This allocator's name, 38 more commitments and 20 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.
Includes 3 days of DFX Intelligence. Then $249/month unless canceled.
Corporate pension in California
Corporate pension, based in SAN Diego, California, reporting $11.1M in assets, for 454 participants.
Composed from this allocator's classification, location and filed figures.
- Assets
- $11.1M
- Funded ratio
- 88.4%
- Fund commitments
- 21
Nothing material in the last 90 days. Last change: 31 Oct 2025, Holding ended.
Capital path
who backs this record, through what, into what; each name opens its own path- Prin Ldi Short Dur Sep Acct-Z3 commitments
- Prin Ldi Intrm Dur Sep Acct-Z3 commitments
- Prin Ldi Long Duration Sa-Z2 commitments
- Principal41 commitments
Size, funding, policy and commitments, with their basesCorporate pensionShowHide
- Pooled separate accounts 100.0%
- Principal Financial Group Actuarythrough Oct 31, 2023 Form 5500
- Principal41 rows, latest Oct 31, 2025
- Oct 31, 2025Holding endedinference
- Oct 31, 2025Holding endedinference
- Oct 31, 2025Holding started
- Oct 31, 2025Holding endedinference
- Oct 31, 2025Holding endedinference
+20 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.
| Date | Fund | Manager | Bucket | Amount | Vintage | Status | Source |
|---|---|---|---|---|---|---|---|
| as of Oct 31, 2025 | Prin Liquid Assets Sep Acct-Zseparate account | Principal | Pooled vehicles | $137,185 held | Disclosed holding | askebsa.dol.gov | |
| as of Oct 31, 2025 | Prin Ldi Long Duration Sa-Zseparate account | Principal | Fixed income | $5.9M held | Disclosed holding | askebsa.dol.gov | |
| as of Oct 31, 2025 | Prin Ldi Short Dur Sep Acct-Zseparate account | Principal | Pooled vehicles | $2.3M held | Disclosed holding | askebsa.dol.gov |
+38 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.
| Plan year | Participants | Assets (SB market) | Funding target | FTAP | Total assets (H) | Partnerships / JV | Master trust | Real estate |
|---|---|---|---|---|---|---|---|---|
| 2024 to Oct 31, 2025 | 454 | $11.1M | $11.1M | 88.4% | $11.1M | Not disclosed | Not disclosed | Not disclosed |
| 2023 to Oct 31, 2024 | 465 | $9.1M | $11.5M | 83.4% | $11.2M | Not disclosed | Not disclosed | Not disclosed |
| 2022 to Oct 31, 2023 | 474 | $9.1M | $11.4M | 87.6% | $9.1M | Not disclosed | Not disclosed | Not disclosed |
- Principal Life Insurance Company codes 13 50 64 $108,304 PY2024
- Prin Liquid Assets Sep Acct-Z Sched. D P $137,185 PY2024
- Prin Glbl Emerg Markets Sa-Z Sched. D P PY2024
+62 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
Not yet on record: managers.
Record history
- Holding in a pooled vehicle started2024-10-31source
- Holding in a pooled vehicle ended2025-10-31source
- Holding in a pooled vehicle ended2025-10-31source
+22 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
+2 connections on the graph
Includes 3 days of DFX Intelligence. Then $249/month unless canceled.