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

Employees' Retirement Plan of Telemundo of Puerto Rico, Inc.

Corporate pensionSAN Juan
Assets
$13.9M
Total assets, Dec 31, 2024 reported
Funded
96.0%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
3
none on the tape
Plan sponsor: Telemundo of Puerto Rico, Inc.
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
  • Common/collective trusts 16.1%
  • Registered investment companies 83.9%
Consultants and advisers
2 firms
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
Commitments
3 rows, 0 dated closings
Disclosed holdings (from the plan’s performance or holdings report, as of the report date)
DateFundManagerBucketAmountVintageStatusSource
as of Dec 31, 2024Invesco International Growth Trustcollective trustInvesco Trust CompanyPooled vehicles$2.2M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Invesco International Growth Trustcollective trustInvesco Trust CompanyPooled vehicles$2.4M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Invesco International Growth Trustcollective trustInvesco Trust CompanyPooled vehicles$2.5M heldDisclosed holdingaskebsa.dol.gov
Size and funding
28 readings
Total assets
$13.9M Dec 31, 2024 reported Form 5500
$14.3M (2023-12) · $13.2M (2022-12)
Plan assets
$14.3M Jan 1, 2024 reported Form 5500
$13.2M (2023-01) · $16.1M (2022-01)
Net assets
$13.9M Dec 31, 2024 reported Form 5500
$14.3M (2023-12) · $13.2M (2022-12)
Funded ratio
96.0% Jan 1, 2024 reported Form 5500
96.7% (2023-01) · 107.1% (2022-01)
Funding target
$15.1M Jan 1, 2024 reported Form 5500
$14.8M (2023-01) · $14.0M (2022-01)
Discount rate
5.13% Jan 1, 2024 reported Form 5500
5.26% (2023-01) · 5.44% (2022-01)
Participants
177 Jan 1, 2024 reported Form 5500
178 (2023-01) · 179 (2022-01)
Contributions
$79,897 Dec 31, 2023 reported Form 5500
Benefits paid
$839,525 Dec 31, 2024 reported Form 5500
$678,216 (2023-12) · $609,560 (2022-12)
Net investment income
$-399,057 Dec 31, 2024 reported Form 5500
$1.1M (2023-12) · $-2.9M (2022-12)
Form 5500 filings
3 plan years
Plan yearParticipantsAssets (SB market)Funding targetFTAPTotal assets (H)Partnerships / JVMaster trustReal estate
2024 to Dec 31, 2024177$14.3M$15.1M96.0%$13.9Mn/an/an/a
2023 to Dec 31, 2023178$13.2M$14.8M96.7%$14.3Mn/an/an/a
2022 to Dec 31, 2022179$16.1M$14.0M107.1%$13.2Mn/an/an/a
Service providers and investment entities as filed (Schedule C and D, latest year first)
What changed
2 events
  • Jan 1, 2023Funded status changed
    Employees' Retirement Plan of Telemundo of Puerto Rico, Inc. funded ratio 107.1% -> 96.7% (2022-01-01 to 2023-01-01)
  • Jan 1, 2023Assets changed
    Employees' Retirement Plan of Telemundo of Puerto Rico, Inc. plan assets $16M -> $13M (-18.0%, 2022-01-01 to 2023-01-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 660612727-121
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.