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

Pension Plan for Salaried Employees of Stater Bros. Markets

Corporate pensionSAN Bernardino, CA
Assets
$179M
Total assets, Sep 30, 2025 reported
Funded
145.8%
Oct 1, 2024
Private markets target
n/a
policy Sep 30, 2025
Commitments
0
3 managers on Schedule C
Plan sponsor: Stater Bros. Markets
Allocation policy
Form 5500, as of Sep 30, 2025
Actual allocation lines without a target (as filed)
  • Interest-bearing cash 2.6%
  • Corporate debt instruments (other) 21.8%
  • Corporate debt instruments (preferred) 21.5%
  • U.S. Government securities 18.0%
  • Other investments 18.3%
  • Registered investment companies 6.3%
  • Common stock 10.8%
Consultants and advisers
1 firms
  • Mercer Actuarythrough Sep 30, 2023 Form 5500
People
No investment staff or executives have been read for this allocator yet.
Manager roster
7 managers on Schedule C
From Schedule C (investment management, code 28)
Commitments
No fund commitments are on the tape for this allocator. The tape holds the plans that publish their own private-markets reports; a plan that publishes one and is not here is a gap we can close.
Size and funding
33 readings
Total assets
$179M Sep 30, 2025 reported Form 5500
$179M (2024-09) · $151M (2023-09)
Plan assets
$179M Oct 1, 2024 reported Form 5500
$151M (2023-10) · $156M (2022-10)
Net assets
$179M Sep 30, 2025 reported Form 5500
$179M (2024-09) · $151M (2023-09)
Funded ratio
145.8% Oct 1, 2024 reported Form 5500
122.5% (2023-10) · 131.9% (2022-10)
Funding target
$121M Oct 1, 2024 reported Form 5500
$121M (2023-10) · $116M (2022-10)
Discount rate
5.46% Oct 1, 2024 reported Form 5500
5.40% (2023-10) · 5.57% (2022-10)
Participants
1,653 Oct 1, 2024 reported Form 5500
1,626 (2023-10) · 1,573 (2022-10)
Contributions
$4.7M Sep 30, 2025 reported Form 5500
$5.8M (2024-09) · $0 (2023-09)
Benefits paid
$9.4M Sep 30, 2025 reported Form 5500
$11.2M (2024-09) · $11.4M (2023-09)
Net investment income
$677,659 Sep 30, 2025 reported Form 5500
$27.4M (2024-09) · $-5.2M (2023-09)
Investment management fees
$166,482 Sep 30, 2025 reported Form 5500
$157,685 (2024-09) · $151,706 (2023-09)
Form 5500 filings
3 plan years
Plan yearParticipantsAssets (SB market)Funding targetFTAPTotal assets (H)Partnerships / JVMaster trustReal estate
2024 to Sep 30, 20251,653$179M$121M145.8%$179Mn/an/an/a
2023 to Sep 30, 20241,626$151M$121M122.5%$179Mn/an/an/a
2022 to Sep 30, 20231,573$156M$116M131.9%$151Mn/an/an/a
Service providers and investment entities as filed (Schedule C and D, latest year first)
What changed
7 events
  • Oct 1, 2024Funded status changed
    Pension Plan for Salaried Employees of Stater Bros. Markets funded ratio 122.5% -> 145.8% (2023-10-01 to 2024-10-01)
    askebsa.dol.gov
  • Oct 1, 2024Assets changed
    Pension Plan for Salaried Employees of Stater Bros. Markets plan assets $151M -> $179M (+18.2%, 2023-10-01 to 2024-10-01)
    askebsa.dol.gov
  • Sep 30, 2024Assets changed
    Pension Plan for Salaried Employees of Stater Bros. Markets total assets $151M -> $179M (+18.2%, 2023-09-30 to 2024-09-30)
    askebsa.dol.gov
  • Dec 31, 2023Manager relationship endedinference
    Columbia Mutual Funds no longer appears on Pension Plan for Salaried Employees of Stater Bros. Markets's Schedule C as investment manager (plan year 2023 vs 2022)
    with Columbia Mutual Fundsaskebsa.dol.gov
  • Dec 31, 2023Manager relationship started
    Baird appears on Pension Plan for Salaried Employees of Stater Bros. Markets's Schedule C as investment manager (plan year 2023 vs 2022)
    with Bairdaskebsa.dol.gov
  • Dec 31, 2023Manager relationship started
    Columbia Management Investment Adv appears on Pension Plan for Salaried Employees of Stater Bros. Markets's Schedule C as investment manager (plan year 2023 vs 2022)
    with Columbia Management Investment Advaskebsa.dol.gov
  • Oct 1, 2023Funded status changed
    Pension Plan for Salaried Employees of Stater Bros. Markets funded ratio 131.9% -> 122.5% (2022-10-01 to 2023-10-01)
    askebsa.dol.gov
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 952586175-004
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.