The Clorox Company Pension Plan
Corporate pension, based in Oakland, California, for 280 participants.
Composed from this allocator's classification, location and filed figures.
Nothing material in the last 90 days. Last change: 9 Jun 2025, The Clorox Company Pension Plan total assets $336,793 -> $0 (-100.0%, 2024-06-30 to 2025-06-09).
3 more advisers, 4 more commitments and 5 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.
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- Juniperus Insurance Opp Fund2 commitments
- Mercer Active Long Corporate Fixed1 commitment
- CF Ssga Intermediate US Govt Bond I1 commitment
- State Street Global Advisors Trust Company3 commitments
- Mercer Investments LLC3 commitments
- State Street Global Advisors Trust1 commitment
Relationship network
24 connected entities7 observed commitments4 repeat counterpartiescommitments 2023 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
- Interest-bearing cash 87.0%
- Non-interest-bearing cash 13.0%
Consultants and advisers
- 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
+3 more consultants and advisers 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
- State Street Global Advisors Trust Company3 rows, latest Jun 30, 2024
- Mercer Investments LLC3 rows, latest Jun 30, 2023
- State Street Global Advisors Trust1 row, latest Jun 30, 2023
- Mercer Investments LLCplan years
What changed
- 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
+5 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 Jun 30, 2024 | Juniperus Insurance Opp Fundcollective trust | State Street Global Advisors Trust Company | Pooled vehicles | $292,907 held | Disclosed holding | askebsa.dol.gov | |
| as of Jun 30, 2023 | Mercer Active Long Corporate Fixedcollective trust | Mercer Investments LLC | 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 |
+4 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 9, 2025 | 280 | Not disclosed | Not disclosed | n/a | $0 | Not disclosed | Not disclosed | Not disclosed |
| 2023 to Jun 30, 2024 | 7,541 | Not disclosed | Not disclosed | n/a | $336,793 | Not disclosed | Not disclosed | Not disclosed |
| 2022 to Jun 30, 2023 | 7,979 | $387M | $313M | 103.3% | $416M | Not disclosed | Not disclosed | Not disclosed |
- Lifeworks(us) Ltd. codes 14 $92,595 PY2024
- Mercer codes 11 17 $76,848 PY2024
- Willis Towers Watson codes 17 $68,378 PY2024
+26 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
Not yet on record: assets.
The Clorox Company Pension Plan sits on 13 traced paths of capital across the graphs.
DFX traced 13 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.
Checking your plan…
Record history
- Total assets changed2025-06-09source on record
- Consultant changed2024-12-31source on record
- Consultant changed2024-12-31source on record
+7 more changes on this record's ledger
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
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
+8 connections on the graph
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.