Kaiser Permanente Retirement Plan
Corporate pension, based in Oakland, California, reporting $34B in assets, for 197,749 participants.
Composed from this allocator's classification, location and filed figures.
Nothing material in the last 90 days. Last change: 31 Dec 2024, Kaiser Permanente Retirement Plan no longer reports Vftc Instl Tot Intl Stock Mkt Index (last held $6M at 2023-12-31; absent from the 2024-12-31 filing).
40 more commitments and 2 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- Vftc Interest Income Fund3 commitments
- Jpmcb Smartretire 20403 commitments
- Jpmcb Smartretire 20553 commitments
- JP Morgan Chase30 commitments
- Vanguard Fiduciary Trust Company10 commitments
Relationship network
36 connected entities43 observed commitments17 repeat counterparties40 dated commitments shown here, 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
- 103-12 investment entities 97.7%
- Common/collective trusts 0.2%
- Registered investment companies 0.1%
Consultants and advisers
- AON Consulting, Inc. Actuarythrough Dec 31, 2022 Form 5500
People
Manager roster
- JP Morgan Chase30 rows, latest Dec 31, 2024
- Vanguard Fiduciary Trust Company10 rows, latest Dec 31, 2024
- JP Morgan Chaseplan years
- Vanguard Fiduciary Trust Companyplan years
- Vanguardplan years
What changed
- Dec 31, 2024Holding endedinferenceKaiser Permanente Retirement Plan no longer reports Vftc Instl Tot Intl Stock Mkt Index (last held $6M at 2023-12-31; absent from the 2024-12-31 filing)with Vftc Instl Tot Intl Stock Mkt Indexaskebsa.dol.gov
- Dec 31, 2024Holding endedinferenceKaiser Permanente Retirement Plan no longer reports Vanguard Institutional Total Stock (last held $16M at 2023-12-31; absent from the 2024-12-31 filing)with Vanguard Institutional Total Stockaskebsa.dol.gov
- Jan 1, 2024Funded status changedKaiser Permanente Retirement Plan funded ratio 118.8% -> 105.0% (2023-01-01 to 2024-01-01)
- Jan 1, 2024Assets changedKaiser Permanente Retirement Plan plan assets $31.8B -> $33.4B (+5.3%, 2023-01-01 to 2024-01-01)
- Dec 31, 2023Assets changedKaiser Permanente Retirement Plan total assets $31.9B -> $33.5B (+5.3%, 2022-12-31 to 2023-12-31)
+2 more dated events
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 | Vftc Interest Income Fundcollective trust | Vanguard Fiduciary Trust Company | Fixed income | $3.8M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | Jpmcb Smartretire 2040collective trust | JP Morgan Chase | Pooled vehicles | $9.3M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | Jpmcb Smartretire 2055collective trust | JP Morgan Chase | Pooled vehicles | $3.6M held | Disclosed holding | askebsa.dol.gov |
+40 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 | 197,749 | $33B | $21B | 105.0% | $34B | Not disclosed | Not disclosed | Not disclosed |
| 2023 to Dec 31, 2023 | 187,945 | $32B | $19B | 118.8% | $34B | Not disclosed | Not disclosed | Not disclosed |
| 2022 to Dec 31, 2022 | 183,912 | $38B | $18B | 121.2% | $32B | Not disclosed | Not disclosed | Not disclosed |
- Jpmcb Smartretire 2065 Sched. D C $66,369 PY2024
- Kaiser Permanente Group Trust Sched. D E $34B PY2024
- Vftc Interest Income Fund Sched. D C $3.8M PY2024
+46 more service providers
Every name, record and relationship behind this count, with the source on each.
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Provenance
Provenance
Record history
- Holding in a pooled vehicle ended2024-12-31source on record
- Holding in a pooled vehicle ended2024-12-31source on record
- Funded status changed2024-01-01source on record
+4 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
+5 connections on the graph
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