Cubic Corporation Pension Plan
Corporate pension, based in SAN Diego, California, reporting $74.2M in assets, for 1,894 participants.
Composed from this allocator's classification, location and filed figures.
Nothing material in the last 90 days. Last change: 1 Oct 2024, Cubic Corporation Pension Plan funded ratio 95.8% -> 91.5% (2023-10-01 to 2024-10-01).
4 more advisers and 31 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.
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Capital path
who backs this record, through what, into what; each name opens its own path- Mercer Non-Us Core Equity Portfolio3 commitments
- Mercer Emerging Markets Equity Port3 commitments
- Mercer Opportunistic Fixed Income3 commitments
- Mercer Investments LLC25 commitments
- State Street Global Advisors Trust6 commitments
- Prudential Insurance Company of Ame3 commitments
Relationship network
35 connected entities34 observed commitments14 repeat counterpartiescommitments 2023 to 2025
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
- Common/collective trusts 98.4%
- Pooled separate accounts 1.5%
- Registered investment companies 0.1%
Consultants and advisers
- Cbiz CPAS, P.C. General consultantthrough Sep 30, 2023 Form 5500
- Prudential Insurance Company of Ame Pension consultantthrough Sep 30, 2023 Form 5500
- Cbiz Ris Custodianthrough Sep 30, 2024 Form 5500
+4 more consultants and advisers advise this allocator
Every name, record and relationship behind this count, with the source on each.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
People
Manager roster
- Mercer Investments LLC25 rows, latest Sep 30, 2025
- State Street Global Advisors Trust6 rows, latest Sep 30, 2025
- Prudential Insurance Company of Ame3 rows, latest Sep 30, 2025
- Mercer Investments LLCplan years
- Mercer Investments LLCplan years 2023
What changed
- Oct 1, 2024Funded status changedCubic Corporation Pension Plan funded ratio 95.8% -> 91.5% (2023-10-01 to 2024-10-01)
- Sep 30, 2024Holding endedinferenceCubic Corporation Pension Plan no longer reports Mercer Global Low Volatility Equity (last held $1M at 2023-09-30; absent from the 2024-09-30 filing)with Mercer Global Low Volatility Equityaskebsa.dol.gov
- Dec 31, 2023Consultant changedinferenceWillis Towers Watson US LLC no longer appears on Cubic Corporation Pension Plan's Schedule C as general consultant (plan year 2023 vs 2022)with Willis Towers Watson US LLCaskebsa.dol.gov
- Oct 1, 2023Funded status changedCubic Corporation Pension Plan funded ratio 100.8% -> 95.8% (2022-10-01 to 2023-10-01)
Commitments
| Date | Fund | Manager | Bucket | Amount | Vintage | Status | Source |
|---|---|---|---|---|---|---|---|
| as of Sep 30, 2025 | Mercer Non-Us Core Equity Portfoliocollective trust | Mercer Investments LLC | Public equity | $2.3M held | Disclosed holding | askebsa.dol.gov | |
| as of Sep 30, 2025 | Mercer Emerging Markets Equity Portcollective trust | Mercer Investments LLC | Public equity | $972,856 held | Disclosed holding | askebsa.dol.gov | |
| as of Sep 30, 2025 | Mercer Opportunistic Fixed Incomecollective trust | Mercer Investments LLC | Hedge / diversifiers | $1.1M held | Disclosed holding | askebsa.dol.gov |
+31 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 |
|---|---|---|---|---|---|---|---|---|
| 2024 to Sep 30, 2025 | 1,894 | $78.4M | $72.7M | 91.5% | $74.2M | $0 | Not disclosed | Not disclosed |
| 2023 to Sep 30, 2024 | 1,923 | $73.5M | $77.8M | 95.8% | $78.4M | $0 | Not disclosed | Not disclosed |
| 2022 to Sep 30, 2023 | 1,948 | $77.7M | $78.6M | 100.8% | $73.5M | $0 | Not disclosed | Not disclosed |
- Mercer Investments LLC codes 51 52 $258,941 PY2024
- Prudential Insurance Co. codes 10 12 13 17 18 24 26 50 51 52 $83,159 PY2024
- Cbiz CPAS, P.C. codes 10 16 17 50 $26,535 PY2024
+52 more service providers
Every name, record and relationship behind this count, with the source on each.
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Provenance
Provenance
Cubic Corporation Pension Plan sits on 4 traced paths of capital across the graphs.
DFX traced 4 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
- Funded status changed2024-10-01source on record
- Holding in a pooled vehicle ended2024-09-30source on record
- Consultant changed2023-12-31source on record
+1 more change 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
+10 connections on the graph
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