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
C••••••••• S••••• E•••••••• A••••••••• R••••••••• P•••
Corporate pensionSAN Jose, CA
Assets
$274M
Total assets, May 31, 2025 reported
Funded
104.9%
Jun 1, 2024
Private markets target
n/a
policy May 31, 2025
Commitments
0
none on the tape
Plan sponsor: C••••••••• S••••• E•••••••• A•••••••••
Allocation policy
Form 5500, as of May 31, 2025
Actual allocation lines without a target (as filed)
- Interest-bearing cash 1.6%
- Registered investment companies 98.4%
Consultants and advisers
4 firms
- U• B••• Pension consultantthrough May 31, 2025 Form 5500
- M••••• I••••••••• G•••• I••• Investment adviser (plan)through May 31, 2023 Form 5500
- M••••• T•••• C•••••• Pension consultantthrough May 31, 2023 Form 5500
- M•••••••• I••• Actuarythrough May 31, 2023 Form 5500
People
No investment staff or executives have been read for this allocator yet.
Manager roster
No manager relationship is on the tape for this allocator.
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
$293,241 (2024-05) · $262,739 (2023-05)
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 May 31, 2025 | 733 | $260M | $196M | 104.9% | $274M | n/a | n/a | n/a |
| 2023 to May 31, 2024 | 711 | $233M | $202M | 104.9% | $260M | n/a | n/a | n/a |
| 2022 to May 31, 2023 | 692 | $241M | $196M | 110.6% | $233M | n/a | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- M••••• codes 27 28 $175,478 PY2024
- M••••••• codes 11 $136,019 PY2024
- M••••• T•••• C•••••• codes 17 21 $63,848 PY2024
- U• B••• codes 17 21 $37,725 PY2024
- M•••••••• I••• codes 11 PY2024
- M••••• codes 27 28 $293,241 PY2023
- M••••••• codes 11 $102,189 PY2023
- M••••• T•••• C•••••• codes 17 21 $94,724 PY2023
- M•••••••• I••• codes 11 PY2023
- M••••• codes 27 28 $262,739 PY2022
- M••••• T•••• C•••••• codes 17 21 $125,364 PY2022
- M••••••• codes 11 $121,661 PY2022
- M••••••• Inc codes 11 PY2022
What changed
4 events
- Dec 31, 2024Consultant changedinferenceU• B••• appears on C••••••••• S••••• E•••••••• A••••••••• R••••••••• P•••'s Schedule C as pension consultant (plan year 2024 vs 2023)with U• B•••askebsa.dol.gov
- Jun 1, 2024Assets changedC••••••••• S••••• E•••••••• A••••••••• R••••••••• P••• plan assets $233M -> $260M (+11.4%, 2023-06-01 to 2024-06-01)
- May 31, 2024Assets changedC••••••••• S••••• E•••••••• A••••••••• R••••••••• P••• total assets $233M -> $260M (+11.4%, 2023-05-31 to 2024-05-31)
- Jun 1, 2023Funded status changedC••••••••• S••••• E•••••••• A••••••••• R••••••••• P••• funded ratio 110.6% -> 104.9% (2022-06-01 to 2023-06-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 941301733-001
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.