DFX Intelligence

Data Factory

AllocatorsPlancorporate pension<100m

Kern Regional Center Defined Benefit Retirement Plan

Allocators

Bakersfield, CA

This is the graph view. The full profile, with its team, deals and sources, is on Allocators.Open the full profile →

Search this name across graphsid dfx:al:0f2d54e2-ad1f-44ca-bd36-6019aadd94b2

Data as of Sep 15, 2026 (this record's last observation) from Government tapes; SEC filings; What the plans publish; Pending. Page built Sep 20, 2026, 9:58 AM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 8
On other graphs: 0
Observed: Sep 15, 2026 to Sep 15, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Total assets: $54.0Mlatest reading; see basis
Assets as of: Jun 30, 2025
Assets basis: REPORTED
Funded ratio: 95%
Participants: 265
Commitments: 5with an amount; holdings are counted apart
Managers: 2
Funds: 3
Re-ups: 0
First-time managers: 0
Latest commitment: Jun 30, 2025
Consultants: 1
Private markets target, %: 0latest policy, percent of assets
Private equity target, %: 0latest policy, percent of assets
Latest policy: Jun 30, 2025
People: 0

Holdings (a value, never a commitment)

a Schedule D plan interest or a 990-PF other investment: a value on a date, never an approval

Vehicle	Manager	Bucket	Value	As of	Kind	Source
Massmutual Mid Cap Growth I	Columbia Mgmt Investment Advisers,	Pooled vehicle	$2.2M	Jun 30, 2023	Separate account	Dol form 5500 pension
Massmutual US Govt Mny Mkt R5	n/a	Pooled vehicle	$1.7M	Jun 30, 2023	Separate account	Dol form 5500 pension
Fidelity 500 Index	Pimco	Pooled vehicle	$1.1M	Jun 30, 2024	Separate account	Dol form 5500 pension
Fidelity 500 Index	n/a	Pooled vehicle	$922,350	Jun 30, 2023	Separate account	Dol form 5500 pension
Fidelity 500 Index	n/a	Pooled vehicle	$133,951	Jun 30, 2025	Separate account	Dol form 5500 pension

Policy targets, latest period

the latest period this plan published, every item quoted from its own report; a target is never an actual; 9 rows folded into 5

Bucket	Target %	Range low	Range high	Actual %	Actual	Period end	Basis
Interest-bearing cash	n/a	n/a	n/a	3	$1.5M	Jun 30, 2025	Derived
U.S. Government securities	n/a	n/a	n/a	33	$18.0M	Jun 30, 2025	Derived
Corporate debt instruments (other)	n/a	n/a	n/a	59	$32.1M	Jun 30, 2025	Derived
Insurance company general account	n/a	n/a	n/a	3	$1.8M	Jun 30, 2025	Derived
Registered investment companies	n/a	n/a	n/a	0	$133,951	Jun 30, 2025	Derived

Consultants

Form 5500 Schedule C, Form ADV and the plan's own reports; a Schedule C relationship is current for 24 months after the plan year end

Consultant	Role	From	To	Current	Evidence	Source
World Investment Advisors, LLC	Investment adviser	Jul 1, 2024	Jun 30, 2025	no	fact	Dol form 5500 pension
World Investment Advisors, LLC	Investment adviser	Jul 1, 2022	Jun 30, 2023	no	fact	Dol form 5500 pension
Milliman, Inc.	actuary	Jul 1, 2022	Jun 30, 2023	no	fact	Dol form 5500 pension

Managers

managers this plan names on Schedule C or in its reports; a manager here is a reference node keyed to the private equity, venture and real estate fund graphs, never a new identity

Manager	Mandate	From	To	Current	Evidence
Pimco	n/a	Jun 30, 2024	n/a	yes	fact
Columbia Mgmt Investment Advisers,	n/a	Jun 30, 2023	n/a	yes	fact

Relationships

Manages for (2)

← PimcoInvestment consultant
Jun 30, 2024 to presentfactForm 5500
← Columbia Mgmt Investment Advisers,Manager with allocator capital
Jun 30, 2023 to presentfactForm 5500

Sponsors (1)

← Kern Regional CenterPlan sponsorPlan sponsor
Jul 1, 2022 to presentfactForm 5500

Advised by (2)

→ World Investment Advisors, LLCInvestment consultantInvestment adviser
Jul 1, 2022 to Jun 30, 2023factForm 5500
→ Milliman, Inc.Investment consultantactuary
Jul 1, 2022 to Jun 30, 2023factForm 5500

Dated events

4 bookkeeping events (roster, classification and holdings changes) folded below

Occurred
Dec 31, 2024
Consultant changed
World Investment Advisors LLC appears on Kern Regional Center Defined Benefit Retirement Plan's Schedule C as investment adviser (plan) (plan year 2024 vs 2023)
World Investment Advisors, LLC Form 5500observed 4 days ago
Occurred
Dec 31, 2024
Consultant changed
Pensionmark Financial Group LLC no longer appears on Kern Regional Center Defined Benefit Retirement Plan's Schedule C as investment adviser (plan) (plan year 2024 vs 2023)
World Investment Advisors, LLC Form 5500observed 4 days ago
Occurred
Jun 30, 2024
Holding in a pooled vehicle ended
Kern Regional Center Defined Benefit Retirement Plan no longer reports Massmutual US Govt Mny Mkt R5 (last held $2M at 2023-06-30; absent from the 2024-06-30 filing)
Massmutual US Govt Mny Mkt R5 Form 5500observed 4 days ago
$1.7M
Occurred
Jun 30, 2024
Holding in a pooled vehicle ended
Kern Regional Center Defined Benefit Retirement Plan no longer reports Massmutual Mid Cap Growth I (last held $2M at 2023-06-30; absent from the 2024-06-30 filing)
Massmutual Mid Cap Growth I Form 5500observed 4 days ago
$2.2M

Show 4 bookkeeping events

Occurred
Jul 1, 2024
Kern Regional Center Defined Benefit Retirement Plan funded ratio 90.0% -> 95.2% (2023-07-01 to 2024-07-01)
Occurred
Jun 30, 2024
Kern Regional Center Defined Benefit Retirement Plan total assets $45M -> $55M (+22.6%, 2023-06-30 to 2024-06-30)
Occurred
Jul 1, 2023
Kern Regional Center Defined Benefit Retirement Plan plan assets $41M -> $52M (+27.1%, 2022-07-01 to 2023-07-01)
Occurred
Jul 1, 2023
Kern Regional Center Defined Benefit Retirement Plan funded ratio 84.5% -> 90.0% (2022-07-01 to 2023-07-01)

Provenance

Graph: Allocators
Canonical id: dfx:al:0f2d54e2-ad1f-44ca-bd36-6019aadd94b2
First observed: Sep 15, 2026
Last observed: Sep 15, 2026 4 days ago
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

Kern Regional Center Defined Benefit Retirement Plan

Allocators

Bakersfield, CA

This is the graph view. The full profile, with its team, deals and sources, is on Allocators.Open the full profile →

Search this name across graphsid dfx:al:0f2d54e2-ad1f-44ca-bd36-6019aadd94b2

Vehicle

Manager

Bucket

Value

As of

Kind

Source

Massmutual Mid Cap Growth I

Columbia Mgmt Investment Advisers,

Pooled vehicle

$2.2M

Jun 30, 2023

Separate account

Dol form 5500 pension

Massmutual US Govt Mny Mkt R5

n/a

Pooled vehicle

$1.7M

Jun 30, 2023

Separate account

Dol form 5500 pension

Fidelity 500 Index

Pimco

Pooled vehicle

$1.1M

Jun 30, 2024

Separate account

Dol form 5500 pension

Fidelity 500 Index

n/a

Pooled vehicle

$922,350

Jun 30, 2023

Separate account

Dol form 5500 pension

Fidelity 500 Index

n/a

Pooled vehicle

$133,951

Jun 30, 2025

Separate account

Dol form 5500 pension

Bucket

Target %

Range low

Range high

Actual %

Actual

Period end

Basis

Interest-bearing cash

n/a

$1.5M

Jun 30, 2025

Derived

U.S. Government securities

n/a

$18.0M

Jun 30, 2025

Derived

Corporate debt instruments (other)

n/a

$32.1M

Jun 30, 2025

Derived

Insurance company general account

n/a

$1.8M

Jun 30, 2025

Derived

Registered investment companies

n/a

$133,951

Jun 30, 2025

Derived

Consultant

Role

From

Current

Evidence

Source

World Investment Advisors, LLC

Investment adviser

Jul 1, 2024

Jun 30, 2025

fact

Dol form 5500 pension

World Investment Advisors, LLC

Investment adviser

Jul 1, 2022

Jun 30, 2023

fact

Dol form 5500 pension

Milliman, Inc.

actuary

Jul 1, 2022

Jun 30, 2023

fact

Dol form 5500 pension

Manager

Mandate

From

Current

Evidence

Pimco

n/a

Jun 30, 2024

n/a

yes

fact

Columbia Mgmt Investment Advisers,

n/a

Jun 30, 2023

n/a

yes

fact