This allocator's name, 2 more commitments and 2 more dated events
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Corporate pension in California
Corporate pension, based in Sherman Oaks, California, for 133 participants.
Composed from this allocator's classification, location and filed figures.
- Funded ratio
- 102.3%
- Fund commitments
- 4
- Managers
- 2
Nothing material in the last 90 days. Last change: 11 Sep 2025, Total assets changed.
Capital path
who backs this record, through what, into what; each name opens its own path- Fidelity 500 Index2 commitments
- Massmutual Mid Cap Growth I1 commitment
- Massmutual US Govt Mny Mkt R51 commitment
- Pimco1 commitment
- Fidelity Investments1 commitment
Size, funding, policy and commitments, with their basesCorporate pensionShowHide
- Pooled separate accounts 100.0%
- Milliman, Inc. Actuarythrough Dec 30, 2023 Form 5500
- Pimco1 row, latest Dec 30, 2024
- Fidelity Investments1 row, latest Dec 30, 2023
- Pimcoplan years
- Fidelity Investmentsplan years
- Sep 11, 2025Assets changeddown $23.9Maskebsa.dol.gov
- Dec 30, 2024Holding endedinference
- Dec 30, 2024Holding endedinference
- Dec 30, 2024Holding endedinference
- Dec 30, 2024Assets changeddown $6.3Maskebsa.dol.gov
+2 more dated events
Every name, record and relationship behind this count, with the source on each.
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| Date | Fund | Manager | Bucket | Amount | Vintage | Status | Source |
|---|---|---|---|---|---|---|---|
| as of Dec 30, 2024 | Fidelity 500 Indexseparate account | Pimco | Pooled vehicles | $4.9M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 30, 2023 | Massmutual Mid Cap Growth Iseparate account | Massachusetts Mutual Life Insurance | Pooled vehicles | $1.6M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 30, 2023 | Massmutual US Govt Mny Mkt R5separate account | Massachusetts Mutual Life Insurance | Pooled vehicles | $1.5M held | Disclosed holding | askebsa.dol.gov |
+2 more commitments
Every fund and manager this allocator committed to, with the amount, date and source on each.
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| Plan year | Participants | Assets (SB market) | Funding target | FTAP | Total assets (H) | Partnerships / JV | Master trust | Real estate |
|---|---|---|---|---|---|---|---|---|
| 2024 to Sep 11, 2025 | 133 | Not disclosed | Not disclosed | n/a | $0 | Not disclosed | Not disclosed | Not disclosed |
| 2023 to Dec 30, 2024 | 184 | $30.1M | $28.9M | 102.3% | $23.9M | Not disclosed | Not disclosed | Not disclosed |
| 2022 to Dec 30, 2023 | 184 | $26.4M | $28.8M | 95.9% | $30.1M | Not disclosed | Not disclosed | Not disclosed |
- Empower Annuity Ins. Co. of America codes 64 $9,375 PY2024
- Pimco Long-Term Credit Bond Instl Sched. D P PY2024
- Pimco Long Dur. Total Return Instl Sched. D P PY2024
+32 more service providers
Every name, record and relationship behind this count, with the source on each.
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Provenance
Not yet on record: assets.
Record history
- Holding in a pooled vehicle ended2024-12-30source
- Holding in a pooled vehicle ended2024-12-30source
- Holding in a pooled vehicle ended2024-12-30source
+4 more changes on this record's ledger
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The ledger records every merge, rename and reclassification this record went through and the dated filings observed on it, so the identity on this page can be traced to the records it was built from. The ledger's own sentences name other records, so they show with the names.
›Connections
every published relationship on the graph
+4 connections on the graph
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