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
Electron Devices Bargained Plan
Corporate pensionTorrance, CA
Assets
$39.4M
Total assets, Dec 31, 2024 reported
Funded
89.4%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
3
none on the tape
Plan sponsor: Stellant Systems, Inc.
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
- Interest-bearing cash 4.6%
- Common/collective trusts 94.1%
Consultants and advisers
8 firms
- BAA Capital Advisors, Inc. General consultantthrough Dec 31, 2024 Form 5500
- Creative Planning General consultantthrough Dec 31, 2022 Form 5500
- Lockton Investment Advisors, LLC Investment adviser (plan)through Dec 31, 2022 Form 5500
- Blackrock Institutional Trust Compa Trusteethrough Dec 31, 2024 Form 5500
- Blackrock Trusteethrough Dec 31, 2023 Form 5500
- Northern Trust Co. Directed trusteethrough Dec 31, 2022 Form 5500
- Segal Actuarythrough Dec 31, 2022 Form 5500
- The Segal Group, Inc. Actuarythrough Dec 31, 2022 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
- Blackrock3 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 | Intermediate Gov't Bond Index Fundcollective trust | Blackrock | Fixed income | $24.6M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2023 | Intermediate Gov't Bond Index Fundcollective trust | Blackrock | Fixed income | $8.9M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | Intermediate Gov't Bond Index Fundcollective trust | Blackrock | Fixed income | $13.4M held | Disclosed holding | askebsa.dol.gov |
Size and funding
33 readings
Investment management fees
$18,816 (2023-12) · $25,000 (2022-12)
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 | 183 | $57.4M | $40.6M | 89.4% | $39.4M | n/a | n/a | n/a |
| 2023 to Dec 31, 2023 | 196 | $60.5M | $43.0M | 103.8% | $59.4M | n/a | n/a | n/a |
| 2022 to Dec 31, 2022 | 214 | $76.4M | $47.0M | 104.3% | $60.5M | n/a | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- Segal codes 11 16 $333,058 PY2024
- Blackrock codes 21 $156,585 PY2024
- Groom Law Group codes 29 $110,674 PY2024
- Creative Planning Holdco, LLC codes 16 $100,000 PY2024
- Pbmares codes 10 $27,263 PY2024
- Northern Trust Company codes 25 $22,234 PY2024
- BAA Capital Advisors, Inc. codes 16 $5,000 PY2024
- Long Term Gov't Bond Index Fund Sched. D C $2.7M PY2024
- Intermediate Gov't Bond Index Fund Sched. D C $9.8M PY2024
- US Long Corporate Bond Fund Sched. D C $24.6M PY2024
- Segal codes 11 PY2024
- Segal codes 11 16 $234,768 PY2023
- Creative Planning Holdco, LLC codes 16 $116,667 PY2023
- Blackrock codes 21 $83,041 PY2023
- Pbmares codes 10 $52,794 PY2023
- Northern Trust Company codes 25 $19,257 PY2023
- US Long Corporate Bond Fund Sched. D C $27.4M PY2023
- Intermediate Gov't Bond Index Fund Sched. D C $19.5M PY2023
- Long Term Gov't Bond Index Fund Sched. D C $1.0M PY2023
- Short-Term Investment Fund Sched. D C $8.9M PY2023
- Segal codes 11 PY2023
- Segal codes 11 16 $187,732 PY2022
- Creative Planning Holdco, LLC codes 16 $50,000 PY2022
- Lockton Investment Advisors, LLC codes 27 $25,000 PY2022
- Northern Trust Company codes 25 $13,898 PY2022
- Alight Solutions LLC codes 15 $10,573 PY2022
- Intermediate Gov't Bond Index Fund Sched. D C $16.9M PY2022
- Short-Term Investment Fund Sched. D C $13.4M PY2022
- Long Term Gov't Bond Index Fund Sched. D C $1.7M PY2022
- US Long Corporate Bond Fund Sched. D C $27.6M PY2022
- Segal codes 11 PY2022
What changed
5 events
- Dec 31, 2024Consultant changedinferenceBAA Capital Advisors, Inc. appears on Electron Devices Bargained Plan's Schedule C as general consultant (plan year 2024 vs 2023)with BAA Capital Advisors, Inc.askebsa.dol.gov
- Dec 31, 2024Assets changedElectron Devices Bargained Plan total assets $59M -> $39M (-33.7%, 2023-12-31 to 2024-12-31)
- Jan 1, 2024Funded status changedElectron Devices Bargained Plan funded ratio 103.8% -> 89.4% (2023-01-01 to 2024-01-01)
- Dec 31, 2023Consultant changedinferenceLockton Investment Advisors, LLC no longer appears on Electron Devices Bargained Plan's Schedule C as investment adviser (plan) (plan year 2023 vs 2022)with Lockton Investment Advisors, LLCaskebsa.dol.gov
- Jan 1, 2023Assets changedElectron Devices Bargained Plan plan assets $76M -> $60M (-20.8%, 2022-01-01 to 2023-01-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 876607762-001
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.