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
E••••••• R••••••••• P••• o• S•••••• I••• a•• I•• D••••••• S•••••••••
Corporate pensionPleasanton, CA
Assets
$1.2B
Total assets, Dec 30, 2024 reported
Funded
90.0%
Dec 31, 2023
Private markets target
n/a
policy Dec 30, 2024
Commitments
0
none on the tape
Plan sponsor: S•••••• I•••
Allocation policy
Form 5500, as of Dec 30, 2024
Actual allocation lines without a target (as filed)
- Master trust investment accounts 97.0%
Consultants and advisers
3 firms
- C••••• W••• Pension consultantthrough Dec 30, 2023 Form 5500
- A•• C••••••••• I••• Actuarythrough Dec 30, 2023 Form 5500
- N••••••• T•••• C•• Trusteethrough Dec 30, 2023 Form 5500
People
No investment staff or executives have been read for this allocator yet.
Manager roster
6 managers on Schedule C
From Schedule C (investment management, code 28)
- M••••• S•••••• I••••••••• M•• I•••plan years 2023
- S••••• C•••••• M••••••••• L•plan years 2023
- P•••••• I••••••• M••••••••• C• L••plan years 2023
- M•• I••••••••• A•••••••plan years 2023
- C•••••• G••••••• T•••• C••••••plan years 2023
- A•••••••• G••••• I••••••••• L••plan years 2023
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
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 Dec 30, 2024 | 20,298 | $1.2B | $1.3B | 90.0% | $1.2B | n/a | $1.2B | n/a |
| 2022 to Dec 30, 2023 | 21,015 | $1.1B | $1.3B | 91.1% | $1.2B | n/a | $1.2B | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- Conduent Hr Services, LLC codes 15 50 $1.1M PY2023
- AON C•••••••••, Inc codes 11 28 50 $1.1M PY2023
- The N••••••• Trust Company codes 21 50 $407,778 PY2023
- M••••• S•••••• Investment Mgmt Inc codes 28 50 $280,413 PY2023
- Mfs codes 28 50 $259,129 PY2023
- Wells Capital Management codes 28 50 $235,473 PY2023
- S••••• Capital Management LP codes 28 50 $190,487 PY2023
- C•••••• G••••••• T•••• C•••••• codes 28 50 $170,663 PY2023
- P•••••• Invstmnt Management Co LLC codes 28 50 $94,349 PY2023
- Deloitte & Touche LLP codes 10 50 $83,000 PY2023
- BMI Imaging Systems, Inc. codes 50 99 $11,860 PY2023
- S•••••• Inc Master Retirement Trust Sched. D M $1.2B PY2023
- A•• C••••••••• I••• codes 11 PY2023
- Conduent Hr Services, LLC codes 15 50 $1.2M PY2022
- AON C•••••••••, Inc codes 11 28 50 $783,263 PY2022
- Mfs codes 28 50 $752,100 PY2022
- M••••• S•••••• Investment Mgmt Inc codes 28 50 $725,195 PY2022
- S••••• Capital Management LP codes 28 50 $595,160 PY2022
- The N••••••• Trust Company codes 21 50 $448,907 PY2022
- C•••••• G••••••• T•••• C•••••• codes 28 50 $446,093 PY2022
- P•••••• Invstmnt Management Co LLC codes 28 50 $326,393 PY2022
- Wells Capital Management codes 28 50 $254,431 PY2022
- Deloitte & Touche LLP codes 10 50 $83,000 PY2022
- C••••• W••• LLC codes 17 50 $45,175 PY2022
- BMI Imaging Systems, Inc. codes 50 99 $12,620 PY2022
- Trucker Huss codes 29 50 99 $12,412 PY2022
- S•••••• Inc Master Retirement Trust Sched. D M $1.2B PY2022
- A•• C••••••••• I••• codes 11 PY2022
What changed
1 events
- Dec 31, 2023Consultant changedinferenceC••••• W••• LLC no longer appears on E••••••• R••••••••• P••• o• S•••••• I••• a•• I•• D••••••• S•••••••••'s Schedule C as pension consultant (plan year 2023 vs 2022)with C••••• W•••askebsa.dol.gov
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 943019135-001
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.