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••••••• C••••••••• G•• C•••••• P•••••• P•••
Corporate pensionSAN Diego, CA
Assets
$2.4B
Total assets, Dec 31, 2024 reported
Funded
109.7%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
0
none on the tape
Plan sponsor: S••••••• C••••••••• G•• C••••••
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
- Master trust investment accounts 100.0%
Consultants and advisers
3 firms
- A•• I••••••••• U•• I•• General consultantthrough Dec 31, 2022 Form 5500
- W••••• T••••• W••••• U• L•• Actuarythrough Dec 31, 2022 Form 5500
- B••• o• N•• Y••• M••••• Custodianthrough Dec 31, 2022 Form 5500
People
No investment staff or executives have been read for this allocator yet.
Manager roster
14 managers on Schedule C
From Schedule C (investment management, code 28)
- L•••• • G•••••• I•• M••• A••••••plan years 2022
- P•••••••• G••••• I•••••••• L••plan years 2022
- W•••••• B•••• I••••••••• M•••• L••plan years 2022
- P••• I••plan years 2022
- P•••••• I••••••• M••••••••• C• L••plan years 2022
- W••••••••• F•plan years 2022
- S•••• S••••• B••• • T•••• C••••••plan years 2022
- B•••••••••plan years 2022
- T•••••••• I••••••••• C•••••• L••plan years 2022
- B•••••••• I••••••••• T•••• C••••plan years 2022
- M•• H••••••• T•••• C••••••plan years 2022
- P••••••••• P•••••••• A•••••••••plan years 2022
- U••••plan years 2022
- F••••••• I••••••••• A•••• M•••plan years 2022
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 Dec 31, 2024 | 11,501 | $1.8B | $1.8B | 109.7% | $2.4B | n/a | $2.4B | n/a |
| 2023 to Dec 31, 2023 | 11,093 | $1.6B | $1.7B | 107.0% | $2.3B | n/a | $2.2B | n/a |
| 2022 to Dec 31, 2022 | 10,830 | $2.1B | $1.6B | 123.2% | $2.0B | n/a | $1.9B | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- W••••• T••••• W••••• U• L•• codes 11 15 17 50 $1.6M PY2024
- L•••• & G•••••• Invest M••• A•••••• codes 28 51 $1.3M PY2024
- The B••• o• N•• Y••• M••••• codes 18 50 $486,495 PY2024
- F••••••• I••••••••• A•••• M•••. codes 28 51 $464,203 PY2024
- P•••••••• Global Investors, LLC codes 28 51 $329,433 PY2024
- W••••••••• F• codes 28 51 $301,088 PY2024
- W•••••• B•••• codes 28 51 $253,822 PY2024
- Pimco codes 28 51 $233,431 PY2024
- Prudential codes 28 51 $221,744 PY2024
- B•••••••• Bgi codes 28 51 $190,330 PY2024
- Deloitte & Touche codes 10 50 $187,337 PY2024
- Ssga Global codes 28 51 $110,838 PY2024
- P••••••••• codes 28 51 $86,878 PY2024
- Delta Dental of C••••••••• codes 12 13 15 50 65 $43,316 PY2024
- AON Hewitt Investment codes 16 50 $41,385 PY2024
- Anthem Blue Cross Life and Health I codes 12 13 15 49 50 62 $35,506 PY2024
- Nasdaq Evestment codes 50 65 $17,075 PY2024
- Blue Cross of C••••••••• codes 12 13 15 49 50 62 $14,255 PY2024
- Deloitte Tax LLP codes 10 50 $6,444 PY2024
- Sempra Pension Master Trust Sched. D M $2.4B PY2024
- W••••• T••••• W••••• U• L•• codes 11 PY2024
- W••••• T••••• W••••• U• L•• codes 11 15 17 50 $1.5M PY2023
- L•••• & G•••••• Invest M••• A•••••• codes 28 51 $843,792 PY2023
- The B••• o• N•• Y••• M••••• codes 18 50 $494,105 PY2023
- P•••••••• Global Investors, LLC codes 28 51 $321,176 PY2023
- W••••••••• F• codes 28 51 $313,034 PY2023
- W•••••• B•••• codes 28 51 $294,533 PY2023
- F••••••• I••••••••• A•••• M•••. codes 28 51 $281,010 PY2023
- Pimco codes 28 51 $242,407 PY2023
- Prudential codes 28 51 $231,638 PY2023
- Ssga Global codes 28 51 $205,715 PY2023
- Deloitte & Touche codes 10 50 $180,449 PY2023
- B•••••••• Bgi codes 28 51 $168,131 PY2023
- T•••••••• Investment C••••••, LLC codes 28 51 $116,525 PY2023
- Mfs codes 28 51 $113,548 PY2023
- P••••••••• codes 28 51 $89,767 PY2023
- AON Hewitt Investment codes 16 50 $42,641 PY2023
- PWC Mgt Consulting Co Ltd codes 50 65 $14,195 PY2023
- Deloitte Tax LLP codes 10 50 $6,252 PY2023
- Sempra Pension Master Trust Sched. D M $2.2B PY2023
- W••••• T••••• W••••• U• L•• codes 11 PY2023
- W••••• T••••• W••••• U• L•• codes 11 15 17 50 $2.0M PY2022
- L•••• & G•••••• Invest M••• A•••••• codes 28 51 $635,632 PY2022
- The B••• o• N•• Y••• M••••• codes 18 50 $529,012 PY2022
- P•••••••• Global Investors, LLC codes 28 51 $394,694 PY2022
- W•••••• B•••• codes 28 51 $345,882 PY2022
- Prudential codes 28 51 $282,692 PY2022
- Pimco codes 28 51 $279,415 PY2022
- W••••••••• F• codes 28 51 $271,507 PY2022
- Ssga Global codes 28 51 $209,109 PY2022
- B••••••••• codes 28 51 $203,046 PY2022
- T•••••••• Investment C••••••, LLC codes 28 51 $195,908 PY2022
- B•••••••• Bgi codes 28 51 $193,639 PY2022
- Deloitte & Touche codes 10 50 $176,611 PY2022
- Mfs codes 28 51 $169,311 PY2022
- F••••••• I••••••••• A•••• M•••. codes 28 51 $168,257 PY2022
- AON Hewitt Investment codes 16 50 $161,355 PY2022
- P••••••••• codes 28 51 $91,261 PY2022
- U•••• codes 28 51 $5,035 PY2022
- Sempra Energy Pension Master Trust Sched. D M $1.9B PY2022
- W••••• T••••• W••••• U• L•• codes 11 PY2022
What changed
9 events
- Dec 31, 2024Manager relationship endedinferenceMfs no longer appears on S••••••• C••••••••• G•• C•••••• P•••••• P•••'s Schedule C as investment manager (plan year 2024 vs 2023)with M•• H••••••• T•••• C••••••askebsa.dol.gov
- Dec 31, 2024Manager relationship endedinferenceT•••••••• Investment C••••••, LLC no longer appears on S••••••• C••••••••• G•• C•••••• P•••••• P•••'s Schedule C as investment manager (plan year 2024 vs 2023)with T•••••••• I••••••••• C•••••• L••askebsa.dol.gov
- Jan 1, 2024Funded status changedS••••••• C••••••••• G•• C•••••• P•••••• P••• funded ratio 107.0% -> 109.7% (2023-01-01 to 2024-01-01)
- Jan 1, 2024Assets changedS••••••• C••••••••• G•• C•••••• P•••••• P••• plan assets $1.6B -> $1.8B (+15.0%, 2023-01-01 to 2024-01-01)
- Dec 31, 2023Manager relationship endedinferenceU•••• no longer appears on S••••••• C••••••••• G•• C•••••• P•••••• P•••'s Schedule C as investment manager (plan year 2023 vs 2022)with U••••askebsa.dol.gov
- Dec 31, 2023Manager relationship endedinferenceB••••••••• no longer appears on S••••••• C••••••••• G•• C•••••• P•••••• P•••'s Schedule C as investment manager (plan year 2023 vs 2022)with B•••••••••askebsa.dol.gov
- Dec 31, 2023Assets changedS••••••• C••••••••• G•• C•••••• P•••••• P••• total assets $2.0B -> $2.3B (+13.6%, 2022-12-31 to 2023-12-31)
- Jan 1, 2023Funded status changedS••••••• C••••••••• G•• C•••••• P•••••• P••• funded ratio 123.2% -> 107.0% (2022-01-01 to 2023-01-01)
- Jan 1, 2023Assets changedS••••••• C••••••••• G•• C•••••• P•••••• P••• plan assets $2.1B -> $1.6B (-25.1%, 2022-01-01 to 2023-01-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 951240705-001
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.