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Teledyne Technologies Incorporated Pension Plan

Allocators

Thousand Oaks, CA

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Search this name across graphsid dfx:al:8628fe2a-b998-4710-b8f1-a636676ec954

Data as of Sep 15, 2026 (this record's last observation) from Government tapes; SEC filings; What the plans publish; Pending. Page built Sep 21, 2026, 5:39 PM UTC and rebuilt at most every 15 minutes.

Relationships: 15
Dated events: 9
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: $546Mlatest reading; see basis
Assets as of: Dec 31, 2024
Assets basis: REPORTED
Funded ratio: 81%
Participants: 3,139
Commitments: 19with an amount; holdings are counted apart
Managers: 8
Funds: 8
Re-ups: 0
First-time managers: 0
Latest commitment: Dec 31, 2024
Consultants: 0
Private markets target, %: 0latest policy, percent of assets
Private equity target, %: 0latest policy, percent of assets
Latest policy: Dec 31, 2024
People: 0

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
EB Temporary Investment	BNY Mellon	Pooled vehicle	$27.6M	Dec 31, 2022	Collective trust	Dol form 5500 pension
Arrowstreet Intl Eqty-Alpha Ext Fd	Arrow Street Capital	Pooled vehicle	$20.7M	Dec 31, 2023	Collective trust	Dol form 5500 pension
Arrowstreet Intl Eqty-Alpha Ext Fd	Arrow Street Capital	Pooled vehicle	$19.2M	Dec 31, 2024	Collective trust	Dol form 5500 pension
Arrowstreet Intl Eqty-Alpha Ext Fd	Arrow Street Capital	Pooled vehicle	$17.1M	Dec 31, 2022	Collective trust	Dol form 5500 pension
EM Markets Alpha Advantage Fund	Blackrock Insti. Trust Company, N.A	Pooled vehicle	$14.4M	Dec 31, 2023	Collective trust	Dol form 5500 pension
EM Markets Alpha Advantage Fund	Blackrock Insti. Trust Company, N.A	Pooled vehicle	$14.0M	Dec 31, 2022	Collective trust	Dol form 5500 pension
Causeway Multi-Fund LLC	Causeway Capital Mgmt	Pooled vehicle	$12.6M	Dec 31, 2023	Collective trust	Dol form 5500 pension
Causeway Multi-Fund LLC	Causeway Capital Mgmt	Pooled vehicle	$10.9M	Dec 31, 2022	Collective trust	Dol form 5500 pension
EM Markets Alpha Advantage Fund	Blackrock Insti. Trust Company, N.A	Pooled vehicle	$9.7M	Dec 31, 2024	Collective trust	Dol form 5500 pension
EB Temporary Investment	BNY Mellon	Pooled vehicle	$9.7M	Dec 31, 2024	Collective trust	Dol form 5500 pension
UBS Em Equity Opp Collective Fund	Ubs	Public equity	$9.1M	Dec 31, 2023	Collective trust	Dol form 5500 pension
UBS Em Equity Opp Collective Fund	Ubs	Public equity	$8.7M	Dec 31, 2022	Collective trust	Dol form 5500 pension
Acadian International Small Cap Fd	Acadian Asset Management	Public equity	$7.0M	Dec 31, 2023	Collective trust	Dol form 5500 pension
EB Temporary Investment	BNY Mellon	Pooled vehicle	$6.9M	Dec 31, 2023	Collective trust	Dol form 5500 pension
Acadian International Small Cap Fd	Acadian Asset Management	Public equity	$6.1M	Dec 31, 2022	Collective trust	Dol form 5500 pension
Causeway Multi-Fund LLC	Causeway Capital Mgmt	Pooled vehicle	$4.5M	Dec 31, 2024	Collective trust	Dol form 5500 pension
Marathon-London Inter Invt Trust 1	Marathon-London International Inves	Pooled vehicle	$3.4M	Dec 31, 2022	Collective trust	Dol form 5500 pension
Acadian International Small Cap Fd	Acadian Asset Management	Public equity	$2.3M	Dec 31, 2024	Collective trust	Dol form 5500 pension
State Street Msci Japan Index Nl Fd	State Street Global Advisors Trust Company	Pooled vehicle	$1.2M	Dec 31, 2024	Collective trust	Dol form 5500 pension

Policy targets, latest period

the latest period this plan published, every item quoted from its own report; a target is never an actual; 18 rows folded into 6

Bucket	Target %	Range low	Range high	Actual %	Actual	Period end	Basis
U.S. Government securities	n/a	n/a	n/a	37	$204M	Dec 31, 2024	Derived
Other investments	n/a	n/a	n/a	3	$16.9M	Dec 31, 2024	Derived
Partnership/joint venture interests	n/a	n/a	n/a	50	$271M	Dec 31, 2024	Derived
Common/collective trusts	n/a	n/a	n/a	9	$46.7M	Dec 31, 2024	Derived
Registered investment companies	n/a	n/a	n/a	0	$530,014	Dec 31, 2024	Derived
Common stock	n/a	n/a	n/a	1	$4.1M	Dec 31, 2024	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
Willis Towers Watson US LLC	actuary	Jan 1, 2022	Dec 31, 2022	no	fact	Dol form 5500 pension
Bank of New York Mellon	custodian	Jan 1, 2022	Dec 31, 2022	no	fact	Dol form 5500 pension
Marathon Asset Management, LP	trustee	Jan 1, 2022	Dec 31, 2022	no	fact	Dol form 5500 pension
Wilshire	General consultant	Jan 1, 2022	Dec 31, 2022	no	fact	Dol form 5500 pension

Managers

managers this plan names on Schedule C or in its reports; a manager here is a reference node keyed to the private equity, venture and real estate fund graphs, never a new identity

Manager	Mandate	From	To	Current	Evidence
Blackrock Insti. Trust Company, N.A	n/a	Dec 31, 2024	n/a	yes	fact
Causeway Capital Mgmt	n/a	Dec 31, 2024	n/a	yes	fact
MGG Investment Group LP	Investment management	Jan 1, 2024	Dec 31, 2024	no	fact
Segall Bryant & Hamill LLC	Investment management	Jan 1, 2022	Dec 31, 2022	no	fact
Loomis Sayles	Investment management	Jan 1, 2022	Dec 31, 2022	no	fact
Acadian Asset Management	Investment management	Jan 1, 2022	Dec 31, 2022	no	fact
Arrowstreet Capital, LP	Investment management	Jan 1, 2022	Dec 31, 2022	no	fact
Strategic Investment Management, LLC	Investment management	Jan 1, 2022	Dec 31, 2022	no	fact
Wellington Trust Company	Investment management	Jan 1, 2022	Dec 31, 2022	no	fact
UBS Global Asset Management	Investment management	Jan 1, 2022	Dec 31, 2022	no	fact

Relationships

Manages for (10)

← Causeway Capital MgmtManager with allocator capital
Dec 31, 2024 to presentfactForm 5500
← Blackrock Insti. Trust Company, N.AManager with allocator capital
Dec 31, 2024 to presentfactForm 5500
← Loomis SaylesManager with allocator capitalInvestment management
Jan 1, 2022 to Dec 31, 2022factForm 5500
← Acadian Asset ManagementInvestment consultantInvestment management
Jan 1, 2022 to Dec 31, 2022factForm 5500
← Arrowstreet Capital, LPInvestment consultantInvestment management
Jan 1, 2022 to Dec 31, 2022factForm 5500
← Strategic Investment Management, LLCInvestment consultantInvestment management
Jan 1, 2022 to Dec 31, 2022factForm 5500
← Segall Bryant & Hamill LLCManager with allocator capitalInvestment management
Jan 1, 2022 to Dec 31, 2022factForm 5500
← Wellington Trust CompanyInvestment consultantInvestment management
Jan 1, 2022 to Dec 31, 2022factForm 5500
← UBS Global Asset ManagementInvestment consultantInvestment management
Jan 1, 2022 to Dec 31, 2022factForm 5500
← MGG Investment Group LPManager with allocator capitalInvestment management
Jan 1, 2024 to Dec 31, 2024factForm 5500

Sponsors (1)

← Teledyne Technologies IncorporatedPlan sponsorPlan sponsor
Jan 1, 2022 to presentfactForm 5500

Advised by (4)

→ Willis Towers Watson US LLCInvestment consultantactuary
Jan 1, 2022 to Dec 31, 2022factForm 5500
→ Bank of New York MellonInvestment consultantcustodian
Jan 1, 2022 to Dec 31, 2022factForm 5500
→ Marathon Asset Management, LPInvestment consultanttrustee
Jan 1, 2022 to Dec 31, 2022factForm 5500
→ WilshireInvestment consultantGeneral consultant
Jan 1, 2022 to Dec 31, 2022factForm 5500

Dated events

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

Occurred
Dec 31, 2024
Manager relationship started
MGG Investment Group LP appears on Teledyne Technologies Incorporated Pension Plan's Schedule C as investment manager (plan year 2024 vs 2023)
MGG Investment Group LP Form 5500observed 6 days ago
Occurred
Dec 31, 2024
Manager relationship ended
Marathon Asset Management Limited no longer appears on Teledyne Technologies Incorporated Pension Plan's Schedule C as investment manager (plan year 2024 vs 2023)
Marathon Asset Management, LP Form 5500observed 6 days ago
Occurred
Dec 31, 2024
Holding in a pooled vehicle started
Teledyne Technologies Incorporated Pension Plan first reports an interest in State Street Msci Japan Index Nl Fd (State Street - Russell 2000): $1M at 2024-12-31
State Street Global Advisors Trust Company Form 5500observed 6 days ago
$1.2M
Occurred
Dec 31, 2024
Holding in a pooled vehicle ended
Teledyne Technologies Incorporated Pension Plan no longer reports UBS Em Equity Opp Collective Fund (Ubs) (last held $9M at 2023-12-31; absent from the 2024-12-31 filing)
Ubs Form 5500observed 6 days ago
$9.1M
Occurred
Dec 31, 2023
Manager relationship ended
Loomis, Sayles & Co., L.P. no longer appears on Teledyne Technologies Incorporated Pension Plan's Schedule C as investment manager (plan year 2023 vs 2022)
Loomis Sayles Form 5500observed 6 days ago
Occurred
Dec 31, 2023
Holding in a pooled vehicle ended
Teledyne Technologies Incorporated Pension Plan no longer reports Marathon-London Inter Invt Trust 1 (Marathon-London International Inves) (last held $3M at 2022-12-31; absent from the 2023-12-31 filing)
Marathon-London International Inves Form 5500observed 6 days ago
$3.4M

Show 3 bookkeeping events

Occurred
Jan 1, 2024
Teledyne Technologies Incorporated Pension Plan funded ratio 92.7% -> 80.6% (2023-01-01 to 2024-01-01)
Occurred
Jan 1, 2023
Teledyne Technologies Incorporated Pension Plan plan assets $681M -> $560M (-17.7%, 2022-01-01 to 2023-01-01)
Occurred
Jan 1, 2023
Teledyne Technologies Incorporated Pension Plan funded ratio 95.2% -> 92.7% (2022-01-01 to 2023-01-01)

Provenance

Graph: Allocators
Canonical id: dfx:al:8628fe2a-b998-4710-b8f1-a636676ec954
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.