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AllocatorsPlantaft hartley<100m

SO. CA. Rock Prod. & Ready Mixed Concrete Industries Operating Eng. Employees Ret. Plan

Allocators

Covina, 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:be984b3c-a17d-47ff-a327-90b13bcb1254

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, 8:51 PM UTC and rebuilt at most every 15 minutes.

Relationships: 9
Dated events: 12
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: $29.5Mlatest reading; see basis
Assets as of: Dec 31, 2024
Assets basis: REPORTED
Funded ratio: 311%
Participants: 1,002
Commitments: 5with an amount; holdings are counted apart
Managers: 2
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
NT Collective Short Term Investment	Northern Trust Investments, Inc.	cash	$10.4M	Dec 31, 2022	Collective trust	Dol form 5500 pension
Wtc-Cif Research Equity Portfolio	Wellington Trust Company, Na	Public equity	$8.0M	Dec 31, 2022	Collective trust	Dol form 5500 pension
NT Collective Short Term Investment	Northern Trust Investments, Inc.	cash	$7.7M	Dec 31, 2023	Collective trust	Dol form 5500 pension
NT Collective S&p 500 Index Fund	Northern Trust Investments, Inc.	Pooled vehicle	$6.6M	Dec 31, 2022	Collective trust	Dol form 5500 pension
NT Collective Short Term Investment	Northern Trust Investments, Inc.	cash	$4.7M	Dec 31, 2024	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 2

Bucket	Target %	Range low	Range high	Actual %	Actual	Period end	Basis
U.S. Government securities	n/a	n/a	n/a	84	$24.7M	Dec 31, 2024	Derived
Common/collective trusts	n/a	n/a	n/a	16	$4.7M	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
BAA Capital Advisors, Inc.	Pension consultant	Jan 1, 2023	Dec 31, 2023	no	fact	Dol form 5500 pension
Horizon Actuarial Services	actuary	Jan 1, 2022	Dec 31, 2022	no	fact	Dol form 5500 pension
Northern Trust Co.	trustee	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
Dodge & Cox	Investment management	Jan 1, 2022	Dec 31, 2022	no	fact
Scout Investments	Investment management	Jan 1, 2022	Dec 31, 2022	no	fact
Blackrock Investment Manager	Investment management	Jan 1, 2022	Dec 31, 2022	no	fact
RBC Wealth Management	Investment management	Jan 1, 2022	Dec 31, 2022	no	fact
Wellington Trust Company	Investment management	Jan 1, 2022	Dec 31, 2022	no	fact

Relationships

Sponsors (1)

← Pension & Insurance Committee, Southern California Rock ProductsPlan sponsorPlan sponsor
Jan 1, 2022 to presentfactForm 5500

Advised by (3)

→ Horizon Actuarial ServicesInvestment consultantactuary
Jan 1, 2022 to Dec 31, 2022factForm 5500
→ Northern Trust Co.Investment consultanttrustee
Jan 1, 2022 to Dec 31, 2022factForm 5500
→ BAA Capital Advisors, Inc.Investment consultantPension consultant
Jan 1, 2023 to Dec 31, 2023factForm 5500

Manages for (5)

← Dodge & CoxInvestment consultantInvestment management
Jan 1, 2022 to Dec 31, 2022factForm 5500
← Scout InvestmentsManager with allocator capitalInvestment management
Jan 1, 2022 to Dec 31, 2022factForm 5500
← Blackrock Investment ManagerManager with allocator capitalInvestment management
Jan 1, 2022 to Dec 31, 2022factForm 5500
← RBC Wealth ManagementInvestment consultantInvestment management
Jan 1, 2022 to Dec 31, 2022factForm 5500
← Wellington Trust CompanyInvestment consultantInvestment management
Jan 1, 2022 to Dec 31, 2022factForm 5500

Dated events

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

Occurred
Dec 31, 2024
Manager relationship ended
Dodge & Cox no longer appears on SO. CA. Rock Prod. & Ready Mixed Concrete Industries Operating Eng. Employees Ret. Plan's Schedule C as investment manager (plan year 2024 vs 2023)
Dodge & Cox Form 5500observed 6 days ago
Occurred
Dec 31, 2024
Manager relationship ended
Reams Asset Management Division no longer appears on SO. CA. Rock Prod. & Ready Mixed Concrete Industries Operating Eng. Employees Ret. Plan's Schedule C as investment manager (plan year 2024 vs 2023)
Scout Investments Form 5500observed 6 days ago
Occurred
Dec 31, 2024
Manager relationship ended
Wellington Trust Company no longer appears on SO. CA. Rock Prod. & Ready Mixed Concrete Industries Operating Eng. Employees Ret. Plan's Schedule C as investment manager (plan year 2024 vs 2023)
Wellington Trust Company Form 5500observed 6 days ago
Occurred
Dec 31, 2023
Manager relationship ended
Blackrock Investment Mgmt, LLC no longer appears on SO. CA. Rock Prod. & Ready Mixed Concrete Industries Operating Eng. Employees Ret. Plan's Schedule C as investment manager (plan year 2023 vs 2022)
Blackrock Investment Manager Form 5500observed 6 days ago
Occurred
Dec 31, 2023
Consultant changed
BAA Capital Advisors, Inc. appears on SO. CA. Rock Prod. & Ready Mixed Concrete Industries Operating Eng. Employees Ret. Plan's Schedule C as pension consultant (plan year 2023 vs 2022)
BAA Capital Advisors, Inc.Form 5500observed 6 days ago
Occurred
Dec 31, 2023
Holding in a pooled vehicle ended
SO. CA. Rock Prod. & Ready Mixed Concrete Industries Operating Eng. Employees Ret. Plan no longer reports Wtc-Cif Research Equity Portfolio (Wellington Trust Company, Na) (last held $8M at 2022-12-31; absent from the 2023-12-31 filing)
Wellington Trust Company, Na Form 5500observed 6 days ago
$8.0M
Occurred
Dec 31, 2023
Holding in a pooled vehicle ended
SO. CA. Rock Prod. & Ready Mixed Concrete Industries Operating Eng. Employees Ret. Plan no longer reports NT Collective S&p 500 Index Fund (Northern Trust Collective Eafe Inde) (last held $7M at 2022-12-31; absent from the 2023-12-31 filing)
Northern Trust Investments, Inc.Form 5500observed 6 days ago
$6.6M

Show 5 bookkeeping events

Occurred
Jan 1, 2024
SO. CA. Rock Prod. & Ready Mixed Concrete Industries Operating Eng. Employees Ret. Plan plan assets $105M -> $29M (-72.5%, 2023-01-01 to 2024-01-01)
Occurred
Jan 1, 2024
SO. CA. Rock Prod. & Ready Mixed Concrete Industries Operating Eng. Employees Ret. Plan funded ratio 118.9% -> 310.9% (2023-01-01 to 2024-01-01)
Occurred
Dec 31, 2023
SO. CA. Rock Prod. & Ready Mixed Concrete Industries Operating Eng. Employees Ret. Plan total assets $112M -> $29M (-74.2%, 2022-12-31 to 2023-12-31)
Occurred
Jan 1, 2023
SO. CA. Rock Prod. & Ready Mixed Concrete Industries Operating Eng. Employees Ret. Plan plan assets $127M -> $105M (-17.6%, 2022-01-01 to 2023-01-01)
Occurred
Jan 1, 2023
SO. CA. Rock Prod. & Ready Mixed Concrete Industries Operating Eng. Employees Ret. Plan funded ratio 163.4% -> 118.9% (2022-01-01 to 2023-01-01)

Provenance

Graph: Allocators
Canonical id: dfx:al:be984b3c-a17d-47ff-a327-90b13bcb1254
First observed: Sep 15, 2026
Last observed: Sep 15, 2026 6 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.

SO. CA. Rock Prod. & Ready Mixed Concrete Industries Operating Eng. Employees Ret. Plan

Allocators

Covina, 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:be984b3c-a17d-47ff-a327-90b13bcb1254

Vehicle

Manager

Bucket

Value

As of

Kind

Source

NT Collective Short Term Investment

Northern Trust Investments, Inc.

cash

$10.4M

Dec 31, 2022

Collective trust

Dol form 5500 pension

Wtc-Cif Research Equity Portfolio

Wellington Trust Company, Na

Public equity

$8.0M

Dec 31, 2022

Collective trust

Dol form 5500 pension

NT Collective Short Term Investment

Northern Trust Investments, Inc.

cash

$7.7M

Dec 31, 2023

Collective trust

Dol form 5500 pension

NT Collective S&p 500 Index Fund

Northern Trust Investments, Inc.

Pooled vehicle

$6.6M

Dec 31, 2022

Collective trust

Dol form 5500 pension

NT Collective Short Term Investment

Northern Trust Investments, Inc.

cash

$4.7M

Dec 31, 2024

Collective trust

Dol form 5500 pension

Bucket

Target %

Range low

Range high

Actual %

Actual

Period end

Basis

U.S. Government securities

n/a

$24.7M

Dec 31, 2024

Derived

Common/collective trusts

n/a

$4.7M

Dec 31, 2024

Derived

Consultant

Role

From

Current

Evidence

Source

BAA Capital Advisors, Inc.

Pension consultant

Jan 1, 2023

Dec 31, 2023

fact

Dol form 5500 pension

Horizon Actuarial Services

actuary

Jan 1, 2022

Dec 31, 2022

fact

Dol form 5500 pension

Northern Trust Co.

trustee

Jan 1, 2022

Dec 31, 2022

fact

Dol form 5500 pension

Manager

Mandate

From

Current

Evidence

Dodge & Cox

Investment management

Jan 1, 2022

Dec 31, 2022

fact

Scout Investments

Investment management

Jan 1, 2022

Dec 31, 2022

fact

Blackrock Investment Manager

Investment management

Jan 1, 2022

Dec 31, 2022

fact

RBC Wealth Management

Investment management

Jan 1, 2022

Dec 31, 2022

fact

Wellington Trust Company

Investment management

Jan 1, 2022

Dec 31, 2022

fact