DFX Intelligence

This allocator's name, 1 more adviser and 2 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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Corporate pension in California

Corporate pension· Long Beach, California

Corporate pension, based in Long Beach, California, reporting $20.7M in assets, for 131 participants.

Composed from this allocator's classification, location and filed figures.

As of 2024-12-31 · the latest dated event for this allocator; each figure carries its own filing or report date

Assets: $20.7M
Funded ratio: 87.7%
Fund commitments: 1

Open searches Plans backing its top manager Similar plans, same strategy

Commitments (1)Allocation policy

As of 2024-12-31 · the latest dated event for this allocator; each figure carries its own filing or report date

Nothing material in the last 90 days. Last change: 31 Dec 2024, Changed investment consultant to Aon.

Capital path

who backs this record, through what, into what; each name opens its own path

Corporate pension in California

Funds committed to

Fiam Pension Journey 40-60 Comm Pl3 commitments

Managers

Fidelity Institutional Asset Mgmt3 commitments

Size, funding, policy and commitments, with their basesCorporate pensionShow

Corporate pension

Assets

$20.7M

Total assets, Dec 31, 2024 reported

Funded

87.7%

Jan 1, 2024

Private markets target

no policy read

policy Dec 31, 2024

Commitments

none on the tape

Plan sponsor: this allocator

Allocation policy

Form 5500, as of Dec 31, 2024

Actual allocation lines without a target (as filed)

Common/collective trusts 94.5%
Registered investment companies 5.5%

Consultants and advisers

4 firms

Fidelity Investments Actuarythrough Dec 31, 2023 Form 5500
Aon Actuarythrough Dec 31, 2022 Form 5500
Prudential Retirement & Annuity Ins Trusteethrough Dec 31, 2022 Form 5500

+1 more consultant or adviser advise this allocator

Every name, record and relationship behind this count, with the source on each.

Includes 3 days of DFX Intelligence. Then $249/month unless canceled.

People

No investment staff or executives have been read for this allocator yet.

Manager roster

1 manager on the commitment tape

From the plan’s own commitment disclosures

Fidelity Institutional Asset Mgmt3 rows, latest Dec 31, 2024

From Schedule C (investment management, code 28)

Prudential Insurance Company of Ameplan years 2022

What changed

7 events

Dec 31, 2024Consultant changedinference
with Aonaskebsa.dol.gov
Jan 1, 2024Funded status changed
down 21 pointsaskebsa.dol.gov
Jan 1, 2024Assets changed
$2.8Maskebsa.dol.gov
Dec 31, 2023Manager relationship endedinference
with Prudential Insurance Company of Ameaskebsa.dol.gov
Dec 31, 2023Consultant changedinference
with Fidelity Investmentsaskebsa.dol.gov

+2 more dated events

Every name, record and relationship behind this count, with the source on each.

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Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.

Commitments

3 rows, 0 dated closings

Date	Fund	Manager	Bucket	Amount	Status	Source
as of Dec 31, 2024	Fiam Pension Journey 40-60 Comm Plcollective trust	Fidelity Institutional Asset Mgmt	Pooled vehicles	$19.6M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2023	Fiam Pension Journey 40-60 Comm Plcollective trust	Fidelity Institutional Asset Mgmt	Pooled vehicles	$17.6M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2022	Fiam Pension Journey 40-60 Comm Plcollective trust	Fidelity Institutional Asset Mgmt	Pooled vehicles	$16.8M held	Disclosed holding	askebsa.dol.gov

Size and funding

31 readings

Total assets

$20.7M Dec 31, 2024 reported Form 5500

$20.7M (2023-12) · $17.8M (2022-12)

Plan assets

$19.6M Jan 1, 2024 reported Form 5500

$16.8M (2023-01) · $17.6M (2022-01)

Net assets

$20.7M Dec 31, 2024 reported Form 5500

$20.6M (2023-12) · $17.7M (2022-12)

Funded ratio

87.7% Jan 1, 2024 reported Form 5500

108.9% (2023-01) · 101.3% (2022-01)

Funding target

$16.1M Jan 1, 2024 reported Form 5500

$13.3M (2023-01) · $16.5M (2022-01)

Discount rate

5.08% Jan 1, 2024 reported Form 5500

5.15% (2023-01) · 5.31% (2022-01)

Participants

131 Jan 1, 2024 reported Form 5500

128 (2023-01) · 127 (2022-01)

Contributions

$0 Dec 31, 2024 reported Form 5500

$2.0M (2023-12) · $5.6M (2022-12)

Benefits paid

$393,348 Dec 31, 2024 reported Form 5500

$695,928 (2023-12) · $3.1M (2022-12)

Net investment income

$69,633 Dec 31, 2024 reported Form 5500

$2.9M (2023-12) · -$1.0M (2022-12)

Investment management fees

$59,488 Dec 31, 2023 reported Form 5500

Form 5500 filings

3 plan years

Plan year	Participants	Assets (SB market)	Funding target	FTAP	Total assets (H)	Partnerships / JV	Master trust	Real estate
2024 to Dec 31, 2024	131	$19.6M	$16.1M	87.7%	$20.7M	Not disclosed	Not disclosed	Not disclosed
2023 to Dec 31, 2023	128	$16.8M	$13.3M	108.9%	$20.7M	Not disclosed	Not disclosed	Not disclosed
2022 to Dec 31, 2022	127	$17.6M	$16.5M	101.3%	$17.8M	Not disclosed	Not disclosed	Not disclosed

Service providers and investment entities as filed (Schedule C and D, latest year first)

Fidelity Investments Institutional codes 11 15 17 21 27 38 50 $38,253 PY2024
Kpmg LLP codes 10 $37,300 PY2024
Fiam Pension Journey 40/60 Com Pool Sched. D C $19.6M PY2024

+12 more service providers

Every name, record and relationship behind this count, with the source on each.

Includes 3 days of DFX Intelligence. Then $249/month unless canceled.

Provenance

Identifiers: none on file

Cross-graph: no entry on another DFX graph

First observed Sep 15, 2026, last observed Sep 29, 2026. Classification confirmed. Every row above carries its source; a reported figure is the subject’s own, a derived one is arithmetic on reported figures, an estimated one is a model or a survey imputation and is never summed into a headline.

Not yet on record: managers.

Record history

7 dated events on the change ledger, latest first

Funded status changed
2023-01-01source
Funded status changed
2024-01-01source
Manager relationship ended
2023-12-31source

+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

+6 connections on the graph

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