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

Wcirb of California Retirement Plan

Corporate pensionSAN Francisco, CA
Assets
$71.3M
Total assets, Dec 31, 2024 reported
Funded
80.0%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
23
none on the tape
Plan sponsor: Wcirb of California
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
  • Pooled separate accounts 59.3%
  • Registered investment companies 40.7%
Consultants and advisers
1 firms
  • Empower 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
Commitments
23 rows, 0 dated closings
Disclosed holdings (from the plan’s performance or holdings report, as of the report date)
DateFundManagerBucketAmountVintageStatusSource
as of Dec 31, 2024Large Cap Growth/jp Morganseparate accountPrudential Retirement & Annuity InsPublic equity$5.3M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Small Cap Value/kennedy Capitseparate accountPrudential Retirement & Annuity InsPublic equity$1.5M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024PRU Long Corporate Bondseparate accountPrudential Retirement & Annuity InsFixed income$11.8M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Prudential Short-Termseparate accountPrudential Retirement & Annuity InsCash$623,272 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Prudential Total Return Bondsaseparate accountPrudential Retirement & Annuity InsPooled vehicles$18.5M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Real Estate/cohen&steers Fundseparate accountPrudential Retirement & Annuity InsReal estate$3.1M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Mid Growth / Westfield Capitalseparate accountPrudential Retirement & Annuity InsPooled vehicles$1.5M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Real Estate/cohen&steers Fundseparate accountPrudential Retirement & Annuity InsReal estate$2.8M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Mid Growth / Westfield Capitalseparate accountPrudential Retirement & Annuity InsPooled vehicles$1.4M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Large Cap Growth/jp Morganseparate accountPrudential Retirement & Annuity InsPublic equity$4.9M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Small Cap Value/kennedy Capitseparate accountPrudential Retirement & Annuity InsPublic equity$1.4M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Long Duration Bond/ir&m Fundseparate accountPrudential Retirement & Annuity InsFixed income$11.3M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023PRU Long Corporate Bondseparate accountPrudential Retirement & Annuity InsFixed income$11.3M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Prudential Short-Termseparate accountPrudential Retirement & Annuity InsCash$991,877 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Prudential Total Return Bondsaseparate accountPrudential Retirement & Annuity InsPooled vehicles$16.9M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Large Cap Growth/jp Morganseparate accountPrudential Retirement & Annuity InsPublic equity$3.9M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Small Cap Value/kennedy Capitseparate accountPrudential Retirement & Annuity InsPublic equity$1.2M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Long Duration Bond/ir&m Fundseparate accountPrudential Retirement & Annuity InsFixed income$10.3M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022PRU Long Corporate Bondseparate accountPrudential Retirement & Annuity InsFixed income$10.4M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Prudential Short-Termseparate accountPrudential Retirement & Annuity InsCash$100,788 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Prudential Total Return Bondsaseparate accountPrudential Retirement & Annuity InsPooled vehicles$16.3M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Real Estate/cohen&steers Fundseparate accountPrudential Retirement & Annuity InsReal estate$2.4M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Mid Growth / Westfield Capitalseparate accountPrudential Retirement & Annuity InsPooled vehicles$1.2M heldDisclosed holdingaskebsa.dol.gov
Size and funding
30 readings
Total assets
$71.3M Dec 31, 2024 reported Form 5500
$67.8M (2023-12) · $61.7M (2022-12)
Plan assets
$67.8M Jan 1, 2024 reported Form 5500
$61.7M (2023-01) · $85.8M (2022-01)
Net assets
$71.3M Dec 31, 2024 reported Form 5500
$67.8M (2023-12) · $61.7M (2022-12)
Funded ratio
80.0% Jan 1, 2024 reported Form 5500
80.0% (2023-01) · 89.9% (2022-01)
Funding target
$53.0M Jan 1, 2024 reported Form 5500
$51.7M (2023-01) · $55.0M (2022-01)
Discount rate
5.22% Jan 1, 2024 reported Form 5500
5.35% (2023-01) · 5.52% (2022-01)
Participants
329 Jan 1, 2024 reported Form 5500
315 (2023-01) · 327 (2022-01)
Contributions
$2.8M Dec 31, 2024 reported Form 5500
$2.6M (2023-12) · $2.8M (2022-12)
Benefits paid
$3.6M Dec 31, 2024 reported Form 5500
$4.4M (2023-12) · $11.0M (2022-12)
Net investment income
$3.5M Dec 31, 2024 reported Form 5500
$6.1M (2023-12) · $-24.0M (2022-12)
Form 5500 filings
3 plan years
Plan yearParticipantsAssets (SB market)Funding targetFTAPTotal assets (H)Partnerships / JVMaster trustReal estate
2024 to Dec 31, 2024329$67.8M$53.0M80.0%$71.3Mn/an/an/a
2023 to Dec 31, 2023315$61.7M$51.7M80.0%$67.8Mn/an/an/a
2022 to Dec 31, 2022327$85.8M$55.0M89.9%$61.7Mn/an/an/a
Service providers and investment entities as filed (Schedule C and D, latest year first)
  • MID Growth / Westfield Capital Sched. D P $1.5M PY2024
  • Large Cap Growth/jp Morgan Sched. D P $5.3M PY2024
  • Small Cap Value/kennedy Capital Sched. D P $1.5M PY2024
  • Long Duration Bond/ir&m Fund Sched. D P PY2024
  • PRU Long Corporate Bond Sched. D P $11.8M PY2024
  • Prudential Short Term Sched. D P $623,272 PY2024
  • Prudential Total Return Bond Sa Sched. D P $18.5M PY2024
  • Real Estate/cohen&steers Fund Sched. D P $3.1M PY2024
  • Empower codes 11 PY2024
  • Small Cap Value/kennedy Capital Sched. D P $1.4M PY2023
  • Real Estate/cohen&steers Fund Sched. D P $2.8M PY2023
  • Mid Growth / Westfield Capital Sched. D P $1.4M PY2023
  • Large Cap Growth/jp Morgan Sched. D P $4.9M PY2023
  • Long Duration Bond/ir&m Fund Sched. D P $11.3M PY2023
  • PRU Long Corporate Bond Sched. D P $11.3M PY2023
  • Prudential Short Term Sched. D P $991,877 PY2023
  • Prudential Total Return Bond Sa Sched. D P $16.9M PY2023
  • Empower codes 11 PY2023
  • Large Cap Growth/jp Morgan Sched. D P $3.9M PY2022
  • Small Cap Value/kennedy Capital Sched. D P $1.2M PY2022
  • Long Duration Bond/ir&m Fund Sched. D P $10.3M PY2022
  • PRU Long Corporate Bond Sched. D P $10.4M PY2022
  • Real Estate/cohen&steers Fund Sched. D P $2.4M PY2022
  • Mid Growth / Westfield Capital Sched. D P $1.2M PY2022
  • Prudential Short Term Sched. D P $100,788 PY2022
  • Prudential Total Return Bond Sa Sched. D P $16.3M PY2022
  • Empower codes 11 PY2022
What changed
3 events
  • Dec 31, 2024Holding endedinference
    Wcirb of California Retirement Plan no longer reports Long Duration Bond/ir&m Fund (Prudential Retirement & Annuity Ins) (last held $11M at 2023-12-31; absent from the 2024-12-31 filing)
    with Prudential Retirement & Annuity Insaskebsa.dol.gov
  • Jan 1, 2023Funded status changed
    Wcirb of California Retirement Plan funded ratio 89.9% -> 80.0% (2022-01-01 to 2023-01-01)
    askebsa.dol.gov
  • Jan 1, 2023Assets changed
    Wcirb of California Retirement Plan plan assets $86M -> $62M (-28.0%, 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 940358760-001
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.