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
Stanford University Staff Retirement Annuity Plan
Corporate pensionRedwood City, CA
Assets
$197M
Total assets, Dec 31, 2024 reported
Funded
101.2%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
3
none on the tape
Plan sponsor: The Board of Trustees of the Leland Stanford Junior University
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
- Non-interest-bearing cash 6.8%
- Insurance company general account 2.3%
- Pooled separate accounts 0.1%
- Registered investment companies 90.8%
Consultants and advisers
2 firms
- Mercer Actuarythrough Dec 31, 2022 Form 5500
- Prudential Insurance Company of Ame Trusteethrough 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
- Prudential Insurance Company of Ame3 rows, latest Dec 31, 2024
From Schedule C (investment management, code 28)
- The Vanguard Groupplan years 2022
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 | Conservative Stock Fd (core Equity)separate account | Prudential Insurance Company of Ame | Public equity | $209,107 held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2023 | Conservative Stock Fd (core Equity)separate account | Prudential Insurance Company of Ame | Public equity | $167,109 held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | Conservative Stock Fd (core Equity)separate account | Prudential Insurance Company of Ame | Public equity | $134,209 held | Disclosed holding | askebsa.dol.gov |
Size and funding
33 readings
Investment management fees
$168,195 (2023-12) · $166,098 (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 | 2,402 | $209M | $211M | 101.2% | $197M | $0 | n/a | n/a |
| 2023 to Dec 31, 2023 | 2,529 | $203M | $219M | 97.2% | $209M | $0 | n/a | n/a |
| 2022 to Dec 31, 2022 | 2,620 | $286M | $221M | 117.4% | $203M | $0 | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- Mercer codes 11 $820,185 PY2024
- Vanguard codes 28 $176,684 PY2024
- Prudential Insurance Co of America codes 21 $23,041 PY2024
- Core Equity Sched. D P $209,107 PY2024
- Mercer codes 11 PY2024
- Mercer codes 11 $790,892 PY2023
- Vanguard codes 28 $168,195 PY2023
- Prudential Insurance Co of America codes 21 $19,988 PY2023
- Core Equity Sched. D P $167,109 PY2023
- Mercer codes 11 PY2023
- Mercer codes 11 $599,102 PY2022
- Vanguard codes 28 $166,098 PY2022
- Prudential Insurance Co of America codes 21 $20,679 PY2022
- Core Equity Sched. D P $134,209 PY2022
- Mercer codes 11 PY2022
What changed
3 events
- Jan 1, 2024Funded status changedStanford University Staff Retirement Annuity Plan funded ratio 97.2% -> 101.2% (2023-01-01 to 2024-01-01)
- Jan 1, 2023Funded status changedStanford University Staff Retirement Annuity Plan funded ratio 117.4% -> 97.2% (2022-01-01 to 2023-01-01)
- Jan 1, 2023Assets changedStanford University Staff Retirement Annuity Plan plan assets $286M -> $203M (-29.0%, 2022-01-01 to 2023-01-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 941156365-002
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.