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

Goodwill Industries of Santa Clara County Defined Benefit Pension Plan

Corporate pensionSAN Jose, CA
Assets
n/a
Total assets, Dec 31, 2023 reported
Funded
n/a
not filed
Private markets target
n/a
policy Dec 31, 2022
Commitments
0
none on the tape
Plan sponsor: Goodwill of Silicon Valley
Allocation policy
Form 5500, as of Dec 31, 2022
Actual allocation lines without a target (as filed)
  • Interest-bearing cash 18.9%
  • Non-interest-bearing cash 0.3%
  • Corporate debt instruments (other) 1.1%
  • U.S. Government securities 24.8%
  • Registered investment companies 30.5%
  • Common stock 24.5%
Consultants and advisers
2 firms
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)
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
14 readings
Total assets
$0 Dec 31, 2023 reported Form 5500
$2.3M (2022-12)
Net assets
$0 Dec 31, 2023 reported Form 5500
$2.3M (2022-12)
Participants
243 Jan 1, 2023 reported Form 5500
244 (2022-01)
Contributions
$922,562 Dec 31, 2023 reported Form 5500
$0 (2022-12)
Benefits paid
$3.4M Dec 31, 2023 reported Form 5500
$84,048 (2022-12)
Net investment income
$-2.3M Dec 31, 2023 reported Form 5500
$-513,394 (2022-12)
Investment management fees
$22,004 Dec 31, 2023 reported Form 5500
$26,336 (2022-12)
Form 5500 filings
2 plan years
Plan yearParticipantsAssets (SB market)Funding targetFTAPTotal assets (H)Partnerships / JVMaster trustReal estate
2023 to Dec 31, 2023243n/an/an/a$0n/an/an/a
2022 to Dec 31, 2022244n/an/an/a$2.3Mn/an/an/a
Service providers and investment entities as filed (Schedule C and D, latest year first)
What changed
1 events
  • Dec 31, 2023Assets changed
    Goodwill Industries of Santa Clara County Defined Benefit Pension Plan total assets $2M -> $0 (-100.0%, 2022-12-31 to 2023-12-31)
    askebsa.dol.gov
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 941212132-001
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.