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
M••••••• M•••••• E••••••••• R••••••••• P•••
Corporate pensionPlacerville, CA
Assets
$111M
Total assets, Dec 31, 2024 reported
Funded
111.5%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
0
1 managers on Schedule C
Plan sponsor: M••••••• M•••••• C•••••
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
- Registered investment companies 100.0%
Consultants and advisers
2 firms
- U• B••• Trusteethrough Dec 31, 2022 Form 5500
- M•••••••• I••• Actuarythrough Dec 31, 2022 Form 5500
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)
- B•••••••• I••••••••• T•••• C••••plan years 2024
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
30 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 Dec 31, 2024 | 1,109 | $109M | $80.6M | 111.5% | $111M | n/a | n/a | n/a |
| 2023 to Dec 31, 2023 | 2,131 | $184M | $170M | 106.0% | $109M | $0 | n/a | n/a |
| 2022 to Dec 31, 2022 | 2,230 | $225M | $163M | 115.9% | $184M | $0 | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- M•••••••• I••• codes 11 14 15 17 50 $246,804 PY2024
- B•••••••• Inst Trust Co, Na codes 28 50 51 $80,303 PY2024
- U• B••• codes 21 50 52 62 $40,868 PY2024
- M•••••••• I••• codes 11 PY2024
- M•••••••• I••• codes 11 14 15 17 50 $117,002 PY2023
- U• B••• codes 21 50 52 62 $91,281 PY2023
- M•••••••• I••• codes 11 PY2023
- U• B••• codes 21 50 52 62 $91,384 PY2022
- M•••••••• I••• codes 11 PY2022
What changed
7 events
- Dec 31, 2024Manager relationship startedB•••••••• Inst Trust Co, Na appears on M••••••• M•••••• E••••••••• R••••••••• P•••'s Schedule C as investment manager (p••• year 2024 vs 2023)with B•••••••• I••••••••• T•••• C••••askebsa.dol.gov
- Jan 1, 2024Funded status changedM••••••• M•••••• E••••••••• R••••••••• P••• funded ratio 106.0% -> 111.5% (2023-01-01 to 2024-01-01)
- Jan 1, 2024Assets changedM••••••• M•••••• E••••••••• R••••••••• P••• p••• assets $184M -> $109M (-40.5%, 2023-01-01 to 2024-01-01)
- Dec 31, 2023Consultant changedinferenceM•••••••• I••• appears on M••••••• M•••••• E••••••••• R••••••••• P•••'s Schedule C as pension consultant (p••• year 2023 vs 2022)with M•••••••• I•••askebsa.dol.gov
- Dec 31, 2023Assets changedM••••••• M•••••• E••••••••• R••••••••• P••• total assets $184M -> $109M (-40.5%, 2022-12-31 to 2023-12-31)
- Jan 1, 2023Funded status changedM••••••• M•••••• E••••••••• R••••••••• P••• funded ratio 115.9% -> 106.0% (2022-01-01 to 2023-01-01)
- Jan 1, 2023Assets changedM••••••• M•••••• E••••••••• R••••••••• P••• p••• assets $225M -> $184M (-18.4%, 2022-01-01 to 2023-01-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 206019079-002
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.