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AllocatorsPlancorporate pension<100m

LOS Angeles Tourism and Convention Board Retirement Income Plan

Allocators

LOS Angeles, 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:4002f3bd-286c-4ced-a645-37916a24e8ca

Data as of Sep 15, 2026 (this record's last observation) from Government tapes; SEC filings; What the plans publish; Pending. Page built Sep 19, 2026, 8:21 PM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 6
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: $19.2Mlatest reading; see basis
Assets as of: Jun 30, 2025
Assets basis: REPORTED
Funded ratio: 105%
Participants: 133
Commitments: 20with an amount; holdings are counted apart
Managers: 1
Funds: 8
Re-ups: 0
First-time managers: 0
Latest commitment: Jun 30, 2025
Consultants: 0
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
Prin Ldi Long Duration Sa-Z	Principal	Fixed income	$9.0M	Jun 30, 2023	Separate account	Dol form 5500 pension
Prin Ldi Long Duration Sa-Z	Principal	Fixed income	$8.9M	Jun 30, 2025	Separate account	Dol form 5500 pension
Prin Ldi Long Duration Sa-Z	Principal	Fixed income	$8.2M	Jun 30, 2024	Separate account	Dol form 5500 pension
Prin Ldi Intrm Dur Sep Acct-Z	Principal	Pooled vehicle	$8.2M	Jun 30, 2025	Separate account	Dol form 5500 pension
Prin Ldi Intrm Dur Sep Acct-Z	Principal	Pooled vehicle	$7.3M	Jun 30, 2024	Separate account	Dol form 5500 pension
Prin Ldi Intrm Dur Sep Acct-Z	Principal	Pooled vehicle	$6.7M	Jun 30, 2023	Separate account	Dol form 5500 pension
Prin Lgcp S&p 500 Index Sa-Z	Principal	Pooled vehicle	$2.7M	Jun 30, 2024	Separate account	Dol form 5500 pension
Prin Lgcp S&p 500 Index Sa-Z	Principal	Pooled vehicle	$2.6M	Jun 30, 2023	Separate account	Dol form 5500 pension
Prin Lgcp S&p 500 Index Sa-Z	Principal	Pooled vehicle	$1.5M	Jun 30, 2025	Separate account	Dol form 5500 pension
Prin Diversified Intl Sa-Z	Principal	Hedge diversifiers	$673,472	Jun 30, 2024	Separate account	Dol form 5500 pension
Prin Diversified Intl Sa-Z	Principal	Hedge diversifiers	$671,852	Jun 30, 2023	Separate account	Dol form 5500 pension
Prin Diversified Intl Sa-Z	Principal	Hedge diversifiers	$655,042	Jun 30, 2025	Separate account	Dol form 5500 pension
Principal Overseas Sep Acct-Z	Principal	Pooled vehicle	$315,181	Jun 30, 2023	Separate account	Dol form 5500 pension
Principal Overseas Sep Acct-Z	Principal	Pooled vehicle	$315,140	Jun 30, 2024	Separate account	Dol form 5500 pension
Prin Org Emg Mkts Sep Acct-Z	Principal	Pooled vehicle	$204,458	Jun 30, 2024	Separate account	Dol form 5500 pension
Prin Org Emg Mkts Sep Acct-Z	Principal	Pooled vehicle	$195,775	Jun 30, 2023	Separate account	Dol form 5500 pension
Prin Midcap S&p 400 Idx Sa-Z	Principal	Pooled vehicle	$161,622	Jun 30, 2023	Separate account	Dol form 5500 pension
Prin Midcap S&p 400 Idx Sa-Z	Principal	Pooled vehicle	$155,960	Jun 30, 2024	Separate account	Dol form 5500 pension
Prin Smcap S&p 600 Index Sa-Z	Principal	Pooled vehicle	$60,042	Jun 30, 2023	Separate account	Dol form 5500 pension
Prin Smcap S&p 600 Index Sa-Z	Principal	Pooled vehicle	$59,134	Jun 30, 2024	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; 3 rows folded into 1

Bucket	Target %	Range low	Range high	Actual %	Actual	Period end	Basis
Pooled separate accounts	n/a	n/a	n/a	100	$19.2M	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
USI Consulting Group	actuary	Jul 1, 2022	Jun 30, 2023	no	fact	Dol form 5500 pension
Principal Global Investors LLC	Investment adviser	Jul 1, 2022	Jun 30, 2023	no	fact	Dol form 5500 pension

Relationships

Sponsors (1)

← LOS Angeles Tourism and Convention BoardPlan sponsorPlan sponsor
Jul 1, 2022 to presentfactForm 5500

Advised by (2)

→ USI Consulting GroupInvestment consultantactuary
Jul 1, 2022 to Jun 30, 2023factForm 5500
→ Principal Global Investors LLCInvestment consultantInvestment adviser
Jul 1, 2022 to Jun 30, 2023factForm 5500

Dated events

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

Occurred
Jun 30, 2025
Holding in a pooled vehicle ended
LOS Angeles Tourism and Convention Board Retirement Income Plan no longer reports Prin Midcap S&p 400 Idx Sa-Z (Principal) (last held $155,960 at 2024-06-30; absent from the 2025-06-30 filing)
Principal Form 5500observed 4 days ago
$155,960
Occurred
Jun 30, 2025
Holding in a pooled vehicle ended
LOS Angeles Tourism and Convention Board Retirement Income Plan no longer reports Prin Smcap S&p 600 Index Sa-Z (Principal) (last held $59,134 at 2024-06-30; absent from the 2025-06-30 filing)
Principal Form 5500observed 4 days ago
$59,134
Occurred
Jun 30, 2025
Holding in a pooled vehicle ended
LOS Angeles Tourism and Convention Board Retirement Income Plan no longer reports Prin Org Emg Mkts Sep Acct-Z (Principal) (last held $204,458 at 2024-06-30; absent from the 2025-06-30 filing)
Principal Form 5500observed 4 days ago
$204,458
Occurred
Jun 30, 2025
Holding in a pooled vehicle ended
LOS Angeles Tourism and Convention Board Retirement Income Plan no longer reports Principal Overseas Sep Acct-Z (Principal) (last held $315,140 at 2024-06-30; absent from the 2025-06-30 filing)
Principal Form 5500observed 4 days ago
$315,140

Show 2 bookkeeping events

Occurred
Jul 1, 2024
LOS Angeles Tourism and Convention Board Retirement Income Plan funded ratio 113.5% -> 105.2% (2023-07-01 to 2024-07-01)
Occurred
Jul 1, 2023
LOS Angeles Tourism and Convention Board Retirement Income Plan funded ratio 119.9% -> 113.5% (2022-07-01 to 2023-07-01)

Provenance

Graph: Allocators
Canonical id: dfx:al:4002f3bd-286c-4ced-a645-37916a24e8ca
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.

LOS Angeles Tourism and Convention Board Retirement Income Plan

Allocators

LOS Angeles, 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:4002f3bd-286c-4ced-a645-37916a24e8ca

Vehicle

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