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
P•••••• E•••••••• P•••••• P•••
Corporate pensionTorrance, CA
Assets
n/a
Total assets, Mar 31, 2024 reported
Funded
111.6%
Apr 1, 2022
Private markets target
n/a
policy Mar 31, 2023
Commitments
0
none on the tape
Plan sponsor: P•••••• N•••• A••••••• I•••
Allocation policy
Form 5500, as of Mar 31, 2023
Actual allocation lines without a target (as filed)
- Interest-bearing cash 14.5%
- Non-interest-bearing cash 0.0%
- Registered investment companies 85.4%
- Common stock 0.0%
Consultants and advisers
3 firms
- T•• B•••••••• C•••••••• General consultantthrough Mar 31, 2024 Form 5500
- B••• o• A•••••• Custodianthrough Mar 31, 2023 Form 5500
- M•••••••• I••• Actuarythrough Mar 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
17 readings
Plan assets
Funded ratio
Funding target
Discount rate
Investment management fees
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 Mar 31, 2024 | 1,089 | n/a | n/a | n/a | $0 | n/a | n/a | n/a |
| 2022 to Mar 31, 2023 | 1,108 | $86.7M | $66.9M | 111.6% | $75.0M | n/a | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- B••• o• A•••••• Merrill Lynch codes 18 50 51 52 60 62 71 $501,142 PY2023
- M••••••• Inc codes 11 17 50 70 $136,536 PY2023
- Littler Mendelson P.C. codes 29 50 $78,388 PY2023
- Kieckhafer Schiffer LLP codes 10 50 $45,100 PY2023
- T•• B•••••••• C•••••••• codes 16 31 $35,000 PY2023
- B••• o• A•••••• Merrill Lynch codes 18 50 51 52 60 62 71 $210,336 PY2022
- Littler Mendelson P.C. codes 29 50 $67,131 PY2022
- M••••••• Inc codes 11 17 50 70 $53,859 PY2022
- Kieckhafer Schiffer LLP codes 10 50 $17,750 PY2022
- M•••••••• I••• codes 11 PY2022
What changed
2 events
- Mar 31, 2024Assets changedP•••••• E•••••••• P•••••• P••• total assets $75M -> $0 (-100.0%, 2023-03-31 to 2024-03-31)
- Dec 31, 2023Consultant changedinferenceT•• B•••••••• C•••••••• appears on P•••••• E•••••••• P•••••• P•••'s Schedule C as general consultant (plan year 2023 vs 2022)with T•• B•••••••• C••••••••askebsa.dol.gov
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 953243785-002
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.