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AllocatorsPlantaft hartley<100m

Concrete Block Employers Pension Plan

Allocators

SUN Valley, CA

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Search this name across graphsid dfx:al:630a730d-d78b-4deb-82b7-27da788defb8

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, 11:44 AM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 14
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: $22.9Mlatest reading; see basis
Assets as of: Dec 31, 2024
Assets basis: REPORTED
Funded ratio: 97%
Participants: 676
Commitments: 15with an amount; holdings are counted apart
Managers: 3
Funds: 9
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
Allspring Core Bond Cit N	Allspring	Fixed income	$7.9M	Dec 31, 2023	Collective trust	Dol form 5500 pension
Allspring Core Bond Cit N	Allspring	Fixed income	$7.3M	Dec 31, 2022	Collective trust	Dol form 5500 pension
Blackrock Large Cap Value Index Cit	Blackrock	Public equity	$4.8M	Dec 31, 2022	Collective trust	Dol form 5500 pension
Blackrock U.S. Aggregate Bond Index	n/a	Fixed income	$4.2M	Dec 31, 2023	Collective trust	Dol form 5500 pension
Blackrock U.S. Aggregate Bond Index	n/a	Fixed income	$3.9M	Dec 31, 2022	Collective trust	Dol form 5500 pension
Blackrock Large Cap Value Index Cit	Blackrock	Public equity	$2.5M	Dec 31, 2023	Collective trust	Dol form 5500 pension
Blackrock Large Cap Grow Index Cit	Blackrock	Public equity	$2.5M	Dec 31, 2023	Collective trust	Dol form 5500 pension
500 Index Fund	John Hancock Life Insurance Co	Pooled vehicle	$2.0M	Dec 31, 2024	Separate account	Dol form 5500 pension
Blackrock Intern'l Equity Index Cit	n/a	Public equity	$1.7M	Dec 31, 2023	Collective trust	Dol form 5500 pension
Blackrock Intern'l Equity Index Cit	n/a	Public equity	$1.6M	Dec 31, 2022	Collective trust	Dol form 5500 pension
Multi-Manager Small Cap Cit	n/a	Public equity	$839,996	Dec 31, 2023	Collective trust	Dol form 5500 pension
Multi-Manager Small Cap Cit	n/a	Public equity	$783,072	Dec 31, 2022	Collective trust	Dol form 5500 pension
Blackrock Russell 2000 Index Cit	n/a	Pooled vehicle	$422,027	Dec 31, 2023	Collective trust	Dol form 5500 pension
Blackrock Russell 2000 Index Cit	n/a	Pooled vehicle	$392,543	Dec 31, 2022	Collective trust	Dol form 5500 pension
Well Fargo St Investment Fund G	n/a	Pooled vehicle	$325,733	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; 5 rows folded into 1

Bucket	Target %	Range low	Range high	Actual %	Actual	Period end	Basis
Registered investment companies	n/a	n/a	n/a	99	$22.8M	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
Principal Bank	custodian	Jan 1, 2022	Dec 31, 2022	no	fact	Dol form 5500 pension
Horizon Actuarial Services	actuary	Jan 1, 2022	Dec 31, 2022	no	fact	Dol form 5500 pension
Meredith J. Sesser	General consultant	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
Allspring	n/a	Dec 31, 2023	n/a	yes	fact
Blackrock	n/a	Dec 31, 2022	n/a	yes	fact

Relationships

Manages for (2)

← BlackrockInvestment consultant
Dec 31, 2022 to presentfactForm 5500
← AllspringManager with allocator capital
Dec 31, 2023 to presentfactForm 5500

Sponsors (1)

← Board of Trustees of Concrete Block Employers TrPlan sponsorPlan sponsor
Jan 1, 2022 to presentfactForm 5500

Advised by (3)

→ Principal BankInvestment consultantcustodian
Jan 1, 2022 to Dec 31, 2022factForm 5500
→ Horizon Actuarial ServicesInvestment consultantactuary
Jan 1, 2022 to Dec 31, 2022factForm 5500
→ Meredith J. SesserInvestment consultantGeneral consultant
Jan 1, 2022 to Dec 31, 2022factForm 5500

Dated events

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

Occurred
Dec 31, 2024
Holding in a pooled vehicle ended
Concrete Block Employers Pension Plan no longer reports Blackrock Intern'l Equity Index Cit (last held $2M at 2023-12-31; absent from the 2024-12-31 filing)
Blackrock Intern'l Equity Index Cit Form 5500observed 4 days ago
$1.7M
Occurred
Dec 31, 2024
Holding in a pooled vehicle ended
Concrete Block Employers Pension Plan no longer reports Multi-Manager Small Cap Cit (last held $839,996 at 2023-12-31; absent from the 2024-12-31 filing)
Multi-Manager Small Cap Cit Form 5500observed 4 days ago
$839,996
Occurred
Dec 31, 2024
Holding in a pooled vehicle ended
Concrete Block Employers Pension Plan no longer reports Allspring Core Bond Cit N (last held $8M at 2023-12-31; absent from the 2024-12-31 filing)
Allspring Core Bond Cit N Form 5500observed 4 days ago
$7.9M
Occurred
Dec 31, 2024
Holding in a pooled vehicle ended
Concrete Block Employers Pension Plan no longer reports Blackrock U.S. Aggregate Bond Index (last held $4M at 2023-12-31; absent from the 2024-12-31 filing)
Blackrock U.S. Aggregate Bond Index Form 5500observed 4 days ago
$4.2M
Occurred
Dec 31, 2024
Holding in a pooled vehicle ended
Concrete Block Employers Pension Plan no longer reports Blackrock Large Cap Value Index Cit (last held $3M at 2023-12-31; absent from the 2024-12-31 filing)
Blackrock Large Cap Value Index Cit Form 5500observed 4 days ago
$2.5M
Occurred
Dec 31, 2024
Holding in a pooled vehicle ended
Concrete Block Employers Pension Plan no longer reports Blackrock Russell 2000 Index Cit (last held $422,027 at 2023-12-31; absent from the 2024-12-31 filing)
Blackrock Russell 2000 Index Cit Form 5500observed 4 days ago
$422,027
Occurred
Dec 31, 2024
Holding in a pooled vehicle ended
Concrete Block Employers Pension Plan no longer reports Blackrock Large Cap Grow Index Cit (last held $2M at 2023-12-31; absent from the 2024-12-31 filing)
Blackrock Large Cap Grow Index Cit Form 5500observed 4 days ago
$2.5M
Occurred
Dec 31, 2024
Holding in a pooled vehicle started
Concrete Block Employers Pension Plan first reports an interest in 500 Index Fund (John Hancock Life Insurance Co): $2M at 2024-12-31
John Hancock Life Insurance Co Form 5500observed 4 days ago
$2.0M
Occurred
Dec 31, 2023
Holding in a pooled vehicle ended
Concrete Block Employers Pension Plan no longer reports Well Fargo St Investment Fund G (last held $325,733 at 2022-12-31; absent from the 2023-12-31 filing)
Blackrock Short Term Investment Fun Form 5500observed 4 days ago
$325,733
Occurred
Dec 31, 2023
Holding in a pooled vehicle started
Concrete Block Employers Pension Plan first reports an interest in Blackrock Large Cap Grow Index Cit: $2M at 2023-12-31
Blackrock Large Cap Grow Index Cit Form 5500observed 4 days ago
$2.5M

Show 4 bookkeeping events

Occurred
Jan 1, 2024
Concrete Block Employers Pension Plan plan assets $19M -> $22M (+11.7%, 2023-01-01 to 2024-01-01)
Occurred
Dec 31, 2023
Concrete Block Employers Pension Plan total assets $19M -> $22M (+11.7%, 2022-12-31 to 2023-12-31)
Occurred
Jan 1, 2023
Concrete Block Employers Pension Plan funded ratio 104.4% -> 98.3% (2022-01-01 to 2023-01-01)
Occurred
Jan 1, 2023
Concrete Block Employers Pension Plan plan assets $23M -> $19M (-15.4%, 2022-01-01 to 2023-01-01)

Provenance

Graph: Allocators
Canonical id: dfx:al:630a730d-d78b-4deb-82b7-27da788defb8
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.

Concrete Block Employers Pension Plan

Allocators

SUN Valley, 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:630a730d-d78b-4deb-82b7-27da788defb8

Vehicle

Manager

Bucket

Value

As of

Kind

Source

Allspring Core Bond Cit N

Allspring

Fixed income

$7.9M

Dec 31, 2023

Collective trust

Dol form 5500 pension

Allspring Core Bond Cit N

Allspring

Fixed income

$7.3M

Dec 31, 2022

Collective trust

Dol form 5500 pension

Blackrock Large Cap Value Index Cit

Blackrock

Public equity

$4.8M

Dec 31, 2022

Collective trust

Dol form 5500 pension

Blackrock U.S. Aggregate Bond Index

n/a

Fixed income

$4.2M

Dec 31, 2023

Collective trust

Dol form 5500 pension

Blackrock U.S. Aggregate Bond Index

n/a

Fixed income

$3.9M

Dec 31, 2022

Collective trust

Dol form 5500 pension

Blackrock Large Cap Value Index Cit

Blackrock

Public equity

$2.5M

Dec 31, 2023

Collective trust

Dol form 5500 pension

Blackrock Large Cap Grow Index Cit

Blackrock

Public equity

$2.5M

Dec 31, 2023

Collective trust

Dol form 5500 pension

500 Index Fund

John Hancock Life Insurance Co

Pooled vehicle

$2.0M

Dec 31, 2024

Separate account

Dol form 5500 pension

Blackrock Intern'l Equity Index Cit

n/a

Public equity

$1.7M

Dec 31, 2023

Collective trust

Dol form 5500 pension

Blackrock Intern'l Equity Index Cit

n/a

Public equity

$1.6M

Dec 31, 2022

Collective trust

Dol form 5500 pension

Multi-Manager Small Cap Cit

n/a

Public equity

$839,996

Dec 31, 2023

Collective trust

Dol form 5500 pension

Multi-Manager Small Cap Cit

n/a

Public equity

$783,072

Dec 31, 2022

Collective trust

Dol form 5500 pension

Blackrock Russell 2000 Index Cit

n/a

Pooled vehicle

$422,027

Dec 31, 2023

Collective trust

Dol form 5500 pension

Blackrock Russell 2000 Index Cit

n/a

Pooled vehicle

$392,543

Dec 31, 2022

Collective trust

Dol form 5500 pension

Well Fargo St Investment Fund G

n/a

Pooled vehicle

$325,733

Dec 31, 2022

Collective trust

Dol form 5500 pension

Bucket

Target %

Range low

Range high

Actual %

Actual

Period end

Basis

Registered investment companies

n/a

$22.8M

Dec 31, 2024

Derived

Consultant

Role

From

Current

Evidence

Source

Principal Bank

custodian

Jan 1, 2022

Dec 31, 2022

fact

Dol form 5500 pension

Horizon Actuarial Services

actuary

Jan 1, 2022

Dec 31, 2022

fact

Dol form 5500 pension

Meredith J. Sesser

General consultant

Jan 1, 2022

Dec 31, 2022

fact

Dol form 5500 pension

Manager

Mandate

From

Current

Evidence

Allspring

n/a

Dec 31, 2023

n/a

yes

fact

Blackrock

n/a

Dec 31, 2022

n/a

yes

fact