Diamond Foods Inc, Bargaining Unit Pension Plan
Corporate pension, based in Stockton, California, reporting $11.9M in assets, for 248 participants.
Composed from this allocator's classification, location and filed figures.
Nothing material in the last 90 days. Last change: 31 Jul 2025, Diamond Foods Inc, Bargaining Unit Pension Plan total assets $13M -> $12M (-11.6%, 2024-07-31 to 2025-07-31).
Capital path
who backs this record, through what, into what; each name opens its own path- Principal/blackrock Short Term Fd13 commitments
- Principal Custody Solutions3 commitments
Relationship network
6 connected entities3 observed commitments2 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.
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 2.8%
- Registered investment companies 96.1%
Consultants and advisers
- Curcio Webb Actuarythrough Jul 31, 2023 Form 5500
People
Manager roster
- Principal Custody Solutions3 rows, latest Jul 31, 2025
What changed
- Jul 31, 2025Assets changedDiamond Foods Inc, Bargaining Unit Pension Plan total assets $13M -> $12M (-11.6%, 2024-07-31 to 2025-07-31)
- Aug 1, 2023Funded status changedDiamond Foods Inc, Bargaining Unit Pension Plan funded ratio 86.0% -> 80.3% (2022-08-01 to 2023-08-01)
Commitments
| Date | Fund | Manager | Bucket | Amount | Vintage | Status | Source |
|---|---|---|---|---|---|---|---|
| as of Jul 31, 2025 | Principal/blackrock Short Term Fd1collective trust | Principal Custody Solutions | Cash | $338,591 held | Disclosed holding | askebsa.dol.gov | |
| as of Jul 31, 2024 | Principal/blackrock Short Term Fd1collective trust | Principal Custody Solutions | Cash | $557,870 held | Disclosed holding | askebsa.dol.gov | |
| as of Jul 31, 2023 | Principal/blackrock Short Term Fd1collective trust | Principal Custody Solutions | Cash | $275,850 held | Disclosed holding | askebsa.dol.gov |
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 Jul 31, 2025 | 248 | $13.6M | $16.1M | 80.7% | $11.9M | Not disclosed | Not disclosed | Not disclosed |
| 2023 to Jul 31, 2024 | 283 | $13.9M | $18.5M | 80.3% | $13.5M | Not disclosed | Not disclosed | Not disclosed |
| 2022 to Jul 31, 2023 | 289 | $14.4M | $18.4M | 86.0% | $13.9M | Not disclosed | Not disclosed | Not disclosed |
- Principal Custody Solutions codes 12 $47,836 PY2024
- Principal/blackrock Short Term Fd1 Sched. D C $338,591 PY2024
- Curcio Webb, LLC codes 11 PY2024
+6 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
- Total assets changed2025-07-31source on record
- Funded status changed2023-08-01source 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
+2 connections on the graph
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.