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
S•• D•••• S••••••• O•••••••• M••••••••• P•••••• P•••
Corporate pensionEscondido, CA
Assets
$13.8M
Total assets, Jun 30, 2025 reported
Funded
90.5%
Jul 1, 2024
Private markets target
n/a
policy Jun 30, 2025
Commitments
0
none on the tape
Plan sponsor: S•• D•••• S••••••• O•••••••• A•••••••••
Allocation policy
Form 5500, as of Jun 30, 2025
Actual allocation lines without a target (as filed)
- Interest-bearing cash 0.7%
- Other investments 10.6%
- Registered investment companies 89.0%
Consultants and advisers
2 firms
- D•••••••• A••••••• S•••••••• I••• Actuarythrough Jun 30, 2023 Form 5500
- T••••• A••••••••• I•• Actuarythrough Jun 30, 2023 Form 5500
People
No investment staff or executives have been read for this allocator yet.
Manager roster
2 managers on Schedule C
From Schedule C (investment management, code 28)
- C••••••••• P•••••••• L••plan years 2024
- M•• A•••••••••plan 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
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 | 228 | $12.8M | $14.1M | 90.5% | $13.8M | $0 | $0 | $0 |
| 2023 to Jun 30, 2024 | 218 | $11.9M | $14.4M | 82.5% | $12.8M | n/a | n/a | n/a |
| 2022 to Jun 30, 2023 | 202 | $11.6M | $13.7M | 84.4% | $11.9M | n/a | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- C••••••••• Partners LLC codes 51 $43,000 PY2024
- Moss Adams LLP codes 29 $18,000 PY2024
- Seltzer Captain Mcmohan Vitek codes 29 $6,360 PY2024
- The Retirement P••• Company codes 11 PY2024
- C••••••••• Partners LLC codes 51 $41,935 PY2023
- T••••• A••••••••• I•• codes 11 $19,215 PY2023
- Seltzer Captain Mcmohan Vitek codes 29 $5,518 PY2023
- Moss Adams LLP codes 29 $3,500 PY2023
- The Retirement P••• Company codes 11 PY2023
- Moss Adams LLP codes 29 $19,000 PY2022
- T••••• A••••••••• I••. codes 11 $15,859 PY2022
- Miller Russell & Associates codes 51 $10,202 PY2022
- Seltzer Captain Mcmohan Vitek codes 29 $4,105 PY2022
- The Retirement P••• Company codes 11 PY2022
What changed
1 events
- Jul 1, 2024Funded status changedS•• D•••• S••••••• O•••••••• M••••••••• P•••••• P••• funded ratio 82.5% -> 90.5% (2023-07-01 to 2024-07-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 953661574-001
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.