This allocator's name and 2 more advisers

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Corporate pension in California

Corporate pension· Santa Clara, California

Corporate pension, based in Santa Clara, California, reporting $519M in assets, for 4,378 participants.

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

Assets
$519M
Funded ratio
91.0%
Managers
2
Open searchesAllocation 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: 1 Nov 2024, Funded status changed.

Size, funding, policy and commitments, with their basesCorporate pensionShow
Corporate pension
Assets
$519M
Total assets, Oct 31, 2025 reported
Funded
91.0%
Nov 1, 2024
Private markets target
no policy read
policy Oct 31, 2025
Commitments
0
2 managers on Schedule C
Plan sponsor: this allocator
Allocation policy
Form 5500, as of Oct 31, 2025
Actual allocation lines without a target (as filed)
  • Interest-bearing cash 0.0%
  • Partnership/joint venture interests 0.3%
  • Master trust investment accounts 99.7%
Consultants and advisers
5 firms

+2 more consultants and advisers advise this allocator

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People
No investment staff or executives have been read for this allocator yet.
Manager roster
5 managers on Schedule C
From Schedule C (investment management, code 28)

+2 more Schedule C managers

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What changed
5 events
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
30 readings
Total assets
$519M Oct 31, 2025 reported Form 5500
$501M (2024-10) · $436M (2023-10)
Plan assets
$414M Nov 1, 2024 reported Form 5500
$359M (2023-11) · $396M (2022-11)
Net assets
$519M Oct 31, 2025 reported Form 5500
$501M (2024-10) · $435M (2023-10)
Funded ratio
91.0% Nov 1, 2024 reported Form 5500
94.4% (2023-11) · 103.1% (2022-11)
Funding target
$361M Nov 1, 2024 reported Form 5500
$370M (2023-11) · $376M (2022-11)
Discount rate
5.35% Nov 1, 2024 reported Form 5500
5.21% (2023-11) · 5.37% (2022-11)
Participants
4,378 Nov 1, 2024 reported Form 5500
4,614 (2023-11) · 4,774 (2022-11)
Benefits paid
$39.3M Oct 31, 2025 reported Form 5500
$39.2M (2024-10) · $34.6M (2023-10)
Net investment income
$15.9M Oct 31, 2025 reported Form 5500
$59.2M (2024-10) · -$48.5M (2023-10)
Investment management fees
$576,276 Oct 31, 2025 reported Form 5500
$678,013 (2024-10) · $845,364 (2023-10)
Form 5500 filings
3 plan years
Plan yearParticipantsAssets (SB market)Funding targetFTAPTotal assets (H)Partnerships / JVMaster trustReal estate
2024 to Oct 31, 20254,378$414M$361M91.0%$519M$1.7M$517MNot disclosed
2023 to Oct 31, 20244,614$359M$370M94.4%$501M$1.6M$499MNot disclosed
2022 to Oct 31, 20234,774$396M$376M103.1%$436M$1.7M$434MNot disclosed
Service providers and investment entities as filed (Schedule C and D, latest year first)

+32 more service providers

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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.

Record history

5 dated events on the change ledger, latest first
  • Funded status changed
    2023-11-01source
  • Funded status changed
    2024-11-01source
  • Manager relationship 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

+11 connections on the graph

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