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AllocatorsPlancorporate pension<100m

Retirement Plan for Employees of Sun Pacific Shippers, L.P.

Allocators

Exeter, CA

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Search this name across graphsid dfx:al:eea8da71-0715-4428-9cfe-71da77c123ed

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, 4:04 PM UTC and rebuilt at most every 15 minutes.

Relationships: 6
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: $9.0Mlatest reading; see basis
Assets as of: Dec 31, 2024
Assets basis: REPORTED
Funded ratio: 98%
Participants: 1,426
Commitments: 8with an amount; holdings are counted apart
Managers: 6
Funds: 7
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
WTW Gt Long Credit Fund	Towers Watson Investment Services,	Private credit	$28.2M	Dec 31, 2023	Collective trust	Dol form 5500 pension
Legal & General Treasury 15+ Strips	Legal and General	Fixed income	$22.3M	Dec 31, 2023	Collective trust	Dol form 5500 pension
EB Temporary Investment	BNY Mellon	Pooled vehicle	$9.0M	Dec 31, 2024	Collective trust	Dol form 5500 pension
Msci Acwi Index Nl Fund	State Street Global Advisors Trust Company	Pooled vehicle	$8.4M	Dec 31, 2023	Collective trust	Dol form 5500 pension
Ssga Russell 3000 Index Nl Fund	State Street Global Advisors Trust Company	Pooled vehicle	$3.7M	Dec 31, 2023	Collective trust	Dol form 5500 pension
EB Temporary Investment	BNY Mellon	Pooled vehicle	$2.5M	Dec 31, 2023	Collective trust	Dol form 5500 pension
Ir+m Intermediate Corp Collect Fund	Ir+m Collective Investment	Pooled vehicle	$2.1M	Dec 31, 2023	Collective trust	Dol form 5500 pension
Ssga Intermed U.S. Govt Bond Indx	State Street Global Advisors Trust Company	Fixed income	$2.1M	Dec 31, 2023	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; 3 rows folded into 1

Bucket	Target %	Range low	Range high	Actual %	Actual	Period end	Basis
Common/collective trusts	n/a	n/a	n/a	100	$9.0M	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
Capital Bank and Trust Company	custodian	Jan 1, 2023	Dec 31, 2023	no	fact	Dol form 5500 pension
Bank of New York Mellon	custodian	Jan 1, 2023	Dec 31, 2023	no	fact	Dol form 5500 pension
Willis Towers Watson US LLC	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
Willis Towers Watson US LLC	Investment management	Jan 1, 2023	Dec 31, 2023	no	fact
Northern Trust Co.	Investment management	Jan 1, 2023	Dec 31, 2023	no	fact

Relationships

Sponsors (1)

← SUN Pacific Shippers, L.P.Plan sponsorPlan sponsor
Jan 1, 2022 to presentfactForm 5500

Advised by (3)

→ Willis Towers Watson US LLCInvestment consultantactuary
Jan 1, 2022 to Dec 31, 2022factForm 5500
→ Capital Bank and Trust CompanyInvestment consultantcustodian
Jan 1, 2023 to Dec 31, 2023factForm 5500
→ Bank of New York MellonInvestment consultantcustodian
Jan 1, 2023 to Dec 31, 2023factForm 5500

Manages for (2)

← Willis Towers Watson US LLCInvestment consultantInvestment management
Jan 1, 2023 to Dec 31, 2023factForm 5500
← Northern Trust Co.Investment consultantInvestment management
Jan 1, 2023 to Dec 31, 2023factForm 5500

Dated events

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

Occurred
Dec 31, 2024
Holding in a pooled vehicle ended
Retirement Plan for Employees of Sun Pacific Shippers, L.P. no longer reports Legal & General Treasury 15+ Strips (Legal and General) (last held $22M at 2023-12-31; absent from the 2024-12-31 filing)
Legal and General Form 5500observed 5 days ago
$22.3M
Occurred
Dec 31, 2024
Holding in a pooled vehicle ended
Retirement Plan for Employees of Sun Pacific Shippers, L.P. no longer reports Ir+m Intermediate Corp Collect Fund (Ir+m Collective Investment) (last held $2M at 2023-12-31; absent from the 2024-12-31 filing)
Ir+m Collective Investment Form 5500observed 5 days ago
$2.1M
Occurred
Dec 31, 2024
Holding in a pooled vehicle ended
Retirement Plan for Employees of Sun Pacific Shippers, L.P. no longer reports Ssga Intermed U.S. Govt Bond Indx (State Street - Russell 2000) (last held $2M at 2023-12-31; absent from the 2024-12-31 filing)
State Street Global Advisors Trust Company Form 5500observed 5 days ago
$2.1M
Occurred
Dec 31, 2024
Holding in a pooled vehicle ended
Retirement Plan for Employees of Sun Pacific Shippers, L.P. no longer reports Msci Acwi Index Nl Fund (State Street Gbl Equity) (last held $8M at 2023-12-31; absent from the 2024-12-31 filing)
State Street Global Advisors Trust Company Form 5500observed 5 days ago
$8.4M
Occurred
Dec 31, 2024
Holding in a pooled vehicle ended
Retirement Plan for Employees of Sun Pacific Shippers, L.P. no longer reports WTW Gt Long Credit Fund (Towers Watson Investment Services,) (last held $28M at 2023-12-31; absent from the 2024-12-31 filing)
Towers Watson Investment Services,Form 5500observed 5 days ago
$28.2M
Occurred
Dec 31, 2024
Holding in a pooled vehicle ended
Retirement Plan for Employees of Sun Pacific Shippers, L.P. no longer reports Ssga Russell 3000 Index Nl Fund (State Street - Russell 2000) (last held $4M at 2023-12-31; absent from the 2024-12-31 filing)
State Street Global Advisors Trust Company Form 5500observed 5 days ago
$3.7M

Show 4 bookkeeping events

Occurred
Dec 31, 2024
Retirement Plan for Employees of Sun Pacific Shippers, L.P. total assets $70M -> $9M (-87.0%, 2023-12-31 to 2024-12-31)
Occurred
Dec 31, 2023
Retirement Plan for Employees of Sun Pacific Shippers, L.P. total assets $111M -> $70M (-37.3%, 2022-12-31 to 2023-12-31)
Occurred
Jan 1, 2023
Retirement Plan for Employees of Sun Pacific Shippers, L.P. plan assets $141M -> $111M (-21.4%, 2022-01-01 to 2023-01-01)
Occurred
Jan 1, 2023
Retirement Plan for Employees of Sun Pacific Shippers, L.P. funded ratio 140.5% -> 98.4% (2022-01-01 to 2023-01-01)

Provenance

Graph: Allocators
Canonical id: dfx:al:eea8da71-0715-4428-9cfe-71da77c123ed
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.