Farmers Group, Inc. Employees' Pension Plan
Corporate pension, based in Woodland Hills, California, reporting $2.6B in assets, for 28,334 participants.
Composed from this allocator's classification, location and filed figures.
Nothing material in the last 90 days. Last change: 1 Dec 2023, Farmers Group, Inc. Employees' Pension Plan funded ratio 95.8% -> 85.9% (2022-12-01 to 2023-12-01).
Capital path
who backs this record, through what, into what; each name opens its own path- US Val Tilted Strtgy Nl Fund2 commitments
- State Street Global Advisors Trust2 commitments
Relationship network
15 connected entities2 observed commitments2 repeat counterpartiescommitments 2023 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 0.3%
- Non-interest-bearing cash 0.4%
- Corporate debt instruments (other) 11.8%
- Corporate debt instruments (preferred) 38.2%
- U.S. Government securities 22.8%
- Insurance company general account 0.0%
- Other investments 8.8%
- Partnership/joint venture interests 10.2%
- Common/collective trusts 2.3%
- Registered investment companies 2.8%
- Common stock 1.0%
- Preferred stock 0.1%
Consultants and advisers
- Bank of New York Mellon Custodianthrough Nov 30, 2023 Form 5500
- Willis Towers Watson US LLC Actuarythrough Nov 30, 2023 Form 5500
People
Manager roster
- State Street Global Advisors Trust2 rows, latest Nov 30, 2024
- Pacific Investmt Management Co LLCplan years 2023
- Mondrian Investment Partners, Ltdplan years 2023
- Pgim Incplan years 2023
+2 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 1, 2023Funded status changedFarmers Group, Inc. Employees' Pension Plan funded ratio 95.8% -> 85.9% (2022-12-01 to 2023-12-01)
- Dec 1, 2023Assets changedFarmers Group, Inc. Employees' Pension Plan plan assets $2.8B -> $2.5B (-10.4%, 2022-12-01 to 2023-12-01)
Commitments
| Date | Fund | Manager | Bucket | Amount | Vintage | Status | Source |
|---|---|---|---|---|---|---|---|
| as of Nov 30, 2024 | US Val Tilted Strtgy Nl Fundcollective trust | State Street Global Advisors Trust | Pooled vehicles | $57.8M held | Disclosed holding | askebsa.dol.gov | |
| as of Nov 30, 2023 | US Val Tilted Strtgy Nl Fundcollective trust | State Street Global Advisors Trust | Pooled vehicles | $43.4M 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 |
|---|---|---|---|---|---|---|---|---|
| 2023 to Nov 30, 2024 | 28,334 | $2.5B | $2.8B | 85.9% | $2.6B | $261M | $0 | $0 |
| 2022 to Nov 30, 2023 | 29,303 | $2.8B | $2.8B | 95.8% | $2.6B | $273M | $0 | $0 |
- Willis Towers Watson US LLC codes 11 50 65 $2.3M PY2023
- Voya codes 28 51 $1.2M PY2023
- Pacific Investment Management codes 28 51 $851,909 PY2023
+19 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
- Funded status changed2023-12-01source on record
- Total assets changed2023-12-01source 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
+8 connections on the graph
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.