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••••••• R••••• O••••••••• L•• P•••••• P•••
Corporate pensionOrange, CA
Assets
n/a
Total assets, Dec 6, 2024 reported
Funded
93.1%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2022
Commitments
7
none on the tape
Plan sponsor: B••••••• R••••• O••••••••• I•••
Allocation policy
Form 5500, as of Dec 31, 2022
Actual allocation lines without a target (as filed)
- Pooled separate accounts 50.1%
- Registered investment companies 44.7%
Consultants and advisers
2 firms
- G••••• R••••••••• P••••••• Investment adviser (plan)through Dec 31, 2022 Form 5500
- P•••••••• F•••••••• G•••• 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
- P••••••••7 rows, latest Dec 31, 2022
Commitments
7 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, 2022 | P••• L••••• A••••• S•• A•••••separate account | P•••••••• | Pooled vehicles | $1.2M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | P••• S••• P••• C•• S•• I•• R•separate account | P•••••••• | Pooled vehicles | $277,654 held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | P••• L•• L••• D••••••• S•••separate account | P•••••••• | Fixed income | $69,896 held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | P••• S••••••••• I••••• S•••separate account | P•••••••• | Cash | $506,575 held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | P••• L•• S•••• D•• S•• A•••••separate account | P•••••••• | Pooled vehicles | $1.0M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | P••• L•• I•••• D•• S•• A•••••separate account | P•••••••• | Pooled vehicles | $277,442 held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | P••• L•• E•• D•• S•• A•••••separate account | P•••••••• | Pooled vehicles | $65,987 held | Disclosed holding | askebsa.dol.gov |
Size and funding
20 readings
Form 5500 filings
2 plan years
| Plan year | Participants | Assets (SB market) | Funding target | FTAP | Total assets (H) | Partnerships / JV | Master trust | Real estate |
|---|---|---|---|---|---|---|---|---|
| 2024 to Dec 6, 2024 | 251 | $6.9M | $7.7M | 93.1% | $0 | n/a | n/a | n/a |
| 2022 to Dec 31, 2022 | 276 | $8.4M | $8.9M | 93.5% | $6.9M | n/a | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- P•••••••• Life Insurance Company codes 13 50 64 $129,886 PY2024
- P••• L••••• A••••• S•• A••••• Sched. D P PY2024
- P••• S••• P••• Cap Sec Inc Pem Sched. D P PY2024
- P••• L•• L••• D••••••• S••• Sched. D P PY2024
- P••• S••••••••• I••••• S••• Sched. D P PY2024
- P••• L•• S•••• D•• S•• A••••• Sched. D P PY2024
- P••• L•• I•••• D•• S•• A••••• Sched. D P PY2024
- P••• L•• E•• D•• S•• A••••• Sched. D P PY2024
- P•••••••• F•••••••• G•••• codes 11 PY2024
- P•••••••• Life Insurance Company codes 13 50 64 $82,700 PY2022
- G••••• R••••••••• P••••••• LLC codes 27 99 PY2022
- P••• L••••• A••••• S•• A••••• Sched. D P $1.2M PY2022
- P••• S••• P••• Cap Sec Inc Pem Sched. D P $277,654 PY2022
- P••• L•• L••• D••••••• S••• Sched. D P $69,896 PY2022
- P••• S••••••••• I••••• S••• Sched. D P $506,575 PY2022
- P••• L•• S•••• D•• S•• A••••• Sched. D P $1.0M PY2022
- P••• L•• I•••• D•• S•• A••••• Sched. D P $277,442 PY2022
- P••• L•• E•• D•• S•• A••••• Sched. D P $65,987 PY2022
- P•••••••• F•••••••• G•••• codes 11 PY2022
What changed
2 events
- Dec 6, 2024Assets changedB••••••• R••••• O••••••••• L•• P•••••• P••• total assets $7M -> $0 (-100.0%, 2022-12-31 to 2024-12-06)
- Jan 1, 2024Assets changedB••••••• R••••• O••••••••• L•• P•••••• P••• plan assets $8M -> $7M (-16.9%, 2022-01-01 to 2024-01-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 205624135-001
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.