DFX Intelligence

This allocator's name, 1 more manager, 5 more commitments and 2 more dated events

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Corporate pension in California

Corporate pension· Glendale, California

Corporate pension, based in Glendale, California, reporting $84.7M in assets, for 1,996 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: $84.7M
Funded ratio: 108.9%
Fund commitments: 5
Managers: 2

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

Commitments (5)Allocation policy Managers

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, Holding ended.

Capital path

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

Corporate pension in California

Funds committed to

Long Duration Total Return Bond Fun2 commitments
Fiam Long Corporate Commingled Pool2 commitments
Metlife Long Credit Collective Tr2 commitments

All 5

Managers

Doubleline Capital, LP2 commitments
Fidelity Institutional Asset Mgmt2 commitments
Metlife2 commitments

All 4

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

Corporate pension

Assets

$84.7M

Total assets, Dec 31, 2024 reported

Funded

108.9%

Jan 1, 2024

Private markets target

no policy read

policy Dec 31, 2024

Commitments

2 managers on Schedule C

Plan sponsor: this allocator

Allocation policy

Form 5500, as of Dec 31, 2024

Actual allocation lines without a target (as filed)

Interest-bearing cash 2.1%
U.S. Government securities 5.1%
Partnership/joint venture interests 90.9%
Common/collective trusts 1.9%

Consultants and advisers

1 firm

Milliman, Inc. Actuarythrough Dec 31, 2022 Form 5500

People

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

Manager roster

4 managers on the commitment tape

From the plan’s own commitment disclosures

Doubleline Capital, LP2 rows, latest Dec 31, 2024
Fidelity Institutional Asset Mgmt2 rows, latest Dec 31, 2024
Metlife2 rows, latest Dec 31, 2024

+1 more manager received commitments

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

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

From Schedule C (investment management, code 28)

Metlifeplan years
Doubleline Capital, LPplan years

What changed

7 events

Dec 31, 2024Holding endedinference
with U.S. Target Treasury Portfolio$590Kaskebsa.dol.gov
Jan 1, 2024Funded status changed
down 8 pointsaskebsa.dol.gov
Dec 31, 2023Holding started
with Long Duration Total Return Bond Fun$427Kaskebsa.dol.gov
Dec 31, 2023Holding started
with Metlife Long Credit Collective Tr$627Kaskebsa.dol.gov
Dec 31, 2023Holding started
with Fidelity Institutional Asset Mgmt$630Kaskebsa.dol.gov

+2 more dated events

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

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

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

Commitments

8 rows, 0 dated closings

Date	Fund	Manager	Bucket	Amount	Status	Source
as of Dec 31, 2024	Long Duration Total Return Bond Funcollective trust	Doubleline Capital, LP	Fixed income	$408,407 held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2024	Fiam Long Corporate Commingled Poolcollective trust	Fidelity Institutional Asset Mgmt	Pooled vehicles	$651,582 held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2024	Metlife Long Credit Collective Trcollective trust	Metlife	Private credit	$621,230 held	Disclosed holding	askebsa.dol.gov

+5 more commitments

Every fund and manager this allocator committed to, with the amount, date and source on each.

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Size and funding

33 readings

Total assets

$84.7M Dec 31, 2024 reported Form 5500

$80.6M (2023-12) · $76.6M (2022-12)

Plan assets

$80.6M Jan 1, 2024 reported Form 5500

$76.5M (2023-01) · $90.8M (2022-01)

Net assets

$84.6M Dec 31, 2024 reported Form 5500

$80.4M (2023-12) · $76.5M (2022-12)

Funded ratio

108.9% Jan 1, 2024 reported Form 5500

116.5% (2023-01) · 121.9% (2022-01)

Funding target

$75.7M Jan 1, 2024 reported Form 5500

$72.2M (2023-01) · $68.9M (2022-01)

Discount rate

5.12% Jan 1, 2024 reported Form 5500

5.24% (2023-01) · 5.41% (2022-01)

Participants

1,996 Jan 1, 2024 reported Form 5500

1,890 (2023-01) · 1,835 (2022-01)

Contributions

$0 Dec 31, 2024 reported Form 5500

$0 (2023-12) · $0 (2022-12)

Benefits paid

$4.5M Dec 31, 2024 reported Form 5500

$4.8M (2023-12) · $4.7M (2022-12)

Net investment income

$4.2M Dec 31, 2024 reported Form 5500

$4.0M (2023-12) · -$14.4M (2022-12)

Investment management fees

$135,755 Dec 31, 2024 reported Form 5500

$207,594 (2023-12) · $1,516 (2022-12)

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	1,996	$80.6M	$75.7M	108.9%	$84.7M	$77.0M	Not disclosed	Not disclosed
2023 to Dec 31, 2023	1,890	$76.5M	$72.2M	116.5%	$80.6M	$68.6M	Not disclosed	Not disclosed
2022 to Dec 31, 2022	1,835	$90.8M	$68.9M	121.9%	$76.6M	$69.7M	Not disclosed	Not disclosed

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

Strategic Investment Group codes 20 $135,755 PY2024
Northern Trust Company codes 26 $39,888 PY2024
Long Duration Total Return Bond Fun Sched. D C $408,407 PY2024

+15 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.

Record history

9 dated events on the change ledger, latest first

Holding in a pooled vehicle started
2023-12-31source
Holding in a pooled vehicle started
2023-12-31source
Holding in a pooled vehicle started
2023-12-31source

+6 more changes on this record's ledger

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

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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