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.
Corporate pension
Pension Plan for Non-Bargaining Unit Employees of Kyocera International, Inc. & Participating Companies
Corporate pensionSAN Diego, CA
Assets
$222M
Total assets, Mar 31, 2025 reported
Funded
116.2%
Apr 1, 2024
Private markets target
n/a
policy Mar 31, 2025
Commitments
0
1 managers on Schedule C
Plan sponsor: Kyocera International, Inc.
Allocation policy
Form 5500, as of Mar 31, 2025
Actual allocation lines without a target (as filed)
- Interest-bearing cash 1.6%
- Non-interest-bearing cash 0.0%
- Corporate debt instruments (other) 5.6%
- U.S. Government securities 9.9%
- Other investments 0.0%
- Registered investment companies 58.7%
- Common stock 24.0%
Consultants and advisers
3 firms
- Merrill Lynch,pierce,fenner & Smith Investment adviser (plan)through Mar 31, 2023 Form 5500
- Willis Towers Watson US LLC Actuarythrough Mar 31, 2023 Form 5500
- US Bank Custodianthrough Mar 31, 2023 Form 5500
People
No investment staff or executives have been read for this allocator yet.
Manager roster
3 managers on Schedule C
From Schedule C (investment management, code 28)
- Earnest Partnersplan years 2025
- WCM Investment Management, LLCplan years 2023
- JP Morganplan 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
33 readings
Investment management fees
$860,030 (2024-03) · $616,350 (2023-03)
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 Mar 31, 2025 | 2,214 | $223M | $163M | 116.2% | $222M | n/a | n/a | n/a |
| 2023 to Mar 31, 2024 | 2,122 | $196M | $156M | 122.7% | $223M | $0 | $0 | $0 |
| 2022 to Mar 31, 2023 | 2,117 | $212M | $146M | 120.8% | $196M | $0 | $0 | $0 |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- Merrill Lynch codes 27 $746,762 PY2024
- Willis Towers Watson codes 11 $292,775 PY2024
- JP Morgan codes 28 $140,246 PY2024
- Transamerica codes 15 $135,078 PY2024
- Earnest Partners, LLC. codes 28 $113,925 PY2024
- US Bank codes 18 19 $56,133 PY2024
- Moss Adams, LLP. codes 10 $21,000 PY2024
- Willis Towers Watson US LLC codes 11 PY2024
- Merrill Lynch codes 27 $660,761 PY2023
- Willis Towers Watson codes 11 $154,097 PY2023
- Transamerica codes 15 $146,984 PY2023
- JP Morgan codes 28 $125,894 PY2023
- Earnest Partners, LLC. codes 28 $104,136 PY2023
- US Bank codes 18 19 $51,346 PY2023
- Moss Adams, LLP. codes 10 $23,500 PY2023
- Willis Towers Watson US LLC codes 11 PY2023
- Merrill Lynch codes 27 $515,345 PY2022
- Transamerica codes 15 $171,502 PY2022
- Willis Towers Watson codes 11 $147,709 PY2022
- Earnest Partners, LLC codes 28 $99,027 PY2022
- JP Morgan codes 28 $97,217 PY2022
- US Bank codes 18 19 $64,428 PY2022
- Moss Adams, LLC codes 10 $22,500 PY2022
- Willis Towers Watson US LLC codes 11 PY2022
What changed
3 events
- Apr 1, 2024Funded status changedPension Plan for Non-Bargaining Unit Employees of Kyocera International, Inc. & Participating Companies funded ratio 122.7% -> 116.2% (2023-04-01 to 2024-04-01)
- Apr 1, 2024Assets changedPension Plan for Non-Bargaining Unit Employees of Kyocera International, Inc. & Participating Companies plan assets $196M -> $223M (+13.8%, 2023-04-01 to 2024-04-01)
- Mar 31, 2024Assets changedPension Plan for Non-Bargaining Unit Employees of Kyocera International, Inc. & Participating Companies total assets $196M -> $223M (+13.7%, 2023-03-31 to 2024-03-31)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 941695243-001
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.