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
Pension Plan for Employees of United Way, Inc.
Corporate pensionLOS Angeles, CA
Assets
$18.6M
Total assets, Jun 30, 2025 reported
Funded
54.3%
Jul 1, 2024
Private markets target
n/a
policy Jun 30, 2025
Commitments
0
none on the tape
Plan sponsor: United Way, Inc.
Allocation policy
Form 5500, as of Jun 30, 2025
Actual allocation lines without a target (as filed)
- Interest-bearing cash 0.6%
- Partnership/joint venture interests 14.8%
- Registered investment companies 82.7%
- Common stock 1.9%
Consultants and advisers
4 firms
- Canterbury Consulting Pension consultantthrough Jun 30, 2023 Form 5500
- Ascensus Actuarythrough Jun 30, 2023 Form 5500
- US Bank Directed trusteethrough Jun 30, 2023 Form 5500
- Nyhart Actuarythrough Jun 30, 2023 Form 5500
People
No investment staff or executives have been read for this allocator yet.
Manager roster
1 managers on Schedule C
From Schedule C (investment management, code 28)
- Vaughan Nelson Inv Mgmt, LPplan 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
33 readings
Investment management fees
$44,311 (2024-06) · $50,410 (2023-06)
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 Jun 30, 2025 | 214 | $17.4M | $14.6M | 54.3% | $18.6M | $2.8M | n/a | n/a |
| 2023 to Jun 30, 2024 | 210 | $16.3M | $14.5M | 50.0% | $17.4M | $2.4M | n/a | n/a |
| 2022 to Jun 30, 2023 | 213 | $16.3M | $13.7M | 54.9% | $16.3M | $2.3M | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- Ascensus codes 11 50 $53,450 PY2024
- Canterbury Consulting, Inc. codes 17 27 50 $44,576 PY2024
- U.S. Bank, N.A. codes 25 50 $27,563 PY2024
- Miller, Kaplan, Arase & Co., LLP codes 10 50 $14,250 PY2024
- Nyhart codes 11 PY2024
- Ascensus codes 11 50 $45,575 PY2023
- U.S. Bank, N.A. codes 25 50 $44,181 PY2023
- Canterbury Consulting, Inc. codes 17 27 50 $32,945 PY2023
- Miller, Kaplan, Arase & Co., LLP codes 10 50 $14,250 PY2023
- Vaughan Nelson Investment Managemen codes 28 50 $5,618 PY2023
- Nyhart codes 11 PY2023
- Ascensus codes 11 50 $45,435 PY2022
- U.S. Bank, N.A. codes 25 50 $38,081 PY2022
- Canterbury Consulting, Inc. codes 17 27 50 $31,866 PY2022
- Miller, Kaplan, Arase & Co., LLP codes 10 50 $13,250 PY2022
- Vaughan Nelson Investment Managemen codes 28 50 $8,528 PY2022
- Nyhart codes 11 PY2022
What changed
3 events
- Dec 31, 2024Manager relationship endedinferenceVaughan Nelson Investment Managemen no longer appears on Pension Plan for Employees of United Way, Inc.'s Schedule C as investment manager (plan year 2024 vs 2023)with Vaughan Nelson Inv Mgmt, LPaskebsa.dol.gov
- Jul 1, 2024Funded status changedPension Plan for Employees of United Way, Inc. funded ratio 50.0% -> 54.3% (2023-07-01 to 2024-07-01)
- Jul 1, 2023Funded status changedPension Plan for Employees of United Way, Inc. funded ratio 54.9% -> 50.0% (2022-07-01 to 2023-07-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 952274801-001
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.