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
Community Hospitals of Central California Pension Plan
Corporate pensionFresno, CA
Assets
$278M
Total assets, Dec 31, 2024 reported
Funded
84.2%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
3
1 managers on Schedule C
Plan sponsor: Community Hospitals of Central California
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
- Non-interest-bearing cash 0.0%
- Corporate debt instruments (other) 14.5%
- U.S. Government securities 23.2%
- Other investments 3.2%
- Common/collective trusts 3.5%
- Registered investment companies 45.0%
- Common stock 10.4%
Consultants and advisers
3 firms
- Principal Trust Co. Custodianthrough Dec 31, 2024 Form 5500
- Principal Custody Solutions Custodianthrough Dec 31, 2022 Form 5500
- Willis Towers Watson US LLC Actuarythrough Dec 31, 2022 Form 5500
People
No investment staff or executives have been read for this allocator yet.
Manager roster
2 managers on Schedule C
From Schedule C (investment management, code 28)
- US Bankplan years 2024
- Highmark, Inc.plan years 2022
Commitments
3 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, 2024 | Allspring St Investment Fund S1collective trust | Principal Bank | Pooled vehicles | $9.8M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2023 | Allspring St Investment Fund S1collective trust | Principal Bank | Pooled vehicles | $17.3M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | Allspring St Investment Fund S1collective trust | Principal Bank | Pooled vehicles | $13.2M held | Disclosed holding | askebsa.dol.gov |
Size and funding
33 readings
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 | 4,262 | $267M | $282M | 84.2% | $278M | n/a | n/a | n/a |
| 2023 to Dec 31, 2023 | 4,430 | $250M | $258M | 90.0% | $267M | n/a | n/a | n/a |
| 2022 to Dec 31, 2022 | 4,648 | $317M | $226M | 111.9% | $250M | n/a | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- US Bank codes 28 50 52 $1.2M PY2024
- Principal Trust Company codes 19 21 25 50 52 72 $92,358 PY2024
- Principal/blackrock Short-Term Sched. D C $9.8M PY2024
- Willis Towers Watson US LLC codes 11 PY2024
- Highmark, Inc. codes 28 50 52 $719,276 PY2023
- Principal Bank codes 19 21 25 50 52 72 $87,304 PY2023
- Principal/blackrock Short-Term Sched. D C $17.3M PY2023
- Willis Towers Watson US LLC codes 11 PY2023
- Highmark, Inc. codes 28 50 52 $1.3M PY2022
- Principal Bank codes 19 21 25 72 $85,044 PY2022
- Principal/blackrock Short-Term Sched. D C $13.2M PY2022
- Willis Towers Watson US LLC codes 11 PY2022
What changed
5 events
- Dec 31, 2024Manager relationship endedinferenceHighmark, Inc. no longer appears on Community Hospitals of Central California Pension Plan's Schedule C as investment manager (plan year 2024 vs 2023)with Highmark, Inc.askebsa.dol.gov
- Dec 31, 2024Manager relationship startedUS Bank appears on Community Hospitals of Central California Pension Plan's Schedule C as investment manager (plan year 2024 vs 2023)with US Bankaskebsa.dol.gov
- Jan 1, 2024Funded status changedCommunity Hospitals of Central California Pension Plan funded ratio 90.0% -> 84.2% (2023-01-01 to 2024-01-01)
- Jan 1, 2023Funded status changedCommunity Hospitals of Central California Pension Plan funded ratio 111.9% -> 90.0% (2022-01-01 to 2023-01-01)
- Jan 1, 2023Assets changedCommunity Hospitals of Central California Pension Plan plan assets $317M -> $250M (-21.1%, 2022-01-01 to 2023-01-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 942864615-001
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.