This allocator's name, 8 more managers, 15 more commitments and 39 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.

Corporate pension in California

Corporate pension· Santa Barbara, California

Corporate pension, based in Santa Barbara, California, reporting $890M in assets, for 5,209 participants.

Composed from this allocator's classification, location and filed figures.

As of Dec 31, 2024 · the latest dated event for this allocator; each figure carries its own filing or report date

$890M assets · 125.4% funded ratioAll 4

Assets: $890M
Funded ratio: 125.4%
Fund commitments: 16
Managers: 11

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View relationshipsOpen searches Plans backing its top manager Similar plans, same strategy Commitments (16)Allocation policy Managers

As of Dec 31, 2024 · the latest dated event for this allocator; each figure carries its own filing or report date

Suggest a correction

Nothing material in the last 90 days. Last change: Dec 31, 2024, Holding ended.

This allocator's name, 8 more managers, 15 more commitments and 39 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.

Capital path

who backs this record, through what, into what; each name opens its own path

Corporate pension in California

Funds committed to

Long Duration Investment Grade2 commitments
Global Alpha International Small CA2 commitments
RUS Sm Cap Comp Indx Nl Fund(cmd4)1 commitment

All 16

Managers

State Street Global Advisors Trust Company4 commitments
JP Morgan Chase2 commitments
Axiom Investors, LLC1 commitment

All 11

Relationship network

98 connected entities18 observed commitments5 repeat counterpartiescommitments 2022 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.

Reading the network

Sponsor
Fund or vehicle
Service provider

›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.

Who can introduce you

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Size, funding, policy and commitments, with their basesCorporate pensionShow

Corporate pension

Assets

$890M

Total assets, Dec 31, 2024 reported

Funded

125.4%

Jan 1, 2024

Private markets target

no policy read

policy Dec 31, 2024

Commitments

12 managers on Schedule C

Plan sponsor: this allocator

Allocation policy

Form 5500, as of Dec 31, 2024

Actual allocation lines without a target (as filed)

Interest-bearing cash 5.3%
U.S. Government securities 0.3%
Partnership/joint venture interests 14.5%
Common/collective trusts 77.9%

Consultants and advisers

3 firms

Nepc, LLC Pension consultantthrough Dec 31, 2022 Form 5500
Willis Towers Watson US LLC Actuarythrough Dec 31, 2022 Form 5500
Northern Trust Co. Trusteethrough Dec 31, 2022 Form 5500

People

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

Manager roster

11 managers on the commitment tape

From the plan’s own commitment disclosures

State Street Global Advisors Trust Company4 rows, latest Dec 31, 2022
JP Morgan Chase2 rows, latest Dec 31, 2024
Axiom Investors, LLC1 row, latest Dec 31, 2022

+8 more managers received commitments

Every name, record and relationship behind this count, with the source on each.

From Schedule C (investment management, code 28)

JP Morgan Chaseplan years
Arrowstreetplan years
Axiom Investors, LLCplan years

+39 more Schedule C managers

Every name, record and relationship behind this count, with the source on each.

What changed

44 events

Dec 31, 2024Holding endedinference
with Global Alpha International Small CA$396Kaskebsa.dol.gov
Dec 31, 2024Manager relationship endedinference
with Glendower Capital Sof IV (feeder),askebsa.dol.gov
Dec 31, 2024Manager relationship endedinference
with Lakestar Growth I LPaskebsa.dol.gov
Dec 31, 2024Manager relationship endedinference
with Manulife Asset Management US LLCaskebsa.dol.gov
Dec 31, 2024Manager relationship started
with Ocean Avenue Fund IV Cayman, LPaskebsa.dol.gov

+39 more dated events

Every name, record and relationship behind this count, with the source on each.

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

Commitments

18 rows, 0 dated closings

Date	Fund	Manager	Bucket	Amount	Status	Source
as of Dec 31, 2024	Long Duration Investment Gradecollective trust	JP Morgan Chase	Fixed income	$88.7M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2023	Global Alpha International Small CA103 12 ie	Global Alpha Capital Management Ltd.	Pooled vehicles	$396,301 held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2023	Long Duration Investment Gradecollective trust	JP Morgan Chase	Fixed income	$27.8M held	Disclosed holding	askebsa.dol.gov

+15 more commitments

Every fund and manager this allocator committed to, with the amount, date and source on each.

Size and funding

33 readings

Total assets

$890M Dec 31, 2024 reported Form 5500

$835M (2023-12) · $748M (2022-12)

Plan assets

$835M Jan 1, 2024 reported Form 5500

$748M (2023-01) · $876M (2022-01)

Net assets

$886M Dec 31, 2024 reported Form 5500

$835M (2023-12) · $748M (2022-12)

Funded ratio

125.4% Jan 1, 2024 reported Form 5500

123.8% (2023-01) · 161.5% (2022-01)

Funding target

$652M Jan 1, 2024 reported Form 5500

$591M (2023-01) · $531M (2022-01)

Discount rate

5.26% Jan 1, 2024 reported Form 5500

5.38% (2023-01) · 5.55% (2022-01)

Participants

5,209 Jan 1, 2024 reported Form 5500

4,966 (2023-01) · 4,767 (2022-01)

Contributions

$18.6M Dec 31, 2024 reported Form 5500

$18.5M (2023-12) · $18.8M (2022-12)

Benefits paid

$28.8M Dec 31, 2024 reported Form 5500

$23.3M (2023-12) · $23.3M (2022-12)

Net investment income

$51.2M Dec 31, 2024 reported Form 5500

$87.0M (2023-12) · -$128M (2022-12)

Investment management fees

$4.0M Dec 31, 2024 reported Form 5500

$1.8M (2023-12) · $2.2M (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	5,209	$835M	$652M	125.4%	$890M	$129M	Not disclosed	Not disclosed
2023 to Dec 31, 2023	4,966	$748M	$591M	123.8%	$835M	$124M	Not disclosed	Not disclosed
2022 to Dec 31, 2022	4,767	$876M	$531M	161.5%	$748M	$125M	Not disclosed	Not disclosed

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

JP Morgan Investment Management Inc codes 28 51 $3.0M PY2024
Willis Towers Watson US LLC codes 11 15 50 65 $767,953 PY2024
Northern Trust Company codes 21 50 $247,880 PY2024

+139 more service providers

Every name, record and relationship behind this count, with the source on each.

Provenance

Identifiers: none on file

Cross-graph: no entry on another DFX graph

First observed Sep 15, 2026, last observed Oct 13, 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.

Capital chain

This record sits on 5 traced paths of capital across the graphs.

Consultant to allocator to manager

DFX traced 5 paths of capital through this record

Every record on each path, what it committed or lent, and as of when.

Derived from allocator disclosures, BDC schedules and SEC filings; confidence is the weakest hop.

Checking your plan…

Record history

44 dated events on the change ledger, latest event first

Holding in a pooled vehicle ended
2024-12-31source on record
Manager relationship started
2024-12-31source on record
Manager relationship ended
2024-12-31source on record

+41 more changes on this record's ledger

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

+47 connections on the graph