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Southern California Local 831 - Employer Pension Fund

Allocators

Covina, CA

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Search this name across graphsid dfx:al:5eab8cce-bd86-436a-8936-d258432956d9

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, 10:16 AM UTC and rebuilt at most every 15 minutes.

Relationships: 16
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: $489Mlatest reading; see basis
Assets as of: Dec 31, 2024
Assets basis: REPORTED
Funded ratio: 93%
Participants: 3,112
Commitments: 8with an amount; holdings are counted apart
Managers: 4
Funds: 3
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

Vehicle	Manager	Bucket	Value	As of	Kind	Source
Rreef America II LP	Rreef	Pooled vehicle	$58.9M	Dec 31, 2022	Collective trust	Dol form 5500 pension
Rreef America II LP	Rreef America	Pooled vehicle	$44.1M	Dec 31, 2023	Collective trust	Dol form 5500 pension
Rreef America II LP	Rreef America	Pooled vehicle	$36.8M	Dec 31, 2024	Collective trust	Dol form 5500 pension
Schroder Collective Investment Trus	Schroder	Pooled vehicle	$22.6M	Dec 31, 2024	Collective trust	Dol form 5500 pension
Schroder Collective Investment Trus	Schroder	Pooled vehicle	$14.8M	Dec 31, 2023	Collective trust	Dol form 5500 pension
Loomis Sayles Multisector Full Disc	Loomis Sayles	Pooled vehicle	$13.4M	Dec 31, 2024	Collective trust	Dol form 5500 pension
Loomis Sayles Multisector Full Disc	Loomis Sayles	Pooled vehicle	$12.8M	Dec 31, 2023	Collective trust	Dol form 5500 pension
Loomis Sayles Multisector Full Disc	Loomis Sayles	Pooled vehicle	$11.8M	Dec 31, 2022	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; 18 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	$2.5M	Dec 31, 2024	Derived
Non-interest-bearing cash	n/a	n/a	n/a	1	$4.3M	Dec 31, 2024	Derived
Partnership/joint venture interests	n/a	n/a	n/a	13	$65.9M	Dec 31, 2024	Derived
Common/collective trusts	n/a	n/a	n/a	15	$72.8M	Dec 31, 2024	Derived
Registered investment companies	n/a	n/a	n/a	61	$296M	Dec 31, 2024	Derived
Common stock	n/a	n/a	n/a	9	$43.2M	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
RV Kuhns & Associates	Investment adviser	Jan 1, 2022	Dec 31, 2022	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
US Bank	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

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
Rreef America	n/a	Dec 31, 2023	n/a	yes	fact
Schroder	n/a	Dec 31, 2023	n/a	yes	fact
Rreef	n/a	Dec 31, 2022	n/a	yes	fact
Contrarian Dre III Management LLC	Investment management	Jan 1, 2023	Dec 31, 2023	no	fact
Loomis Sayles	Investment management	Jan 1, 2023	Dec 31, 2023	no	fact
SC Core Management Ltd.	Investment management	Jan 1, 2023	Dec 31, 2023	no	fact
Westfield Capital Management Compan	Investment management	Jan 1, 2022	Dec 31, 2022	no	fact
SC Capital Partners	Investment management	Jan 1, 2022	Dec 31, 2022	no	fact
Contrarian Capital Management	Investment management	Jan 1, 2022	Dec 31, 2022	no	fact
Institutional Shareholder Services	Investment management	Jan 1, 2022	Dec 31, 2022	no	fact
Loomis, Sayles & Company, L.P.	Investment management	Jan 1, 2022	Dec 31, 2022	no	fact

Relationships

Manages for (11)

← RreefManager with allocator capital
Dec 31, 2022 to presentfactForm 5500
← Rreef AmericaManager with allocator capital
Dec 31, 2023 to presentfactForm 5500
← SchroderManager with allocator capital
Dec 31, 2023 to presentfactForm 5500
← Institutional Shareholder ServicesInvestment consultantInvestment management
Jan 1, 2022 to Dec 31, 2022factForm 5500
← Loomis, Sayles & Company, L.P.Investment consultantInvestment management
Jan 1, 2022 to Dec 31, 2022factForm 5500
← Westfield Capital Management CompanManager with allocator capitalInvestment management
Jan 1, 2022 to Dec 31, 2022factForm 5500
← SC Capital PartnersManager with allocator capitalInvestment management
Jan 1, 2022 to Dec 31, 2022factForm 5500
← Contrarian Capital ManagementManager with allocator capitalInvestment management
Jan 1, 2022 to Dec 31, 2022factForm 5500
← Loomis SaylesManager with allocator capitalInvestment management
Jan 1, 2023 to Dec 31, 2023factForm 5500
← Contrarian Dre III Management LLCManager with allocator capitalInvestment management
Jan 1, 2023 to Dec 31, 2023factForm 5500
← SC Core Management Ltd.Manager with allocator capitalInvestment management
Jan 1, 2023 to Dec 31, 2023factForm 5500

Sponsors (1)

← Board of Trustees, Southern California Local 831 -Plan sponsorPlan sponsor
Jan 1, 2022 to presentfactForm 5500

Advised by (4)

→ RV Kuhns & AssociatesInvestment consultantInvestment adviser
Jan 1, 2022 to Dec 31, 2022factForm 5500
→ The Segal Co (western States), Inc.Investment consultantactuary
Jan 1, 2022 to Dec 31, 2022factForm 5500
→ US BankInvestment consultantcustodian
Jan 1, 2022 to Dec 31, 2022factForm 5500
→ SegalInvestment consultantactuary
Jan 1, 2022 to Dec 31, 2022factForm 5500

Dated events

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

Occurred
Dec 31, 2024
Manager relationship ended
Contrarian Capital Management, LLC no longer appears on Southern California Local 831 - Employer Pension Fund's Schedule C as investment manager (plan year 2024 vs 2023)
Contrarian Dre III Management LLC Form 5500observed 5 days ago
Occurred
Dec 31, 2023
Manager relationship ended
SC Capital Partners no longer appears on Southern California Local 831 - Employer Pension Fund's Schedule C as investment manager (plan year 2023 vs 2022)
SC Capital Partners Form 5500observed 5 days ago
Occurred
Dec 31, 2023
Manager relationship started
Rreef America L.L.C. appears on Southern California Local 831 - Employer Pension Fund's Schedule C as investment manager (plan year 2023 vs 2022)
Rreef America Reit II, Inc.Form 5500observed 5 days ago
Occurred
Dec 31, 2023
Manager relationship started
SC Core Management Ltd. appears on Southern California Local 831 - Employer Pension Fund's Schedule C as investment manager (plan year 2023 vs 2022)
SC Core Management Ltd.Form 5500observed 5 days ago
Occurred
Dec 31, 2023
Holding in a pooled vehicle started
Southern California Local 831 - Employer Pension Fund first reports an interest in Schroder Collective Investment Trus: $15M at 2023-12-31
Schroder Collective Investment Trus Form 5500observed 5 days ago
$14.8M

Show 3 bookkeeping events

Occurred
Jan 1, 2024
Southern California Local 831 - Employer Pension Fund funded ratio 95.2% -> 93.0% (2023-01-01 to 2024-01-01)
Occurred
Jan 1, 2023
Southern California Local 831 - Employer Pension Fund plan assets $506M -> $428M (-15.5%, 2022-01-01 to 2023-01-01)
Occurred
Jan 1, 2023
Southern California Local 831 - Employer Pension Fund funded ratio 97.7% -> 95.2% (2022-01-01 to 2023-01-01)

Provenance

Graph: Allocators
Canonical id: dfx:al:5eab8cce-bd86-436a-8936-d258432956d9
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.