Raley's Pension Plan
Corporate pension, based in West Sacramento, California, reporting $321M in assets, for 2,891 participants.
Composed from this allocator's classification, location and filed figures.
Nothing material in the last 90 days. Last change: Dec 31, 2024, Wellington Management Co LLC appears on Raley's Pension Plan's Schedule C as investment manager (plan year 2024 vs 2023).
2 more managers, 27 more commitments and 1 more dated event
Every figure, date and source on this page is shown. The names behind them, and every related record, open with the complete profile.
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Capital path
who backs this record, through what, into what; each name opens its own path- Long Duration Corporate Credit Scre3 commitments
- PRU Emerging Market Debt Fund3 commitments
- Russell 1000 Index Fund3 commitments
- Blackrock Institutional Trust Company, N.A.10 commitments
- Blackrock9 commitments
- Blackrock Institutional Trust6 commitments
Relationship network
37 connected entities30 observed commitments15 repeat counterparties28 dated commitments shown here, 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.
- 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
- Interest-bearing cash 1.3%
- Common/collective trusts 71.3%
- Registered investment companies 21.3%
Consultants and advisers
- Principal Trust Co. CustodianTrusteethrough Dec 31, 2023 Form 5500
- Principal Financial Group Actuarythrough Dec 31, 2022 Form 5500
- Wells Fargo Bank Trusteethrough Dec 31, 2022 Form 5500
People
Manager roster
- Blackrock Institutional Trust Company, N.A.10 rows, latest Dec 31, 2024
- Blackrock9 rows, latest Dec 31, 2024
- Blackrock Institutional Trust6 rows, latest Dec 31, 2024
+2 more managers received commitments
Every name, record and relationship behind this count, with the source on each.
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- Blackrock Institutional Trust Company, N.A.plan years
- Blackrock Insti. Trust Company, N.Aplan years
- Pgim Investments LLCplan years 2024
+4 more Schedule C managers
Every name, record and relationship behind this count, with the source on each.
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What changed
- Dec 31, 2024Manager relationship startedWellington Management Co LLC appears on Raley's Pension Plan's Schedule C as investment manager (plan year 2024 vs 2023)with Welling Management Co LLCaskebsa.dol.gov
- Dec 31, 2024Manager relationship startedPgim, Inc. appears on Raley's Pension Plan's Schedule C as investment manager (plan year 2024 vs 2023)with Pgim Investments LLCaskebsa.dol.gov
- Jan 1, 2024Funded status changedRaley's Pension Plan funded ratio 81.1% -> 83.8% (2023-01-01 to 2024-01-01)
- Dec 31, 2023Manager relationship endedinferenceWells Fargo Bank, N.A. no longer appears on Raley's Pension Plan's Schedule C as investment manager (plan year 2023 vs 2022)with Wells Fargo Bankaskebsa.dol.gov
- Jan 1, 2023Funded status changedRaley's Pension Plan funded ratio 109.9% -> 81.1% (2022-01-01 to 2023-01-01)
+1 more dated event
Every name, record and relationship behind this count, with the source on each.
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Commitments
| Date | Fund | Manager | Bucket | Amount | Vintage | Status | Source |
|---|---|---|---|---|---|---|---|
| as of Dec 31, 2024 | Intermediate Govt Bond Index Nl Fdcollective trust | Blackrock Institutional Trust Company, N.A. | Fixed income | $49.5M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | Long Duration Corporate Credit Screcollective trust | Blackrock Institutional Trust Company, N.A. | Private credit | $59.5M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | PRU Emerging Market Debt Fundcollective trust | Prudential Trust Co. | Private credit | $11.7M held | Disclosed holding | askebsa.dol.gov |
+27 more commitments
Every fund and manager this allocator committed to, with the amount, date and source on each.
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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 | 2,891 | $336M | $421M | 83.8% | $321M | Not disclosed | Not disclosed | Not disclosed |
| 2023 to Dec 31, 2023 | 2,954 | $346M | $429M | 81.1% | $340M | Not disclosed | Not disclosed | Not disclosed |
| 2022 to Dec 31, 2022 | 3,218 | $542M | $421M | 109.9% | $348M | Not disclosed | Not disclosed | Not disclosed |
- Principal Custody Solutions codes 18 21 50 $582,822 PY2024
- Blackrock Financial Management Inc codes 28 50 $546,274 PY2024
- Blackrock Institutional Trust Co codes 28 51 $198,503 PY2024
+49 more service providers
Every name, record and relationship behind this count, with the source on each.
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Provenance
Provenance
Record history
- Holding in a pooled vehicle ended2024-12-31source on record
- Holding in a pooled vehicle started2024-12-31source on record
- Manager relationship started2024-12-31source on record
+5 more changes on this record's ledger
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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
+12 connections on the graph
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