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
W••••• C•••••• C••••• U•••• D•••••• B•••••• P•••••• P•••
Corporate pensionPasadena, CA
Assets
$22.3M
Total assets, Dec 31, 2024 reported
Funded
82.9%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
12
none on the tape
Plan sponsor: W••••• C•••••• C••••• U••••
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
- Common/collective trusts 100.0%
Consultants and advisers
2 firms
- F••••••• I••••••••• General consultantthrough Dec 31, 2022 Form 5500
- F••••••• 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 the commitment tape
From the plan’s own commitment disclosures
- F••••••• I••••••••• A•••• M•••12 rows, latest Dec 31, 2024
Commitments
12 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, 2024 | F••• L••• D••••••• C••••••••• P•••collective trust | F••••••• I••••••••• A•••• M••• | Fixed income | $5.4M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | F••• L••• U••• T••••••• S••••• I•••collective trust | F••••••• I••••••••• A•••• M••• | Fixed income | $1.8M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | F••• S•••• D••••••• P•••collective trust | F••••••• I••••••••• A•••• M••• | Pooled vehicles | $3.6M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | F••• 8••• Y••• C•••••••• B•••collective trust | F••••••• I••••••••• A•••• M••• | Fixed income | $11.4M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2023 | F••• L••• D••••••• C••••••••• P•••collective trust | F••••••• I••••••••• A•••• M••• | Fixed income | $5.9M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2023 | F••• L••• U••• T••••••• S••••• I•••collective trust | F••••••• I••••••••• A•••• M••• | Fixed income | $2.5M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2023 | F••• S•••• D••••••• P•••collective trust | F••••••• I••••••••• A•••• M••• | Pooled vehicles | $4.4M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2023 | F••• 8••• Y••• C•••••••• B•••collective trust | F••••••• I••••••••• A•••• M••• | Fixed income | $11.0M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | F••• L••• D••••••• C••••••••• P•••collective trust | F••••••• I••••••••• A•••• M••• | Fixed income | $5.9M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | F••• L••• U••• T••••••• S••••• I•••collective trust | F••••••• I••••••••• A•••• M••• | Fixed income | $2.6M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | F••• S•••• D••••••• P•••collective trust | F••••••• I••••••••• A•••• M••• | Pooled vehicles | $4.4M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | F••• 8••• Y••• C•••••••• B•••collective trust | F••••••• I••••••••• A•••• M••• | Fixed income | $10.8M held | Disclosed holding | askebsa.dol.gov |
Size and funding
33 readings
Investment management fees
$59,619 (2023-12) · $71,270 (2022-12)
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 | 397 | $23.9M | $22.7M | 82.9% | $22.3M | n/a | n/a | n/a |
| 2023 to Dec 31, 2023 | 400 | $23.7M | $22.9M | 80.4% | $23.9M | n/a | n/a | n/a |
| 2022 to Dec 31, 2022 | 408 | $32.1M | $22.6M | 100.3% | $23.7M | n/a | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- FID Inv Instl Ops codes 16 27 50 $93,577 PY2024
- F••• L••• D••••••• C••••••••• P••• Sched. D C $5.4M PY2024
- F••• L••• U••• T••••••• S••••• I••• Sched. D C $1.8M PY2024
- F••• S•••• D••••••• C••••••••• P••• Sched. D C $3.6M PY2024
- F••• 8-10 Y••• Corp Bd Comm P••• Sched. D C $11.4M PY2024
- F••••••• I••••••••• codes 11 PY2024
- FID Inv Instl Ops codes 16 27 50 $118,371 PY2023
- F••• L••• U••• T••••••• S••••• I••• Sched. D C $2.5M PY2023
- F••• L••• D••••••• C••••••••• P••• Sched. D C $5.9M PY2023
- F••• S•••• D••••••• C••••••••• P••• Sched. D C $4.4M PY2023
- F••• 8-10 Y••• Corp Bd Comm P••• Sched. D C $11.0M PY2023
- F••••••• I••••••••• codes 11 PY2023
- FID Inv Instl Ops codes 16 27 50 $131,666 PY2022
- F••• L••• U••• T••••••• S••••• I••• Sched. D C $2.6M PY2022
- F••• L••• D••••••• C••••••••• P••• Sched. D C $5.9M PY2022
- F••• 8-10 Y••• Corp Bd Comm P••• Sched. D C $10.8M PY2022
- F••• S•••• D••••••• C••••••••• P••• Sched. D C $4.4M PY2022
- F••••••• I••••••••• codes 11 PY2022
What changed
3 events
- Jan 1, 2024Funded status changedW••••• C•••••• C••••• U•••• D•••••• B•••••• P•••••• P••• funded ratio 80.4% -> 82.9% (2023-01-01 to 2024-01-01)
- Jan 1, 2023Funded status changedW••••• C•••••• C••••• U•••• D•••••• B•••••• P•••••• P••• funded ratio 100.3% -> 80.4% (2022-01-01 to 2023-01-01)
- Jan 1, 2023Assets changedW••••• C•••••• C••••• U•••• D•••••• B•••••• P•••••• P••• plan assets $32M -> $24M (-26.1%, 2022-01-01 to 2023-01-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 951288265-001
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.