Sun-Maid Growers of California Defined Benefit Pension Plan
Corporate pension, based in Fresno, California, reporting $14.9M in assets, for 102 participants.
Composed from this allocator's classification, location and filed figures.
Nothing material in the last 90 days. No dated change on record yet.
6 more commitments
Every figure, date and source on this page is shown. The names behind them, and every related record, open with the complete profile.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
Capital path
who backs this record, through what, into what; each name opens its own path- Prin Core Plus Bond Sep Acct-Z1 commitment
- 20 Yr US High Quality Corp Bond Nl1 commitment
- 5-20 Yr US High Quality Corp Bond N1 commitment
- State Street Global Advisors Trust Company5 commitments
- State Street Global Advisors Trust3 commitments
- Principal1 commitment
Relationship network
23 connected entities9 observed commitments1 repeat counterpartycommitments 2022
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 14.7%
- Common/collective trusts 83.4%
- Pooled separate accounts 1.2%
Consultants and advisers
- State Street Bank & Trust Company Custodianthrough Dec 31, 2022 Form 5500
- Principal Custodianthrough Dec 31, 2022 Form 5500
- Curcio Webb Actuarythrough Dec 31, 2022 Form 5500
People
Manager roster
- State Street Global Advisors Trust Company5 rows, latest Dec 31, 2022
- State Street Global Advisors Trust3 rows, latest Dec 31, 2022
- Principal1 row, latest Dec 31, 2022
- State Street Global Advisors Trustplan years
- State Street Global Advisors Trust Companyplan years
What changed
Commitments
| Date | Fund | Manager | Bucket | Amount | Vintage | Status | Source |
|---|---|---|---|---|---|---|---|
| as of Dec 31, 2022 | Prin Core Plus Bond Sep Acct-Zseparate account | Principal | Fixed income | $172,911 held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | 20 Yr US High Quality Corp Bond Nlcollective trust | State Street Global Advisors Trust | Fixed income | $876,380 held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | 5-20 Yr US High Quality Corp Bond Ncollective trust | State Street Global Advisors Trust | Fixed income | $1.2M held | Disclosed holding | askebsa.dol.gov |
+6 more commitments
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 |
|---|---|---|---|---|---|---|---|---|
| 2022 to Dec 31, 2022 | 102 | $19.4M | $13.1M | 122.4% | $14.9M | Not disclosed | Not disclosed | Not disclosed |
- State Street Global Advisors codes 19 21 25 27 28 31 51 52 62 99 $107,905 PY2022
- Principal Life Insurance Company codes 19 21 25 27 28 31 51 52 62 99 $14,802 PY2022
- 20 Yr US High Qual Corp Nl Fund Sched. D C $876,380 PY2022
+9 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
›Connections
every published relationship on the graph
+6 connections on the graph
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.