DFX Intelligence

S••• O•• C••••• U•••• R••••••••• P•••: P••• on the allocators graph | DFX Data Factory

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AllocatorsP•••corporate pension<100m

S••• O•• C••••• U•••• R••••••••• P•••

Allocators

Sunnyvale, 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:f6276835-a303-42fc-ba62-a08630858440

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, 4:03 PM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 5
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: $75.9Mlatest reading; see basis
Assets as of: Dec 31, 2024
Assets basis: REPORTED
Funded ratio: 123%
Participants: 209
Commitments: 0with an amount; holdings are counted apart
Managers: 0
Funds: 0
Re-ups: 0
First-time managers

Policy targets, latest period

••• Locked

Bucket	Target %	Range low	Range high	Actual %	Actual	Period end	Basis
Non-interest-bearing cash	n/a	n/a	n/a	1	$388,007	Dec 31, 2024	Derived
Registered investment companies	n/a	n/a	n/a	99

Consultants

••• Locked

Consultant	Role	From	To	Current	Evidence	Source
S••••••• F•••••••• G••••	actuary	Jan 1, 2022	Dec 31, 2022	no	fact	Dol form 5500 pension
T•••••• L••••• • A••••••••• I•••	Investment adviser	Jan 1, 2022	Dec 31, 2022	no	fact	Dol form 5500 pension

Relationships

Sponsors (1)

← S••• One Credit U••••Plan sponsorPlan sponsor
Jan 1, 2022 to presentfactForm 5500

Advised by (4)

→ S••••••• F•••••••• G••••Investment consultantactuary
Jan 1, 2022 to Dec 31, 2022factForm 5500
→ T•••••• L••••• • A••••••••• I•••Investment consultantInvestment adviser
Jan 1, 2022 to Dec 31, 2022factForm 5500

Dated events

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

Show 5 bookkeeping events

Occurred
Jan 1, 2024
S••• O•• C••••• U•••• R••••••••• P••• plan assets $63M -> $72M (+14.6%, 2023-01-01 to 2024-01-01)
Occurred
Jan 1, 2024
S••• O•• C••••• U•••• R••••••••• P••• funded ratio 125.6% -> 123.2% (2023-01-01 to 2024-01-01)
Occurred
Dec 31, 2023
S••• O•• C••••• U•••• R••••••••• P••• total assets $63M -> $72M (+14.8%, 2022-12-31 to 2023-12-31)
Occurred
Jan 1, 2023
S••• O•• C••••• U•••• R••••••••• P••• plan assets $75M -> $63M (-15.7%, 2022-01-01 to 2023-01-01)
Occurred
Jan 1, 2023
S••• O•• C••••• U•••• R••••••••• P••• funded ratio 142.6% -> 125.6% (2022-01-01 to 2023-01-01)

Provenance

Graph: Allocators
Canonical id: dfx:al:f6276835-a303-42fc-ba62-a08630858440
First observed: Sep 15, 2026
Last observed: Sep 15, 2026 7 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.