This allocator's name and 22 more commitments

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Corporate pension in California

Corporate pension· Bakersfield, California

Corporate pension, based in Bakersfield, California, reporting $355M in assets, for 1,537 participants.

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

Assets
$355M
Funded ratio
98.7%
Fund commitments
10
Managers
1
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Commitments (10)Allocation policyManagers
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. Last change: 31 Dec 2024, Total assets changed.

Capital path

who backs this record, through what, into what; each name opens its own path
Corporate pension in California
Funds committed to
All 10
Managers
Size, funding, policy and commitments, with their basesCorporate pensionShow
Corporate pension
Assets
$355M
Total assets, Dec 31, 2024 reported
Funded
98.7%
Jan 1, 2024
Private markets target
no policy read
policy Dec 31, 2024
Commitments
10
1 manager 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 0.1%
  • Non-interest-bearing cash 0.1%
  • Common/collective trusts 76.7%
  • Registered investment companies 13.5%
  • Common stock 7.9%
Consultants and advisers
3 firms
People
No investment staff or executives have been read for this allocator yet.
Manager roster
2 managers on the commitment tape
From the plan’s own commitment disclosures
From Schedule C (investment management, code 28)
What changed
5 events
  • Dec 31, 2024Assets changed
    down $68.5Maskebsa.dol.gov
  • Dec 31, 2023Holding endedinference
    with Fidelity Institutional Asset Mgmt$13.3Maskebsa.dol.gov
  • Dec 31, 2023Holding endedinference
    with Fidelity Institutional Asset Mgmt$3.0Maskebsa.dol.gov
  • Dec 31, 2023Holding started
    with Fidelity Institutional Asset Mgmt$18.5Maskebsa.dol.gov
  • Jan 1, 2023Funded status changed
    down 11 pointsaskebsa.dol.gov
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Commitments
25 rows, 0 dated closings
DateFundManagerBucketAmountVintageStatusSource
as of Dec 31, 2024Fiam Broad Market Duration Poolcollective trustFidelity Institutional Asset MgmtPooled vehicles$37.7M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024this allocatorcollective trustFidelity Institutional Asset MgmtCash$4.4M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Fiam Select Emerging Markets Equitycollective trustFidelity Institutional Asset MgmtPublic equity$12.3M heldDisclosed holdingaskebsa.dol.gov

+22 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.

Size and funding
32 readings
Total assets
$355M Dec 31, 2024 reported Form 5500
$424M (2023-12) · $390M (2022-12)
Plan assets
$314M Jan 1, 2024 reported Form 5500
$315M (2023-01) · $348M (2022-01)
Net assets
$348M Dec 31, 2024 reported Form 5500
$365M (2023-12) · $363M (2022-12)
Funded ratio
98.7% Jan 1, 2024 reported Form 5500
97.2% (2023-01) · 108.6% (2022-01)
Funding target
$255M Jan 1, 2024 reported Form 5500
$257M (2023-01) · $249M (2022-01)
Discount rate
5.26% Jan 1, 2024 reported Form 5500
5.33% (2023-01) · 5.49% (2022-01)
Participants
1,537 Jan 1, 2024 reported Form 5500
1,585 (2023-01) · 1,613 (2022-01)
Contributions
$0 Dec 31, 2024 reported Form 5500
$0 (2023-12) · $40.6M (2022-12)
Benefits paid
$42.8M Dec 31, 2024 reported Form 5500
$37.7M (2023-12) · $23.1M (2022-12)
Net investment income
-$17.1M Dec 31, 2024 reported Form 5500
$2.2M (2023-12) · -$42.1M (2022-12)
Investment management fees
$14,000 Dec 31, 2024 reported Form 5500
$1.5M (2022-12)
Form 5500 filings
3 plan years
Plan yearParticipantsAssets (SB market)Funding targetFTAPTotal assets (H)Partnerships / JVMaster trustReal estate
2024 to Dec 31, 20241,537$314M$255M98.7%$355MNot disclosedNot disclosedNot disclosed
2023 to Dec 31, 20231,585$315M$257M97.2%$424MNot disclosedNot disclosedNot disclosed
2022 to Dec 31, 20221,613$348M$249M108.6%$390MNot disclosedNot disclosedNot disclosed
Service providers and investment entities as filed (Schedule C and D, latest year first)

+34 more service providers

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

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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 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.
Capital chain

This record sits on 2 traced paths of capital across the graphs.

Consultant to allocator to manager

DFX traced 2 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

5 dated events on the change ledger, latest first
  • Holding in a pooled vehicle ended
    2023-12-31source
  • Holding in a pooled vehicle ended
    2023-12-31source
  • Holding in a pooled vehicle started
    2023-12-31source

+2 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

+5 connections on the graph

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