DFX Intelligence

This allocator's name and 1 more adviser

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Corporate pension in California

Corporate pension· LOS Angeles, California

Corporate pension, based in LOS Angeles, California, reporting $56.5M in assets, for 523 participants.

Composed from this allocator's classification, location and filed figures.

As of 2024-01-01 · the latest dated event for this allocator; each figure carries its own filing or report date

Assets: $56.5M
Funded ratio: 121.4%

Open searches Allocation policy

As of 2024-01-01 · the latest dated event for this allocator; each figure carries its own filing or report date

Nothing material in the last 90 days. Last change: 1 Jan 2024, Funded status changed.

Size, funding, policy and commitments, with their basesCorporate pensionShow

Corporate pension

Assets

$56.5M

Total assets, Dec 31, 2024 reported

Funded

121.4%

Jan 1, 2024

Private markets target

no policy read

policy Dec 31, 2024

Commitments

none on the tape

Allocation policy

Form 5500, as of Dec 31, 2024

Actual allocation lines without a target (as filed)

Other investments 7.6%
Partnership/joint venture interests 54.0%
Registered investment companies 9.9%
Common stock 28.4%

Consultants and advisers

4 firms

Transamerica Trusteethrough Dec 31, 2024 Form 5500
US Bank Trusteethrough Dec 31, 2023 Form 5500
Nyhart Actuarythrough Dec 31, 2022 Form 5500

+1 more consultant or adviser advise this allocator

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People

No investment staff or executives have been read for this allocator yet.

Manager roster

4 managers on Schedule C

From Schedule C (investment management, code 28)

WCM Investment Management, LLCplan years 2023
Segall Bryant & Hamill LLCplan years 2022
AMI Asset Managementplan years 2022

+1 more Schedule C manager

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Includes 3 days of DFX Intelligence. Then $249/month unless canceled.

What changed

5 events

Jan 1, 2024Funded status changed
8 pointsaskebsa.dol.gov
Jan 1, 2024Assets changed
$7.8Maskebsa.dol.gov
Dec 31, 2023Manager relationship started
with WCM Investment Management, LLCaskebsa.dol.gov
Dec 31, 2023Assets changed
$7.5Maskebsa.dol.gov
Jan 1, 2023Funded status changed
down 18 pointsaskebsa.dol.gov

Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.

Commitments

No fund commitments are on the tape for this allocator. The tape holds the plans that publish their own private-markets reports; a plan that publishes one and is not here is a gap we can close.

Size and funding

33 readings

Total assets

$56.5M Dec 31, 2024 reported Form 5500

$52.7M (2023-12) · $45.2M (2022-12)

Plan assets

$52.6M Jan 1, 2024 reported Form 5500

$44.8M (2023-01) · $49.1M (2022-01)

Net assets

$56.5M Dec 31, 2024 reported Form 5500

$52.7M (2023-12) · $45.2M (2022-12)

Funded ratio

121.4% Jan 1, 2024 reported Form 5500

113.9% (2023-01) · 132.3% (2022-01)

Funding target

$39.8M Jan 1, 2024 reported Form 5500

$36.1M (2023-01) · $33.9M (2022-01)

Discount rate

5.31% Jan 1, 2024 reported Form 5500

5.41% (2023-01) · 5.58% (2022-01)

Participants

523 Jan 1, 2024 reported Form 5500

524 (2023-01) · 525 (2022-01)

Contributions

$0 Dec 31, 2024 reported Form 5500

$2.8M (2023-12) · $2.8M (2022-12)

Benefits paid

$1.3M Dec 31, 2024 reported Form 5500

$1.8M (2023-12) · $1.8M (2022-12)

Net investment income

$3.9M Dec 31, 2024 reported Form 5500

$7.5M (2023-12) · -$3.9M (2022-12)

Investment management fees

$69,973 Dec 31, 2024 reported Form 5500

$79,242 (2023-12) · $42,411 (2022-12)

Form 5500 filings

3 plan years

Plan year	Participants	Assets (SB market)	Funding target	FTAP	Total assets (H)	Partnerships / JV	Master trust	Real estate
2024 to Dec 31, 2024	523	$52.6M	$39.8M	121.4%	$56.5M	$30.5M	Not disclosed	Not disclosed
2023 to Dec 31, 2023	524	$44.8M	$36.1M	113.9%	$52.7M	$29.7M	Not disclosed	Not disclosed
2022 to Dec 31, 2022	525	$49.1M	$33.9M	132.3%	$45.2M	$26.5M	Not disclosed	Not disclosed

Service providers and investment entities as filed (Schedule C and D, latest year first)

Transamerica codes 21 50 $94,574 PY2024
WCM Investment Management codes 28 50 $27,267 PY2024
US Bank codes 21 50 $19,977 PY2024

+15 more service providers

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Includes 3 days of DFX Intelligence. Then $249/month unless canceled.

Provenance

Identifiers: none on file

Cross-graph: no entry on another DFX graph

First observed Sep 15, 2026, last observed Sep 15, 2026. Classification confirmed. Every row above carries its source; a reported figure is the subject’s own, a derived one is arithmetic on reported figures, an estimated one is a model or a survey imputation and is never summed into a headline.

Not yet on record: fund commitments, managers.

Record history

5 dated events on the change ledger, latest first

Funded status changed
2023-01-01source
Funded status changed
2024-01-01source
Manager relationship started
2023-12-31source

+2 more changes on this record's ledger

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The ledger records every merge, rename and reclassification this record went through and the dated filings observed on it, so the identity on this page can be traced to the records it was built from. The ledger's own sentences name other records, so they show with the names.

›Connections

every published relationship on the graph

+9 connections on the graph

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