The Southern California Edison Company Retirement Plan
Corporate pension, based in Rosemead, California, reporting $4.7B in assets, for 21,949 participants.
Composed from this allocator's classification, location and filed figures.
Nothing material in the last 90 days. Last change: 31 Dec 2024, Tsg6 LP no longer appears on The Southern California Edison Company Retirement Plan's Schedule C as investment manager (plan year 2024 vs 2023).
5 more advisers, 4 more managers, 39 more commitments and 23 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- Blackrock Msci Acwi Ex-Us Imi Index3 commitments
- BLK Msci Equity Index Fund Russia3 commitments
- Bnym Mellon Db Sl Acwi Ex-Us Fund3 commitments
- BNY Mellon12 commitments
- Blackrock Investments, LLC9 commitments
- Western Asset Mgmt Company, LLC6 commitments
Relationship network
91 connected entities42 observed commitments22 repeat counterparties32 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 0.4%
- Non-interest-bearing cash 0.8%
- Corporate debt instruments (other) 13.2%
- Corporate debt instruments (preferred) 13.6%
- U.S. Government securities 19.3%
- Other investments 1.6%
- Partnership/joint venture interests 17.5%
- 103-12 investment entities 1.2%
- Common/collective trusts 17.3%
- Registered investment companies 8.0%
- Common stock 3.4%
- Preferred stock 0.1%
Consultants and advisers
- Russell Investments (consulting) General consultantthrough Dec 31, 2024 Form 5500
- Russell Investments Capital, LLC General consultantthrough Dec 31, 2023 Form 5500
- Callan LLC General consultantthrough Dec 31, 2022 Form 5500
+5 more consultants and advisers advise this allocator
Every name, record and relationship behind this count, with the source on each.
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People
Manager roster
- BNY Mellon12 rows, latest Dec 31, 2024
- Blackrock Investments, LLC9 rows, latest Dec 31, 2024
- Western Asset Mgmt Company, LLC6 rows, latest Dec 31, 2024
+4 more managers received commitments
Every name, record and relationship behind this count, with the source on each.
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- Morgan Stanley & Co Incplan years
- Morgan Stanleyplan years
- Western Asset Mgmt Company, LLCplan years 2022
+38 more Schedule C managers
Every name, record and relationship behind this count, with the source on each.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
What changed
- Dec 31, 2024Manager relationship endedinferenceTsg6 LP no longer appears on The Southern California Edison Company Retirement Plan's Schedule C as investment manager (plan year 2024 vs 2023)with Tsg6 LPaskebsa.dol.gov
- Dec 31, 2024Manager relationship endedinferenceJP Morgan US Active Core Plus Equit no longer appears on The Southern California Edison Company Retirement Plan's Schedule C as investment manager (plan year 2024 vs 2023)with J.P. Morgan Investment Managementaskebsa.dol.gov
- Dec 31, 2024Manager relationship endedinferenceElement Partners II LP no longer appears on The Southern California Edison Company Retirement Plan's Schedule C as investment manager (plan year 2024 vs 2023)with Element Partners II LPaskebsa.dol.gov
- Dec 31, 2024Manager relationship startedMellon Capital Management appears on The Southern California Edison Company Retirement Plan's Schedule C as investment manager (plan year 2024 vs 2023)with Mellon Capital Managementaskebsa.dol.gov
- Dec 31, 2024Manager relationship endedinferenceSands Capital Management LLC no longer appears on The Southern California Edison Company Retirement Plan's Schedule C as investment manager (plan year 2024 vs 2023)with Sands Capital Management, LLCaskebsa.dol.gov
+23 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 | Blackrock Msci Acwi Ex-Us Imi Indexcollective trust | Blackrock Investments, LLC | Pooled vehicles | $54.6M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | BLK Msci Equity Index Fund Russiacollective trust | Blackrock Investments, LLC | Public equity | $99 held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | Bnym Mellon Db Sl Acwi Ex-Us Fundcollective trust | BNY Mellon | Pooled vehicles | $208M held | Disclosed holding | askebsa.dol.gov |
+39 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 | 21,949 | $3.6B | $3.3B | 102.3% | $4.7B | $828M | Not disclosed | Not disclosed |
| 2023 to Dec 31, 2023 | 22,604 | $3.5B | $3.3B | 107.2% | $4.7B | $758M | Not disclosed | Not disclosed |
| 2022 to Dec 31, 2022 | 23,362 | $4.3B | $3.0B | 124.8% | $4.5B | $734M | Not disclosed | Not disclosed |
- GCM Grosvenor Strategic codes 28 51 $3.3M PY2024
- Tsg8 LP codes 28 51 $1.5M PY2024
- Conduent Hr Services codes 15 50 64 $1.3M PY2024
+165 more service providers
Every name, record and relationship behind this count, with the source on each.
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Provenance
Provenance
The Southern California Edison Company Retirement Plan sits on 15 traced paths of capital across the graphs.
DFX traced 15 paths 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
- Manager relationship started2024-12-31source on record
- Manager relationship started2024-12-31source on record
- Manager relationship ended2024-12-31source on record
+25 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
+52 connections on the graph
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