Corporate pension in California
Corporate pension, based in Thousand Oaks, California, reporting $180M in assets, for 688 participants.
Composed from this allocator's classification, location and filed figures.
Nothing material in the last 90 days. Last change: 31 Dec 2024, Holding started.
This allocator's name, 1 more commitment and 2 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.
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Capital path
who backs this record, through what, into what; each name opens its own path- EB Temporary Investment3 commitments
- Metlife Long Credit Collective Tr1 commitment
- BNY Mellon3 commitments
- Metlife1 commitment
Relationship network
11 connected entities4 observed commitments2 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.
- 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.
Size, funding, policy and commitments, with their basesCorporate pensionShowHide
Allocation policy
- Interest-bearing cash 0.2%
- U.S. Government securities 17.1%
- Other investments 0.8%
- Partnership/joint venture interests 72.9%
- Common/collective trusts 5.9%
- Registered investment companies 2.6%
Consultants and advisers
- Bank of New York Mellon Custodianthrough Dec 31, 2022 Form 5500
- Willis Towers Watson US LLC Actuarythrough Dec 31, 2022 Form 5500
People
Manager roster
- BNY Mellon3 rows, latest Dec 31, 2024
- Metlife1 row, latest Dec 31, 2024
- Metlifeplan years
- Fidelity Institutional Asset Manageplan years 2024
- Strategic Investment Management, LLCplan years 2023
What changed
- Dec 31, 2024Holding started
- Dec 31, 2024Manager relationship startedwith Fidelity Institutional Asset Manageaskebsa.dol.gov
- Jan 1, 2024Funded status changed7 pointsaskebsa.dol.gov
- Dec 31, 2023Consultant changedinferencewith Willis Towers Watson US LLCaskebsa.dol.gov
- Dec 31, 2023Manager relationship startedwith Strategic Investment Management, LLCaskebsa.dol.gov
+2 more dated events
Every name, record and relationship behind this count, with the source on each.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
Commitments
| Date | Fund | Manager | Bucket | Amount | Vintage | Status | Source |
|---|---|---|---|---|---|---|---|
| as of Dec 31, 2024 | Metlife Long Credit Collective Trcollective trust | Metlife | Private credit | $5.6M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | EB Temporary Investmentcollective trust | BNY Mellon | Pooled vehicles | $5.1M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2023 | EB Temporary Investmentcollective trust | BNY Mellon | Pooled vehicles | $3.1M held | Disclosed holding | askebsa.dol.gov |
+1 more commitment
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 Dec 31, 2024 | 688 | $172M | $138M | 89.8% | $180M | $131M | Not disclosed | Not disclosed |
| 2023 to Dec 31, 2023 | 723 | $160M | $135M | 82.9% | $172M | $143M | Not disclosed | Not disclosed |
| 2022 to Dec 31, 2022 | 755 | $184M | $127M | 102.7% | $159M | $131M | Not disclosed | Not disclosed |
- Strategic Investment Group codes 28 51 $450,687 PY2024
- Willis Towers Watson US LLC codes 11 16 50 $306,305 PY2024
- The Bank of New York Mellon codes 18 21 50 $40,338 PY2024
+12 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
Record history
- Holding in a pooled vehicle started2024-12-31source on record
- Manager relationship started2024-12-31source on record
- Funded status changed2024-01-01source on record
+4 more changes on this record's ledger
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
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.