Southern California United Food and Commercial Workers Unions and Drug Employers Pension Fund
Taft-Hartley plan, based in LOS Angeles, California, reporting $928M in assets, for 27,427 participants.
Composed from this allocator's classification, location and filed figures.
Nothing material in the last 90 days. Last change: 1 Jan 2024, Southern California United Food and Commercial Workers Unions and Drug Employers Pension Fund funded ratio 109.3% -> 105.7% (2023-01-01 to 2024-01-01).
1 more adviser
Every figure, date and source on this page is shown. The names behind them, and every related record, open with the complete profile.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
Capital path
who backs this record, through what, into what; each name opens its own path- ALL Weather Portfolio Limited3 commitments
- Bridgewater3 commitments
Relationship network
35 connected entities3 observed commitments2 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 basesTaft-Hartley planShowHide
Allocation policy
- Interest-bearing cash 3.5%
- Non-interest-bearing cash 0.0%
- Corporate debt instruments (other) 3.1%
- Corporate debt instruments (preferred) 0.1%
- U.S. Government securities 11.2%
- Other investments 0.5%
- 103-12 investment entities 6.2%
- Registered investment companies 49.3%
- Common stock 23.0%
- Preferred stock 0.1%
Consultants and advisers
- RV Kuhns & Associates Pension consultantthrough Dec 31, 2022 Form 5500
- The Segal Co (western States), Inc. Actuarythrough Dec 31, 2022 Form 5500
- Northern Trust Co. Custodianthrough 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.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
People
Manager roster
- Bridgewater3 rows, latest Dec 31, 2024
- Metropolitan West Asset Managementplan years 2024
- Dodge & Coxplan years 2022
- Pacific Investmt Management Co LLCplan years 2022
+3 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
- Jan 1, 2024Funded status changedSouthern California United Food and Commercial Workers Unions and Drug Employers Pension Fund funded ratio 109.3% -> 105.7% (2023-01-01 to 2024-01-01)
- Jan 1, 2024Assets changedSouthern California United Food and Commercial Workers Unions and Drug Employers Pension Fund plan assets $797M -> $883M (+10.8%, 2023-01-01 to 2024-01-01)
- Dec 31, 2023Assets changedSouthern California United Food and Commercial Workers Unions and Drug Employers Pension Fund total assets $798M -> $884M (+10.8%, 2022-12-31 to 2023-12-31)
- Jan 1, 2023Funded status changedSouthern California United Food and Commercial Workers Unions and Drug Employers Pension Fund funded ratio 113.1% -> 109.3% (2022-01-01 to 2023-01-01)
- Jan 1, 2023Assets changedSouthern California United Food and Commercial Workers Unions and Drug Employers Pension Fund plan assets $1.0B -> $797M (-21.8%, 2022-01-01 to 2023-01-01)
Commitments
| Date | Fund | Manager | Bucket | Amount | Vintage | Status | Source |
|---|---|---|---|---|---|---|---|
| as of Dec 31, 2024 | ALL Weather Portfolio Limited103 12 ie | Bridgewater | Pooled vehicles | $57.3M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2023 | ALL Weather Portfolio Limited103 12 ie | Bridgewater | Pooled vehicles | $70.8M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | ALL Weather Portfolio Limited103 12 ie | Bridgewater | Pooled vehicles | $63.9M held | Disclosed holding | askebsa.dol.gov |
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 | 27,427 | Not disclosed | Not disclosed | n/a | $928M | Not disclosed | Not disclosed | Not disclosed |
| 2023 to Dec 31, 2023 | 27,590 | Not disclosed | Not disclosed | n/a | $884M | Not disclosed | Not disclosed | Not disclosed |
| 2022 to Dec 31, 2022 | 27,203 | Not disclosed | Not disclosed | n/a | $798M | Not disclosed | Not disclosed | Not disclosed |
- TCW Asset Management Company codes 51 $540,928 PY2024
- Dodge & Cox codes 28 51 52 68 $528,262 PY2024
- Pacific Investment Mgmt Company LLC codes 28 51 52 68 $265,081 PY2024
+66 more service providers
Every name, record and relationship behind this count, with the source on each.
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Provenance
Provenance
Southern California United Food and Commercial Workers Unions and Drug Employers Pension Fund sits on 1 traced path of capital across the graphs.
DFX traced 1 path 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
- Funded status changed2024-01-01source on record
- Total assets changed2024-01-01source on record
- Total assets changed2023-12-31source on record
+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
+11 connections on the graph
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