DFX Intelligence

This allocator's name, 2 more advisers and 1 more dated event

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Corporate pension in California

Corporate pension· Mountain View, California

Corporate pension, based in Mountain View, California, reporting $362M in assets, for 1,013 participants.

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

As of 2024-12-31 · the latest dated event for this allocator; each figure carries its own filing or report date

Assets: $362M
Funded ratio: 100.0%

Open searches Allocation policy Consultants

As of 2024-12-31 · 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: 31 Dec 2024, Changed investment consultant to Wealthspire Retirement Advisory.

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

Corporate pension

Assets

$362M

Total assets, Dec 31, 2024 reported

Funded

100.0%

Jan 1, 2024

Private markets target

no policy read

policy Dec 31, 2024

Commitments

none on the tape

Plan sponsor: this allocator

Allocation policy

Form 5500, as of Dec 31, 2024

Actual allocation lines without a target (as filed)

Interest-bearing cash 15.9%
Non-interest-bearing cash 0.3%
U.S. Government securities 24.1%
Registered investment companies 59.3%

Consultants and advisers

5 firms

Wealthspire Retirement Advisory Investment adviser (plan)through Dec 31, 2024 Form 5500
Berla Investing Investment adviser (plan)through Dec 31, 2022 Form 5500
Futureplan Actuarythrough Dec 31, 2022 Form 5500

+2 more consultants and advisers advise this allocator

Every name, record and relationship behind this count, with the source on each.

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

People

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

Manager roster

No manager relationship is on the tape for this allocator.

What changed

6 events

Dec 31, 2024Consultant changedinference
with Wealthspire Retirement Advisoryaskebsa.dol.gov
Dec 31, 2024Assets changed
$79.8Maskebsa.dol.gov
Jan 1, 2024Funded status changed
down 4 pointsaskebsa.dol.gov
Jan 1, 2024Assets changed
$72.0Maskebsa.dol.gov
Dec 31, 2023Assets changed
$72.2Maskebsa.dol.gov

+1 more dated event

Every name, record and relationship behind this count, with the source on each.

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

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

$362M Dec 31, 2024 reported Form 5500

$282M (2023-12) · $210M (2022-12)

Plan assets

$282M Jan 1, 2024 reported Form 5500

$210M (2023-01) · $195M (2022-01)

Net assets

$362M Dec 31, 2024 reported Form 5500

$282M (2023-12) · $210M (2022-12)

Funded ratio

100.0% Jan 1, 2024 reported Form 5500

103.6% (2023-01) · 121.6% (2022-01)

Funding target

$282M Jan 1, 2024 reported Form 5500

$202M (2023-01) · $161M (2022-01)

Discount rate

5.01% Jan 1, 2024 reported Form 5500

5.05% (2023-01) · 5.20% (2022-01)

Participants

1,013 Jan 1, 2024 reported Form 5500

1,030 (2023-01) · 1,032 (2022-01)

Contributions

$77.0M Dec 31, 2024 reported Form 5500

$67.0M (2023-12) · $37.9M (2022-12)

Benefits paid

$14.0M Dec 31, 2024 reported Form 5500

$9.2M (2023-12) · $8.0M (2022-12)

Net investment income

$79.8M Dec 31, 2024 reported Form 5500

$72.2M (2023-12) · $14.3M (2022-12)

Investment management fees

$58,033 Dec 31, 2024 reported Form 5500

$69,892 (2023-12) · $62,400 (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	1,013	$282M	$282M	100.0%	$362M	Not disclosed	Not disclosed	Not disclosed
2023 to Dec 31, 2023	1,030	$210M	$202M	103.6%	$282M	Not disclosed	Not disclosed	Not disclosed
2022 to Dec 31, 2022	1,032	$195M	$161M	121.6%	$210M	Not disclosed	Not disclosed	Not disclosed

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

Futureplan codes 11 17 50 $122,267 PY2024
The Vanguard Group, Inc. codes 21 52 68 $39,955 PY2024
Berla Investing codes 27 $27,216 PY2024

+14 more service providers

Every name, record and relationship behind this count, with the source on each.

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

6 dated events on the change ledger, latest first

Funded status changed
2023-01-01source
Funded status changed
2024-01-01source
Consultant changed
2024-12-31source

+3 more changes on this record's ledger

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

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

+6 connections on the graph

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