This allocator's name, 1 more adviser, 7 more managers, 63 more commitments and 6 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 $1.0B in assets, for 18,560 participants.
Composed from this allocator's classification, location and filed figures.
- Assets
- $1.0B
- Funded ratio
- 92.1%
- Fund commitments
- 25
- Managers
- 6
Nothing material in the last 90 days. Last change: 31 Dec 2024, Holding started.
Capital path
who backs this record, through what, into what; each name opens its own path- Blackrock Jpm Embi Global Diversifi3 commitments
- Emerging Markets Alpha Tilts Fund3 commitments
- International Alpha Tilts Fund3 commitments
- Blackrock Institutional Trust Company, N.A.31 commitments
- Blackrock10 commitments
- Blackrock Institutional Trust6 commitments
Size, funding, policy and commitments, with their basesCorporate pensionShowHide
- Partnership/joint venture interests 1.2%
- Common/collective trusts 84.6%
- Registered investment companies 4.7%
- Sageview Advisory Consulting Group Investment adviser (plan)through Dec 31, 2022 Form 5500
- Northern Trust Co. Custodianthrough Dec 31, 2022 Form 5500
- Mercer Actuarythrough Dec 31, 2022 Form 5500
+1 more consultant or adviser advise this allocator
Every name, record and relationship behind this count, with the source on each.
Includes 3 days of DFX Intelligence. Then $249/month unless canceled.
- Blackrock Institutional Trust Company, N.A.31 rows, latest Dec 31, 2024
- Blackrock10 rows, latest Dec 31, 2024
- Blackrock Institutional Trust6 rows, latest Dec 31, 2024
+7 more managers received commitments
Every name, record and relationship behind this count, with the source on each.
Includes 3 days of DFX Intelligence. Then $249/month unless canceled.
- MFS Investment Managementplan years
- Acadianplan years
- Blackrock Insti. Trust Company, N.Aplan years
+6 more Schedule C managers
Every name, record and relationship behind this count, with the source on each.
Includes 3 days of DFX Intelligence. Then $249/month unless canceled.
- Dec 31, 2024Holding started
- Dec 31, 2024Holding endedinference
- Dec 31, 2024Holding started
- Dec 31, 2024Holding endedinference
- Dec 31, 2024Holding started
+6 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 Dec 31, 2024 | Blackrock Jpm Embi Global Diversificollective trust | Blackrock Institutional Trust Company, N.A. | Hedge / diversifiers | $7.4M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | Emerging Markets Alpha Tilts Fundcollective trust | Blackrock Institutional Trust Company, N.A. | Public equity | $13.9M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | International Alpha Tilts Fundcollective trust | Blackrock Institutional Trust Company, N.A. | Pooled vehicles | $34.7M held | Disclosed holding | askebsa.dol.gov |
+63 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 Dec 31, 2024 | 18,560 | $934M | $939M | 92.1% | $1.0B | $12.2M | Not disclosed | Not disclosed |
| 2023 to Dec 31, 2023 | 17,785 | $780M | $811M | 87.7% | $945M | $7.7M | Not disclosed | Not disclosed |
| 2022 to Dec 31, 2022 | 16,980 | $982M | $750M | 106.7% | $792M | Not disclosed | Not disclosed | Not disclosed |
- Blackrock Financial Management codes 28 50 51 $2.0M PY2024
- Milliman USA codes 11 12 15 38 50 $1.4M PY2024
- Mercer codes 11 50 $203,995 PY2024
+97 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
This record sits on 5 traced paths of capital across the graphs.
DFX traced 5 paths of capital through this record
Every record on each path, what it committed or lent, and as of when.
Includes 3 days of DFX Intelligence. Then $299/month unless canceled.
Derived from allocator disclosures, BDC schedules and SEC filings; confidence is the weakest hop.
Checking your plan…
Record history
- Holding in a pooled vehicle started2024-12-31source
- Holding in a pooled vehicle ended2024-12-31source
- Holding in a pooled vehicle started2024-12-31source
+8 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
+14 connections on the graph
Includes 3 days of DFX Intelligence. Then $249/month unless canceled.