DFX Intelligence

Data Factory

AllocatorsPlancorporate pension<100m

Pioneer Employees Pension Plan

Allocators

Torrance, 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:f8d1640d-889b-4a75-b2ed-68f446f3d157

Data as of Sep 15, 2026 (this record's last observation) from Government tapes; SEC filings; What the plans publish; Pending. Page built Sep 20, 2026, 4:23 PM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 2
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: Mar 31, 2024
Assets basis: REPORTED
Funded ratio: 112%
Participants: 1,089
Commitments: 0with an amount; holdings are counted apart
Managers: 0
Funds: 0
Re-ups: 0
First-time managers: 0
Consultants: 0
Private markets target, %: 0latest policy, percent of assets
Private equity target, %: 0latest policy, percent of assets
Latest policy: Mar 31, 2023
People: 0

Policy targets, latest period

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

Bucket	Target %	Range low	Range high	Actual %	Actual	Period end	Basis
Interest-bearing cash	n/a	n/a	n/a	15	$10.9M	Mar 31, 2023	Derived
Non-interest-bearing cash	n/a	n/a	n/a	0	$2	Mar 31, 2023	Derived
Registered investment companies	n/a	n/a	n/a	85	$64.1M	Mar 31, 2023	Derived
Common stock	n/a	n/a	n/a	0	$238	Mar 31, 2023	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
The Brentwood Companies	General consultant	Apr 1, 2023	Mar 31, 2024	no	fact	Dol form 5500 pension
Bank of America	custodian	Apr 1, 2022	Mar 31, 2023	no	fact	Dol form 5500 pension
Milliman, Inc.	actuary	Apr 1, 2022	Mar 31, 2023	no	fact	Dol form 5500 pension

Relationships

Sponsors (1)

← Pioneer North America, Inc.Plan sponsorPlan sponsor
Apr 1, 2022 to presentfactForm 5500

Advised by (3)

→ Bank of AmericaInvestment consultantcustodian
Apr 1, 2022 to Mar 31, 2023factForm 5500
→ Milliman, Inc.Investment consultantactuary
Apr 1, 2022 to Mar 31, 2023factForm 5500
→ The Brentwood CompaniesInvestment consultantGeneral consultant
Apr 1, 2023 to Mar 31, 2024factForm 5500

Dated events

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

Occurred
Dec 31, 2023
Consultant changed
The Brentwood Companies appears on Pioneer Employees Pension Plan's Schedule C as general consultant (plan year 2023 vs 2022)
The Brentwood Companies Form 5500observed 5 days ago

Show 1 bookkeeping events

Occurred
Mar 31, 2024
Pioneer Employees Pension Plan total assets $75M -> $0 (-100.0%, 2023-03-31 to 2024-03-31)

Provenance

Graph: Allocators
Canonical id: dfx:al:f8d1640d-889b-4a75-b2ed-68f446f3d157
First observed: Sep 15, 2026
Last observed: Sep 15, 2026 5 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.

Pioneer Employees Pension Plan

Allocators

Torrance, 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:f8d1640d-889b-4a75-b2ed-68f446f3d157

Bucket

Target %

Range low

Range high

Actual %

Actual

Period end

Basis

Interest-bearing cash

n/a

$10.9M

Mar 31, 2023

Derived

Non-interest-bearing cash

n/a

Mar 31, 2023

Derived

Registered investment companies

n/a

$64.1M

Mar 31, 2023

Derived

Common stock

n/a

$238

Mar 31, 2023

Derived

Consultant

Role

From

Current

Evidence

Source

The Brentwood Companies

General consultant

Apr 1, 2023

Mar 31, 2024

fact

Dol form 5500 pension

Bank of America

custodian

Apr 1, 2022

Mar 31, 2023

fact

Dol form 5500 pension

Milliman, Inc.

actuary

Apr 1, 2022

Mar 31, 2023

fact

Dol form 5500 pension