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
Medical Insurance Exchange of California Pension Plan
Corporate pensionOakland, CA
Assets
$55.9M
Total assets, Dec 31, 2024 reported
Funded
91.3%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
3
none on the tape
Plan sponsor: Medical Insurance Exchange of California
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
- Interest-bearing cash 0.5%
- Corporate debt instruments (other) 47.6%
- U.S. Government securities 10.5%
- Pooled separate accounts 1.5%
- Registered investment companies 37.8%
Consultants and advisers
1 firms
- Milliman, Inc. Actuarythrough Dec 31, 2024 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
- Prudential Retirement & Annuity Ins1 rows, latest Dec 31, 2024
Commitments
3 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 | U.S. Reit Cit Fundcollective trust | Principal Collective Trust Funds | Real estate | $1.1M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | Fidelity 500 Indexseparate account | Lord Abbett | Pooled vehicles | $639,699 held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | Large Cap Growth/jp Morganseparate account | Prudential Retirement & Annuity Ins | Public equity | $3.1M held | Disclosed holding | askebsa.dol.gov |
Size and funding
10 readings
Total assets
Plan assets
Net assets
Funded ratio
Funding target
Discount rate
Participants
Contributions
Benefits paid
Net investment income
Form 5500 filings
1 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 | 157 | $52.4M | $53.2M | 91.3% | $55.9M | n/a | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- Empower Annuity Ins Co of America codes 64 $75,022 PY2024
- Principal US Reit Fund Tr I Sched. D C $1.1M PY2024
- Morgan Stanley Glbl Fixd Inc Opps I Sched. D P PY2024
- Jhancock Disciplined Value Mid Cap Sched. D P $636,690 PY2024
- American Century Small Cap Value R6 Sched. D P $854,318 PY2024
- Invesco Developing Markets R6 Sched. D P PY2024
- Fidelity Mid Cap Index Sched. D P $1.1M PY2024
- Fidelity 500 Index Sched. D P $2.9M PY2024
- Jhancock Bond R6 Sched. D P PY2024
- Blackrock High Yield Instl Sched. D P PY2024
- DFA Inflation-Protected Securities Sched. D P PY2024
- Dodge & Cox Stock Sched. D P $3.2M PY2024
- Vanguard International Growth Adm Sched. D P $2.3M PY2024
- Lord Abbett Short Duration Income I Sched. D P $639,699 PY2024
- Large Cap Growth / Jpmorgan Sched. D P PY2024
- Large Cap Grwth/jpmorgan Invst Mgmt Sched. D P $3.1M PY2024
- Milliman, Inc. codes 11 PY2024
What changed
No dated events yet.
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 942298312-001
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.