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AllocatorsPlancorporate pension1b-10b

Kaiser Permanente Employees Pension Plan

Allocators

Oakland, CA

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Search this name across graphsid dfx:al:87f4abec-b61a-4a31-be91-79e0cc6e81f0

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, 9:15 AM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 4
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: $5.6Blatest reading; see basis
Assets as of: Dec 31, 2024
Assets basis: REPORTED
Funded ratio: 103%
Participants: 53,764
Commitments: 44with an amount; holdings are counted apart
Managers: 2
Funds: 15
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 44

Vehicle	Manager	Bucket	Value	As of	Kind	Source
Kaiser Permanente Group Trust	n/a	Pooled vehicle	$5.3B	Dec 31, 2024	103 12 ie	Dol form 5500 pension
Kaiser Permanente Group Trust	n/a	Pooled vehicle	$5.2B	Dec 31, 2023	103 12 ie	Dol form 5500 pension
Kaiser Permanente Group Trust	n/a	Pooled vehicle	$4.9B	Dec 31, 2022	103 12 ie	Dol form 5500 pension
Vanguard Institutional Total Stock	n/a	Public equity	$16.7M	Dec 31, 2023	Collective trust	Dol form 5500 pension
Jpmcb Smartretire 2040	JP Morgan Chase	Pooled vehicle	$12.3M	Dec 31, 2024	Collective trust	Dol form 5500 pension
Jpmcb Smartretire 2045	JP Morgan Chase	Pooled vehicle	$12.0M	Dec 31, 2024	Collective trust	Dol form 5500 pension
Vanguard Institutional Total Stock	n/a	Public equity	$11.8M	Dec 31, 2022	Collective trust	Dol form 5500 pension
Jpmcb Smartretire 2050	JP Morgan Chase	Pooled vehicle	$10.5M	Dec 31, 2024	Collective trust	Dol form 5500 pension
Vftc Instl Tot Intl Stock Mkt Index	Vanguard Fiduciary Trust Company	Public equity	$10.3M	Dec 31, 2024	Collective trust	Dol form 5500 pension
Jpmcb Smartretire 2045	JP Morgan Chase	Pooled vehicle	$9.8M	Dec 31, 2023	Collective trust	Dol form 5500 pension
Jpmcb Smartretire 2040	JP Morgan Chase	Pooled vehicle	$9.6M	Dec 31, 2023	Collective trust	Dol form 5500 pension
Jpmcb Smartretire 2035	JP Morgan Chase	Pooled vehicle	$9.3M	Dec 31, 2024	Collective trust	Dol form 5500 pension
Jpmcb Smartretire 2050	JP Morgan Chase	Pooled vehicle	$8.4M	Dec 31, 2023	Collective trust	Dol form 5500 pension
Vftc Instl Tot Intl Stock Mkt Index	Vanguard Fiduciary Trust Company	Public equity	$8.1M	Dec 31, 2023	Collective trust	Dol form 5500 pension
Jpmcb Smartretire 2045	JP Morgan Chase	Pooled vehicle	$7.2M	Dec 31, 2022	Collective trust	Dol form 5500 pension
Jpmcb Smartretire 2040	JP Morgan Chase	Pooled vehicle	$7.0M	Dec 31, 2022	Collective trust	Dol form 5500 pension
Jpmcb Smartretire 2035	JP Morgan Chase	Pooled vehicle	$6.9M	Dec 31, 2023	Collective trust	Dol form 5500 pension
Jpmcb Smartretire 2030	JP Morgan Chase	Pooled vehicle	$6.8M	Dec 31, 2024	Collective trust	Dol form 5500 pension
Jpmcb Smartretire 2050	JP Morgan Chase	Pooled vehicle	$6.4M	Dec 31, 2022	Collective trust	Dol form 5500 pension
Jpmcb Smartretire 2055	JP Morgan Chase	Pooled vehicle	$6.0M	Dec 31, 2024	Collective trust	Dol form 5500 pension
Jpmcb Smartretire 2025	JP Morgan Chase	Pooled vehicle	$6.0M	Dec 31, 2024	Collective trust	Dol form 5500 pension
Vftc Interest Income Fund	Vanguard Fiduciary Trust Company	Fixed income	$5.5M	Dec 31, 2022	Collective trust	Dol form 5500 pension
Jpmcb Smartretire 2035	JP Morgan Chase	Pooled vehicle	$5.5M	Dec 31, 2022	Collective trust	Dol form 5500 pension
Jpmcb Smartretire 2030	JP Morgan Chase	Pooled vehicle	$5.2M	Dec 31, 2023	Collective trust	Dol form 5500 pension
Vftc Instl Tot Intl Stock Mkt Index	Vanguard Fiduciary Trust Company	Public equity	$5.2M	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; 9 rows folded into 3

Bucket	Target %	Range low	Range high	Actual %	Actual	Period end	Basis
Common/collective trusts	n/a	n/a	n/a	2	$88.3M	Dec 31, 2024	Derived
103-12 investment entities	n/a	n/a	n/a	95	$5.3B	Dec 31, 2024	Derived
Registered investment companies	n/a	n/a	n/a	1	$41.5M	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
AON Consulting, Inc.	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
Vanguard Fiduciary Trust Company	n/a	Dec 31, 2024	n/a	yes	fact
JP Morgan Chase	n/a	Dec 31, 2022	n/a	yes	fact

Relationships

Manages for (2)

← JP Morgan ChaseManager with allocator capital
Dec 31, 2022 to presentfactForm 5500
← Vanguard Fiduciary Trust CompanyInvestment consultant
Dec 31, 2024 to presentfactForm 5500

Sponsors (1)

← The Permanente Medical Group, Inc.Plan sponsorPlan sponsor
Jan 1, 2022 to presentfactForm 5500

Advised by (1)

→ AON Consulting, Inc.Investment 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
Holding in a pooled vehicle ended
Kaiser Permanente Employees Pension Plan no longer reports Vanguard Institutional Total Stock (last held $17M at 2023-12-31; absent from the 2024-12-31 filing)
Vanguard Institutional Total Stock Form 5500observed 5 days ago
$16.7M

Show 3 bookkeeping events

Occurred
Jan 1, 2024
Kaiser Permanente Employees Pension Plan funded ratio 116.5% -> 103.2% (2023-01-01 to 2024-01-01)
Occurred
Jan 1, 2023
Kaiser Permanente Employees Pension Plan plan assets $6.0B -> $5.1B (-15.3%, 2022-01-01 to 2023-01-01)
Occurred
Jan 1, 2023
Kaiser Permanente Employees Pension Plan funded ratio 124.3% -> 116.5% (2022-01-01 to 2023-01-01)

Provenance

Graph: Allocators
Canonical id: dfx:al:87f4abec-b61a-4a31-be91-79e0cc6e81f0
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.

Kaiser Permanente Employees Pension Plan

Allocators

Oakland, 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:87f4abec-b61a-4a31-be91-79e0cc6e81f0

Vehicle

Manager

Bucket

Value

As of

Kind

Source

Kaiser Permanente Group Trust

n/a

Pooled vehicle

$5.3B

Dec 31, 2024

103 12 ie

Dol form 5500 pension

Kaiser Permanente Group Trust

n/a

Pooled vehicle

$5.2B

Dec 31, 2023

103 12 ie

Dol form 5500 pension

Kaiser Permanente Group Trust

n/a

Pooled vehicle

$4.9B

Dec 31, 2022

103 12 ie

Dol form 5500 pension

Vanguard Institutional Total Stock

n/a

Public equity

$16.7M

Dec 31, 2023

Collective trust

Dol form 5500 pension