DFX Intelligence

This allocator's name, 29 more commitments and 3 more dated events

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Corporate pension in California

Corporate pension· Yuba City, California

Corporate pension, based in Yuba City, California, reporting $5.9M in assets, for 189 participants.

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

As of 2024-12-31 · the latest dated event for this allocator; each figure carries its own filing or report date

Assets: $5.9M
Funded ratio: 96.0%
Fund commitments: 13
Managers: 2

Open searches Plans backing its top manager Similar plans, same strategy

Commitments (13)Allocation policy Managers

As of 2024-12-31 · 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, Holding ended.

Capital path

who backs this record, through what, into what; each name opens its own path

Corporate pension in California

Funds committed to

US High Yield Bond Index3 commitments
Global Defensive Equity Nl Ctf3 commitments
20 Yr US High Quality Corp Bond Nl3 commitments

All 13

Managers

State Street Global Advisors Trust Company19 commitments
State Street Global Advisors Trust10 commitments
State Street Global Advisors Trust Company3 commitments

Size, funding, policy and commitments, with their basesCorporate pensionShow

Corporate pension

Assets

$5.9M

Total assets, Dec 31, 2024 reported

Funded

96.0%

Jan 1, 2024

Private markets target

no policy read

policy Dec 31, 2024

Commitments

2 managers 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 5.7%
Common/collective trusts 93.7%

Consultants and advisers

3 firms

HUB International Actuarythrough Dec 31, 2023 Form 5500
State Street Global Advisors Custodianthrough Dec 31, 2022 Form 5500
Curcio Webb Actuarythrough Dec 31, 2022 Form 5500

People

No investment staff or executives have been read for this allocator yet.

Manager roster

3 managers on the commitment tape

From the plan’s own commitment disclosures

State Street Global Advisors Trust Company19 rows, latest Dec 31, 2024
State Street Global Advisors Trust10 rows, latest Dec 31, 2024
State Street Global Advisors Trust Company3 rows, latest Dec 31, 2024

From Schedule C (investment management, code 28)

State Street Global Advisors Trustplan years
State Street Global Advisors Trust Companyplan years

What changed

8 events

Dec 31, 2024Holding endedinference
with State Street Global Advisors Trust Company$255Kaskebsa.dol.gov
Jan 1, 2024Funded status changed
5 pointsaskebsa.dol.gov
Dec 31, 2023Holding endedinference
with State Street Global Advisors Trust Company$96Kaskebsa.dol.gov
Dec 31, 2023Holding started
with State Street Global Advisors Trust Company$98Kaskebsa.dol.gov
Dec 31, 2023Holding started
with State Street Global Advisors Trust$377Kaskebsa.dol.gov

+3 more dated events

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

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Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.

Commitments

32 rows, 0 dated closings

Date	Fund	Manager	Bucket	Amount	Status	Source
as of Dec 31, 2024	US High Yield Bond Indexcollective trust	State Street Global Advisors Trust Company	Fixed income	$478,667 held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2024	Global Defensive Equity Nl Ctfcollective trust	State Street Global Advisors Trust Company	Public equity	$883,823 held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2024	20 Yr US High Quality Corp Bond Nlcollective trust	State Street Global Advisors Trust	Fixed income	$2.4M held	Disclosed holding	askebsa.dol.gov

+29 more commitments

Every fund and manager this allocator committed to, with the amount, date and source on each.

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Size and funding

33 readings

Total assets

$5.9M Dec 31, 2024 reported Form 5500

$6.3M (2023-12) · $6.2M (2022-12)

Plan assets

$6.3M Jan 1, 2024 reported Form 5500

$6.2M (2023-01) · $8.5M (2022-01)

Net assets

$5.9M Dec 31, 2024 reported Form 5500

$6.3M (2023-12) · $6.2M (2022-12)

Funded ratio

96.0% Jan 1, 2024 reported Form 5500

91.5% (2023-01) · 113.1% (2022-01)

Funding target

$6.5M Jan 1, 2024 reported Form 5500

$6.8M (2023-01) · $6.8M (2022-01)

Discount rate

5.10% Jan 1, 2024 reported Form 5500

5.18% (2023-01) · 5.35% (2022-01)

Participants

189 Jan 1, 2024 reported Form 5500

193 (2023-01) · 196 (2022-01)

Contributions

$0 Dec 31, 2024 reported Form 5500

$0 (2023-12) · $0 (2022-12)

Benefits paid

$500,910 Dec 31, 2024 reported Form 5500

$512,326 (2023-12) · $486,630 (2022-12)

Net investment income

-$345,804 Dec 31, 2024 reported Form 5500

$80,494 (2023-12) · -$2.3M (2022-12)

Investment management fees

$48,387 Dec 31, 2024 reported Form 5500

$21,359 (2023-12) · $45,623 (2022-12)

Form 5500 filings

3 plan years

Plan year	Participants	Assets (SB market)	Funding target	FTAP	Total assets (H)	Partnerships / JV	Master trust	Real estate
2024 to Dec 31, 2024	189	$6.3M	$6.5M	96.0%	$5.9M	Not disclosed	Not disclosed	Not disclosed
2023 to Dec 31, 2023	193	$6.2M	$6.8M	91.5%	$6.3M	Not disclosed	Not disclosed	Not disclosed
2022 to Dec 31, 2022	196	$8.5M	$6.8M	113.0%	$6.2M	Not disclosed	Not disclosed	Not disclosed

Service providers and investment entities as filed (Schedule C and D, latest year first)

State Street Global Advisors Trust codes 18 19 51 $48,387 PY2024
High Quality Long Corp Bond Nl Fd Sched. D C $2.4M PY2024
3-10 Year US Treasury Indx Nl Fund Sched. D C $1,349 PY2024

+35 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.

Record history

8 dated events on the change ledger, latest first

Holding in a pooled vehicle ended
2023-12-31source
Holding in a pooled vehicle started
2023-12-31source
Holding in a pooled vehicle started
2023-12-31source

+5 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

+6 connections on the graph

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