DFX Intelligence

Allocator Intelligence

The capital-owner graph behind private markets. Who owns the capital, who decides, how much, under what policy, on whose advice, to which managers, and what changed, with a source and a date behind every row. A target is never an actual, a disclosed holding is never an approval, and an estimate says so.

Corporate pension

The Baker Commodities Employees' Pension Plan

Corporate pensionVernon, CA

Assets

$83.1M

Total assets, Dec 31, 2024 reported

Funded

91.0%

Jan 1, 2024

Private markets target

n/a

policy Dec 31, 2024

Commitments

none on the tape

Plan sponsor: Baker Commodities, Inc.

Allocation policy

Form 5500, as of Dec 31, 2024

Actual allocation lines without a target (as filed)

Interest-bearing cash 0.4%
Common/collective trusts 12.0%
Pooled separate accounts 8.2%
Registered investment companies 78.0%

Consultants and advisers

4 firms

Principal Financial Group Actuarythrough Dec 31, 2024 Form 5500
Principal Custodianthrough Dec 31, 2022 Form 5500
Cbiz Actuarythrough Dec 31, 2022 Form 5500
Cbiz Ris Actuarythrough Dec 31, 2022 Form 5500

People

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

Manager roster

3 managers on the commitment tape

From the plan’s own commitment disclosures

Prudential Insurance Company of Ame3 rows, latest Dec 31, 2024
SEI Core Property Collective Fund3 rows, latest Dec 31, 2024
SEI Structrued Credit Collective Fd3 rows, latest Dec 31, 2024

From Schedule C (investment management, code 28)

Prudential Insurance Company of Ameplan years 2022
SEI Investment Companyplan years 2022

Commitments

12 rows, 0 dated closings

Disclosed holdings (from the plan’s performance or holdings report, as of the report date)

Date	Fund	Manager	Bucket	Amount	Status	Source
as of Dec 31, 2024	Prisaseparate account	Prudential Insurance Company of Ame	Pooled vehicles	$6.8M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2024	SEI Core Property Collective Inv Trcollective trust	SEI Core Property Collective Fund	Real estate	$3.5M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2024	SEI Structured Credit Collective Fdcollective trust	SEI Structrued Credit Collective Fd	Private credit	$6.1M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2024	SEI Energy Debt Collective Investmecollective trust	SEI Trust Company	Private credit	$363,759 held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2023	Prisaseparate account	Prudential Insurance Company of Ame	Pooled vehicles	$8.3M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2023	SEI Core Property Collective Inv Trcollective trust	SEI Core Property Collective Fund	Real estate	$4.0M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2023	SEI Structured Credit Collective Fdcollective trust	SEI Structrued Credit Collective Fd	Private credit	$5.3M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2023	SEI Energy Debt Collective Investmecollective trust	SEI Trust Company	Private credit	$614,316 held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2022	Prisaseparate account	Prudential Insurance Company of Ame	Pooled vehicles	$10.6M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2022	SEI Core Property Collective Inv Trcollective trust	SEI Core Property Collective Fund	Real estate	$4.5M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2022	SEI Structured Credit Collective Fdcollective trust	SEI Structrued Credit Collective Fd	Private credit	$7.3M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2022	SEI Energy Debt Collective Investmecollective trust	SEI Trust Company	Private credit	$1.4M held	Disclosed holding	askebsa.dol.gov

Size and funding

33 readings

Total assets

$83.1M Dec 31, 2024 reported Form 5500

$83.4M (2023-12) · $86.8M (2022-12)

Plan assets

$83.2M Jan 1, 2024 reported Form 5500

$86.5M (2023-01) · $103M (2022-01)

Net assets

$82.9M Dec 31, 2024 reported Form 5500

$83.1M (2023-12) · $86.5M (2022-12)

Funded ratio

91.0% Jan 1, 2024 reported Form 5500

95.4% (2023-01) · 100.4% (2022-01)

Funding target

$94.3M Jan 1, 2024 reported Form 5500

$98.9M (2023-01) · $98.4M (2022-01)

Discount rate

5.09% Jan 1, 2024 reported Form 5500

5.22% (2023-01) · 5.39% (2022-01)

Participants

533 Jan 1, 2024 reported Form 5500

710 (2023-01) · 731 (2022-01)

Contributions

$2.1M Dec 31, 2024 reported Form 5500

$1.3M (2023-12) · $1.1M (2022-12)

Benefits paid

$6.2M Dec 31, 2024 reported Form 5500

$10.5M (2023-12) · $6.6M (2022-12)

Net investment income

$-202,858 Dec 31, 2024 reported Form 5500

$-3.4M (2023-12) · $-17.0M (2022-12)

Investment management fees

$495,967 Dec 31, 2024 reported Form 5500

$471,575 (2023-12) · $511,205 (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	533	$83.2M	$94.3M	91.0%	$83.1M	n/a	n/a	n/a
2023 to Dec 31, 2023	710	$86.5M	$98.9M	95.4%	$83.4M	n/a	n/a	n/a
2022 to Dec 31, 2022	731	$103M	$98.4M	100.4%	$86.8M	n/a	n/a	n/a

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

SEI Investments Co codes 28 51 $346,723 PY2024
Principal codes 19 50 $107,015 PY2024
Cbiz codes 11 17 50 $43,513 PY2024
Prudential Insurance Co codes 28 51 $40,595 PY2024
Wong Johnson & Associates Apc codes 10 50 $14,900 PY2024
SEI Core Property Collective Inv Tr Sched. D C $3.5M PY2024
Prisa Sched. D P $6.8M PY2024
SEI Structured Credit Collective Fu Sched. D C $6.1M PY2024
SEI Energy Debt Fund Cit Sched. D C $363,759 PY2024
Principal Financial Group codes 11 PY2024
SEI Investments Company codes 28 51 $381,335 PY2023
Cbiz codes 11 17 50 $124,682 PY2023
Prudential Insurance Company codes 28 51 $52,470 PY2023
Principal codes 19 50 $37,770 PY2023
Wong Johnson & Associates codes 10 $14,600 PY2023
SEI Structured Credit Collective Fu Sched. D C $5.3M PY2023
Prisa Sched. D P $8.3M PY2023
SEI Core Property Collective Inv Tr Sched. D C $4.0M PY2023
SEI Energy Debt Fund Cit Sched. D C $614,316 PY2023
Cbiz codes 11 PY2023
SEI Investments Company codes 28 51 $410,309 PY2022
Cbiz codes 11 17 50 $88,738 PY2022
Prudential Insurance Company codes 28 51 $57,795 PY2022
Principal codes 19 50 $40,474 PY2022
Wong Johnson & Associates codes 10 $15,600 PY2022
SEI Energy Debt Fund Cit Sched. D C $1.4M PY2022
Prisa Sched. D P $10.6M PY2022
SEI Core Property Collective Inv Tr Sched. D C $4.5M PY2022
SEI Structured Credit Collective Fu Sched. D C $7.3M PY2022
Cbiz codes 11 PY2022

What changed

3 events

Jan 1, 2024Funded status changed
The Baker Commodities Employees' Pension Plan funded ratio 95.4% -> 91.0% (2023-01-01 to 2024-01-01)
askebsa.dol.gov
Jan 1, 2023Funded status changed
The Baker Commodities Employees' Pension Plan funded ratio 100.4% -> 95.4% (2022-01-01 to 2023-01-01)
askebsa.dol.gov
Jan 1, 2023Assets changed
The Baker Commodities Employees' Pension Plan plan assets $103M -> $86M (-16.4%, 2022-01-01 to 2023-01-01)
askebsa.dol.gov

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

Provenance

Identifiers: EIN-PN 952137748-001

Cross-graph: no entry on another DFX graph

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