Company): $592,207 at 2024-12-31with Capital Guardian Trust Companyaskebsa.dol.gov
- Dec 31, 2024Assets changedJacuzzi Brands Corp. Pension Plan total assets $13M -> $11M (-13.6%, 2023-12-31 to 2024-12-31)
- Jan 1, 2024Funded status changedJacuzzi Brands Corp. Pension Plan funded ratio 81.0% -> 88.9% (2023-01-01 to 2024-01-01)
- Jan 1, 2024Assets changedJacuzzi Brands Corp. Pension Plan plan assets $12M -> $13M (+11.2%, 2023-01-01 to 2024-01-01)
- Dec 31, 2023Holding endedinferenceJacuzzi Brands Corp. Pension Plan no longer reports Small Cap Value/kennedy Capit (Prudential Retirement & Annuity Ins) (last held $625,374 at 2022-12-31; absent from the 2023-12-31 filing)with Prudential Retirement & Annuity Insaskebsa.dol.gov
- Dec 31, 2023Holding startedJacuzzi Brands Corp. Pension Plan first reports an interest in Small Cap Value/integrity (Prudential Retirement & Annuity Ins): $679,958 at 2023-12-31with Prudential Retirement & Annuity Insaskebsa.dol.gov
- Dec 31, 2023Manager relationship endedinferenceGlobal Portfolio Strategies, Inc no longer appears on Jacuzzi Brands Corp. Pension Plan's Schedule C as investment manager (plan year 2023 vs 2022)with Global Portfolio Strategies, Inc.askebsa.dol.gov
- Dec 31, 2023Assets changedJacuzzi Brands Corp. Pension Plan total assets $12M -> $13M (+11.4%, 2022-12-31 to 2023-12-31)
- Jan 1, 2023Funded status changedJacuzzi Brands Corp. Pension Plan funded ratio 108.5% -> 81.0% (2022-01-01 to 2023-01-01)
- Jan 1, 2023Assets changedJacuzzi Brands Corp. Pension Plan plan assets $19M -> $12M (-36.2%, 2022-01-01 to 2023-01-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 208158665-002
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.