This allocator's name

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Corporate pension in California

Corporate pension· LOS Angeles, California

Corporate pension, based in LOS Angeles, California, reporting $14.1M in assets, for 112 participants.

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

Assets
$14.1M
Funded ratio
80.0%
Open searchesAllocation policy
As of · the latest dated event for this allocator; each figure carries its own filing or report date

Nothing material in the last 90 days. No dated change on record yet.

Size, funding, policy and commitments, with their basesCorporate pensionShow
Corporate pension
Assets
$14.1M
Total assets, Sep 30, 2025 reported
Funded
80.0%
Oct 1, 2024
Private markets target
no policy read
policy Sep 30, 2025
Commitments
0
none on the tape
Allocation policy
Form 5500, as of Sep 30, 2025
Actual allocation lines without a target (as filed)
  • Interest-bearing cash 0.2%
  • Registered investment companies 99.8%
Consultants and advisers
3 firms
People
No investment staff or executives have been read for this allocator yet.
Manager roster
No manager relationship is on the tape for this allocator.
What changed
No dated events yet.
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Commitments
No fund commitments are on the tape for this allocator. The tape holds the plans that publish their own private-markets reports; a plan that publishes one and is not here is a gap we can close.
Size and funding
33 readings
Total assets
$14.1M Sep 30, 2025 reported Form 5500
$14.8M (2024-09) · $13.9M (2023-09)
Plan assets
$14.8M Oct 1, 2024 reported Form 5500
$13.9M (2023-10) · $15.1M (2022-10)
Net assets
$14.1M Sep 30, 2025 reported Form 5500
$14.8M (2024-09) · $13.9M (2023-09)
Funded ratio
80.0% Oct 1, 2024 reported Form 5500
80.0% (2023-10) · 80.5% (2022-10)
Funding target
$16.2M Oct 1, 2024 reported Form 5500
$17.2M (2023-10) · $17.5M (2022-10)
Discount rate
5.29% Oct 1, 2024 reported Form 5500
5.12% (2023-10) · 5.28% (2022-10)
Participants
112 Oct 1, 2024 reported Form 5500
115 (2023-10) · 117 (2022-10)
Contributions
$0 Sep 30, 2025 reported Form 5500
$0 (2024-09) · $0 (2023-09)
Benefits paid
$1.6M Sep 30, 2025 reported Form 5500
$1.5M (2024-09) · $1.5M (2023-09)
Net investment income
-$762,280 Sep 30, 2025 reported Form 5500
$965,836 (2024-09) · -$1.3M (2023-09)
Investment management fees
$48,154 Sep 30, 2025 reported Form 5500
$45,935 (2024-09) · $49,550 (2023-09)
Form 5500 filings
3 plan years
Plan yearParticipantsAssets (SB market)Funding targetFTAPTotal assets (H)Partnerships / JVMaster trustReal estate
2024 to Sep 30, 2025112$14.8M$16.2M80.0%$14.1MNot disclosedNot disclosedNot disclosed
2023 to Sep 30, 2024115$13.9M$17.2M80.0%$14.8MNot disclosedNot disclosedNot disclosed
2022 to Sep 30, 2023117$15.1M$17.5M80.5%$13.9MNot disclosedNot disclosedNot disclosed
Service providers and investment entities as filed (Schedule C and D, latest year first)
  • Milliman codes 11 50 $53,373 PY2024
  • Sei codes 27 28 50 $48,154 PY2024
  • Principal codes 21 50 $6,428 PY2024

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Provenance
Identifiers: none on file
Cross-graph: no entry on another DFX graph
First observed Sep 15, 2026, last observed Sep 15, 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: fund commitments, managers.

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