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AllocatorsPlancorporate pension1b-10b

Pension Plan of General Atomics

Allocators

SAN Diego, CA

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Search this name across graphsid dfx:al:5aea56f5-adc6-4da7-860f-916f16c11ec6

Data as of Sep 15, 2026 (this record's last observation) from Government tapes; SEC filings; What the plans publish; Pending. Page built Sep 21, 2026, 8:40 AM UTC and rebuilt at most every 15 minutes.

Relationships: 12
Dated events: 11
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: $1.0Blatest reading; see basis
Assets as of: Dec 31, 2024
Assets basis: REPORTED
Funded ratio: 92%
Participants: 18,560
Commitments: 66with an amount; holdings are counted apart
Managers: 11
Funds: 25
Re-ups: 0
First-time managers: 0
Latest commitment: Dec 31, 2024
Consultants: 0
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; showing 25 of 66

Vehicle	Manager	Bucket	Value	As of	Kind	Source
Long Duration Corporate Credit Scre	Blackrock Institutional Trust Company, N.A.	Private credit	$227M	Dec 31, 2023	Collective trust	Dol form 5500 pension
Long Duration Corporate Credit Scre	Blackrock Institutional Trust Company, N.A.	Private credit	$211M	Dec 31, 2024	Collective trust	Dol form 5500 pension
Long Duration Corporate Credit Scre	Blackrock Institutional Trust Company, N.A.	Private credit	$138M	Dec 31, 2022	Collective trust	Dol form 5500 pension
Russell 1000 Index Non-Lendable Fd	Blackrock Insti. Trust Company, N.A	Pooled vehicle	$134M	Dec 31, 2023	Collective trust	Dol form 5500 pension
Russell 1000 Index Fund	Blackrock	Pooled vehicle	$125M	Dec 31, 2024	Collective trust	Dol form 5500 pension
Russell 1000 Index Non-Lendable Fd	Blackrock Insti. Trust Company, N.A	Pooled vehicle	$113M	Dec 31, 2022	Collective trust	Dol form 5500 pension
Blackrock Total Return Bond Fund	Blackrock	Fixed income	$94.8M	Dec 31, 2024	Collective trust	Dol form 5500 pension
Russell 3000 Index Fund	Blackrock Insti. Trust Company, N.A	Pooled vehicle	$70.7M	Dec 31, 2024	Collective trust	Dol form 5500 pension
Intermediate Govt Bond Index Fund	Blackrock Institutional Trust Co,na	Fixed income	$67.9M	Dec 31, 2024	Collective trust	Dol form 5500 pension
Blackrock Total Return Bond Fund	Blackrock	Fixed income	$64.8M	Dec 31, 2023	Collective trust	Dol form 5500 pension
Russell 3000 Index Fund	Blackrock Insti. Trust Company, N.A	Pooled vehicle	$49.5M	Dec 31, 2023	Collective trust	Dol form 5500 pension
Blackrock Total Return Bond Fund	Blackrock	Fixed income	$48.0M	Dec 31, 2022	Collective trust	Dol form 5500 pension
Cohen&steers Global Realty-Class Br	Cohen & Steers	Real estate	$38.1M	Dec 31, 2022	Collective trust	Dol form 5500 pension
Russell 3000 Index Fund	Blackrock Insti. Trust Company, N.A	Pooled vehicle	$36.5M	Dec 31, 2022	Collective trust	Dol form 5500 pension
Cohen&steers Global Realty-Class Br	Cohen & Steers	Real estate	$36.5M	Dec 31, 2023	Collective trust	Dol form 5500 pension
WTC Na Cif Intl Research Equity Pf	Wellington Trust Company, Na	Public equity	$36.0M	Dec 31, 2024	Collective trust	Dol form 5500 pension
Cohen&steers Global Realty-Class Br	Cohen & Steers	Real estate	$35.6M	Dec 31, 2024	Collective trust	Dol form 5500 pension
International Alpha Tilts Fund	Blackrock Insti. Trust Company, N.A	Pooled vehicle	$34.7M	Dec 31, 2024	Collective trust	Dol form 5500 pension
TSY U.S. 25+ Yr Key Rate Dur Nl Fd	Blackrock	Pooled vehicle	$29.9M	Dec 31, 2023	Collective trust	Dol form 5500 pension
Harris Assoc Oakmark Intl Col Fd	n/a	Pooled vehicle	$29.6M	Dec 31, 2022	Collective trust	Dol form 5500 pension
WTC Na Cif Intl Research Equity Pf	Wellington Trust Company, Na	Public equity	$29.5M	Dec 31, 2022	Collective trust	Dol form 5500 pension
High Yield Bond Fund	Blackrock Insti. Trust Company, N.A	Fixed income	$26.1M	Dec 31, 2024	Collective trust	Dol form 5500 pension
International Alpha Tilts Fund	Blackrock Insti. Trust Company, N.A	Pooled vehicle	$25.9M	Dec 31, 2022	Collective trust	Dol form 5500 pension
MFS International Equity Fund	MFS Investment Management	Public equity	$23.9M	Dec 31, 2024	Collective trust	Dol form 5500 pension
International Alpha Tilts Fund	Blackrock Insti. Trust Company, N.A	Pooled vehicle	$23.7M	Dec 31, 2023	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; 10 rows folded into 3

Bucket	Target %	Range low	Range high	Actual %	Actual	Period end	Basis
Partnership/joint venture interests	n/a	n/a	n/a	1	$12.2M	Dec 31, 2024	Derived
Common/collective trusts	n/a	n/a	n/a	85	$877M	Dec 31, 2024	Derived
Registered investment companies	n/a	n/a	n/a	5	$49.1M	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
Milliman, Inc.	actuary	Jan 1, 2022	Dec 31, 2022	no	fact	Dol form 5500 pension
Mercer	actuary	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
Sageview Advisory Consulting Group	Investment adviser	Jan 1, 2022	Dec 31, 2022	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
MFS Investment Management	n/a	Dec 31, 2024	n/a	yes	fact
Blackrock Insti. Trust Company, N.A	n/a	Dec 31, 2024	n/a	yes	fact
Acadian	n/a	Dec 31, 2024	n/a	yes	fact
Cohen & Steers	n/a	Dec 31, 2023	n/a	yes	fact
Prudential Trust Co.	Investment management	Jan 1, 2022	Dec 31, 2022	no	fact
Wellington Trust Company, Na	Investment management	Jan 1, 2022	Dec 31, 2022	no	fact
Blackrock Financial Management, Inc	Investment management	Jan 1, 2022	Dec 31, 2022	no	fact

Relationships

Manages for (7)

Sponsors (1)

← General AtomicsPlan sponsorPlan sponsor
Jan 1, 2022 to presentfactForm 5500

Advised by (4)

→ Milliman, Inc.Investment consultantactuary
Jan 1, 2022 to Dec 31, 2022factForm 5500
→ MercerInvestment consultantactuary
Jan 1, 2022 to Dec 31, 2022factForm 5500
→ Northern Trust Co.Investment consultantcustodian
Jan 1, 2022 to Dec 31, 2022factForm 5500
→ Sageview Advisory Consulting GroupInvestment consultantInvestment adviser
Jan 1, 2022 to Dec 31, 2022factForm 5500

Dated events

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

Occurred
Dec 31, 2024
Holding in a pooled vehicle started
Pension Plan of General Atomics first reports an interest in Acadian Collective Investment Trust: $6M at 2024-12-31
Acadian Collective Investment Trust Form 5500observed 5 days ago
$6.1M
Occurred
Dec 31, 2024
Holding in a pooled vehicle ended
Pension Plan of General Atomics no longer reports Harris Assoc Oakmark Intl Col Fd (last held $22M at 2023-12-31; absent from the 2024-12-31 filing)
Harris Assoc Oakmark Intl Col Fd Form 5500observed 5 days ago
$21.8M
Occurred
Dec 31, 2024
Holding in a pooled vehicle started
Pension Plan of General Atomics first reports an interest in Russell 1000 Index Fund (Blackrock): $125M at 2024-12-31
Blackrock Form 5500observed 5 days ago
$125M
Occurred
Dec 31, 2024
Holding in a pooled vehicle ended
Pension Plan of General Atomics no longer reports Russell 1000 Index Non-Lendable Fd (last held $134M at 2023-12-31; absent from the 2024-12-31 filing)
Russell 1000 Index Non-Lendable Fd Form 5500observed 5 days ago
$134M
Occurred
Dec 31, 2024
Holding in a pooled vehicle started
Pension Plan of General Atomics first reports an interest in MFS International Equity Fund: $24M at 2024-12-31
MFS International Equity Fund Form 5500observed 5 days ago
$23.9M
Occurred
Dec 31, 2023
Holding in a pooled vehicle started
Pension Plan of General Atomics first reports an interest in Blackrock Msci Acwi Equity Index Fd: $10M at 2023-12-31
Blackrock Msci Acwi Equity Index Fd Form 5500observed 5 days ago
$10.0M

Show 5 bookkeeping events

Occurred
Jan 1, 2024
Pension Plan of General Atomics plan assets $780M -> $934M (+19.8%, 2023-01-01 to 2024-01-01)
Occurred
Jan 1, 2024
Pension Plan of General Atomics funded ratio 87.7% -> 92.1% (2023-01-01 to 2024-01-01)
Occurred
Dec 31, 2023
Pension Plan of General Atomics total assets $792M -> $945M (+19.4%, 2022-12-31 to 2023-12-31)
Occurred
Jan 1, 2023
Pension Plan of General Atomics plan assets $982M -> $780M (-20.6%, 2022-01-01 to 2023-01-01)
Occurred
Jan 1, 2023
Pension Plan of General Atomics funded ratio 106.7% -> 87.7% (2022-01-01 to 2023-01-01)

Provenance

Graph: Allocators
Canonical id: dfx:al:5aea56f5-adc6-4da7-860f-916f16c11ec6
First observed: Sep 15, 2026
Last observed: Sep 15, 2026 5 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.