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AllocatorsPlantaft hartley<100m

Southern California General Sales Employers and United Food and Commercial Workers Unions Pension Fund

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:50180259-7a6d-4fdc-9269-0ff939bf425c

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, 5:17 AM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 3
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: $85.0Mlatest reading; see basis
Assets as of: Dec 31, 2024
Assets basis: REPORTED
Funded ratio: 116%
Participants: 2,247
Commitments: 2with an amount; holdings are counted apart
Managers: 1
Funds: 1
Re-ups: 0
First-time managers: 0
Latest commitment: Dec 31, 2023
Consultants: 1
Private markets target, %: 0latest policy, percent of assets
Private equity target, %: 0latest policy, percent of assets
Latest policy: Dec 31, 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
ALL Weather Portfolio Limited	Bridgewater	Pooled vehicle	$9.8M	Dec 31, 2023	103 12 ie	Dol form 5500 pension
ALL Weather Portfolio Limited	Bridgewater	Pooled vehicle	$8.8M	Dec 31, 2022	103 12 ie	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; 12 rows folded into 6

Bucket	Target %	Range low	Range high	Actual %	Actual	Period end	Basis
Interest-bearing cash	n/a	n/a	n/a	1	$940,354	Dec 31, 2024	Derived
U.S. Government securities	n/a	n/a	n/a	1	$789,839	Dec 31, 2024	Derived
Corporate debt instruments (preferred)	n/a	n/a	n/a	1	$634,547	Dec 31, 2024	Derived
Corporate debt instruments (other)	n/a	n/a	n/a	56	$47.8M	Dec 31, 2024	Derived
Other investments	n/a	n/a	n/a	1	$835,967	Dec 31, 2024	Derived
Registered investment companies	n/a	n/a	n/a	39	$33.0M	Dec 31, 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
Nisa Investment Advisors, LLC	Investment adviser	Jan 1, 2024	Dec 31, 2024	no	fact	Dol form 5500 pension
The Segal Co (western States), Inc.	actuary	Jan 1, 2022	Dec 31, 2022	no	fact	Dol form 5500 pension
RV Kuhns & Associates	Pension consultant	Jan 1, 2022	Dec 31, 2022	no	fact	Dol form 5500 pension
Northern Trust Co.	custodian	Jan 1, 2022	Dec 31, 2022	no	fact	Dol form 5500 pension
Segal	actuary	Jan 1, 2022	Dec 31, 2022	no	fact	Dol form 5500 pension

Relationships

Sponsors (1)

← Board of Trustees, Southern California General Sales EmployersPlan sponsorPlan sponsor
Jan 1, 2022 to presentfactForm 5500

Advised by (5)

→ The Segal Co (western States), Inc.Investment consultantactuary
Jan 1, 2022 to Dec 31, 2022factForm 5500
→ RV Kuhns & AssociatesInvestment consultantPension consultant
Jan 1, 2022 to Dec 31, 2022factForm 5500
→ Northern Trust Co.Investment consultantcustodian
Jan 1, 2022 to Dec 31, 2022factForm 5500
→ SegalInvestment consultantactuary
Jan 1, 2022 to Dec 31, 2022factForm 5500
→ Nisa Investment Advisors, LLCInvestment consultantInvestment adviser
Jan 1, 2024 to Dec 31, 2024factForm 5500

Dated events

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

Occurred
Dec 31, 2024
Consultant changed
Nisa Investment Advisors, LLC appears on Southern California General Sales Employers and United Food and Commercial Workers Unions Pension Fund's Schedule C as investment adviser (plan) (plan year 2024 vs 2023)
Nisa Investment Advisors, LLC Form 5500observed 4 days ago

Show 2 bookkeeping events

Occurred
Jan 1, 2023
Southern California General Sales Employers and United Food and Commercial Workers Unions Pension Fund funded ratio 119.8% -> 116.6% (2022-01-01 to 2023-01-01)
Occurred
Jan 1, 2023
Southern California General Sales Employers and United Food and Commercial Workers Unions Pension Fund plan assets $111M -> $88M (-20.4%, 2022-01-01 to 2023-01-01)

Provenance

Graph: Allocators
Canonical id: dfx:al:50180259-7a6d-4fdc-9269-0ff939bf425c
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.

Southern California General Sales Employers and United Food and Commercial Workers Unions Pension Fund

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:50180259-7a6d-4fdc-9269-0ff939bf425c

Vehicle

Manager

Bucket

Value

As of

Kind

Source

ALL Weather Portfolio Limited

Bridgewater

Pooled vehicle

$9.8M

Dec 31, 2023

103 12 ie

Dol form 5500 pension

ALL Weather Portfolio Limited

Bridgewater

Pooled vehicle

$8.8M

Dec 31, 2022

103 12 ie

Dol form 5500 pension

Bucket

Target %

Range low

Range high

Actual %

Actual

Period end

Basis

Interest-bearing cash

n/a

$940,354

Dec 31, 2024

Derived

U.S. Government securities

n/a

$789,839

Dec 31, 2024

Derived

Corporate debt instruments (preferred)

n/a

$634,547

Dec 31, 2024

Derived

Corporate debt instruments (other)

n/a

$47.8M

Dec 31, 2024

Derived

Other investments

n/a

$835,967

Dec 31, 2024

Derived

Registered investment companies

n/a

$33.0M

Dec 31, 2024

Derived

Consultant

Role

From

Current

Evidence

Source

Nisa Investment Advisors, LLC

Investment adviser

Jan 1, 2024

Dec 31, 2024

fact

Dol form 5500 pension

The Segal Co (western States), Inc.

actuary

Jan 1, 2022

Dec 31, 2022

fact

Dol form 5500 pension

RV Kuhns & Associates

Pension consultant

Jan 1, 2022

Dec 31, 2022

fact

Dol form 5500 pension

Northern Trust Co.

custodian

Jan 1, 2022

Dec 31, 2022

fact

Dol form 5500 pension

Segal

actuary

Jan 1, 2022

Dec 31, 2022

fact

Dol form 5500 pension