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•••••• E••••••• R••••••••• P••• o• S•••••• I••• a•• I•• D••••••• S•••••••••
Corporate pensionPleasanton, CA
Assets
$8.0M
Total assets, Dec 30, 2024 reported
Funded
103.6%
Dec 31, 2022
Private markets target
n/a
policy Dec 30, 2024
Commitments
0
none on the tape
Plan sponsor: S•••••• I•••
Allocation policy
Form 5500, as of Dec 30, 2024
Actual allocation lines without a target (as filed)
- Master trust investment accounts 83.3%
Consultants and advisers
1 firms
- A•• C••••••••• I••• Actuarythrough Dec 30, 2023 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)
- P••••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
18 readings
Plan assets
Funded ratio
Funding target
Discount rate
Form 5500 filings
2 plan years
| Plan year | Participants | Assets (SB market) | Funding target | FTAP | Total assets (H) | Partnerships / JV | Master trust | Real estate |
|---|---|---|---|---|---|---|---|---|
| 2023 to Dec 30, 2024 | 2,380 | n/a | n/a | n/a | $8.0M | n/a | $6.6M | n/a |
| 2022 to Dec 30, 2023 | 2,481 | $7.8M | $7.5M | 103.6% | $8.0M | n/a | $7.2M | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- AON C••••••••• codes 11 28 50 $122,861 PY2023
- Conduent Hr Services, LLC codes 15 50 $113,150 PY2023
- Deloitte & Touche LLP codes 10 50 $58,000 PY2023
- S•••••• Inc Master Retirement Trust Sched. D M $6.6M PY2023
- Conduent Hr Services, LLC codes 15 50 $307,955 PY2022
- AON C••••••••• codes 11 28 50 $238,043 PY2022
- P•••• codes 28 50 $18,275 PY2022
- S•••••• Inc Master Retirement Trust Sched. D M $7.2M PY2022
- A•• C••••••••• I••• codes 11 PY2022
What changed
1 events
- Dec 31, 2023Manager relationship endedinferenceP•••• no longer appears on S•••••• E••••••• R••••••••• P••• o• S•••••• I••• a•• I•• D••••••• S•••••••••'s Schedule C as investment manager (plan year 2023 vs 2022)with P••••askebsa.dol.gov
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 943019135-007
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.