DFX Intelligence

Data Factory

W•••••••• C••••••••• E••••••••• P•••••• P•••: P••• on the allocators graph | DFX Data Factory

The names on this page are hidden. Create a free account to reveal 5 records a month, or get Allocator Intelligence at $299 a month for every name. Every figure, date and source on this page is public either way.

AllocatorsP•••corporate pension<100m

W•••••••• C••••••••• E••••••••• P•••••• P•••

Allocators

Simi Valley, 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:3104075c-0187-434d-a9b1-84a78a5c27b3

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, 11:26 AM UTC and rebuilt at most every 15 minutes.

Relationships: 10
Dated events: 4
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: $0latest reading; see basis
Assets as of: May 31, 2023
Assets basis: REPORTED
Funded ratio: 78%
Participants: 2,362
Commitments: 5with an amount; holdings are counted apart
Managers: 3
Funds: 5
Re-ups: 0
First-time managers

Holdings (a value, never a commitment)

••• Locked

Vehicle	Manager	Bucket	Value	As of	Kind	Source
I••••••••• C••••• F•••	J• M••••• C••••	Private credit	$28.9M	Dec 31, 2022	Collective trust	Dol form 5500 pension
N• C••••••••• G••• S•••• T••• I•••	N••••••• T•••• I••••••••• I•••	cash	$12.0M

Policy targets, latest period

••• Locked

Bucket	Target %	Range low	Range high	Actual %	Actual	Period end	Basis
U.S. Government securities	n/a	n/a	n/a	21	$13.9M	Dec 31, 2022	Derived
Other investments	n/a	n/a	n/a	0

Consultants

••• Locked

Consultant	Role	From	To	Current	Evidence	Source
A•• C••••••••• I•••	actuary	Jan 1, 2023	May 31, 2023	no	fact	Dol form 5500 pension
A••	Pension consultant	Jan 1, 2022	Dec 31, 2022	no	fact	Dol form 5500 pension

Managers

••• Locked

Manager	Mandate	From	To	Current	Evidence
J• M••••• C••••	n/a	Dec 31, 2022	n/a	yes	fact
C•••• C• B•••• a•• A••••••••• P•••	Investment management	Jan 1, 2023	May 31, 2023	no	fact
J••••••• C•••• B••• N•	Investment management

Relationships

Manages for (4)

← J• M••••• C••••Manager with allocator capital
Dec 31, 2022 to presentfactForm 5500
← J••••••• C•••• B••• N•Manager with allocator capitalInvestment management
Jan 1, 2022 to Dec 31, 2022factForm 5500
← J••• M••••• I••••••••• M•••••••••Investment consultantInvestment management
Jan 1, 2022 to Dec 31, 2022factForm 5500
← C•••• C• B•••• a•• A••••••••• P•••

Dated events

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

Occurred
Dec 31, 2023
Manager relationship started
C•••• C• B•••• a•• A••••••••• P••• appears on W•••••••• C••••••••• E••••••••• P•••••• P•••'s Schedule C as investment manager (plan year 2023 vs 2022)
C•••• C• B•••• a•• A••••••••• P•••Form 5500observed 7 days ago

Show 3 bookkeeping events

Occurred
May 31, 2023
W•••••••• C••••••••• E••••••••• P•••••• P••• total assets $67M -> $0 (-100.0%, 2022-12-31 to 2023-05-31)
Occurred
Jan 1, 2023
W•••••••• C••••••••• E••••••••• P•••••• P••• plan assets $88M -> $67M (-24.0%, 2022-01-01 to 2023-01-01)
Occurred
Jan 1, 2023
W•••••••• C••••••••• E••••••••• P•••••• P••• funded ratio 90.8% -> 78.2% (2022-01-01 to 2023-01-01)

Provenance

Graph: Allocators
Canonical id: dfx:al:3104075c-0187-434d-a9b1-84a78a5c27b3
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.