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Northern California Plastering Industry Pension Plan

Allocators

Dublin, CA

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Search this name across graphsid dfx:al:e7c00c36-c36a-43b0-affb-a8f8c8b326f4

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, 2:49 PM UTC and rebuilt at most every 15 minutes.

Relationships: 9
Dated events: 8
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: $172Mlatest reading; see basis
Assets as of: Dec 31, 2024
Assets basis: REPORTED
Funded ratio: 97%
Participants: 1,731
Commitments: 9with an amount; holdings are counted apart
Managers: 3
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
Russell 3000 Index Non-Lendable Fun	Blackrock	Pooled vehicle	$31.8M	Dec 31, 2024	Collective trust	Dol form 5500 pension
Russell 3000 Index Non-Lendable Fun	Blackrock	Pooled vehicle	$25.7M	Dec 31, 2023	Collective trust	Dol form 5500 pension
Russell 3000 Index Non-Lendable Fun	Blackrock	Pooled vehicle	$20.4M	Dec 31, 2022	Collective trust	Dol form 5500 pension
Jpmcb Strategic Property Fund	J.P. Morgan Chase	Real estate	$8.6M	Dec 31, 2022	Collective trust	Dol form 5500 pension
Jpmcb Strategic Property Fund	J.P. Morgan Chase	Real estate	$7.2M	Dec 31, 2023	Collective trust	Dol form 5500 pension
Jpmcb Strategic Property Fund	J.P. Morgan Chase	Real estate	$6.7M	Dec 31, 2024	Collective trust	Dol form 5500 pension
SEI Secondary Opportunity Fund I	SEI Trust Company	Private equity	$2.9M	Dec 31, 2024	Collective trust	Dol form 5500 pension
SEI Secondary Opportunity Fund I	SEI Trust Company	Private equity	$1.6M	Dec 31, 2023	Collective trust	Dol form 5500 pension
SEI Secondary Opportunity Fund I	SEI Trust Company	Private equity	$937,093	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; 15 rows folded into 5

Bucket	Target %	Range low	Range high	Actual %	Actual	Period end	Basis
Interest-bearing cash	n/a	n/a	n/a	1	$1.0M	Dec 31, 2024	Derived
Non-interest-bearing cash	n/a	n/a	n/a	0	$532,785	Dec 31, 2024	Derived
Partnership/joint venture interests	n/a	n/a	n/a	6	$11.2M	Dec 31, 2024	Derived
Common/collective trusts	n/a	n/a	n/a	24	$41.4M	Dec 31, 2024	Derived
Registered investment companies	n/a	n/a	n/a	67	$116M	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
Northwest Pension Services	actuary	Jan 1, 2024	Dec 31, 2024	no	fact	Dol form 5500 pension
Blackrock Institutional Trust Co,na	trustee	Jan 1, 2024	Dec 31, 2024	no	fact	Dol form 5500 pension
SEI Investment Company	Investment adviser	Jan 1, 2022	Dec 31, 2022	no	fact	Dol form 5500 pension
J.P. Morgan Investment Management	Investment adviser	Jan 1, 2022	Dec 31, 2022	no	fact	Dol form 5500 pension
Nwps	actuary	Jan 1, 2022	Dec 31, 2022	no	fact	Dol form 5500 pension
US Bank	custodian	Jan 1, 2022	Dec 31, 2022	no	fact	Dol form 5500 pension
Union Bank	custodian	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
IFM Global Infrastructure	Investment management	Jan 1, 2022	Dec 31, 2022	no	fact

Relationships

Sponsors (1)

← Board of Trustees, Northern California Plastering Industry PenPlan sponsorPlan sponsor
Jan 1, 2022 to presentfactForm 5500

Advised by (7)

→ J.P. Morgan Investment ManagementInvestment consultantInvestment adviser
Jan 1, 2022 to Dec 31, 2022factForm 5500
→ US BankInvestment consultantcustodian
Jan 1, 2022 to Dec 31, 2022factForm 5500
→ Union BankInvestment consultantcustodian
Jan 1, 2022 to Dec 31, 2022factForm 5500
→ SEI Investment CompanyManager with allocator capitalInvestment adviser
Jan 1, 2022 to Dec 31, 2022factForm 5500
→ NwpsInvestment consultantactuary
Jan 1, 2022 to Dec 31, 2022factForm 5500
→ Blackrock Institutional Trust Co,naInvestment consultanttrustee
Jan 1, 2024 to Dec 31, 2024factForm 5500
→ Northwest Pension ServicesInvestment consultantactuary
Jan 1, 2024 to Dec 31, 2024factForm 5500

Manages for (1)

← IFM Global InfrastructureManager with allocator capitalInvestment 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 started
JP Morgan Investment Management Inc appears on Northern California Plastering Industry Pension Plan's Schedule C as investment manager (plan year 2024 vs 2023)
J.P. Morgan Investment Management Form 5500observed 4 days ago
Occurred
Dec 31, 2023
Manager relationship ended
IFM Global Infrastructure Fund no longer appears on Northern California Plastering Industry Pension Plan's Schedule C as investment manager (plan year 2023 vs 2022)
IFM Global Infrastructure Form 5500observed 4 days ago
Occurred
Dec 31, 2023
Manager relationship ended
JP Morgan Investment Management Inc no longer appears on Northern California Plastering Industry Pension Plan's Schedule C as investment manager (plan year 2023 vs 2022)
J.P. Morgan Investment Management Form 5500observed 4 days ago

Show 5 bookkeeping events

Occurred
Jan 1, 2024
Northern California Plastering Industry Pension Plan plan assets $142M -> $158M (+11.2%, 2023-01-01 to 2024-01-01)
Occurred
Jan 1, 2024
Northern California Plastering Industry Pension Plan funded ratio 92.1% -> 96.5% (2023-01-01 to 2024-01-01)
Occurred
Dec 31, 2023
Northern California Plastering Industry Pension Plan total assets $142M -> $158M (+11.2%, 2022-12-31 to 2023-12-31)
Occurred
Jan 1, 2023
Northern California Plastering Industry Pension Plan plan assets $164M -> $142M (-13.4%, 2022-01-01 to 2023-01-01)
Occurred
Jan 1, 2023
Northern California Plastering Industry Pension Plan funded ratio 89.9% -> 92.1% (2022-01-01 to 2023-01-01)

Provenance

Graph: Allocators
Canonical id: dfx:al:e7c00c36-c36a-43b0-affb-a8f8c8b326f4
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.