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

B•••••••• F•••• C••• P•••••• P••••

Corporate pensionAnaheim, CAcomponent of a larger system
Assets
$59.5M
Plan assets, Oct 31, 2025 reported
Funded
n/a
not filed
Private markets target
0.0%
policy Oct 31, 2025
Commitments
0
none on the tape
Allocation policy
10-K XBRL, as of Oct 31, 2025
Asset class (as printed)BucketTargetRangeActualGapBasis
CashCash2.0%0.1%-1.9reported sec.gov
Fixed IncomeFixed income83.0%83.6%+0.6reported sec.gov
International Equities OnlyPublic equity5.0%4.5%-0.5reported sec.gov
Large Cap EquitiesPublic equity8.0%9.2%+1.2reported sec.gov
Mid Cap EquitiesPublic equity0.0%0.0%+0.0reported sec.gov
Small Cap EquitiesPublic equity2.0%2.6%+0.6reported sec.gov
Policy periods on the tape: Oct 31, 2025 (10-K XBRL), Oct 31, 2024 (10-K XBRL). Target changes between periods are on the what changed list.
Consultants and advisers
No adviser relationship is on the tape for this allocator. Public systems name theirs in the ACFR; plans list them on Schedule C.
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
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
12 readings
Plan assets
$59.5M Oct 31, 2025 reported 10-K XBRL
$58.3M (2024-10) · $50.7M (2023-10)
Benefit obligation
$53.3M Oct 31, 2025 reported 10-K XBRL
$53.1M (2024-10) · $48.8M (2023-10)
Funded status (10-K)
$6.3M Oct 31, 2025 reported 10-K XBRL
$5.2M (2024-10)
Discount rate
5.16% Oct 31, 2025 reported 10-K XBRL
5.16% (2024-10)
Expected return
5.00% Oct 31, 2025 reported 10-K XBRL
5.00% (2024-10)
What changed
1 events
  • Oct 31, 2024Assets changed
    B•••••••• F•••• C••• P•••••• P•••• plan assets $51M -> $58M (+15.1%, 2023-10-31 to 2024-10-31)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: CIK 14177
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.