2 more commitments and 3 more dated events
Every figure, date and source on this page is shown. The names behind them, and every related record, open with the complete profile.
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Kern Regional Center Defined Benefit Retirement Plan
Corporate pension, based in Bakersfield, California, reporting $54.0M in assets, for 265 participants.
Composed from this allocator's classification, location and filed figures.
- Assets
- $54.0M
- Funded ratio
- 95.2%
- Fund commitments
- 3
- Managers
- 3
Nothing material in the last 90 days. Last change: 31 Dec 2024, Pensionmark Financial Group LLC no longer appears on Kern Regional Center Defined Benefit Retirement Plan's Schedule C as investment adviser (plan) (plan year 2024 vs 2023).
Capital path
who backs this record, through what, into what; each name opens its own path- Fidelity 500 Index3 commitments
- Massmutual US Govt Mny Mkt R51 commitment
- Massmutual Mid Cap Growth I1 commitment
- Fidelity Investments2 commitments
- Pimco1 commitment
- Columbia Mgmt Investment Advisers,1 commitment
Size, funding, policy and commitments, with their basesCorporate pensionShowHide
- Interest-bearing cash 2.8%
- Corporate debt instruments (other) 59.3%
- U.S. Government securities 33.4%
- Insurance company general account 3.4%
- Registered investment companies 0.2%
- World Investment Advisors, LLC Investment adviser (plan)through Jun 30, 2025 Form 5500
- Milliman, Inc. Actuarythrough Jun 30, 2023 Form 5500
- Fidelity Investments2 rows, latest Jun 30, 2025
- Pimco1 row, latest Jun 30, 2024
- Columbia Mgmt Investment Advisers,1 row, latest Jun 30, 2023
- Fidelity Investmentsplan years
- Pimcoplan years
- Columbia Mgmt Investment Advisers,plan years
- Dec 31, 2024Consultant changedinferencePensionmark Financial Group LLC no longer appears on Kern Regional Center Defined Benefit Retirement Plan's Schedule C as investment adviser (plan) (plan year 2024 vs 2023)with World Investment Advisors, LLCaskebsa.dol.gov
- Dec 31, 2024Consultant changedinferenceWorld Investment Advisors LLC appears on Kern Regional Center Defined Benefit Retirement Plan's Schedule C as investment adviser (plan) (plan year 2024 vs 2023)with World Investment Advisors, LLCaskebsa.dol.gov
- Jul 1, 2024Funded status changedKern Regional Center Defined Benefit Retirement Plan funded ratio 90.0% -> 95.2% (2023-07-01 to 2024-07-01)
- Jun 30, 2024Holding endedinferenceKern Regional Center Defined Benefit Retirement Plan no longer reports Massmutual Mid Cap Growth I (last held $2M at 2023-06-30; absent from the 2024-06-30 filing)with Massmutual Mid Cap Growth Iaskebsa.dol.gov
- Jun 30, 2024Holding endedinferenceKern Regional Center Defined Benefit Retirement Plan no longer reports Massmutual US Govt Mny Mkt R5 (last held $2M at 2023-06-30; absent from the 2024-06-30 filing)with Massmutual US Govt Mny Mkt R5askebsa.dol.gov
+3 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 Jun 30, 2025 | Fidelity 500 Indexseparate account | Fidelity Investments | Pooled vehicles | $133,951 held | Disclosed holding | askebsa.dol.gov | |
| as of Jun 30, 2024 | Fidelity 500 Indexseparate account | Pimco | Pooled vehicles | $1.1M held | Disclosed holding | askebsa.dol.gov | |
| as of Jun 30, 2023 | Massmutual US Govt Mny Mkt R5separate account | Massmutual | Pooled vehicles | $1.7M 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.
Includes 3 days of DFX Intelligence. Then $249/month unless canceled.
| Plan year | Participants | Assets (SB market) | Funding target | FTAP | Total assets (H) | Partnerships / JV | Master trust | Real estate |
|---|---|---|---|---|---|---|---|---|
| 2024 to Jun 30, 2025 | 265 | $55.2M | $51.6M | 95.2% | $54.0M | Not disclosed | Not disclosed | Not disclosed |
| 2023 to Jun 30, 2024 | 275 | $52.3M | $51.4M | 90.0% | $55.2M | Not disclosed | Not disclosed | Not disclosed |
| 2022 to Jun 30, 2023 | 275 | $41.1M | $48.6M | 84.5% | $45.0M | Not disclosed | Not disclosed | Not disclosed |
- World Investment Advisors LLC codes 27 $47,957 PY2024
- Empower Annuity Ins Co of America codes 64 PY2024
- Vanguard Short-Term Bond Index Adm Sched. D P $133,951 PY2024
+51 more service providers
Every name, record and relationship behind this count, with the source on each.
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Provenance
Kern Regional Center Defined Benefit Retirement Plan sits on 3 traced paths of capital across the graphs.
DFX traced 3 paths of capital through this record
Every record on each path, what it committed or lent, and as of when.
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Derived from allocator disclosures, BDC schedules and SEC filings; confidence is the weakest hop.
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Record history
- Holding in a pooled vehicle ended2024-06-30source
- Holding in a pooled vehicle ended2024-06-30source
- Funded status changed2023-07-01source
+5 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
+7 connections on the graph
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