Corporate pension in 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.
Nothing material in the last 90 days. Last change: Oct 1, 2024, Total assets changed.
This allocator's name, 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.
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Capital path
who backs this record, through what, into what; each name opens its own path- Treasury US 10 Yr Key Rate Duration3 commitments
- Treasury US 15 Yr Key Rate Duration3 commitments
- PRU Emerg Mkts Blend Debt Fund3 commitments
- Blackrock Institutional Trust Company, N.A.8 commitments
- Blackrock Institutional Trust6 commitments
- Blackrock6 commitments
Relationship network
36 connected entities32 observed commitments18 repeat counterparties23 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.
- 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 84.8%
- Registered investment companies 14.2%
Consultants and advisers
- Willis Towers Watson US LLC Actuarythrough Sep 30, 2023 Form 5500
- Bank of New York Mellon Custodianthrough Sep 30, 2023 Form 5500
People
Manager roster
- Blackrock Institutional Trust Company, N.A.8 rows, latest Sep 30, 2025
- Blackrock Institutional Trust6 rows, latest Sep 30, 2025
- Blackrock6 rows, latest Sep 30, 2025
+4 more managers received commitments
Every name, record and relationship behind this count, with the source on each.
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- Blackrock Insti. Trust Company, N.Aplan years
- Cohen & Steersplan years
- Blackrock Institutional Trust Company, N.A.plan years
+3 more Schedule C managers
Every name, record and relationship behind this count, with the source on each.
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What changed
- Oct 1, 2024Assets changed$96.7Maskebsa.dol.gov
- Sep 30, 2024Holding started
- Sep 30, 2024Assets changed$91.3Maskebsa.dol.gov
Commitments
| Date | Fund | Manager | Bucket | Amount | Vintage | Status | Source |
|---|---|---|---|---|---|---|---|
| as of Sep 30, 2025 | Treasury US 10 Yr Key Rate Durationcollective trust | Blackrock Institutional Trust | Fixed income | $22.3M held | Disclosed holding | askebsa.dol.gov | |
| as of Sep 30, 2025 | Treasury US 15 Yr Key Rate Durationcollective trust | Blackrock Institutional Trust | Fixed income | $15.8M held | Disclosed holding | askebsa.dol.gov | |
| as of Sep 30, 2025 | PRU Emerg Mkts Blend Debt Fundcollective trust | Prudential Trust Co. | Private credit | $20.0M held | Disclosed holding | askebsa.dol.gov |
+29 more commitments
Every fund and manager this allocator committed to, with the amount, date and source on each.
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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 | 2,291 | $589M | $567M | 80.0% | $583M | Not disclosed | Not disclosed | Not disclosed |
| 2023 to Sep 30, 2024 | 2,284 | $492M | $560M | 80.0% | $599M | Not disclosed | Not disclosed | Not disclosed |
| 2022 to Sep 30, 2023 | 2,287 | $492M | $530M | 80.0% | $508M | Not disclosed | Not disclosed | Not disclosed |
- Blackrock Financial Management Inc codes 28 50 51 $916,799 PY2024
- Willis Towers Watson US LLC codes 11 50 $455,700 PY2024
- The Bank of New York Mellon codes 18 50 59 62 72 $103,640 PY2024
+47 more service providers
Every name, record and relationship behind this count, with the source on each.
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Provenance
Provenance
Record history
- Total assets changed2024-10-01source on record
- Holding in a pooled vehicle started2024-09-30source on record
- Total assets changed2024-09-30source 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
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