DFX Intelligence
Allocator Intelligence
The capital-owner graph behind private markets. Who owns the capital, who decides, how much, under what policy, on whose advice, to which managers, and what changed, with a source and a date behind every row. A target is never an actual, a disclosed holding is never an approval, and an estimate says so.
Corporate pension
The Clorox Company Pension Plan
Corporate pensionOakland, CA
Assets
n/a
Total assets, Jun 9, 2025 reported
Funded
103.3%
Jul 1, 2022
Private markets target
n/a
policy Jun 30, 2024
Commitments
7
none on the tape
Plan sponsor: The Clorox Company
Allocation policy
Form 5500, as of Jun 30, 2024
Actual allocation lines without a target (as filed)
- Interest-bearing cash 87.0%
- Non-interest-bearing cash 13.0%
Consultants and advisers
6 firms
- Agilis Partners LLC Pension consultantthrough Jun 30, 2024 Form 5500
- Thomas Wynveen Pension consultantthrough Jun 30, 2023 Form 5500
- Mercer Investments LLC Investment adviser (plan)through Jun 30, 2023 Form 5500
- Willis Towers Watson Pension consultantthrough Jun 30, 2023 Form 5500
- State Street Bank & Trust Company Custodianthrough Jun 30, 2023 Form 5500
- Mercer Actuarythrough Jun 30, 2023 Form 5500
People
No investment staff or executives have been read for this allocator yet.
Manager roster
2 managers on the commitment tape
From the plan’s own commitment disclosures
- State Street - Russell 20003 rows, latest Jun 30, 2024
- State Street Global Advisors Trust1 rows, latest Jun 30, 2023
Commitments
7 rows, 0 dated closings
Disclosed holdings (from the plan’s performance or holdings report, as of the report date)
| Date | Fund | Manager | Bucket | Amount | Vintage | Status | Source |
|---|---|---|---|---|---|---|---|
| as of Jun 30, 2024 | Juniperus Insurance Opp Fundcollective trust | State Street - Russell 2000 | Pooled vehicles | $292,907 held | Disclosed holding | askebsa.dol.gov | |
| as of Jun 30, 2023 | Mercer Active Long Corporate Fixedcollective trust | Mercer Investment Management, Inc. | Fixed income | $67.5M held | Disclosed holding | askebsa.dol.gov | |
| as of Jun 30, 2023 | CF Ssga Intermediate US Govt Bond Icollective trust | State Street Global Advisors Trust | Fixed income | $42.4M held | Disclosed holding | askebsa.dol.gov | |
| as of Jun 30, 2023 | Mercer Active Intermediate Credit Fcollective trust | Mercer Investment Management, Inc. | Private credit | $135M held | Disclosed holding | askebsa.dol.gov | |
| as of Jun 30, 2023 | State Street Intermediate U.S. Credcollective trust | State Street - Russell 2000 | Pooled vehicles | $6.6M held | Disclosed holding | askebsa.dol.gov | |
| as of Jun 30, 2023 | Mercer Passive Long Government Fixecollective trust | Mercer Trust Company LLC | Pooled vehicles | $31.6M held | Disclosed holding | askebsa.dol.gov | |
| as of Jun 30, 2023 | Juniperus Insurance Opp Fundcollective trust | State Street - Russell 2000 | Pooled vehicles | $73.5M held | Disclosed holding | askebsa.dol.gov |
Size and funding
25 readings
Plan assets
Funded ratio
Funding target
Discount rate
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 Jun 9, 2025 | 280 | n/a | n/a | n/a | $0 | n/a | n/a | n/a |
| 2023 to Jun 30, 2024 | 7,541 | n/a | n/a | n/a | $336,793 | n/a | n/a | n/a |
| 2022 to Jun 30, 2023 | 7,979 | $387M | $313M | 103.3% | $416M | n/a | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- Lifeworks(us) Ltd. codes 14 $92,595 PY2024
- Mercer codes 11 17 $76,848 PY2024
- Willis Towers Watson codes 17 $68,378 PY2024
- State Street Bank & Trust codes 18 19 25 $996 PY2024
- State Street Bank Short Term Invest Sched. D C PY2024
- Willis Towers Watson codes 17 $1.3M PY2023
- Lifeworks (US) Ltd. codes 14 $661,558 PY2023
- Mercer codes 11 17 $264,942 PY2023
- Thomas Wynveen codes 17 $217,985 PY2023
- Mercer Investment Management codes 27 28 $210,566 PY2023
- State Street Bank & Trust codes 18 19 25 $101,000 PY2023
- Agilis Partners LLC codes 17 $15,500 PY2023
- Mcconnell Valdes LLC codes 29 $2,628 PY2023
- State Street Bank Short Term Invest Sched. D C $292,907 PY2023
- Willis Towers Watson codes 17 $1.4M PY2022
- Mercer Investment Management codes 27 28 $843,683 PY2022
- Lifeworks (US) Ltd. codes 14 $605,994 PY2022
- Mercer codes 11 17 $236,005 PY2022
- State Street Bank & Trust codes 18 19 25 $104,624 PY2022
- Thomas Wynveen codes 17 $100,112 PY2022
- Mcconnell Valdes LLC codes 29 $18,942 PY2022
- Moss Adams LLP codes 10 $11,900 PY2022
- MGI Group Active Long Corporate Sched. D C $67.5M PY2022
- Ssga Intermediate US Govt T B Cmew1 Sched. D C $42.4M PY2022
- Mercer Actve Interm Crdt Fix Income Sched. D C $135M PY2022
- Mercer Passive Long Govt Fix Income Sched. D C $31.6M PY2022
- State Street Bank Short Term Invest Sched. D C $73.5M PY2022
- State Street Inter. U.S. Index Fund Sched. D C $6.6M PY2022
- Mercer codes 11 PY2022
What changed
10 events
- Jun 9, 2025Assets changedThe Clorox Company Pension Plan total assets $336,793 -> $0 (-100.0%, 2024-06-30 to 2025-06-09)
- Dec 31, 2024Consultant changedinferenceThomas Wynveen no longer appears on The Clorox Company Pension Plan's Schedule C as pension consultant (plan year 2024 vs 2023)with Thomas Wynveenaskebsa.dol.gov
- Dec 31, 2024Consultant changedinferenceAgilis Partners LLC no longer appears on The Clorox Company Pension Plan's Schedule C as pension consultant (plan year 2024 vs 2023)with Agilis Partners LLCaskebsa.dol.gov
- Jun 30, 2024Holding endedinferenceThe Clorox Company Pension Plan no longer reports Mercer Passive Long Government Fixe (last held $32M at 2023-06-30; absent from the 2024-06-30 filing)with Mercer Passive Long Government Fixeaskebsa.dol.gov
- Jun 30, 2024Holding endedinferenceThe Clorox Company Pension Plan no longer reports CF Ssga Intermediate US Govt Bond I (State Street Global Advisors Trust) (last held $42M at 2023-06-30; absent from the 2024-06-30 filing)with State Street Global Advisors Trustaskebsa.dol.gov
- Jun 30, 2024Holding endedinferenceThe Clorox Company Pension Plan no longer reports State Street Intermediate U.S. Cred (State Street - Russell 2000) (last held $7M at 2023-06-30; absent from the 2024-06-30 filing)with State Street - Russell 2000askebsa.dol.gov
- Jun 30, 2024Holding endedinferenceThe Clorox Company Pension Plan no longer reports Mercer Active Intermediate Credit F (last held $135M at 2023-06-30; absent from the 2024-06-30 filing)with Mercer Active Intermediate Credit Faskebsa.dol.gov
- Jun 30, 2024Holding endedinferenceThe Clorox Company Pension Plan no longer reports Mercer Active Long Corporate Fixed (last held $68M at 2023-06-30; absent from the 2024-06-30 filing)with Mercer Active Long Corporate Fixedaskebsa.dol.gov
- Jun 30, 2024Assets changedThe Clorox Company Pension Plan total assets $416M -> $336,793 (-99.9%, 2023-06-30 to 2024-06-30)
- Dec 31, 2023Consultant changedinferenceAgilis Partners LLC appears on The Clorox Company Pension Plan's Schedule C as pension consultant (plan year 2023 vs 2022)with Agilis Partners LLCaskebsa.dol.gov
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 310595760-002
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.