Pacific Coast Roofers Pension Plan
Taft-Hartley plan, based in SAN Jose, California, reporting $700M in assets, for 10,470 participants.
Composed from this allocator's classification, location and filed figures.
Nothing material in the last 90 days. No dated change on record yet.
1 more adviser and 3 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- Ullico Infrastructure Tax Exempt Fu2 commitments
- International Small Cap Equity Fund2 commitments
- Separate Account J2 commitments
- Ullico Investment Advisors2 commitments
- Principal Global Investors LLC2 commitments
- Ullico Investment Advisors, Inc.2 commitments
Relationship network
26 connected entities6 observed commitments5 repeat counterpartiescommitments 2024 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 basesTaft-Hartley planShowHide
Allocation policy
- Interest-bearing cash 4.0%
- Non-interest-bearing cash 0.7%
- Partnership/joint venture interests 19.8%
- Common/collective trusts 53.1%
- Pooled separate accounts 3.3%
- Registered investment companies 5.5%
- Common stock 4.7%
- Real estate (other than employer real property) 8.2%
Consultants and advisers
- Segal Marco Consulting Investment adviser (plan)through Jul 31, 2024 Form 5500
- US Bank Custodianthrough Jul 31, 2024 Form 5500
- Segal Actuarythrough Jul 31, 2024 Form 5500
+1 more consultant or adviser 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
- Ullico Investment Advisors2 rows, latest Jul 31, 2025
- Principal Global Investors LLC2 rows, latest Jul 31, 2025
- Ullico Investment Advisors, Inc.2 rows, latest Jul 31, 2025
- Principal Global Investors LLCplan years
- Riverbridge Partnersplan years 2025
- Ullico Investment Advisors, Inc.plan years 2025
+5 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
Commitments
| Date | Fund | Manager | Bucket | Amount | Vintage | Status | Source |
|---|---|---|---|---|---|---|---|
| as of Jul 31, 2025 | Ullico Infrastructure Tax Exempt Fucollective trust | Ullico Investment Advisors | Infrastructure | $14.3M held | Disclosed holding | askebsa.dol.gov | |
| as of Jul 31, 2025 | International Small Cap Equity Fundcollective trust | Principal Global Investors LLC | Public equity | $14.9M held | Disclosed holding | askebsa.dol.gov | |
| as of Jul 31, 2025 | Separate Account Jseparate account | Ullico Investment Advisors, Inc. | Pooled vehicles | $23.1M held | Disclosed holding | askebsa.dol.gov |
+3 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 Jul 31, 2025 | 10,470 | Not disclosed | Not disclosed | n/a | $700M | $139M | Not disclosed | $57.2M |
| 2023 to Jul 31, 2024 | 9,603 | Not disclosed | Not disclosed | n/a | $639M | $132M | Not disclosed | $56.1M |
- United Administrative Services codes 13 $287,167 PY2024
- Corbin Capital Partners LP codes 51 $213,177 PY2024
- Ullico Investment Advisors Inc codes 51 $207,639 PY2024
+36 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
Pacific Coast Roofers Pension Plan sits on 3 traced paths of capital across the graphs.
DFX traced 3 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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›Connections
every published relationship on the graph
+13 connections on the graph
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