SIU Pacific District Pension Plan
Taft-Hartley plan, based in SAN Francisco, California, reporting $119M in assets, for 2,023 participants.
Composed from this allocator's classification, location and filed figures.
Nothing material in the last 90 days. Last change: 1 Aug 2024, SIU Pacific District Pension Plan funded ratio 103.0% -> 99.4% (2022-08-01 to 2024-08-01).
2 more advisers
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- Coll Doubleline Core Pls Fxd Inc Fd2 commitments
Relationship network
24 connected entities2 observed commitments1 repeat counterpartycommitments 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.
- 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 4.6%
- Non-interest-bearing cash 0.5%
- Partnership/joint venture interests 5.0%
- Common/collective trusts 37.8%
- Registered investment companies 28.0%
- Common stock 23.9%
Consultants and advisers
- RV Kuhns & Associates General consultantthrough Jul 31, 2023 Form 5500
- Foster & Foster Actuarythrough Jul 31, 2025 Form 5500
- US Bank Custodianthrough Jul 31, 2023 Form 5500
+2 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
- Dodge & Coxplan years 2023
What changed
- Aug 1, 2024Funded status changedSIU Pacific District Pension Plan funded ratio 103.0% -> 99.4% (2022-08-01 to 2024-08-01)
Commitments
| Date | Fund | Manager | Bucket | Amount | Vintage | Status | Source |
|---|---|---|---|---|---|---|---|
| as of Jul 31, 2025 | Coll Doubleline Core Pls Fxd Inc Fdcollective trust | Reliance Trust Company | Pooled vehicles | $44.9M held | Disclosed holding | askebsa.dol.gov | |
| as of Jul 31, 2023 | Coll Doubleline Core Pls Fxd Inc Fdcollective trust | Reliance Trust Company | Pooled vehicles | $36.5M held | Disclosed holding | askebsa.dol.gov |
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 | 2,023 | Not disclosed | Not disclosed | n/a | $119M | $5.9M | Not disclosed | Not disclosed |
| 2022 to Jul 31, 2023 | 2,006 | Not disclosed | Not disclosed | n/a | $109M | $7.5M | Not disclosed | Not disclosed |
- Dodge and Cox codes 28 51 68 $165,108 PY2024
- SIU Pacific Dist. Supp Benefits Fd codes 13 50 $125,311 PY2024
- DAN Gaipa codes 30 50 $106,909 PY2024
+35 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
Not yet on record: managers.
Record history
- Funded status changed2024-08-01source 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
+7 connections on the graph
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.