DFX Intelligence

Data Factory

AllocatorsPlancorporate pension100m-1b

Retirement Plan for Children's Hospital & Research Center at Oakland

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:e8c1de7f-3f72-4810-8ee2-0ef6e21dad43

Data as of Sep 15, 2026 (this record's last observation) from Government tapes; SEC filings; What the plans publish; Pending. Page built Sep 20, 2026, 6:51 AM UTC and rebuilt at most every 15 minutes.

Relationships: 8
Dated events: 11
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: $607Mlatest reading; see basis
Assets as of: Dec 31, 2024
Assets basis: REPORTED
Funded ratio: 93%
Participants: 3,587
Commitments: 9with an amount; holdings are counted apart
Managers: 2
Funds: 5
Re-ups: 0
First-time managers: 0
Latest commitment: Dec 31, 2024
Consultants: 1
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
Msci Acwi Imi Index Nl Fund	State Street Global Advisors Trust	Pooled vehicle	$415M	Dec 31, 2024	Collective trust	Dol form 5500 pension
S&p 500 Flagship Nl Fund	State Street Global Advisors Trust Company	Pooled vehicle	$233M	Dec 31, 2023	Collective trust	Dol form 5500 pension
S&p 500 Flagship Nl Fund	State Street Global Advisors Trust Company	Pooled vehicle	$185M	Dec 31, 2022	Collective trust	Dol form 5500 pension
State Street Msci Eafe Index Non-Le	State Street Global Advisors Trust Company	Pooled vehicle	$105M	Dec 31, 2023	Collective trust	Dol form 5500 pension
State Street Msci Eafe Index Non-Le	State Street Global Advisors Trust Company	Pooled vehicle	$89.0M	Dec 31, 2022	Collective trust	Dol form 5500 pension
Russell 2000 Index Nl Fund	State Street Global Advisors Trust Company	Pooled vehicle	$78.8M	Dec 31, 2022	Collective trust	Dol form 5500 pension
Russell 2000 Index Nl Fund	State Street Global Advisors Trust Company	Pooled vehicle	$74.9M	Dec 31, 2023	Collective trust	Dol form 5500 pension
Daily Msci Emg Mkts Indx Nl Fund	State Street Global Advisors Trust Company	Pooled vehicle	$40.6M	Dec 31, 2023	Collective trust	Dol form 5500 pension
Daily Msci Emg Mkts Indx Nl Fund	State Street Global Advisors Trust Company	Pooled vehicle	$37.0M	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
Interest-bearing cash	n/a	n/a	n/a	2	$11.1M	Dec 31, 2024	Derived
Common/collective trusts	n/a	n/a	n/a	68	$415M	Dec 31, 2024	Derived
Registered investment companies	n/a	n/a	n/a	29	$176M	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
State Street Bank & Trust Company	custodian	Jan 1, 2024	Dec 31, 2024	no	fact	Dol form 5500 pension
Ernst & Young U.S. LLP	Pension consultant	Jan 1, 2024	Dec 31, 2024	no	fact	Dol form 5500 pension
State Street Global Advisors	custodian	Jan 1, 2023	Dec 31, 2023	no	fact	Dol form 5500 pension
Gallagher Fiduciary Advisors	actuary	Jan 1, 2022	Dec 31, 2022	no	fact	Dol form 5500 pension
Transamerica Retirement Solutions	trustee	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
Gallagher Benefit Services, Inc.	actuary	Jan 1, 2022	Dec 31, 2022	no	fact	Dol form 5500 pension

Relationships

Sponsors (1)

← Children's Hospital & Research Center at OaklandPlan sponsorPlan sponsor
Jan 1, 2022 to presentfactForm 5500

Advised by (7)

→ Gallagher Fiduciary AdvisorsManager with allocator capitalactuary
Jan 1, 2022 to Dec 31, 2022factForm 5500
→ Transamerica Retirement SolutionsInvestment consultanttrustee
Jan 1, 2022 to Dec 31, 2022factForm 5500
→ US BankInvestment consultantcustodian
Jan 1, 2022 to Dec 31, 2022factForm 5500
→ Gallagher Benefit Services, Inc.Investment consultantactuary
Jan 1, 2022 to Dec 31, 2022factForm 5500
→ State Street Global AdvisorsInvestment consultantcustodian
Jan 1, 2023 to Dec 31, 2023factForm 5500
→ Ernst & Young U.S. LLPPlan sponsorPension consultant
Jan 1, 2024 to Dec 31, 2024factForm 5500
→ State Street Bank & Trust CompanyInvestment consultantcustodian
Jan 1, 2024 to Dec 31, 2024factForm 5500

Dated events

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

Occurred
Dec 31, 2024
Consultant changed
Ernst & Young appears on Retirement Plan for Children's Hospital & Research Center at Oakland's Schedule C as pension consultant (plan year 2024 vs 2023)
Ernst & Young U.S. LLP Form 5500observed 4 days ago
Occurred
Dec 31, 2024
Holding in a pooled vehicle ended
Retirement Plan for Children's Hospital & Research Center at Oakland no longer reports S&p 500 Flagship Nl Fund (State Street - Russell 2000) (last held $233M at 2023-12-31; absent from the 2024-12-31 filing)
State Street Global Advisors Trust Company Form 5500observed 4 days ago
$233M
Occurred
Dec 31, 2024
Holding in a pooled vehicle ended
Retirement Plan for Children's Hospital & Research Center at Oakland no longer reports Daily Msci Emg Mkts Indx Nl Fund (State Street - Russell 2000) (last held $41M at 2023-12-31; absent from the 2024-12-31 filing)
State Street Global Advisors Trust Company Form 5500observed 4 days ago
$40.6M
Occurred
Dec 31, 2024
Holding in a pooled vehicle ended
Retirement Plan for Children's Hospital & Research Center at Oakland no longer reports State Street Msci Eafe Index Non-Le (State Street - Russell 2000) (last held $105M at 2023-12-31; absent from the 2024-12-31 filing)
State Street Global Advisors Trust Company Form 5500observed 4 days ago
$105M
Occurred
Dec 31, 2024
Holding in a pooled vehicle started
Retirement Plan for Children's Hospital & Research Center at Oakland first reports an interest in Msci Acwi Imi Index Nl Fund (State Street Global Advisors Trust): $415M at 2024-12-31
State Street Global Advisors Trust Form 5500observed 4 days ago
$415M
Occurred
Dec 31, 2024
Holding in a pooled vehicle ended
Retirement Plan for Children's Hospital & Research Center at Oakland no longer reports Russell 2000 Index Nl Fund (State Street - Russell 2000) (last held $75M at 2023-12-31; absent from the 2024-12-31 filing)
State Street Global Advisors Trust Company Form 5500observed 4 days ago
$74.9M

Show 5 bookkeeping events

Occurred
Dec 31, 2024
Retirement Plan for Children's Hospital & Research Center at Oakland total assets $528M -> $607M (+15.0%, 2023-12-31 to 2024-12-31)
Occurred
Jan 1, 2024
Retirement Plan for Children's Hospital & Research Center at Oakland plan assets $457M -> $527M (+15.4%, 2023-01-01 to 2024-01-01)
Occurred
Dec 31, 2023
Retirement Plan for Children's Hospital & Research Center at Oakland total assets $457M -> $528M (+15.5%, 2022-12-31 to 2023-12-31)
Occurred
Jan 1, 2023
Retirement Plan for Children's Hospital & Research Center at Oakland plan assets $554M -> $457M (-17.4%, 2022-01-01 to 2023-01-01)
Occurred
Jan 1, 2023
Retirement Plan for Children's Hospital & Research Center at Oakland funded ratio 104.8% -> 91.3% (2022-01-01 to 2023-01-01)

Provenance

Graph: Allocators
Canonical id: dfx:al:e8c1de7f-3f72-4810-8ee2-0ef6e21dad43
First observed: Sep 15, 2026
Last observed: Sep 15, 2026 4 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.