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AllocatorsPlancorporate pension100m-1b

California Water Service Company Pension Plan

Allocators

SAN Jose, CA

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Search this name across graphsid dfx:al:f82d795b-f832-4281-8c4e-c356b4caddbb

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, 5:14 AM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 5
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: $871Mlatest reading; see basis
Assets as of: Dec 31, 2024
Assets basis: REPORTED
Funded ratio: 125%
Participants: 2,346
Commitments: 21with an amount; holdings are counted apart
Managers: 2
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
State Street S&p 500 Index Non-Lend	State Street Global Advisors Trust Company	Pooled vehicle	$264M	Dec 31, 2024	Collective trust	Dol form 5500 pension
State Street S&p 500 Index Non-Lend	State Street Global Advisors Trust Company	Pooled vehicle	$237M	Dec 31, 2023	Collective trust	Dol form 5500 pension
State Street S&p 500 Index Non-Lend	State Street Global Advisors Trust Company	Pooled vehicle	$211M	Dec 31, 2022	Collective trust	Dol form 5500 pension
Mercer Active Long Corporate Fixed	Mercer Investments LLC	Fixed income	$170M	Dec 31, 2024	Collective trust	Dol form 5500 pension
Mercer Active Long Corporate Fixed	Mercer Investments LLC	Fixed income	$160M	Dec 31, 2023	Collective trust	Dol form 5500 pension
Mercer Active Long Corporate Fixed	Mercer Investments LLC	Fixed income	$142M	Dec 31, 2022	Collective trust	Dol form 5500 pension
Mercer Non-Us Core Equity Portfolio	Mercer Investments LLC	Public equity	$125M	Dec 31, 2023	Collective trust	Dol form 5500 pension
Mercer Non-Us Core Equity Portfolio	Mercer Investments LLC	Public equity	$125M	Dec 31, 2024	Collective trust	Dol form 5500 pension
Mercer US Small/mid Cap Equity Port	Mercer Investments LLC	Public equity	$117M	Dec 31, 2024	Collective trust	Dol form 5500 pension
Mercer Non-Us Core Equity Portfolio	Mercer Investments LLC	Public equity	$108M	Dec 31, 2022	Collective trust	Dol form 5500 pension
Mercer US Small/mid Cap Equity Port	Mercer Investments LLC	Public equity	$108M	Dec 31, 2023	Collective trust	Dol form 5500 pension
Mercer US Small/mid Cap Equity Port	Mercer Investments LLC	Public equity	$94.3M	Dec 31, 2022	Collective trust	Dol form 5500 pension
Mercer Passive Long Government Fixe	Mercer Investments LLC	Pooled vehicle	$86.5M	Dec 31, 2024	Collective trust	Dol form 5500 pension
Mercer Passive Long Government Fixe	Mercer Investments LLC	Pooled vehicle	$84.5M	Dec 31, 2023	Collective trust	Dol form 5500 pension
Mercer Passive Long Government Fixe	Mercer Investments LLC	Pooled vehicle	$78.7M	Dec 31, 2022	Collective trust	Dol form 5500 pension
Mercer Long Strips Fixed Income	Mercer Investments LLC	Fixed income	$65.3M	Dec 31, 2023	Collective trust	Dol form 5500 pension
Mercer Long Strips Fixed Income	Mercer Investments LLC	Fixed income	$60.5M	Dec 31, 2024	Collective trust	Dol form 5500 pension
Mercer Long Strips Fixed Income	Mercer Investments LLC	Fixed income	$57.2M	Dec 31, 2022	Collective trust	Dol form 5500 pension
Mercer Emerging Markets Equity Port	Mercer Investments LLC	Public equity	$45.9M	Dec 31, 2023	Collective trust	Dol form 5500 pension
Mercer Emerging Markets Equity Port	Mercer Investments LLC	Public equity	$45.0M	Dec 31, 2024	Collective trust	Dol form 5500 pension
Mercer Emerging Markets Equity Port	Mercer Investments LLC	Public equity	$42.8M	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; 6 rows folded into 2

Bucket	Target %	Range low	Range high	Actual %	Actual	Period end	Basis
Common/collective trusts	n/a	n/a	n/a	100	$868M	Dec 31, 2024	Derived
Registered investment companies	n/a	n/a	n/a	0	$488,210	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
FID Mgmt Trust Co	Investment adviser	Jan 1, 2022	Dec 31, 2022	no	fact	Dol form 5500 pension
Ernst & Young LLP	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
Mercer Investments LLC	n/a	Dec 31, 2024	n/a	yes	fact

Relationships

Manages for (1)

← Mercer Investments LLCManager with allocator capital
Dec 31, 2024 to presentfactForm 5500

Sponsors (1)

← California Water Service CompanyPlan sponsorPlan sponsor
Jan 1, 2022 to presentfactForm 5500

Advised by (2)

→ FID Mgmt Trust CoInvestment consultantInvestment adviser
Jan 1, 2022 to Dec 31, 2022factForm 5500
→ Ernst & Young LLPInvestment consultantactuary
Jan 1, 2022 to Dec 31, 2022factForm 5500

Dated events

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

Show 5 bookkeeping events

Occurred
Jan 1, 2024
California Water Service Company Pension Plan funded ratio 128.7% -> 125.3% (2023-01-01 to 2024-01-01)
Occurred
Jan 1, 2024
California Water Service Company Pension Plan plan assets $640M -> $717M (+12.0%, 2023-01-01 to 2024-01-01)
Occurred
Dec 31, 2023
California Water Service Company Pension Plan total assets $738M -> $826M (+11.9%, 2022-12-31 to 2023-12-31)
Occurred
Jan 1, 2023
California Water Service Company Pension Plan funded ratio 154.8% -> 128.7% (2022-01-01 to 2023-01-01)
Occurred
Jan 1, 2023
California Water Service Company Pension Plan plan assets $823M -> $640M (-22.2%, 2022-01-01 to 2023-01-01)

Provenance

Graph: Allocators
Canonical id: dfx:al:f82d795b-f832-4281-8c4e-c356b4caddbb
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.