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
M•••• N••••• C••••••••• I••• R••••••••• P•••
Corporate pensionLOS Angeles, CA
Assets
$18.8M
Total assets, Dec 31, 2024 reported
Funded
91.8%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
8
none on the tape
Plan sponsor: M•••• N••••• C••••••••• I•••
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
- Pooled separate accounts 100.0%
Consultants and advisers
2 firms
- W•••• F•••• A•••••••• L•• Investment adviser (plan)through Dec 31, 2022 Form 5500
- M•••••••• I••• Actuarythrough Dec 31, 2022 Form 5500
People
No investment staff or executives have been read for this allocator yet.
Manager roster
No manager relationship is on the tape for this allocator.
Commitments
8 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 | M••••••••• M•• C•• G••••• I•separate account | Jpmorgan | Pooled vehicles | $9.4M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | F••••••• 5•• I••••separate account | Invesco | Pooled vehicles | $9.4M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2023 | M••••••••• M•• C•• G••••• I•separate account | Columbia Threadneedle | Pooled vehicles | $1.4M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2023 | M••••••••• U• G••• M•• M•• R•separate account | Allspring Global Investments | Pooled vehicles | $912,832 held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2023 | F••••••• 5•• I••••separate account | M••••••••• | Pooled vehicles | $3.7M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | M••••••••• U• G••• M•• M•• R•separate account | Allspring Global Investments | Pooled vehicles | $1.7M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | F••••••• 5•• I••••separate account | M••••••••• | Pooled vehicles | $3.6M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | M••••••••• M•• C•• G••••• I•separate account | Columbia Threadneedle | Pooled vehicles | $1.2M held | Disclosed holding | askebsa.dol.gov |
Size and funding
32 readings
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 | 391 | $18.9M | $20.1M | 91.8% | $18.8M | n/a | n/a | n/a |
| 2023 to Dec 31, 2023 | 377 | $16.8M | $20.1M | 90.0% | $18.9M | n/a | n/a | n/a |
| 2022 to Dec 31, 2022 | 385 | $22.0M | $19.2M | 104.1% | $16.8M | 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 $55,111 PY2024
- W•••• F•••• Advisors LLC codes 27 $37,083 PY2024
- Jpmorgan Core Bond R5 Sched. D P $9.4M PY2024
- W•••• F•••• Spec Midcap Val Admin Sched. D P PY2024
- Vanguard 500 I•••• Admiral Sched. D P PY2024
- Jpmorgan Large Cap G••••• R4 Sched. D P PY2024
- Mass Mutual Diversified Value R4 Sched. D P PY2024
- M••••••••• Mid Cap G••••• R4 Sched. D P PY2024
- Invesco Core Bond Y Sched. D P $9.4M PY2024
- M••••••••• Overseas R4 Sched. D P PY2024
- Columbia Small Cap I•••• a Sched. D P PY2024
- M•••••••• I••• codes 11 PY2024
- Empower Annuity Ins. Co, of America codes 64 $49,557 PY2023
- W•••• F•••• Advisors LLC codes 27 $39,380 PY2023
- Jpmorgan Large Cap G••••• R4 Sched. D P $2.6M PY2023
- Jpmorgan Core Bond R5 Sched. D P $2.1M PY2023
- W•••• F•••• Spec Mid Cap Val Admin Sched. D P $912,832 PY2023
- M••••••••• Short Duration Bd R4 Sched. D P PY2023
- Vanguard 500 I•••• Admiral Sched. D P $1.8M PY2023
- Alger Capital Appreciation a Sched. D P PY2023
- Columbia Small Cap I•••• a Sched. D P $1.4M PY2023
- M••••••••• Fundamental Value R4 Sched. D P $2.5M PY2023
- M••••••••• Mid Cap G••••• R4 Sched. D P $946,344 PY2023
- Invesco Core Bond Y Sched. D P $2.3M PY2023
- M••••••••• Overseas R4 Sched. D P $3.7M PY2023
- M•••••••• I••• codes 11 PY2023
- Empower Annuity Ins. Co, of America codes 64 $35,866 PY2022
- Massachusetts Mutual Life INS.CO. codes 13 $29,660 PY2022
- W•••• F•••• Advisors LLC codes 27 $12,051 PY2022
- UBS Financial Services Inc codes 99 PY2022
- M••••••••• Fundamental Value R4 Sched. D P $1.6M PY2022
- WF Special Mid Cap Value Admin Sched. D P $1.7M PY2022
- M••••••••• Strategic Bond R4 Sched. D P PY2022
- M••••••••• Short Duration Bd R4 Sched. D P $3.8M PY2022
- Vanguard 500 I•••• Admiral Sched. D P $1.7M PY2022
- M••••••••• Overseas R4 Sched. D P $3.6M PY2022
- Alger Capital Appreciation a Sched. D P $1.3M PY2022
- M••••••••• Mid Cap G••••• R4 Sched. D P $1.6M PY2022
- Columbia Small Cap I•••• a Sched. D P $1.2M PY2022
- M•••••••• I••• codes 11 PY2022
What changed
5 events
- Dec 31, 2024Holding endedinferenceM•••• N••••• C••••••••• I••• R••••••••• P••• no longer reports M••••••••• U• G••• M•• M•• R• (last held $912,832 at 2023-12-31; absent from the 2024-12-31 filing)with M••••••••• U• G••• M•• M•• R•askebsa.dol.gov
- Jan 1, 2024Assets changedM•••• N••••• C••••••••• I••• R••••••••• P••• plan assets $17M -> $19M (+12.6%, 2023-01-01 to 2024-01-01)
- Dec 31, 2023Assets changedM•••• N••••• C••••••••• I••• R••••••••• P••• total assets $17M -> $19M (+12.6%, 2022-12-31 to 2023-12-31)
- Jan 1, 2023Funded status changedM•••• N••••• C••••••••• I••• R••••••••• P••• funded ratio 104.1% -> 90.0% (2022-01-01 to 2023-01-01)
- Jan 1, 2023Assets changedM•••• N••••• C••••••••• I••• R••••••••• P••• plan assets $22M -> $17M (-23.8%, 2022-01-01 to 2023-01-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 952948991-001
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.