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
Retirement Plan for Children's Hospital & Research Center at Oakland
Corporate pensionOakland, CA
Assets
$607M
Total assets, Dec 31, 2024 reported
Funded
93.1%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
9
none on the tape
Plan sponsor: Children's Hospital & Research Center at Oakland
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
- Interest-bearing cash 1.8%
- Common/collective trusts 68.4%
- Registered investment companies 29.0%
Consultants and advisers
7 firms
- Ernst & Young U.S. LLP Pension consultantthrough Dec 31, 2024 Form 5500
- State Street Bank & Trust Company Custodianthrough Dec 31, 2024 Form 5500
- State Street Global Advisors Custodianthrough Dec 31, 2023 Form 5500
- Gallagher Benefit Services, Inc. Actuarythrough Dec 31, 2022 Form 5500
- Gallagher Fiduciary Advisors Actuarythrough Dec 31, 2022 Form 5500
- Transamerica Retirement Solutions Trusteethrough Dec 31, 2022 Form 5500
- US Bank Custodianthrough Dec 31, 2022 Form 5500
People
No investment staff or executives have been read for this allocator yet.
Manager roster
2 managers on the commitment tape
From the plan’s own commitment disclosures
- State Street - Russell 20008 rows, latest Dec 31, 2023
- State Street Global Advisors Trust1 rows, latest Dec 31, 2024
Commitments
9 rows, 0 dated closings
Disclosed holdings (from the plan’s performance or holdings report, as of the report date)
| Date | Fund | Manager | Bucket | Amount | Vintage | Status | Source |
|---|---|---|---|---|---|---|---|
| as of Dec 31, 2024 | Msci Acwi Imi Index Nl Fundcollective trust | State Street Global Advisors Trust | Pooled vehicles | $415M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2023 | Daily Msci Emg Mkts Indx Nl Fundcollective trust | State Street - Russell 2000 | Pooled vehicles | $40.6M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2023 | Russell 2000 Index Nl Fundcollective trust | State Street - Russell 2000 | Pooled vehicles | $74.9M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2023 | S&p 500 Flagship Nl Fundcollective trust | State Street - Russell 2000 | Pooled vehicles | $233M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2023 | State Street Msci Eafe Index Non-Lecollective trust | State Street - Russell 2000 | Pooled vehicles | $105M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | Daily Msci Emg Mkts Indx Nl Fundcollective trust | State Street - Russell 2000 | Pooled vehicles | $37.0M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | Russell 2000 Index Nl Fundcollective trust | State Street - Russell 2000 | Pooled vehicles | $78.8M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | S&p 500 Flagship Nl Fundcollective trust | State Street - Russell 2000 | Pooled vehicles | $185M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | State Street Msci Eafe Index Non-Lecollective trust | State Street - Russell 2000 | Pooled vehicles | $89.0M held | Disclosed holding | askebsa.dol.gov |
Size and funding
32 readings
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 | 3,587 | $527M | $562M | 93.1% | $607M | n/a | n/a | n/a |
| 2023 to Dec 31, 2023 | 4,076 | $457M | $547M | 91.3% | $528M | n/a | n/a | n/a |
| 2022 to Dec 31, 2022 | 4,024 | $554M | $506M | 104.8% | $457M | n/a | $0 | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- Gallagher Benefit Services, Inc. codes 11 $675,525 PY2024
- Transamerica Retirement Solutions codes 12 14 21 50 $257,954 PY2024
- State Street Bank & Trust Company codes 19 $186,231 PY2024
- Ernst & Young codes 17 $56,100 PY2024
- State Street Global Advisors codes 18 19 21 51 56 $52,949 PY2024
- Moss Adams LLP codes 10 $36,000 PY2024
- Hanson Bridgett LLP codes 29 $31,530 PY2024
- Msci Acwi Imi Indx Nl Fund Sched. D C $415M PY2024
- Gallagher Benefit Services, Inc. codes 11 PY2024
- Transamerica Retirement Solutions codes 12 14 21 50 $260,193 PY2023
- Gallagher Benefit Services, Inc. codes 11 $228,078 PY2023
- State Street Global Advisors codes 18 19 21 51 56 $106,796 PY2023
- Moss Adams LLP codes 10 $47,000 PY2023
- Hanson Bridgett LLP codes 29 $31,147 PY2023
- Daily Msci Emerging Mkts Index Sched. D C $40.6M PY2023
- Russell 2000 Index Sl Sched. D C $74.9M PY2023
- Ssga S+p 500 Flagship Nl Sched. D C $233M PY2023
- Ssga Msci Eafe Indx Nl Sched. D C $105M PY2023
- Gallagher Benefit Services, Inc. codes 11 PY2023
- Gallagher Benefit Services, Inc. codes 11 $427,747 PY2022
- Transamerica Retirement Solutions codes 12 14 21 50 $157,965 PY2022
- U.S. Bank National Association codes 15 18 19 21 59 62 63 68 $62,585 PY2022
- Hanson Bridgett LLP codes 29 $15,179 PY2022
- Moss Adams LLP codes 10 $15,000 PY2022
- Ssga Msci Eafe Indx Nl Sched. D C $89.0M PY2022
- Trust Agmt for Children's Hosp Sched. D M PY2022
- Daily Msci Emerging Mkts Index Sched. D C $37.0M PY2022
- Ssga S+p 500 Flagship Nl Sched. D C $185M PY2022
- Russell 2000 Index Sl Sched. D C $78.8M PY2022
- Gallagher Benefit Services, Inc. codes 11 PY2022
What changed
11 events
- Dec 31, 2024Holding endedinferenceRetirement Plan for Children's Hospital & Research Center at Oakland no longer reports Russell 2000 Index Nl Fund (State Street - Russell 2000) (last held $75M at 2023-12-31; absent from the 2024-12-31 filing)with State Street - Russell 2000askebsa.dol.gov
- Dec 31, 2024Holding startedRetirement Plan for Children's Hospital & Research Center at Oakland first reports an interest in Msci Acwi Imi Index Nl Fund (State Street Global Advisors Trust): $415M at 2024-12-31with State Street Global Advisors Trustaskebsa.dol.gov
- Dec 31, 2024Holding endedinferenceRetirement Plan for Children's Hospital & Research Center at Oakland no longer reports State Street Msci Eafe Index Non-Le (State Street - Russell 2000) (last held $105M at 2023-12-31; absent from the 2024-12-31 filing)with State Street - Russell 2000askebsa.dol.gov
- Dec 31, 2024Holding endedinferenceRetirement Plan for Children's Hospital & Research Center at Oakland no longer reports Daily Msci Emg Mkts Indx Nl Fund (State Street - Russell 2000) (last held $41M at 2023-12-31; absent from the 2024-12-31 filing)with State Street - Russell 2000askebsa.dol.gov
- Dec 31, 2024Holding endedinferenceRetirement Plan for Children's Hospital & Research Center at Oakland no longer reports S&p 500 Flagship Nl Fund (State Street - Russell 2000) (last held $233M at 2023-12-31; absent from the 2024-12-31 filing)with State Street - Russell 2000askebsa.dol.gov
- Dec 31, 2024Consultant changedinferenceErnst & Young appears on Retirement Plan for Children's Hospital & Research Center at Oakland's Schedule C as pension consultant (plan year 2024 vs 2023)with Ernst & Young U.S. LLPaskebsa.dol.gov
- Dec 31, 2024Assets changedRetirement Plan for Children's Hospital & Research Center at Oakland total assets $528M -> $607M (+15.0%, 2023-12-31 to 2024-12-31)
- Jan 1, 2024Assets changedRetirement Plan for Children's Hospital & Research Center at Oakland plan assets $457M -> $527M (+15.4%, 2023-01-01 to 2024-01-01)
- Dec 31, 2023Assets changedRetirement Plan for Children's Hospital & Research Center at Oakland total assets $457M -> $528M (+15.5%, 2022-12-31 to 2023-12-31)
- Jan 1, 2023Funded status changedRetirement Plan for Children's Hospital & Research Center at Oakland funded ratio 104.8% -> 91.3% (2022-01-01 to 2023-01-01)
- Jan 1, 2023Assets changedRetirement Plan for Children's Hospital & Research Center at Oakland plan assets $554M -> $457M (-17.4%, 2022-01-01 to 2023-01-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 940382330-001
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.