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AllocatorsPlancorporate pension<100m

Jacuzzi Brands Corp. Pension Plan

Allocators

Chino Hills, CA

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Search this name across graphsid dfx:al:ba13f683-3f82-4514-840e-371a823d1b5f

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, 12:48 PM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 10
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: $11.4Mlatest reading; see basis
Assets as of: Dec 31, 2024
Assets basis: REPORTED
Funded ratio: 89%
Participants: 163
Commitments: 13with an amount; holdings are counted apart
Managers: 2
Funds: 6
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
Core Plus Bond / Pgim Fund	Prudential Retirement & Annuity Ins	Fixed income	$2.4M	Dec 31, 2024	Separate account	Dol form 5500 pension
Core Plus Bond / Pgim Fund	Prudential Retirement & Annuity Ins	Fixed income	$2.3M	Dec 31, 2023	Separate account	Dol form 5500 pension
Core Plus Bond / Pgim Fund	Prudential Retirement & Annuity Ins	Fixed income	$2.1M	Dec 31, 2022	Separate account	Dol form 5500 pension
Large Cap Growth III Fd	Prudential Retirement & Annuity Ins	Public equity	$1.2M	Dec 31, 2023	Separate account	Dol form 5500 pension
Prudential Short-Term	Prudential Retirement & Annuity Ins	cash	$962,434	Dec 31, 2024	Separate account	Dol form 5500 pension
Large Cap Growth III Fd	Prudential Retirement & Annuity Ins	Public equity	$962,368	Dec 31, 2022	Separate account	Dol form 5500 pension
Large Cap Growth III Fd	Prudential Retirement & Annuity Ins	Public equity	$825,208	Dec 31, 2024	Separate account	Dol form 5500 pension
Small Cap Value/integrity	Prudential Retirement & Annuity Ins	Public equity	$679,958	Dec 31, 2023	Separate account	Dol form 5500 pension
Small Cap Value/kennedy Capit	Prudential Retirement & Annuity Ins	Public equity	$625,374	Dec 31, 2022	Separate account	Dol form 5500 pension
Capital Group Europacific Growth	Capital Guardian Trust Company	Pooled vehicle	$592,207	Dec 31, 2024	Separate account	Dol form 5500 pension
Small Cap Value/integrity	Prudential Retirement & Annuity Ins	Public equity	$353,586	Dec 31, 2024	Separate account	Dol form 5500 pension
Prudential Short-Term	Prudential Retirement & Annuity Ins	cash	$333,804	Dec 31, 2022	Separate account	Dol form 5500 pension
Prudential Short-Term	Prudential Retirement & Annuity Ins	cash	$324,512	Dec 31, 2023	Separate account	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; 6 rows folded into 2

Bucket	Target %	Range low	Range high	Actual %	Actual	Period end	Basis
Pooled separate accounts	n/a	n/a	n/a	45	$5.1M	Dec 31, 2024	Derived
Registered investment companies	n/a	n/a	n/a	55	$6.3M	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
Empower	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
Global Portfolio Strategies, Inc.	Investment management	Jan 1, 2022	Dec 31, 2022	no	fact

Relationships

Sponsors (1)

← Jacuzzi Brands Corp.Plan sponsorPlan sponsor
Jan 1, 2022 to presentfactForm 5500

Advised by (1)

→ EmpowerInvestment consultantactuary
Jan 1, 2022 to Dec 31, 2022factForm 5500

Manages for (1)

← Global Portfolio Strategies, Inc.Manager with allocator capitalInvestment management
Jan 1, 2022 to Dec 31, 2022factForm 5500

Dated events

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

Occurred
Dec 31, 2024
Holding in a pooled vehicle started
Jacuzzi Brands Corp. Pension Plan first reports an interest in Capital Group Europacific Growth (Capital Guardian Trust Company): $592,207 at 2024-12-31
Capital Guardian Trust Company Form 5500observed 5 days ago
$592,207
Occurred
Dec 31, 2023
Manager relationship ended
Global Portfolio Strategies, Inc no longer appears on Jacuzzi Brands Corp. Pension Plan's Schedule C as investment manager (plan year 2023 vs 2022)
Global Portfolio Strategies, Inc.Form 5500observed 6 days ago
Occurred
Dec 31, 2023
Holding in a pooled vehicle started
Jacuzzi Brands Corp. Pension Plan first reports an interest in Small Cap Value/integrity (Prudential Retirement & Annuity Ins): $679,958 at 2023-12-31
Prudential Retirement & Annuity Ins Form 5500observed 5 days ago
$679,958
Occurred
Dec 31, 2023
Holding in a pooled vehicle ended
Jacuzzi Brands Corp. Pension Plan no longer reports Small Cap Value/kennedy Capit (Prudential Retirement & Annuity Ins) (last held $625,374 at 2022-12-31; absent from the 2023-12-31 filing)
Prudential Retirement & Annuity Ins Form 5500observed 5 days ago
$625,374

Show 6 bookkeeping events

Occurred
Dec 31, 2024
Jacuzzi Brands Corp. Pension Plan total assets $13M -> $11M (-13.6%, 2023-12-31 to 2024-12-31)
Occurred
Jan 1, 2024
Jacuzzi Brands Corp. Pension Plan funded ratio 81.0% -> 88.9% (2023-01-01 to 2024-01-01)
Occurred
Jan 1, 2024
Jacuzzi Brands Corp. Pension Plan plan assets $12M -> $13M (+11.2%, 2023-01-01 to 2024-01-01)
Occurred
Dec 31, 2023
Jacuzzi Brands Corp. Pension Plan total assets $12M -> $13M (+11.4%, 2022-12-31 to 2023-12-31)
Occurred
Jan 1, 2023
Jacuzzi Brands Corp. Pension Plan funded ratio 108.5% -> 81.0% (2022-01-01 to 2023-01-01)
Occurred
Jan 1, 2023
Jacuzzi Brands Corp. Pension Plan plan assets $19M -> $12M (-36.2%, 2022-01-01 to 2023-01-01)

Provenance

Graph: Allocators
Canonical id: dfx:al:ba13f683-3f82-4514-840e-371a823d1b5f
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.