Kern Regional Center Defined Benefit Retirement Plan
Corporate pension, based in Bakersfield, California, reporting $54.0M in assets, for 265 participants.
Composed from this allocator's classification, location and filed figures.
Nothing material in the last 90 days. Last change: 31 Dec 2024, Pensionmark Financial Group LLC no longer appears on Kern Regional Center Defined Benefit Retirement Plan's Schedule C as investment adviser (plan) (plan year 2024 vs 2023).
2 more commitments and 3 more dated events
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- Fidelity 500 Index3 commitments
- Massmutual US Govt Mny Mkt R51 commitment
- Massmutual Mid Cap Growth I1 commitment
- Fidelity Investments2 commitments
- Pimco1 commitment
- Columbia Mgmt Investment Advisers,1 commitment
Relationship network
32 connected entities5 observed commitments3 repeat counterpartiescommitments 2023 to 2025
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
- Interest-bearing cash 2.8%
- Corporate debt instruments (other) 59.3%
- U.S. Government securities 33.4%
- Insurance company general account 3.4%
- Registered investment companies 0.2%
Consultants and advisers
- World Investment Advisors, LLC Investment adviser (plan)through Jun 30, 2025 Form 5500
- Milliman, Inc. Actuarythrough Jun 30, 2023 Form 5500
People
Manager roster
- Fidelity Investments2 rows, latest Jun 30, 2025
- Pimco1 row, latest Jun 30, 2024
- Columbia Mgmt Investment Advisers,1 row, latest Jun 30, 2023
- Fidelity Investmentsplan years
- Pimcoplan years
- Columbia Mgmt Investment Advisers,plan years
What changed
- Dec 31, 2024Consultant changedinferencePensionmark Financial Group LLC no longer appears on Kern Regional Center Defined Benefit Retirement Plan's Schedule C as investment adviser (plan) (plan year 2024 vs 2023)with World Investment Advisors, LLCaskebsa.dol.gov
- Dec 31, 2024Consultant changedinferenceWorld Investment Advisors LLC appears on Kern Regional Center Defined Benefit Retirement Plan's Schedule C as investment adviser (plan) (plan year 2024 vs 2023)with World Investment Advisors, LLCaskebsa.dol.gov
- Jul 1, 2024Funded status changedKern Regional Center Defined Benefit Retirement Plan funded ratio 90.0% -> 95.2% (2023-07-01 to 2024-07-01)
- Jun 30, 2024Holding endedinferenceKern Regional Center Defined Benefit Retirement Plan no longer reports Massmutual Mid Cap Growth I (last held $2M at 2023-06-30; absent from the 2024-06-30 filing)with Massmutual Mid Cap Growth Iaskebsa.dol.gov
- Jun 30, 2024Holding endedinferenceKern Regional Center Defined Benefit Retirement Plan no longer reports Massmutual US Govt Mny Mkt R5 (last held $2M at 2023-06-30; absent from the 2024-06-30 filing)with Massmutual US Govt Mny Mkt R5askebsa.dol.gov
+3 more dated events
Every name, record and relationship behind this count, with the source on each.
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Commitments
| Date | Fund | Manager | Bucket | Amount | Vintage | Status | Source |
|---|---|---|---|---|---|---|---|
| as of Jun 30, 2025 | Fidelity 500 Indexseparate account | Fidelity Investments | Pooled vehicles | $133,951 held | Disclosed holding | askebsa.dol.gov | |
| as of Jun 30, 2024 | Fidelity 500 Indexseparate account | Pimco | Pooled vehicles | $1.1M held | Disclosed holding | askebsa.dol.gov | |
| as of Jun 30, 2023 | Massmutual US Govt Mny Mkt R5separate account | Massmutual | Pooled vehicles | $1.7M held | Disclosed holding | askebsa.dol.gov |
+2 more commitments
Every fund and manager this allocator committed to, with the amount, date and source on each.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
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 Jun 30, 2025 | 265 | $55.2M | $51.6M | 95.2% | $54.0M | Not disclosed | Not disclosed | Not disclosed |
| 2023 to Jun 30, 2024 | 275 | $52.3M | $51.4M | 90.0% | $55.2M | Not disclosed | Not disclosed | Not disclosed |
| 2022 to Jun 30, 2023 | 275 | $41.1M | $48.6M | 84.5% | $45.0M | Not disclosed | Not disclosed | Not disclosed |
- World Investment Advisors LLC codes 27 $47,957 PY2024
- Empower Annuity Ins Co of America codes 64 PY2024
- Vanguard Short-Term Bond Index Adm Sched. D P $133,951 PY2024
+51 more service providers
Every name, record and relationship behind this count, with the source on each.
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Provenance
Provenance
Kern Regional Center Defined Benefit 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
- Consultant changed2024-12-31source on record
- Consultant changed2024-12-31source on record
- Funded status changed2024-07-01source on record
+5 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
+7 connections on the graph
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