John Muir Health Retirement Plan
Corporate pension, based in Walnut Creek, California, reporting $630M in assets, for 7,069 participants.
Composed from this allocator's classification, location and filed figures.
Nothing material in the last 90 days. Last change: 31 Dec 2024, John Muir Health Retirement Plan no longer reports Principal Diversified Real Asset (last held $14M at 2023-12-31; absent from the 2024-12-31 filing).
1 more adviser, 8 more commitments and 1 more dated event
Every figure, date and source on this page is shown. The names behind them, and every related record, open with the complete profile.
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Capital path
who backs this record, through what, into what; each name opens its own path- NT Collective S&p 500 Index Fund3 commitments
- NT Collective Govt Short Term Invt3 commitments
- Brandywine Global Investment Manage3 commitments
- Northern Trust Investments, Inc.6 commitments
- Brandywine Global Investment Mgmt.3 commitments
- Principal Global Investors LLC2 commitments
Relationship network
24 connected entities11 observed commitments7 repeat counterpartiescommitments 2022 to 2024
From board minutes, annual reports, Form 5500 filings and public records of commitments, consultants and staff in the allocator graph. Commitment amounts are those the allocator disclosed; many are not printed, and none is estimated.
Some relationships on this record are counted rather than named here. They open with the full profile.
Click any name or line for the commitments and sources behind it. Line weight is commitments together; dashed lines are inferred.
- Sponsor
- Fund or vehicle
- Service provider
- Organization
›How strength and recency are read
Managers, funds and consultants are read from the commitments: three or more is a strong observed relationship, two a repeat counterparty. No consultant link is marked current on the source, so none is labelled current or former here. Related plans, people and plan service providers are ordered by what the filing shows.
Darker lines were active in the last 24 months or are current; lighter lines are older or undated.
Size, funding, policy and commitments, with their basesCorporate pensionShowHide
Allocation policy
- Partnership/joint venture interests 48.3%
- 103-12 investment entities 1.3%
- Common/collective trusts 13.2%
- Registered investment companies 18.3%
- Common stock 15.1%
Consultants and advisers
- London Company Investment adviser (plan)through Dec 31, 2022 Form 5500
- Brandywine Trusteethrough Dec 31, 2022 Form 5500
- Willis Towers Watson US LLC Actuarythrough Dec 31, 2022 Form 5500
+1 more consultant or adviser advise this allocator
Every name, record and relationship behind this count, with the source on each.
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People
Manager roster
- Northern Trust Investments, Inc.6 rows, latest Dec 31, 2024
- Brandywine Global Investment Mgmt.3 rows, latest Dec 31, 2024
- Principal Global Investors LLC2 rows, latest Dec 31, 2023
- Principal Global Investors LLCplan years
- Elliott Investment Managementplan years 2024
- WCM Investment Management, LLCplan years 2024
+6 more Schedule C managers
Every name, record and relationship behind this count, with the source on each.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
What changed
- Dec 31, 2024Holding endedinferenceJohn Muir Health Retirement Plan no longer reports Principal Diversified Real Asset (last held $14M at 2023-12-31; absent from the 2024-12-31 filing)with Principal Diversified Real Assetaskebsa.dol.gov
- Dec 31, 2024Manager relationship startedWCM Investment Management LLC appears on John Muir Health Retirement Plan's Schedule C as investment manager (plan year 2024 vs 2023)with WCM Investment Management, LLCaskebsa.dol.gov
- Dec 31, 2024Manager relationship endedinferenceDSM Capital Partners, LLC no longer appears on John Muir Health Retirement Plan's Schedule C as investment manager (plan year 2024 vs 2023)with DSM Capital Partners LLCaskebsa.dol.gov
- Jan 1, 2024Funded status changedJohn Muir Health Retirement Plan funded ratio 111.0% -> 103.0% (2023-01-01 to 2024-01-01)
- Jan 1, 2023Funded status changedJohn Muir Health Retirement Plan funded ratio 118.7% -> 111.0% (2022-01-01 to 2023-01-01)
+1 more dated event
Every name, record and relationship behind this count, with the source on each.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
Commitments
| Date | Fund | Manager | Bucket | Amount | Vintage | Status | Source |
|---|---|---|---|---|---|---|---|
| as of Dec 31, 2024 | NT Collective S&p 500 Index Fundcollective trust | Northern Trust Investments, Inc. | Pooled vehicles | $69.4M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | NT Collective Govt Short Term Invtcollective trust | Northern Trust Investments, Inc. | Cash | $13.9M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | Brandywine Global Investment Manage103 12 ie | Brandywine Global Investment Mgmt. | Pooled vehicles | $7.9M held | Disclosed holding | askebsa.dol.gov |
+8 more commitments
Every fund and manager this allocator committed to, with the amount, date and source on each.
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Size and funding
Form 5500 filings
| Plan year | Participants | Assets (SB market) | Funding target | FTAP | Total assets (H) | Partnerships / JV | Master trust | Real estate |
|---|---|---|---|---|---|---|---|---|
| 2024 to Dec 31, 2024 | 7,069 | $601M | $602M | 103.0% | $630M | $304M | Not disclosed | Not disclosed |
| 2023 to Dec 31, 2023 | 7,079 | $581M | $573M | 111.0% | $602M | $196M | Not disclosed | Not disclosed |
| 2022 to Dec 31, 2022 | 6,861 | $687M | $538M | 118.7% | $581M | $227M | Not disclosed | Not disclosed |
- The London Company codes 27 51 $232,196 PY2024
- Northern Trust Company codes 15 21 50 $195,076 PY2024
- WCM Investment Management LLC codes 28 51 $122,552 PY2024
+39 more service providers
Every name, record and relationship behind this count, with the source on each.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
Provenance
Provenance
John Muir Health Retirement Plan sits on 3 traced paths of capital across the graphs.
DFX traced 3 paths of capital through this record
Every record on each path, what it committed or lent, and as of when.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
Derived from allocator disclosures, BDC schedules and SEC filings; confidence is the weakest hop.
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Record history
- Holding in a pooled vehicle ended2024-12-31source on record
- Manager relationship started2024-12-31source on record
- Manager relationship ended2024-12-31source on record
+3 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
+14 connections on the graph
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