Blue Diamond Growers Employees Pension Plan
Corporate pension, based in Sacramento, California, reporting $103M in assets, for 721 participants.
Composed from this allocator's classification, location and filed figures.
Nothing material in the last 90 days. Last change: 1 Jul 2024, Blue Diamond Growers Employees Pension Plan funded ratio 85.7% -> 82.8% (2023-07-01 to 2024-07-01).
1 more adviser and 6 more commitments
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- Fiam Long Duration Commingled Pool3 commitments
- Fiam Long Corporate Commingled Pool3 commitments
- Fiam Long U.S. Treasury Strips Inde3 commitments
- Fidelity Institutional Asset Mgmt9 commitments
Relationship network
14 connected entities9 observed commitments4 repeat counterpartiescommitments 2023 to 2025
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.
Size, funding, policy and commitments, with their basesCorporate pensionShowHide
Allocation policy
- Common/collective trusts 43.4%
- Registered investment companies 56.5%
Consultants and advisers
- Morgan Stanley Smith Barney, LLC Investment adviser (plan)through Jun 30, 2023 Form 5500
- Fidelity Institutional Asset Mgmt T Actuarythrough Jun 30, 2023 Form 5500
- FID Mgmt Trust Co Trusteethrough Jun 30, 2023 Form 5500
+1 more consultant or adviser 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
- Fidelity Institutional Asset Mgmt9 rows, latest Jun 30, 2025
- Fidelity Institutional Asset Mgmtplan years 2023
What changed
- Jul 1, 2024Funded status changedBlue Diamond Growers Employees Pension Plan funded ratio 85.7% -> 82.8% (2023-07-01 to 2024-07-01)
Commitments
| Date | Fund | Manager | Bucket | Amount | Vintage | Status | Source |
|---|---|---|---|---|---|---|---|
| as of Jun 30, 2025 | Fiam Long Duration Commingled Poolcollective trust | Fidelity Institutional Asset Mgmt | Fixed income | $17.2M held | Disclosed holding | askebsa.dol.gov | |
| as of Jun 30, 2025 | Fiam Long Corporate Commingled Poolcollective trust | Fidelity Institutional Asset Mgmt | Pooled vehicles | $17.7M held | Disclosed holding | askebsa.dol.gov | |
| as of Jun 30, 2025 | Fiam Long U.S. Treasury Strips Indecollective trust | Fidelity Institutional Asset Mgmt | Fixed income | $9.7M held | Disclosed holding | askebsa.dol.gov |
+6 more commitments
Every fund and manager this allocator committed to, with the amount, date and source on each.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
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 Jun 30, 2025 | 721 | $102M | $117M | 82.8% | $103M | Not disclosed | Not disclosed | Not disclosed |
| 2023 to Jun 30, 2024 | 743 | $97.3M | $122M | 85.7% | $102M | Not disclosed | Not disclosed | Not disclosed |
| 2022 to Jun 30, 2023 | 1,098 | $104M | $131M | 85.9% | $97.3M | Not disclosed | Not disclosed | Not disclosed |
- FID Inst Asset Mgmt Trust Co codes 28 51 $140,283 PY2024
- FID Mgmt Trust Co codes 21 50 $112,000 PY2024
- FID Inv Inst Ops Co codes 11 17 50 $49,000 PY2024
+24 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
Blue Diamond Growers Employees Pension Plan sits on 1 traced path of capital across the graphs.
DFX traced 1 path 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
- Funded status changed2024-07-01source 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.