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AllocatorsPlancorporate pension<100m

The Clorox Company Pension Plan

Allocators

Oakland, CA

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Search this name across graphsid dfx:al:3f2e26fd-a833-4504-ab4c-83a1c18b403a

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, 8:52 AM UTC and rebuilt at most every 15 minutes.

Relationships: 8
Dated events: 10
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: $0latest reading; see basis
Assets as of: Jun 9, 2025
Assets basis: REPORTED
Funded ratio: 103%
Participants: 280
Commitments: 7with an amount; holdings are counted apart
Managers: 3
Funds: 6
Re-ups: 0
First-time managers: 0
Latest commitment: Jun 30, 2024
Consultants: 0
Private markets target, %: 0latest policy, percent of assets
Private equity target, %: 0latest policy, percent of assets
Latest policy: Jun 30, 2024
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
Mercer Active Intermediate Credit F	n/a	Private credit	$135M	Jun 30, 2023	Collective trust	Dol form 5500 pension
Juniperus Insurance Opp Fund	State Street Global Advisors Trust Company	Pooled vehicle	$73.5M	Jun 30, 2023	Collective trust	Dol form 5500 pension
Mercer Active Long Corporate Fixed	n/a	Fixed income	$67.5M	Jun 30, 2023	Collective trust	Dol form 5500 pension
CF Ssga Intermediate US Govt Bond I	State Street Global Advisors Trust	Fixed income	$42.4M	Jun 30, 2023	Collective trust	Dol form 5500 pension
Mercer Passive Long Government Fixe	Mercer Investments LLC	Pooled vehicle	$31.6M	Jun 30, 2023	Collective trust	Dol form 5500 pension
State Street Intermediate U.S. Cred	State Street Global Advisors Trust Company	Pooled vehicle	$6.6M	Jun 30, 2023	Collective trust	Dol form 5500 pension
Juniperus Insurance Opp Fund	State Street Global Advisors Trust Company	Pooled vehicle	$292,907	Jun 30, 2024	Collective trust	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; 5 rows folded into 2

Bucket	Target %	Range low	Range high	Actual %	Actual	Period end	Basis
Interest-bearing cash	n/a	n/a	n/a	87	$292,907	Jun 30, 2024	Derived
Non-interest-bearing cash	n/a	n/a	n/a	13	$43,886	Jun 30, 2024	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
Agilis Partners LLC	Pension consultant	Jul 1, 2023	Jun 30, 2024	no	fact	Dol form 5500 pension
Willis Towers Watson	Pension consultant	Jul 1, 2022	Jun 30, 2023	no	fact	Dol form 5500 pension
Mercer	actuary	Jul 1, 2022	Jun 30, 2023	no	fact	Dol form 5500 pension
State Street Bank & Trust Company	custodian	Jul 1, 2022	Jun 30, 2023	no	fact	Dol form 5500 pension
Thomas Wynveen	Pension consultant	Jul 1, 2022	Jun 30, 2023	no	fact	Dol form 5500 pension
Mercer Investments LLC	Investment adviser	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
Mercer Investments LLC	n/a	Jun 30, 2023	n/a	yes	fact

Relationships

Manages for (1)

← Mercer Investments LLCManager with allocator capital
Jun 30, 2023 to presentfactForm 5500

Sponsors (1)

← The Clorox CompanyPlan sponsorPlan sponsor
Jul 1, 2022 to presentfactForm 5500

Advised by (6)

→ Willis Towers WatsonInvestment consultantPension consultant
Jul 1, 2022 to Jun 30, 2023factForm 5500
→ MercerInvestment consultantactuary
Jul 1, 2022 to Jun 30, 2023factForm 5500
→ State Street Bank & Trust CompanyInvestment consultantcustodian
Jul 1, 2022 to Jun 30, 2023factForm 5500
→ Thomas WynveenInvestment consultantPension consultant
Jul 1, 2022 to Jun 30, 2023factForm 5500
→ Mercer Investments LLCInvestment consultantInvestment adviser
Jul 1, 2022 to Jun 30, 2023factForm 5500
→ Agilis Partners LLCInvestment consultantPension consultant
Jul 1, 2023 to Jun 30, 2024factForm 5500

Dated events

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

Occurred
Dec 31, 2024
Consultant changed
Agilis Partners LLC no longer appears on The Clorox Company Pension Plan's Schedule C as pension consultant (plan year 2024 vs 2023)
Agilis Partners LLC Form 5500observed 4 days ago
Occurred
Dec 31, 2024
Consultant changed
Thomas Wynveen no longer appears on The Clorox Company Pension Plan's Schedule C as pension consultant (plan year 2024 vs 2023)
Thomas Wynveen Form 5500observed 4 days ago
Occurred
Jun 30, 2024
Holding in a pooled vehicle ended
The Clorox Company Pension Plan no longer reports Mercer Active Long Corporate Fixed (last held $68M at 2023-06-30; absent from the 2024-06-30 filing)
Mercer Active Long Corporate Fixed Form 5500observed 4 days ago
$67.5M
Occurred
Jun 30, 2024
Holding in a pooled vehicle ended
The Clorox Company Pension Plan no longer reports Mercer Active Intermediate Credit F (last held $135M at 2023-06-30; absent from the 2024-06-30 filing)
Mercer Active Intermediate Credit F Form 5500observed 4 days ago
$135M
Occurred
Jun 30, 2024
Holding in a pooled vehicle ended
The Clorox Company Pension Plan no longer reports CF Ssga Intermediate US Govt Bond I (State Street Global Advisors Trust) (last held $42M at 2023-06-30; absent from the 2024-06-30 filing)
State Street Global Advisors Trust Form 5500observed 4 days ago
$42.4M
Occurred
Jun 30, 2024
Holding in a pooled vehicle ended
The Clorox Company Pension Plan no longer reports State Street Intermediate U.S. Cred (State Street - Russell 2000) (last held $7M at 2023-06-30; absent from the 2024-06-30 filing)
State Street Global Advisors Trust Company Form 5500observed 4 days ago
$6.6M
Occurred
Jun 30, 2024
Holding in a pooled vehicle ended
The Clorox Company Pension Plan no longer reports Mercer Passive Long Government Fixe (last held $32M at 2023-06-30; absent from the 2024-06-30 filing)
Mercer Passive Long Government Fixe Form 5500observed 4 days ago
$31.6M
Occurred
Dec 31, 2023
Consultant changed
Agilis Partners LLC appears on The Clorox Company Pension Plan's Schedule C as pension consultant (plan year 2023 vs 2022)
Agilis Partners LLC Form 5500observed 4 days ago

Show 2 bookkeeping events

Occurred
Jun 9, 2025
The Clorox Company Pension Plan total assets $336,793 -> $0 (-100.0%, 2024-06-30 to 2025-06-09)
Occurred
Jun 30, 2024
The Clorox Company Pension Plan total assets $416M -> $336,793 (-99.9%, 2023-06-30 to 2024-06-30)

Provenance

Graph: Allocators
Canonical id: dfx:al:3f2e26fd-a833-4504-ab4c-83a1c18b403a
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.

The Clorox Company Pension Plan

Allocators

Oakland, 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:3f2e26fd-a833-4504-ab4c-83a1c18b403a

Vehicle

Manager

Bucket

Value

As of

Kind

Source

Mercer Active Intermediate Credit F

n/a

Private credit

$135M

Jun 30, 2023

Collective trust

Dol form 5500 pension

Juniperus Insurance Opp Fund

State Street Global Advisors Trust Company

Pooled vehicle

$73.5M

Jun 30, 2023

Collective trust

Dol form 5500 pension

Mercer Active Long Corporate Fixed

n/a

Fixed income

$67.5M

Jun 30, 2023

Collective trust

Dol form 5500 pension

CF Ssga Intermediate US Govt Bond I

State Street Global Advisors Trust

Fixed income

$42.4M

Jun 30, 2023

Collective trust

Dol form 5500 pension

Mercer Passive Long Government Fixe

Mercer Investments LLC

Pooled vehicle

$31.6M

Jun 30, 2023

Collective trust

Dol form 5500 pension

State Street Intermediate U.S. Cred

State Street Global Advisors Trust Company

Pooled vehicle

$6.6M

Jun 30, 2023

Collective trust

Dol form 5500 pension

Juniperus Insurance Opp Fund

State Street Global Advisors Trust Company

Pooled vehicle

$292,907

Jun 30, 2024

Collective trust

Dol form 5500 pension

Bucket

Target %

Range low

Range high

Actual %

Actual

Period end

Basis

Interest-bearing cash

n/a

$292,907

Jun 30, 2024

Derived

Non-interest-bearing cash

n/a

$43,886

Jun 30, 2024

Derived

Consultant

Role

From

Current

Evidence

Source

Agilis Partners LLC

Pension consultant

Jul 1, 2023

Jun 30, 2024

fact

Dol form 5500 pension

Willis Towers Watson

Pension consultant

Jul 1, 2022

Jun 30, 2023

fact

Dol form 5500 pension

Mercer

actuary

Jul 1, 2022

Jun 30, 2023

fact

Dol form 5500 pension

State Street Bank & Trust Company

custodian

Jul 1, 2022

Jun 30, 2023

fact

Dol form 5500 pension

Thomas Wynveen

Pension consultant

Jul 1, 2022

Jun 30, 2023

fact

Dol form 5500 pension

Mercer Investments LLC

Investment adviser

Jul 1, 2022

Jun 30, 2023

fact

Dol form 5500 pension

Manager

Mandate

From

Current

Evidence

Mercer Investments LLC

n/a

Jun 30, 2023

n/a

yes

fact