DFX Intelligence

2 more commitments and 7 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.

SO. CA. Rock Prod. & Ready Mixed Concrete Industries Operating Eng. Employees Ret. Plan

Taft-Hartley plan· Covina, California

Taft-Hartley plan, based in Covina, California, reporting $29.5M in assets, for 1,002 participants.

Composed from this allocator's classification, location and filed figures.

As of Dec 31, 2024 · the latest dated event for this allocator; each figure carries its own filing or report date

Assets: $29.5M
Funded ratio: 310.9%
Fund commitments: 3
Managers: 2

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Open searches Plans backing its top manager Similar plans, same strategy Commitments (3)Allocation policy Managers

As of Dec 31, 2024 · the latest dated event for this allocator; each figure carries its own filing or report date

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Nothing material in the last 90 days. Last change: Dec 31, 2024, Wellington Trust Company no longer appears on SO. CA. Rock Prod. & Ready Mixed Concrete Industries Operating Eng. Employees Ret. Plan's Schedule C as investment manager (plan year 2024 vs 2023).

2 more commitments and 7 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.

Capital path

who backs this record, through what, into what; each name opens its own path

SO. CA. Rock Prod. & Ready Mixed Concrete Industries Operating Eng. Employees Ret. Plan

Funds committed to

NT Collective Short Term Investment3 commitments
NT Collective S&p 500 Index Fund1 commitment
Wtc-Cif Research Equity Portfolio1 commitment

Managers

Northern Trust Investments, Inc.4 commitments
Wellington Trust Company, Na1 commitment

Relationship network

20 connected entities5 observed commitments2 repeat counterpartiescommitments 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.

What stands out

Reading the network

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.

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Reading the network

Sponsor
Fund or vehicle
Service provider
Organization

›How strength and recency are read

Darker lines were active in the last 24 months or are current; lighter lines are older or undated.

Ask DFX about this network

Size, funding, policy and commitments, with their basesTaft-Hartley planShow

Taft-Hartley plan

Assets

$29.5M

Total assets, Dec 31, 2024 reported

Funded

310.9%

Jan 1, 2024

Private markets target

no policy read

policy Dec 31, 2024

Commitments

none on the tape

Plan sponsor: Pension & Insurance Committee, Southern California Rock Products

Allocation policy

Form 5500, as of Dec 31, 2024

Actual allocation lines without a target (as filed)

U.S. Government securities 83.9%
Common/collective trusts 16.0%

Consultants and advisers

3 firms

BAA Capital Advisors, Inc. Pension consultantthrough Dec 31, 2023 Form 5500
Horizon Actuarial Services Actuarythrough Dec 31, 2022 Form 5500
Northern Trust Co. Trusteethrough Dec 31, 2022 Form 5500

People

No investment staff or executives have been read for this allocator yet.

Manager roster

2 managers on the commitment tape

From the plan’s own commitment disclosures

Northern Trust Investments, Inc.4 rows, latest Dec 31, 2024
Wellington Trust Company, Na1 row, latest Dec 31, 2022

From Schedule C (investment management, code 28)

Scout Investmentsplan years 2022
Blackrock Investment Managerplan years 2022
RBC Wealth Managementplan years 2022

+2 more Schedule C managers

Every name, record and relationship behind this count, with the source on each.

What changed

12 events

Dec 31, 2024Manager relationship endedinference
Wellington Trust Company no longer appears on SO. CA. Rock Prod. & Ready Mixed Concrete Industries Operating Eng. Employees Ret. Plan's Schedule C as investment manager (plan year 2024 vs 2023)
with Wellington Trust Companyaskebsa.dol.gov
Dec 31, 2024Manager relationship endedinference
Reams Asset Management Division no longer appears on SO. CA. Rock Prod. & Ready Mixed Concrete Industries Operating Eng. Employees Ret. Plan's Schedule C as investment manager (plan year 2024 vs 2023)
with Scout Investmentsaskebsa.dol.gov
Dec 31, 2024Manager relationship endedinference
Dodge & Cox no longer appears on SO. CA. Rock Prod. & Ready Mixed Concrete Industries Operating Eng. Employees Ret. Plan's Schedule C as investment manager (plan year 2024 vs 2023)
with Dodge & Coxaskebsa.dol.gov
Jan 1, 2024Funded status changed
SO. CA. Rock Prod. & Ready Mixed Concrete Industries Operating Eng. Employees Ret. Plan funded ratio 118.9% -> 310.9% (2023-01-01 to 2024-01-01)
askebsa.dol.gov
Jan 1, 2024Assets changed
SO. CA. Rock Prod. & Ready Mixed Concrete Industries Operating Eng. Employees Ret. Plan plan assets $105M -> $29M (-72.5%, 2023-01-01 to 2024-01-01)
askebsa.dol.gov

+7 more dated events

Every name, record and relationship behind this count, with the source on each.

Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.

Commitments

5 rows, 0 dated closings

Date	Fund	Manager	Bucket	Amount	Status	Source
as of Dec 31, 2024	NT Collective Short Term Investmentcollective trust	Northern Trust Investments, Inc.	Cash	$4.7M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2023	NT Collective Short Term Investmentcollective trust	Northern Trust Investments, Inc.	Cash	$7.7M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2022	NT Collective Short Term Investmentcollective trust	Northern Trust Investments, Inc.	Cash	$10.4M held	Disclosed holding	askebsa.dol.gov

+2 more commitments

Every fund and manager this allocator committed to, with the amount, date and source on each.

Size and funding

30 readings

Total assets

$29.5M Dec 31, 2024 reported Form 5500

$28.8M (2023-12) · $112M (2022-12)

Plan assets

$28.7M Jan 1, 2024 reported Form 5500

$105M (2023-01) · $127M (2022-01)

Net assets

$29.4M Dec 31, 2024 reported Form 5500

$28.7M (2023-12) · $105M (2022-12)

Funded ratio

310.9% Jan 1, 2024 reported Form 5500

118.9% (2023-01) · 163.4% (2022-01)

Participants

1,002 Jan 1, 2024 reported Form 5500

1,055 (2023-01) · 1,091 (2022-01)

Contributions

$73,803 Dec 31, 2024 reported Form 5500

$87,306 (2023-12) · $85,475 (2022-12)

Benefits paid

$609,939 Dec 31, 2024 reported Form 5500

$82.6M (2023-12) · $7.0M (2022-12)

Net investment income

$644,848 Dec 31, 2024 reported Form 5500

-$75.8M (2023-12) · -$22.4M (2022-12)

Investment management fees

$43,036 Dec 31, 2024 reported Form 5500

$144,115 (2023-12) · $408,054 (2022-12)

Form 5500 filings

3 plan years

Plan year	Participants	Assets (SB market)	Funding target	FTAP	Total assets (H)	Partnerships / JV	Master trust	Real estate
2024 to Dec 31, 2024	1,002	Not disclosed	Not disclosed	n/a	$29.5M	Not disclosed	Not disclosed	Not disclosed
2023 to Dec 31, 2023	1,055	Not disclosed	Not disclosed	n/a	$28.8M	Not disclosed	Not disclosed	Not disclosed
2022 to Dec 31, 2022	1,091	Not disclosed	Not disclosed	n/a	$112M	Not disclosed	Not disclosed	Not disclosed

Service providers and investment entities as filed (Schedule C and D, latest year first)

Pacific Southwest Administrators codes 12 13 50 $96,322 PY2024
Horizon Actuarial Services, LLC codes 11 50 $64,982 PY2024
RBC Wealth Management codes 28 50 51 $29,359 PY2024

+32 more service providers

Every name, record and relationship behind this count, with the source on each.

Provenance

Identifiers: EIN-PN 510190581-002

Cross-graph: no entry on another DFX graph

First observed Sep 15, 2026, last observed Sep 29, 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.

Capital chain

SO. CA. Rock Prod. & Ready Mixed Concrete Industries Operating Eng. Employees Ret. Plan sits on 2 traced paths of capital across the graphs.

Consultant to allocator to manager

DFX traced 2 paths of capital through this record

Every record on each path, what it committed or lent, and as of when.

Derived from allocator disclosures, BDC schedules and SEC filings; confidence is the weakest hop.

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Record history

12 dated events on the change ledger, latest event first

Manager relationship ended
2024-12-31source on record
Manager relationship ended
2024-12-31source on record
Manager relationship ended
2024-12-31source on record

+9 more changes on this record's ledger

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

+9 connections on the graph