This allocator's name and 1 more dated event

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Corporate pension in California

Corporate pension· SAN Diego, California

Corporate pension, based in SAN Diego, California, reporting $842M in assets, for 6,083 participants.

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

Assets
$842M
Funded ratio
104.6%
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. Last change: 31 Dec 2024, Manager relationship ended.

Size, funding, policy and commitments, with their basesCorporate pensionShow
Corporate pension
Assets
$842M
Total assets, Dec 31, 2024 reported
Funded
104.6%
Jan 1, 2024
Private markets target
no policy read
policy Dec 31, 2024
Commitments
0
none on the tape
Plan sponsor: this allocator
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
  • Insurance company general account 0.0%
  • Master trust investment accounts 99.4%
Consultants and advisers
3 firms
People
No investment staff or executives have been read for this allocator yet.
Manager roster
13 managers on Schedule C
From Schedule C (investment management, code 28)

+10 more Schedule C managers

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

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What changed
6 events
  • Dec 31, 2024Manager relationship endedinference
    with Templeton Investment Counsel LLCaskebsa.dol.gov
  • Dec 31, 2024Manager relationship endedinference
    with MFS Heritage Trust Companyaskebsa.dol.gov
  • Jan 1, 2024Funded status changed
    down 6 pointsaskebsa.dol.gov
  • Dec 31, 2023Manager relationship endedinference
    with Brookfieldaskebsa.dol.gov
  • Jan 1, 2023Funded status changed
    down 19 pointsaskebsa.dol.gov

+1 more dated event

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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
$842M Dec 31, 2024 reported Form 5500
$831M (2023-12) · $775M (2022-12)
Plan assets
$755M Jan 1, 2024 reported Form 5500
$692M (2023-01) · $860M (2022-01)
Net assets
$842M Dec 31, 2024 reported Form 5500
$831M (2023-12) · $774M (2022-12)
Funded ratio
104.6% Jan 1, 2024 reported Form 5500
110.9% (2023-01) · 130.1% (2022-01)
Funding target
$762M Jan 1, 2024 reported Form 5500
$686M (2023-01) · $635M (2022-01)
Discount rate
5.12% Jan 1, 2024 reported Form 5500
5.23% (2023-01) · 5.37% (2022-01)
Participants
6,083 Jan 1, 2024 reported Form 5500
5,952 (2023-01) · 5,923 (2022-01)
Contributions
$27.3M Dec 31, 2024 reported Form 5500
$37.6M (2023-12) · $76.4M (2022-12)
Benefits paid
$50.6M Dec 31, 2024 reported Form 5500
$54.0M (2023-12) · $108M (2022-12)
Net investment income
$10.5M Dec 31, 2024 reported Form 5500
$57.9M (2023-12) · -$211M (2022-12)
Investment management fees
$1.2M Dec 31, 2024 reported Form 5500
$1.2M (2023-12) · $1.2M (2022-12)
Form 5500 filings
3 plan years
Plan yearParticipantsAssets (SB market)Funding targetFTAPTotal assets (H)Partnerships / JVMaster trustReal estate
2024 to Dec 31, 20246,083$755M$762M104.6%$842MNot disclosed$837MNot disclosed
2023 to Dec 31, 20235,952$692M$686M110.9%$831MNot disclosed$818MNot disclosed
2022 to Dec 31, 20225,923$860M$635M130.1%$775MNot disclosed$747MNot disclosed
Service providers and investment entities as filed (Schedule C and D, latest year first)

+62 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, managers.

Record history

6 dated events on the change ledger, latest first
  • Funded status changed
    2023-01-01source
  • Funded status changed
    2024-01-01source
  • Manager relationship ended
    2023-12-31source

+3 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

+17 connections on the graph

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