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

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Corporate pensionRosemead, CAcomponent of a larger system
Assets
$3.7B
Plan assets, Dec 31, 2025 reported
Funded
n/a
not filed
Private markets target
16.0%
policy Dec 31, 2025
Commitments
0
none on the tape
Allocation policy
10-K XBRL, as of Dec 31, 2025
Asset class (as printed)BucketTargetRangeActualGapBasis
Fixed Income SecuritiesFixed income60.0%10.0%-50.0reported sec.gov
Opportunistic Alternative InvestmentsOther alternatives16.0%reported sec.gov
Global EquitiesPublic equity24.0%reported sec.gov
Actual allocation lines without a target (as filed)
  • Corporate Bond Securities 83.0%
  • Domestic Mortgage Backed Securities 76.0%
  • Fixed Income Funds 17.0%
  • High Yield Debt Securities 24.0%
  • Broad Range Of Financial Assets In All Global Markets 27.0%
  • Partnerships Joint Ventures 14.0%
  • Private Equity And Venture Capital Funds Including Branded Consumer Products Clean And Information Technology And Healthcare 48.0%
Consultants and advisers
No adviser relationship is on the tape for this allocator. Public systems name theirs in the ACFR; plans list them on Schedule C.
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
16 readings
Plan assets
$3.7B Dec 31, 2025 reported 10-K XBRL
$3.6B (2024-12) · $3.6B (2023-12)
Benefit obligation
$3.7B Dec 31, 2025 reported 10-K XBRL
$3.6B (2024-12) · $3.6B (2023-12)
Funded status (10-K)
$15.0M Dec 31, 2025 reported 10-K XBRL
$-28.0M (2024-12)
Discount rate
5.44% Dec 31, 2025 reported 10-K XBRL
5.56% (2024-12)
Expected return
6.75% Dec 31, 2025 reported 10-K XBRL
6.75% (2024-12) · 6.50% (2023-12)
Expected contributions next year
$50.0M Dec 31, 2025 reported 10-K XBRL
What changed
No dated events yet.
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: CIK 827052
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.