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AllocatorsPlancorporate pension<100m

The Baker Commodities Employees' Pension Plan

Allocators

Vernon, CA

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Search this name across graphsid dfx:al:c1fa2d73-d2e7-448b-9766-0d6f002847d7

Data as of Sep 15, 2026 (this record's last observation) from Government tapes; SEC filings; What the plans publish; Pending. Page built Sep 19, 2026, 2:14 PM UTC and rebuilt at most every 15 minutes.

Relationships: 7
Dated events: 3
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: $83.1Mlatest reading; see basis
Assets as of: Dec 31, 2024
Assets basis: REPORTED
Funded ratio: 91%
Participants: 533
Commitments: 12with an amount; holdings are counted apart
Managers: 3
Funds: 4
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
Prisa	Prudential Insurance Company of Ame	Pooled vehicle	$10.6M	Dec 31, 2022	Separate account	Dol form 5500 pension
Prisa	Prudential Insurance Company of Ame	Pooled vehicle	$8.3M	Dec 31, 2023	Separate account	Dol form 5500 pension
SEI Structured Credit Collective Fd	SEI Structrued Credit Collective Fd	Private credit	$7.3M	Dec 31, 2022	Collective trust	Dol form 5500 pension
Prisa	Prudential Insurance Company of Ame	Pooled vehicle	$6.8M	Dec 31, 2024	Separate account	Dol form 5500 pension
SEI Structured Credit Collective Fd	SEI Structrued Credit Collective Fd	Private credit	$6.1M	Dec 31, 2024	Collective trust	Dol form 5500 pension
SEI Structured Credit Collective Fd	SEI Structrued Credit Collective Fd	Private credit	$5.3M	Dec 31, 2023	Collective trust	Dol form 5500 pension
SEI Core Property Collective Inv Tr	SEI Core Property Collective Fund	Real estate	$4.5M	Dec 31, 2022	Collective trust	Dol form 5500 pension
SEI Core Property Collective Inv Tr	SEI Core Property Collective Fund	Real estate	$4.0M	Dec 31, 2023	Collective trust	Dol form 5500 pension
SEI Core Property Collective Inv Tr	SEI Core Property Collective Fund	Real estate	$3.5M	Dec 31, 2024	Collective trust	Dol form 5500 pension
SEI Energy Debt Collective Investme	n/a	Private credit	$1.4M	Dec 31, 2022	Collective trust	Dol form 5500 pension
SEI Energy Debt Collective Investme	n/a	Private credit	$614,316	Dec 31, 2023	Collective trust	Dol form 5500 pension
SEI Energy Debt Collective Investme	n/a	Private credit	$363,759	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; 14 rows folded into 4

Bucket	Target %	Range low	Range high	Actual %	Actual	Period end	Basis
Interest-bearing cash	n/a	n/a	n/a	0	$367,448	Dec 31, 2024	Derived
Common/collective trusts	n/a	n/a	n/a	12	$10.0M	Dec 31, 2024	Derived
Pooled separate accounts	n/a	n/a	n/a	8	$6.8M	Dec 31, 2024	Derived
Registered investment companies	n/a	n/a	n/a	78	$64.8M	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 Financial Group	actuary	Jan 1, 2024	Dec 31, 2024	no	fact	Dol form 5500 pension
Cbiz Ris	actuary	Jan 1, 2022	Dec 31, 2022	no	fact	Dol form 5500 pension
Principal	custodian	Jan 1, 2022	Dec 31, 2022	no	fact	Dol form 5500 pension
Cbiz	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
SEI Investment Company	Investment management	Jan 1, 2022	Dec 31, 2022	no	fact
Prudential Insurance Company of Ame	Investment management	Jan 1, 2022	Dec 31, 2022	no	fact

Relationships

Sponsors (1)

← Baker Commodities, Inc.Plan sponsorPlan sponsor
Jan 1, 2022 to presentfactForm 5500

Advised by (4)

→ Cbiz RisInvestment consultantactuary
Jan 1, 2022 to Dec 31, 2022factForm 5500
→ PrincipalInvestment consultantcustodian
Jan 1, 2022 to Dec 31, 2022factForm 5500
→ CbizInvestment consultantactuary
Jan 1, 2022 to Dec 31, 2022factForm 5500
→ Principal Financial GroupInvestment consultantactuary
Jan 1, 2024 to Dec 31, 2024factForm 5500

Manages for (2)

← SEI Investment CompanyManager with allocator capitalInvestment management
Jan 1, 2022 to Dec 31, 2022factForm 5500
← Prudential Insurance Company of AmeManager with allocator capitalInvestment management
Jan 1, 2022 to Dec 31, 2022factForm 5500

Dated events

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

Show 3 bookkeeping events

Occurred
Jan 1, 2024
The Baker Commodities Employees' Pension Plan funded ratio 95.4% -> 91.0% (2023-01-01 to 2024-01-01)
Occurred
Jan 1, 2023
The Baker Commodities Employees' Pension Plan plan assets $103M -> $86M (-16.4%, 2022-01-01 to 2023-01-01)
Occurred
Jan 1, 2023
The Baker Commodities Employees' Pension Plan funded ratio 100.4% -> 95.4% (2022-01-01 to 2023-01-01)

Provenance

Graph: Allocators
Canonical id: dfx:al:c1fa2d73-d2e7-448b-9766-0d6f002847d7
First observed: Sep 15, 2026
Last observed: Sep 15, 2026 3 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.