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

Sunsweet Hourly Pension Plan

Corporate pensionYuba City, CA

Assets

$5.9M

Total assets, Dec 31, 2024 reported

Funded

96.0%

Jan 1, 2024

Private markets target

n/a

policy Dec 31, 2024

Commitments

none on the tape

Plan sponsor: Sunsweet Grower's Inc.

Allocation policy

Form 5500, as of Dec 31, 2024

Actual allocation lines without a target (as filed)

Interest-bearing cash 5.7%
Common/collective trusts 93.7%

Consultants and advisers

3 firms

HUB International Actuarythrough Dec 31, 2023 Form 5500
State Street Global Advisors Custodianthrough Dec 31, 2022 Form 5500
Curcio Webb Actuarythrough Dec 31, 2022 Form 5500

People

No investment staff or executives have been read for this allocator yet.

Manager roster

3 managers on the commitment tape

From the plan’s own commitment disclosures

State Street - Russell 200013 rows, latest Dec 31, 2024
State Street Global Advisors Trust10 rows, latest Dec 31, 2024
State Street Gbl Equity3 rows, latest Dec 31, 2024

Commitments

32 rows, 0 dated closings

Disclosed holdings (from the plan’s performance or holdings report, as of the report date)

Date	Fund	Manager	Bucket	Amount	Status	Source
as of Dec 31, 2024	20 Yr US High Quality Corp Bond Nlcollective trust	State Street Global Advisors Trust	Fixed income	$2.4M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2024	3-10 Year U.S. Treasury Indx Nl Fdcollective trust	State Street - Russell 2000	Fixed income	$1,349 held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2024	5-20 Yr US High Quality Corp Bond Ncollective trust	State Street Global Advisors Trust	Fixed income	$390,749 held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2024	Daily Msci Emg Mkts Indx Nl Fundcollective trust	State Street - Russell 2000	Pooled vehicles	$150,840 held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2024	Global Defensive Equity Nl Ctfcollective trust	State Street Global Advisors Trust Company	Public equity	$883,823 held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2024	State Street 20 Year U.S. Treasurycollective trust	State Street Global Advisors Trust	Fixed income	$82,446 held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2024	Ssga Long US Treasury Index Nl Fundcollective trust	State Street - Russell 2000	Fixed income	$349,251 held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2024	Msci Acwi Index Nl Fundcollective trust	State Street Gbl Equity	Pooled vehicles	$559,965 held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2024	Russell 1000 Index Nl Fundcollective trust	State Street Global Advisors Trust	Pooled vehicles	$148,111 held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2024	Russell 2000 Index Nl Fundcollective trust	State Street - Russell 2000	Pooled vehicles	$85,880 held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2024	US High Yield Bond Indexcollective trust	State Street Global Advisors Trust Company	Fixed income	$478,667 held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2023	20 Yr US High Quality Corp Bond Nlcollective trust	State Street Global Advisors Trust	Fixed income	$2.5M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2023	3-10 Year U.S. Treasury Indx Nl Fdcollective trust	State Street - Russell 2000	Fixed income	$211,370 held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2023	5-20 Yr US High Quality Corp Bond Ncollective trust	State Street Global Advisors Trust	Fixed income	$1.2M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2023	Daily Msci Emg Mkts Indx Nl Fundcollective trust	State Street - Russell 2000	Pooled vehicles	$63,514 held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2023	Global Defensive Equity Nl Ctfcollective trust	State Street Global Advisors Trust Company	Public equity	$611,404 held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2023	Long US Credit Indx Nl Fundcollective trust	State Street - Russell 2000	Private credit	$255,447 held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2023	Ssga Long US Treasury Index Nl Fundcollective trust	State Street - Russell 2000	Fixed income	$351,649 held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2023	Msci Acwi Index Nl Fundcollective trust	State Street Gbl Equity	Pooled vehicles	$153,693 held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2023	Russell 1000 Index Nl Fundcollective trust	State Street Global Advisors Trust	Pooled vehicles	$377,462 held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2023	Russell 2000 Index Nl Fundcollective trust	State Street - Russell 2000	Pooled vehicles	$97,744 held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2023	US High Yield Bond Indexcollective trust	State Street Global Advisors Trust Company	Fixed income	$243,817 held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2022	State Street 20 Year U.S. Treasurycollective trust	State Street Global Advisors Trust	Fixed income	$59,532 held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2022	20 Yr US High Quality Corp Bond Nlcollective trust	State Street Global Advisors Trust	Fixed income	$2.5M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2022	5-20 Yr US High Quality Corp Bond Ncollective trust	State Street Global Advisors Trust	Fixed income	$1.2M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2022	Daily Msci Eafe Index Nl Fundcollective trust	State Street - Russell 2000	Pooled vehicles	$96,129 held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2022	3-10 Year U.S. Treasury Indx Nl Fdcollective trust	State Street - Russell 2000	Fixed income	$402,602 held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2022	Global Defensive Equity Nl Ctfcollective trust	State Street Global Advisors Trust Company	Public equity	$611,875 held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2022	Long US Credit Indx Nl Fundcollective trust	State Street - Russell 2000	Private credit	$402,643 held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2022	Ssga Long US Treasury Index Nl Fundcollective trust	State Street - Russell 2000	Fixed income	$337,348 held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2022	Msci Acwi Index Nl Fundcollective trust	State Street Gbl Equity	Pooled vehicles	$239,204 held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2022	US High Yield Bond Indexcollective trust	State Street Global Advisors Trust Company	Fixed income	$184,347 held	Disclosed holding	askebsa.dol.gov

Size and funding

33 readings

Total assets

$5.9M Dec 31, 2024 reported Form 5500

$6.3M (2023-12) · $6.2M (2022-12)

Plan assets

$6.3M Jan 1, 2024 reported Form 5500

$6.2M (2023-01) · $8.5M (2022-01)

Net assets

$5.9M Dec 31, 2024 reported Form 5500

$6.3M (2023-12) · $6.2M (2022-12)

Funded ratio

96.0% Jan 1, 2024 reported Form 5500

91.5% (2023-01) · 113.1% (2022-01)

Funding target

$6.5M Jan 1, 2024 reported Form 5500

$6.8M (2023-01) · $6.8M (2022-01)

Discount rate

5.10% Jan 1, 2024 reported Form 5500

5.18% (2023-01) · 5.35% (2022-01)

Participants

189 Jan 1, 2024 reported Form 5500

193 (2023-01) · 196 (2022-01)

Contributions

$0 Dec 31, 2024 reported Form 5500

$0 (2023-12) · $0 (2022-12)

Benefits paid

$500,910 Dec 31, 2024 reported Form 5500

$512,326 (2023-12) · $486,630 (2022-12)

Net investment income

$-345,804 Dec 31, 2024 reported Form 5500

$80,494 (2023-12) · $-2.3M (2022-12)

Investment management fees

$48,387 Dec 31, 2024 reported Form 5500

$21,359 (2023-12) · $45,623 (2022-12)

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 Dec 31, 2024	189	$6.3M	$6.5M	96.0%	$5.9M	n/a	n/a	n/a
2023 to Dec 31, 2023	193	$6.2M	$6.8M	91.5%	$6.3M	n/a	n/a	n/a
2022 to Dec 31, 2022	196	$8.5M	$6.8M	113.0%	$6.2M	n/a	n/a	n/a

Service providers and investment entities as filed (Schedule C and D, latest year first)

State Street Global Advisors Trust codes 18 19 51 $48,387 PY2024
High Quality Long Corp Bond Nl Fd Sched. D C $2.4M PY2024
3-10 Year US Treasury Indx Nl Fund Sched. D C $1,349 PY2024
High Qual Corp Intermed Bond Nl Fd Sched. D C $390,749 PY2024
Daily Msci Emg Mkts Indx Nl Fund Sched. D C $150,840 PY2024
Global Defensive Equity Nl Ctf Sched. D C $883,823 PY2024
20+ Year US Treas Strips Indx Nl Fd Sched. D C $82,446 PY2024
Russell 2000 Index Nl Fund Sched. D C $85,880 PY2024
US High Yield Bond Index Nl Ctf Sched. D C $478,667 PY2024
Long US Treasury Index Nl Fund Sched. D C $349,251 PY2024
Msci Acwi Index Nl Fund Sched. D C $559,965 PY2024
Russell 1000 Index Nl Fund Sched. D C $148,111 PY2024
HUB International codes 11 PY2024
State Street Global Advisors Trust codes 18 19 51 $21,359 PY2023
Global Defensive Equity Nl Ctf Sched. D C $611,404 PY2023
20+ Year US High Quality Corp Bond Sched. D C $2.5M PY2023
3-10 Year US Treasury Indx Nl Fund Sched. D C $211,370 PY2023
5-20 Year US High Quality Corp Bond Sched. D C $1.2M PY2023
Daily Msci Emg Mkts Indx Nl Fund Sched. D C $63,514 PY2023
Long US Credit Indx Nl Fund Sched. D C $255,447 PY2023
Long US Treasury Indx Nl Fund Sched. D C $351,649 PY2023
Msci Acwi Index Nl Fund Sched. D C $153,693 PY2023
Russell 1000 Index Nl Fund Sched. D C $377,462 PY2023
Russell 2000 Index Nl Fund Sched. D C $97,744 PY2023
US High Yield Bb-B Constrained Indx Sched. D C $243,817 PY2023
HUB International codes 11 PY2023
State Street Global Advisors Trust codes 18 19 51 $45,623 PY2022
20+ Year US High Quality Corp Bond Sched. D C $2.5M PY2022
5-20 Year US High Quality Corp Sched. D C $1.2M PY2022
Daily Msci Eafe Indx Nl Fund Sched. D C $96,129 PY2022
Msci Acwi Index Nl Fund Sched. D C $239,204 PY2022
20+ Year US Treasury Strips Indx Sched. D C $59,532 PY2022
U.S. High Yield Bond Index Sched. D C $184,347 PY2022
3-10 Year US Treasury Index Nl Fund Sched. D C $402,602 PY2022
Global Defensive Equity Nl Sched. D C $611,875 PY2022
Long U.S. Credit Indx Nl Fund Sched. D C $402,643 PY2022
Long U.S. Treasury Indx Nl Fund Sched. D C $337,348 PY2022
Curcio Webb, LLC codes 11 PY2022

What changed

8 events

Dec 31, 2024Holding endedinference
Sunsweet Hourly Pension Plan no longer reports Long US Credit Indx Nl Fund (State Street - Russell 2000) (last held $255,447 at 2023-12-31; absent from the 2024-12-31 filing)
with State Street - Russell 2000askebsa.dol.gov
Jan 1, 2024Funded status changed
Sunsweet Hourly Pension Plan funded ratio 91.5% -> 96.0% (2023-01-01 to 2024-01-01)
askebsa.dol.gov
Dec 31, 2023Holding endedinference
Sunsweet Hourly Pension Plan no longer reports Daily Msci Eafe Index Nl Fund (State Street - Russell 2000) (last held $96,129 at 2022-12-31; absent from the 2023-12-31 filing)
with State Street - Russell 2000askebsa.dol.gov
Dec 31, 2023Holding started
Sunsweet Hourly Pension Plan first reports an interest in Russell 2000 Index Nl Fund (State Street - Russell 2000): $97,744 at 2023-12-31
with State Street - Russell 2000askebsa.dol.gov
Dec 31, 2023Holding started
Sunsweet Hourly Pension Plan first reports an interest in Russell 1000 Index Nl Fund (State Street Global Advisors Trust): $377,462 at 2023-12-31
with State Street Global Advisors Trustaskebsa.dol.gov
Dec 31, 2023Holding started
Sunsweet Hourly Pension Plan first reports an interest in Daily Msci Emg Mkts Indx Nl Fund (State Street - Russell 2000): $63,514 at 2023-12-31
with State Street - Russell 2000askebsa.dol.gov
Jan 1, 2023Funded status changed
Sunsweet Hourly Pension Plan funded ratio 113.1% -> 91.5% (2022-01-01 to 2023-01-01)
askebsa.dol.gov
Jan 1, 2023Assets changed
Sunsweet Hourly Pension Plan plan assets $9M -> $6M (-27.0%, 2022-01-01 to 2023-01-01)
askebsa.dol.gov

Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.

Provenance

Identifiers: EIN-PN 940360795-002

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.