Southern California General Sales Employers and United Food and Commercial Workers Unions Pension Fund
Taft-Hartley plan, based in LOS Angeles, California, reporting $85.0M in assets, for 2,247 participants.
Composed from this allocator's classification, location and filed figures.
Nothing material in the last 90 days. Last change: 31 Dec 2024, Nisa 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).
2 more advisers
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 Limited2 commitments
- Bridgewater2 commitments
Relationship network
14 connected entities2 observed commitments2 repeat counterpartiescommitments 2022 to 2023
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.
- Which managers has Southern California General Sales Employers and United Food and Commercial Workers Unions Pension Fund committed the most to, and when?
- Which consultants advise Southern California General Sales Employers and United Food and Commercial Workers Unions Pension Fund, and on which commitments?
Size, funding, policy and commitments, with their basesTaft-Hartley planShowHide
Allocation policy
- 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
- 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
+2 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
- Bridgewater2 rows, latest Dec 31, 2023
What changed
- 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)
Commitments
| 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
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 | 2,247 | Not disclosed | Not disclosed | n/a | $85.0M | Not disclosed | Not disclosed | Not disclosed |
| 2023 to Dec 31, 2023 | 2,283 | Not disclosed | Not disclosed | n/a | $88.9M | Not disclosed | Not disclosed | Not disclosed |
| 2022 to Dec 31, 2022 | 2,328 | Not disclosed | Not disclosed | n/a | $88.5M | Not disclosed | Not disclosed | Not disclosed |
- 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
+25 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
Southern California General Sales Employers and United Food and Commercial Workers Unions Pension Fund sits on 2 traced paths of capital across the graphs.
DFX traced 2 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.
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Record history
- Consultant changed2024-12-31source on record
- Funded status changed2023-01-01source on record
- Total assets changed2023-01-01source on record
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
+6 connections on the graph
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.