This allocator's name, 5 more advisers, 18 more commitments and 4 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.
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Corporate pension in California
Corporate pension, based in Oakland, California, reporting $18B in assets, for 57,863 participants.
Composed from this allocator's classification, location and filed figures.
- Assets
- $18B
- Funded ratio
- 100.6%
- Fund commitments
- 7
- Managers
- 2
Nothing material in the last 90 days. Last change: 31 Dec 2024, Changed investment consultant to Brege Communications Inc.
Capital path
who backs this record, through what, into what; each name opens its own path- Russell Dev Ex-Us Large Cap Inx Nl3 commitments
- Msci World Ex-Us Index Fund3 commitments
- Long Duration Alphacredit Fund3 commitments
- Blackrock Institutional Trust Company, N.A.12 commitments
- T. Rowe Price Trust Company3 commitments
- Numeric Investors LLC3 commitments
Size, funding, policy and commitments, with their basesCorporate pensionShowHide
- Interest-bearing cash 0.0%
- U.S. Government securities 0.1%
- Common/collective trusts 2.9%
- Master trust investment accounts 95.2%
- Common stock 0.1%
- Brege Communications Inc. General consultantthrough Dec 31, 2024 Form 5500
- Mercer Investments LLC Investment adviser (plan)through Dec 31, 2022 Form 5500
- Apex General consultantthrough Dec 31, 2022 Form 5500
+5 more consultants and advisers advise this allocator
Every name, record and relationship behind this count, with the source on each.
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- Blackrock Institutional Trust Company, N.A.12 rows, latest Dec 31, 2024
- T. Rowe Price Trust Company3 rows, latest Dec 31, 2024
- Numeric Investors LLC3 rows, latest Dec 31, 2024
- Blackrock Insti. Trust Company, N.Aplan years
- Blackrock Institutional Trust Company, N.A.plan years
- Prudential Insurance Company of Ameplan years 2023
+21 more Schedule C managers
Every name, record and relationship behind this count, with the source on each.
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- Dec 31, 2024Consultant changedinferencewith Brege Communications Inc.askebsa.dol.gov
- Dec 31, 2024Manager relationship endedinferencewith Prudential Insurance Company of Ameaskebsa.dol.gov
- Dec 31, 2024Manager relationship endedinferencewith Jpmorgan Chase Bank, N.A.askebsa.dol.gov
- Dec 31, 2023Manager relationship endedinferencewith Payden & Rygelaskebsa.dol.gov
- Dec 31, 2023Manager relationship startedwith Prudential Insurance Company of Ameaskebsa.dol.gov
+4 more dated events
Every name, record and relationship behind this count, with the source on each.
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| Date | Fund | Manager | Bucket | Amount | Vintage | Status | Source |
|---|---|---|---|---|---|---|---|
| as of Dec 31, 2024 | Russell Dev Ex-Us Large Cap Inx Nlcollective trust | Blackrock Institutional Trust Company, N.A. | Public equity | $295,204 held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | Msci World Ex-Us Index Fundcollective trust | Blackrock Institutional Trust Company, N.A. | Pooled vehicles | $91.6M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | Long Duration Alphacredit Fundcollective trust | Blackrock Institutional Trust Company, N.A. | Fixed income | $143M held | Disclosed holding | askebsa.dol.gov |
+18 more commitments
Every fund and manager this allocator committed to, with the amount, date and source on each.
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| Plan year | Participants | Assets (SB market) | Funding target | FTAP | Total assets (H) | Partnerships / JV | Master trust | Real estate |
|---|---|---|---|---|---|---|---|---|
| 2024 to Dec 31, 2024 | 57,863 | $17B | $16B | 100.6% | $18B | Not disclosed | $17B | Not disclosed |
| 2023 to Dec 31, 2023 | 56,473 | $17B | $15B | 98.7% | $18B | Not disclosed | $17B | Not disclosed |
| 2022 to Dec 31, 2022 | 55,960 | $22B | $15B | 116.6% | $17B | Not disclosed | $16B | Not disclosed |
- Willis Towers Watson US LLC codes 11 14 16 17 38 50 70 $3.8M PY2024
- Pimco codes 28 50 51 52 $2.3M PY2024
- Nisa Investment Advisors, LLC codes 28 50 51 $2.2M PY2024
+119 more service providers
Every name, record and relationship behind this count, with the source on each.
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Provenance
This record sits on 12 traced paths of capital across the graphs.
DFX traced 12 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
- Funded status changed2023-01-01source
- Manager relationship ended2023-12-31source
- Manager relationship ended2023-12-31source
+6 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
+33 connections on the graph
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