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.
Taft-Hartley plan
Southern California General Sales Employers and United Food and Commercial Workers Unions Pension Fund
Taft-Hartley planLOS Angeles, CA
Assets
$85.0M
Total assets, Dec 31, 2024 reported
Funded
116.0%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
2
none on the tape
Plan sponsor: Board of Trustees, Southern California General Sales Employers
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
- Interest-bearing cash 1.1%
- Corporate debt instruments (other) 56.2%
- Corporate debt instruments (preferred) 0.7%
- U.S. Government securities 0.9%
- Other investments 1.0%
- Registered investment companies 38.8%
Consultants and advisers
5 firms
- Nisa Investment Advisors, LLC Investment adviser (plan)through Dec 31, 2024 Form 5500
- 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
- Segal Actuarythrough Dec 31, 2022 Form 5500
People
No investment staff or executives have been read for this allocator yet.
Manager roster
1 managers on the commitment tape
From the plan’s own commitment disclosures
- Bridgewater2 rows, latest Dec 31, 2023
Commitments
2 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 Dec 31, 2023 | ALL Weather Portfolio Limited103 12 ie | Bridgewater | Pooled vehicles | $9.8M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | ALL Weather Portfolio Limited103 12 ie | Bridgewater | Pooled vehicles | $8.8M held | Disclosed holding | askebsa.dol.gov |
Size and funding
30 readings
Investment management fees
$38,477 (2023-12) · $46,497 (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 | 2,247 | n/a | n/a | n/a | $85.0M | n/a | n/a | n/a |
| 2023 to Dec 31, 2023 | 2,283 | n/a | n/a | n/a | $88.9M | n/a | n/a | n/a |
| 2022 to Dec 31, 2022 | 2,328 | n/a | n/a | n/a | $88.5M | n/a | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- Nisa Investment Advisors, LLC codes 27 50 $82,033 PY2024
- Miller Kaplan Arase LLP codes 10 50 $58,631 PY2024
- Schwartz Steinsapir Dohrmann & Somm codes 29 50 $48,303 PY2024
- The Segal Company, Western States codes 11 17 50 $41,266 PY2024
- RVK, Inc. codes 17 $39,458 PY2024
- Bridgeway Benefit Technologies codes 15 50 $14,070 PY2024
- Transomatic Corporation codes 15 50 $13,793 PY2024
- The Northern Trust Co. codes 18 19 25 50 $11,935 PY2024
- ALL Weather Portfolio Limited Sched. D E PY2024
- Segal codes 11 PY2024
- The Segal Company, Western States codes 11 17 50 $91,705 PY2023
- Miller Kaplan Arase LLP codes 10 50 $50,091 PY2023
- Schwartz Steinsapir Dohrmann & Somm codes 29 50 $48,787 PY2023
- RVK, Inc. codes 17 $38,477 PY2023
- Transomatic Corporation codes 15 50 $13,793 PY2023
- Bridgeway Benefit Technologies codes 15 50 $13,375 PY2023
- The Northern Trust Co. codes 18 19 25 50 $11,262 PY2023
- ALL Weather Portfolio Limited Sched. D E $9.8M PY2023
- Segal codes 11 PY2023
- The Segal Company, Western States codes 11 17 50 $85,079 PY2022
- Schwartz Steinsapir Dohrmann & Somm codes 29 50 $47,304 PY2022
- Miller Kaplan Arase LLP codes 10 50 $44,005 PY2022
- RVK, Inc. codes 17 $36,129 PY2022
- Transomatic Corporation codes 15 50 $14,728 PY2022
- Issi codes 15 50 $12,337 PY2022
- The Northern Trust Co. codes 19 50 62 $11,202 PY2022
- ALL Weather Portfolio Limited Sched. D E $8.8M PY2022
- Segal codes 11 PY2022
What changed
3 events
- Dec 31, 2024Consultant changedinferenceNisa Investment Advisors, LLC appears on Southern California General Sales Employers and United Food and Commercial Workers Unions Pension Fund's Schedule C as investment adviser (plan) (plan year 2024 vs 2023)with Nisa Investment Advisors, LLCaskebsa.dol.gov
- Jan 1, 2023Funded status changedSouthern California General Sales Employers and United Food and Commercial Workers Unions Pension Fund funded ratio 119.8% -> 116.6% (2022-01-01 to 2023-01-01)
- Jan 1, 2023Assets changedSouthern California General Sales Employers and United Food and Commercial Workers Unions Pension Fund plan assets $111M -> $88M (-20.4%, 2022-01-01 to 2023-01-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 516029991-001
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.