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P•••••• P••• f•• E•••••••• o• E••••• S••••• I•••: P••• on the allocators graph | DFX Data Factory

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AllocatorsP•••corporate pension<100m

P•••••• P••• f•• E•••••••• o• E••••• S••••• I•••

Allocators

Irvine, CA

This is the graph view. The full profile, with its team, deals and sources, is on Allocators.Open the full profile →

Search this name across graphsid dfx:al:28c98d88-a221-4553-83eb-5f62635516be

Data as of Sep 15, 2026 (this record's last observation) from Government tapes; SEC filings; What the plans publish; Pending. Page built Sep 22, 2026, 1:03 AM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 6
On other graphs: 0
Observed: Sep 15, 2026 to Sep 15, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Total assets: $3.7Mlatest reading; see basis
Assets as of: Aug 31, 2025
Assets basis: REPORTED
Funded ratio: 82%
Participants: 129
Commitments: 13with an amount; holdings are counted apart
Managers: 1
Funds: 6
Re-ups: 0
First-time managers

Holdings (a value, never a commitment)

a Schedule D plan interest or a 990-PF other investment: a value on a date, never an approval

Vehicle	Manager	Bucket	Value	As of	Kind	Source
P••• L•• I•••• D•• S•• A•••••	P••••••••	Pooled vehicle	$1.4M	Aug 31, 2025	Separate account	Dol form 5500 pension
P••• L•• L••• D••••••• S•••	P••••••••	Fixed income

Policy targets, latest period

the latest period this plan published, every item quoted from its own report; a target is never an actual; 5 rows folded into 1

Bucket	Target %	Range low	Range high	Actual %	Actual	Period end	Basis
Pooled separate accounts	n/a	n/a	n/a	78	$2.9M	Aug 31, 2025	Derived

Consultants

Form 5500 Schedule C, Form ADV and the plan's own reports; a Schedule C relationship is current for 24 months after the plan year end

Consultant	Role	From	To	Current	Evidence	Source
P•••••••• F•••••••• G••••	actuary	Sep 1, 2022	Aug 31, 2023	no	fact	Dol form 5500 pension

Relationships

Sponsors (1)

← E••••• S•••• Southern CaliforniaPlan sponsorPlan sponsor
Sep 1, 2022 to presentfactForm 5500

Advised by (1)

→ P•••••••• F•••••••• G••••Investment consultantactuary
Sep 1, 2022 to Aug 31, 2023factForm 5500

Dated events

6 bookkeeping events (roster, classification and holdings changes) folded below

Show 6 bookkeeping events

Occurred
Aug 31, 2025
P•••••• P••• f•• E•••••••• o• E••••• S••••• I••• total assets $3M -> $4M (+21.2%, 2024-08-31 to 2025-08-31)
Occurred
Aug 31, 2025
P•••••• P••• f•• E•••••••• o• E••••• S••••• I••• no longer reports P••• L•• E•• D•• S•• A••••• (P••••••••) (last held $22,021 at 2024-08-31; absent from the 2025-08-31 filing)
Occurred
Aug 31, 2025
P•••••• P••• f•• E•••••••• o• E••••• S••••• I••• no longer reports P••• L••• S•• 5•• I•••• S••• (P••••••••) (last held $15,047 at 2024-08-31; absent from the 2025-08-31 filing)
Occurred
Aug 31, 2025
P•••••• P••• f•• E•••••••• o• E••••• S••••• I••• no longer reports P••• L•• S•••• D•• S•• A••••• (P••••••••) (last held $116,022 at 2024-08-31; absent from the 2025-08-31 filing)
Occurred
Aug 31, 2025
P•••••• P••• f•• E•••••••• o• E••••• S••••• I••• first reports an interest in P••• L••••• A••••• S•• A••••• (P••••••••): $1M at 2025-08-31
Occurred
Sep 1, 2023
P•••••• P••• f•• E•••••••• o• E••••• S••••• I••• funded ratio 90.1% -> 83.7% (2022-09-01 to 2023-09-01)

Provenance

Graph: Allocators
Canonical id: dfx:al:28c98d88-a221-4553-83eb-5f62635516be
First observed: Sep 15, 2026
Last observed: Sep 15, 2026 6 days ago
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.