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Teledyne Technologies Incorporated Pension Plan for Defined Active Participants

Allocators

Thousand Oaks, 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:aa90d05c-0b40-49f4-a909-dad77dbcdad0

Data as of Sep 15, 2026 (this record's last observation) from Government tapes; SEC filings; What the plans publish; Pending. Page built Sep 19, 2026, 12:41 AM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 7
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: $180Mlatest reading; see basis
Assets as of: Dec 31, 2024
Assets basis: REPORTED
Funded ratio: 90%
Participants: 688
Commitments: 4with an amount; holdings are counted apart
Managers: 1
Funds: 2
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	$8.3M	Dec 31, 2022	Collective trust	Dol form 5500 pension
Metlife Long Credit Collective Tr	n/a	Private credit	$5.6M	Dec 31, 2024	Collective trust	Dol form 5500 pension
EB Temporary Investment	BNY Mellon	Pooled vehicle	$5.1M	Dec 31, 2024	Collective trust	Dol form 5500 pension
EB Temporary Investment	BNY Mellon	Pooled vehicle	$3.1M	Dec 31, 2023	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; 15 rows folded into 6

Bucket	Target %	Range low	Range high	Actual %	Actual	Period end	Basis
Interest-bearing cash	n/a	n/a	n/a	0	$280,992	Dec 31, 2024	Derived
U.S. Government securities	n/a	n/a	n/a	17	$30.9M	Dec 31, 2024	Derived
Other investments	n/a	n/a	n/a	1	$1.5M	Dec 31, 2024	Derived
Partnership/joint venture interests	n/a	n/a	n/a	73	$131M	Dec 31, 2024	Derived
Common/collective trusts	n/a	n/a	n/a	6	$10.7M	Dec 31, 2024	Derived
Registered investment companies	n/a	n/a	n/a	3	$4.7M	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
Bank of New York Mellon	custodian	Jan 1, 2022	Dec 31, 2022	no	fact	Dol form 5500 pension
Willis Towers Watson US LLC	actuary	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
Fidelity Institutional Asset Manage	Investment management	Jan 1, 2024	Dec 31, 2024	no	fact
Strategic Investment Management, LLC	Investment management	Jan 1, 2023	Dec 31, 2023	no	fact

Relationships

Sponsors (1)

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

Advised by (2)

→ Bank of New York MellonInvestment consultantcustodian
Jan 1, 2022 to Dec 31, 2022factForm 5500
→ Willis Towers Watson US LLCInvestment consultantactuary
Jan 1, 2022 to Dec 31, 2022factForm 5500

Manages for (2)

← Strategic Investment Management, LLCInvestment consultantInvestment management
Jan 1, 2023 to Dec 31, 2023factForm 5500
← Fidelity Institutional Asset ManageManager with allocator capitalInvestment management
Jan 1, 2024 to Dec 31, 2024factForm 5500

Dated events

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

Occurred
Dec 31, 2024
Manager relationship started
Fidelity Instl Asset Management LLC appears on Teledyne Technologies Incorporated Pension Plan for Defined Active Participants's Schedule C as investment manager (plan year 2024 vs 2023)
Fidelity Institutional Asset Manage Form 5500observed 3 days ago
Occurred
Dec 31, 2024
Holding in a pooled vehicle started
Teledyne Technologies Incorporated Pension Plan for Defined Active Participants first reports an interest in Metlife Long Credit Collective Tr: $6M at 2024-12-31
Metlife Long Credit Collective Tr Form 5500observed 3 days ago
$5.6M
Occurred
Dec 31, 2023
Consultant changed
Willis Towers Watson US LLC appears on Teledyne Technologies Incorporated Pension Plan for Defined Active Participants's Schedule C as general consultant (plan year 2023 vs 2022)
Willis Towers Watson US LLC Form 5500observed 3 days ago
Occurred
Dec 31, 2023
Manager relationship started
Strategic Investment Group appears on Teledyne Technologies Incorporated Pension Plan for Defined Active Participants's Schedule C as investment manager (plan year 2023 vs 2022)
Strategic Investment Management, LLC Form 5500observed 3 days ago

Show 3 bookkeeping events

Occurred
Jan 1, 2024
Teledyne Technologies Incorporated Pension Plan for Defined Active Participants funded ratio 82.9% -> 89.8% (2023-01-01 to 2024-01-01)
Occurred
Jan 1, 2023
Teledyne Technologies Incorporated Pension Plan for Defined Active Participants plan assets $184M -> $160M (-12.9%, 2022-01-01 to 2023-01-01)
Occurred
Jan 1, 2023
Teledyne Technologies Incorporated Pension Plan for Defined Active Participants funded ratio 102.6% -> 82.9% (2022-01-01 to 2023-01-01)

Provenance

Graph: Allocators
Canonical id: dfx:al:aa90d05c-0b40-49f4-a909-dad77dbcdad0
First observed: Sep 15, 2026
Last observed: Sep 15, 2026 3 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.

Teledyne Technologies Incorporated Pension Plan for Defined Active Participants

Allocators

Thousand Oaks, 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:aa90d05c-0b40-49f4-a909-dad77dbcdad0

Vehicle

Manager

Bucket

Value

As of

Kind

Source

EB Temporary Investment

BNY Mellon

Pooled vehicle

$8.3M

Dec 31, 2022

Collective trust

Dol form 5500 pension

Metlife Long Credit Collective Tr

n/a

Private credit

$5.6M

Dec 31, 2024

Collective trust

Dol form 5500 pension

EB Temporary Investment

BNY Mellon

Pooled vehicle

$5.1M

Dec 31, 2024

Collective trust

Dol form 5500 pension

EB Temporary Investment

BNY Mellon

Pooled vehicle

$3.1M

Dec 31, 2023

Collective trust

Dol form 5500 pension

Bucket

Target %

Range low

Range high

Actual %

Actual

Period end

Basis

Interest-bearing cash

n/a

$280,992

Dec 31, 2024

Derived

U.S. Government securities

n/a

$30.9M

Dec 31, 2024

Derived

Other investments

n/a

$1.5M

Dec 31, 2024

Derived

Partnership/joint venture interests

n/a

$131M

Dec 31, 2024

Derived

Common/collective trusts

n/a

$10.7M

Dec 31, 2024

Derived

Registered investment companies

n/a

$4.7M

Dec 31, 2024

Derived

Consultant

Role

From

Current

Evidence

Source

Bank of New York Mellon

custodian

Jan 1, 2022

Dec 31, 2022

fact

Dol form 5500 pension

Willis Towers Watson US LLC

actuary

Jan 1, 2022

Dec 31, 2022

fact

Dol form 5500 pension

Manager

Mandate

From

Current

Evidence

Fidelity Institutional Asset Manage

Investment management

Jan 1, 2024

Dec 31, 2024

fact

Strategic Investment Management, LLC

Investment management

Jan 1, 2023

Dec 31, 2023

fact