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

Wyle Inc. Retirement Plan

Corporate pensionEL Segundo, CA
Assets
$7.0M
Total assets, Dec 31, 2024 reported
Funded
91.4%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
18
none on the tape
Plan sponsor: Wyle Inc.
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
  • Pooled separate accounts 97.1%
Consultants and advisers
4 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
18 rows, 0 dated closings
Disclosed holdings (from the plan’s performance or holdings report, as of the report date)
DateFundManagerBucketAmountVintageStatusSource
as of Dec 31, 2024Prin Lgcp S&p 500 Index Sa-Zseparate accountPrincipalPooled vehicles$1.7M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Prin Bond Market Index Sa-Zseparate accountPrincipalFixed income$3.4M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Principal U.S. Property Sa-Zseparate accountPrincipalReal estate$551,158 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Prin Smcap S&p 600 Index Sa-Zseparate accountPrincipalPooled vehicles$91,873 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Prin Midcap S&p 400 Idx Sa-Zseparate accountPrincipalPooled vehicles$199,263 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Prin Intl Equity Index Sa-Zseparate accountPrincipalPublic equity$852,932 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Prin Lgcp S&p 500 Index Sa-Zseparate accountPrincipalPooled vehicles$1.7M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Prin Bond Market Index Sa-Zseparate accountPrincipalFixed income$3.4M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Principal U.S. Property Sa-Zseparate accountPrincipalReal estate$519,650 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Prin Smcap S&p 600 Index Sa-Zseparate accountPrincipalPooled vehicles$96,758 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Prin Midcap S&p 400 Idx Sa-Zseparate accountPrincipalPooled vehicles$204,743 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Prin Intl Equity Index Sa-Zseparate accountPrincipalPublic equity$857,285 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Prin Lgcp S&p 500 Index Sa-Zseparate accountPrincipalPooled vehicles$1.7M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Prin Bond Market Index Sa-Zseparate accountPrincipalFixed income$3.5M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Principal U.S. Property Sa-Zseparate accountPrincipalReal estate$581,815 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Prin Smcap S&p 600 Index Sa-Zseparate accountPrincipalPooled vehicles$96,020 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Prin Midcap S&p 400 Idx Sa-Zseparate accountPrincipalPooled vehicles$207,251 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Prin Intl Equity Index Sa-Zseparate accountPrincipalPublic equity$872,196 heldDisclosed holdingaskebsa.dol.gov
Size and funding
32 readings
Total assets
$7.0M Dec 31, 2024 reported Form 5500
$7.0M (2023-12) · $6.9M (2022-12)
Plan assets
$7.0M Jan 1, 2024 reported Form 5500
$6.9M (2023-01) · $9.0M (2022-01)
Net assets
$7.0M Dec 31, 2024 reported Form 5500
$7.0M (2023-12) · $6.9M (2022-12)
Funded ratio
91.4% Jan 1, 2024 reported Form 5500
93.9% (2023-01) · 103.8% (2022-01)
Funding target
$8.0M Jan 1, 2024 reported Form 5500
$8.1M (2023-01) · $8.3M (2022-01)
Discount rate
5.01% Jan 1, 2024 reported Form 5500
5.14% (2023-01) · 5.31% (2022-01)
Participants
410 Jan 1, 2024 reported Form 5500
412 (2023-01) · 425 (2022-01)
Contributions
$412,457 Dec 31, 2024 reported Form 5500
$303,313 (2023-12) · $0 (2022-12)
Benefits paid
$634,140 Dec 31, 2024 reported Form 5500
$626,181 (2023-12) · $646,956 (2022-12)
Net investment income
$34,831 Dec 31, 2024 reported Form 5500
$60,910 (2023-12) · $-2.1M (2022-12)
Investment management fees
$4,730 Dec 31, 2024 reported Form 5500
$22,086 (2023-12)
Form 5500 filings
3 plan years
Plan yearParticipantsAssets (SB market)Funding targetFTAPTotal assets (H)Partnerships / JVMaster trustReal estate
2024 to Dec 31, 2024410$7.0M$8.0M91.4%$7.0Mn/an/an/a
2023 to Dec 31, 2023412$6.9M$8.1M93.9%$7.0Mn/an/an/a
2022 to Dec 31, 2022425$9.0M$8.3M103.8%$6.9Mn/an/an/a
Service providers and investment entities as filed (Schedule C and D, latest year first)
  • Willis Towers Watson US LLC codes 11 50 $110,046 PY2024
  • Principal Life Insurance Company codes 13 50 64 $35,116 PY2024
  • Weaver and Tidwell, LLP codes 10 11 50 $13,556 PY2024
  • Principal Global Investors, LLC codes 27 50 $6,280 PY2024
  • Principal Smcap S&p 600 Index Sa-Z Sched. D P $91,873 PY2024
  • Principal Largecap S&p Index Sa-Z Sched. D P $1.7M PY2024
  • Principal Bond Market Index Sa-Z Sched. D P $3.4M PY2024
  • Principal U.S. Property Sa-Z Sched. D P $551,158 PY2024
  • Principal Midcap S&p 400 Index Sa-Z Sched. D P $199,263 PY2024
  • Prin Intl Equity Index Sa-Z Sched. D P $852,932 PY2024
  • Willis Towers Watson US LLC codes 11 PY2024
  • Willis Towers Watson US LLC codes 11 50 $151,641 PY2023
  • Principal Life Insurance Company codes 13 50 64 $41,833 PY2023
  • Weaver and Tidwell, LLP codes 10 11 50 $16,562 PY2023
  • Curcio Webb codes 27 50 $14,232 PY2023
  • Principal Global Investors, LLC codes 27 50 $7,854 PY2023
  • Principal Midcap S&p 400 Index Sa-Z Sched. D P $204,743 PY2023
  • Principal Largecap S&p Index Sa-Z Sched. D P $1.7M PY2023
  • Principal Bond Market Index Sa-Z Sched. D P $3.4M PY2023
  • Principal U.S. Property Sa-Z Sched. D P $519,650 PY2023
  • Principal Smcap S&p 600 Index Sa-Z Sched. D P $96,758 PY2023
  • Prin Intl Equity Index Sa-Z Sched. D P $857,285 PY2023
  • Willis Towers Watson US LLC codes 11 PY2023
  • Willis Towers Watson US LLC codes 11 50 $73,729 PY2022
  • Principal Global Investors, LLC codes 27 50 $33,820 PY2022
  • Principal Bond Market Index Sa-Z Sched. D P $3.5M PY2022
  • Principal U.S. Property Sa-Z Sched. D P $581,815 PY2022
  • Principal Smcap S&p 600 Index Sa-Z Sched. D P $96,020 PY2022
  • Principal Midcap S&p 400 Index Sa-Z Sched. D P $207,251 PY2022
  • Prin Intl Equity Index Sa-Z Sched. D P $872,196 PY2022
  • Principal Largecap S&p Index Sa-Z Sched. D P $1.7M PY2022
  • Willis Towers Watson US LLC codes 11 PY2022
What changed
5 events
  • Dec 31, 2024Consultant changedinference
    Curcio Webb no longer appears on Wyle Inc. Retirement Plan's Schedule C as investment adviser (plan) (plan year 2024 vs 2023)
    with Curcio Webbaskebsa.dol.gov
  • Jan 1, 2024Funded status changed
    Wyle Inc. Retirement Plan funded ratio 93.9% -> 91.4% (2023-01-01 to 2024-01-01)
    askebsa.dol.gov
  • Dec 31, 2023Consultant changedinference
    Curcio Webb appears on Wyle Inc. Retirement Plan's Schedule C as investment adviser (plan) (plan year 2023 vs 2022)
    with Curcio Webbaskebsa.dol.gov
  • Jan 1, 2023Funded status changed
    Wyle Inc. Retirement Plan funded ratio 103.8% -> 93.9% (2022-01-01 to 2023-01-01)
    askebsa.dol.gov
  • Jan 1, 2023Assets changed
    Wyle Inc. Retirement Plan plan assets $9M -> $7M (-22.8%, 2022-01-01 to 2023-01-01)
    askebsa.dol.gov
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 800432031-001
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.