Recology Defined Benefit Pension Plan

Corporate pension· SAN Francisco, California

Corporate pension, based in SAN Francisco, California, reporting $583M in assets, for 2,291 participants.

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

Assets
$583M
Funded ratio
80.0%
Fund commitments
11
Managers
7
As of · the latest dated event for this allocator; each figure carries its own filing or report date

Nothing material in the last 90 days. Last change: 1 Oct 2024, Recology Defined Benefit Pension Plan plan assets $492M -> $589M (+19.6%, 2023-10-01 to 2024-10-01).

4 more managers and 29 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
Recology Defined Benefit Pension Plan

Relationship network

36 connected entities32 observed commitments18 repeat counterparties20 dated commitments shown here, 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.

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.

Size, funding, policy and commitments, with their basesCorporate pensionShow
Corporate pension
Assets
$583M
Total assets, Sep 30, 2025 reported
Funded
80.0%
Oct 1, 2024
Private markets target
no policy read
policy Sep 30, 2025
Commitments
11
3 managers on Schedule C
Plan sponsor: Recology Inc.

Allocation policy

Form 5500, as of Sep 30, 2025
Actual allocation lines without a target (as filed)
  • Common/collective trusts 84.8%
  • Registered investment companies 14.2%

Consultants and advisers

2 firms

People

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

Manager roster

7 managers on the commitment tape
From the plan’s own commitment disclosures

+4 more managers received commitments

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

Includes 3 days of DFX Intelligence. Then $199/month unless canceled.

From Schedule C (investment management, code 28)

+3 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

3 events
  • Oct 1, 2024Assets changed
    Recology Defined Benefit Pension Plan plan assets $492M -> $589M (+19.6%, 2023-10-01 to 2024-10-01)
  • Sep 30, 2024Holding started
    Recology Defined Benefit Pension Plan first reports an interest in Blackrock Long Term Govt Nl Index: $3M at 2024-09-30
    with Blackrock Long Term Govt Nl Indexaskebsa.dol.gov
  • Sep 30, 2024Assets changed
    Recology Defined Benefit Pension Plan total assets $508M -> $599M (+18.0%, 2023-09-30 to 2024-09-30)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.

Commitments

32 rows, 0 dated closings
DateFundManagerBucketAmountVintageStatusSource
as of Sep 30, 2025Blackrock Long Term Govt Nl Indexcollective trustBlackrock Institutional Trust Company, N.A.Pooled vehicles$23.2M heldDisclosed holdingaskebsa.dol.gov
as of Sep 30, 2025Intermediate Duration Corp Nl Fundcollective trustBlackrock Institutional Trust Company, N.A.Pooled vehicles$159M heldDisclosed holdingaskebsa.dol.gov
as of Sep 30, 2025Russell 1000 Index Non-Lendable Fdcollective trustBlackrock Institutional Trust Company, N.A.Pooled vehicles$103M heldDisclosed holdingaskebsa.dol.gov

+29 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

33 readings
Total assets
$583M Sep 30, 2025 reported Form 5500
$599M (2024-09) · $508M (2023-09)
Plan assets
$589M Oct 1, 2024 reported Form 5500
$492M (2023-10) · $492M (2022-10)
Net assets
$575M Sep 30, 2025 reported Form 5500
$589M (2024-09) · $493M (2023-09)
Funded ratio
80.0% Oct 1, 2024 reported Form 5500
80.0% (2023-10) · 80.0% (2022-10)
Funding target
$567M Oct 1, 2024 reported Form 5500
$560M (2023-10) · $530M (2022-10)
Discount rate
5.40% Oct 1, 2024 reported Form 5500
5.32% (2023-10) · 5.49% (2022-10)
Participants
2,291 Oct 1, 2024 reported Form 5500
2,284 (2023-10) · 2,287 (2022-10)
Contributions
$3.0M Sep 30, 2025 reported Form 5500
$12.0M (2024-09) · $17.2M (2023-09)
Benefits paid
$27.4M Sep 30, 2025 reported Form 5500
$25.9M (2024-09) · $24.4M (2023-09)
Net investment income
-$13.9M Sep 30, 2025 reported Form 5500
$96.7M (2024-09) · -$6.1M (2023-09)
Investment management fees
$1.1M Sep 30, 2025 reported Form 5500
$991,751 (2024-09) · $1.1M (2023-09)

Form 5500 filings

3 plan years
Plan yearParticipantsAssets (SB market)Funding targetFTAPTotal assets (H)Partnerships / JVMaster trustReal estate
2024 to Sep 30, 20252,291$589M$567M80.0%$583MNot disclosedNot disclosedNot disclosed
2023 to Sep 30, 20242,284$492M$560M80.0%$599MNot disclosedNot disclosedNot disclosed
2022 to Sep 30, 20232,287$492M$530M80.0%$508MNot disclosedNot disclosedNot disclosed
Service providers and investment entities as filed (Schedule C and D, latest year first)

+47 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

Identifiers: EIN-PN 942922974-003
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.

Record history

3 dated events on the change ledger, latest event first
  • Total assets changed
    2024-10-01source on record
  • Holding in a pooled vehicle started
    2024-09-30source on record
  • Total assets changed
    2024-09-30source 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

+9 connections on the graph

Includes 3 days of DFX Intelligence. Then $199/month unless canceled.