DFX Intelligence

This allocator's name, 2 more managers and 14 more commitments

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Corporate pension in California

Corporate pension· LOS Angeles, California

Corporate pension, based in LOS Angeles, California, reporting $137M in assets, for 3,674 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: $137M
Funded ratio: 93.9%
Fund commitments: 6
Managers: 2

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

Commitments (6)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

Blackrock Msci Acwi Imi Index Fund3 commitments
EB Temporary Investment3 commitments
Long Duration Corporate Credit Scre3 commitments

All 6

Managers

Blackrock Institutional Trust Company, N.A.6 commitments
BNY Mellon3 commitments
Blackrock Insti. Trust Company, N.A3 commitments

All 5

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

Corporate pension

Assets

$137M

Total assets, Dec 31, 2024 reported

Funded

93.9%

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 0.1%
Common/collective trusts 99.9%

Consultants and advisers

2 firms

Bank of New York Mellon Custodianthrough Dec 31, 2022 Form 5500
PWC US Consulting LLP Actuarythrough Dec 31, 2022 Form 5500

People

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

Manager roster

5 managers on the commitment tape

From the plan’s own commitment disclosures

Blackrock Institutional Trust Company, N.A.6 rows, latest Dec 31, 2024
BNY Mellon3 rows, latest Dec 31, 2024
Blackrock Insti. Trust Company, N.A3 rows, latest Dec 31, 2024

+2 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.

From Schedule C (investment management, code 28)

Blackrock Insti. Trust Company, N.Aplan years
Blackrock Institutional Trust Company, N.A.plan years
Blackrock Inst. Trust Co.plan years 2022

What changed

4 events

Dec 31, 2024Holding endedinference
with Blackrock Institutional Trust$1.5Maskebsa.dol.gov
Jan 1, 2024Funded status changed
6 pointsaskebsa.dol.gov
Jan 1, 2023Funded status changed
down 39 pointsaskebsa.dol.gov
Jan 1, 2023Assets changed
down $40.2Maskebsa.dol.gov

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

Commitments

17 rows, 0 dated closings

Date	Fund	Manager	Bucket	Amount	Status	Source
as of Dec 31, 2024	Blackrock Msci Acwi Imi Index Fundcollective trust	Blackrock Institutional Trust Company, N.A.	Pooled vehicles	$29.2M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2024	EB Temporary Investmentcollective trust	BNY Mellon	Pooled vehicles	$3.4M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2024	Long Duration Corporate Credit Screcollective trust	Blackrock Institutional Trust Company, N.A.	Private credit	$55.5M held	Disclosed holding	askebsa.dol.gov

+14 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.

Size and funding

33 readings

Total assets

$137M Dec 31, 2024 reported Form 5500

$137M (2023-12) · $125M (2022-12)

Plan assets

$137M Jan 1, 2024 reported Form 5500

$125M (2023-01) · $166M (2022-01)

Net assets

$137M Dec 31, 2024 reported Form 5500

$137M (2023-12) · $125M (2022-12)

Funded ratio

93.9% Jan 1, 2024 reported Form 5500

87.5% (2023-01) · 126.8% (2022-01)

Funding target

$146M Jan 1, 2024 reported Form 5500

$143M (2023-01) · $131M (2022-01)

Discount rate

5.15% Jan 1, 2024 reported Form 5500

5.06% (2023-01) · 5.48% (2022-01)

Participants

3,674 Jan 1, 2024 reported Form 5500

3,682 (2023-01) · 3,690 (2022-01)

Contributions

$1.4M Dec 31, 2024 reported Form 5500

$2.1M (2023-12) · $0 (2022-12)

Benefits paid

$4.7M Dec 31, 2024 reported Form 5500

$4.6M (2023-12) · $3.2M (2022-12)

Net investment income

-$47,956 Dec 31, 2024 reported Form 5500

$11.4M (2023-12) · -$40.2M (2022-12)

Investment management fees

$190,976 Dec 31, 2024 reported Form 5500

$207,299 (2023-12) · $217,871 (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	3,674	$137M	$146M	93.9%	$137M	Not disclosed	Not disclosed	Not disclosed
2023 to Dec 31, 2023	3,682	$125M	$143M	87.5%	$137M	Not disclosed	Not disclosed	Not disclosed
2022 to Dec 31, 2022	3,690	$166M	$131M	126.8%	$125M	Not disclosed	Not disclosed	Not disclosed

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

Blackrock Inst. Trust Co. codes 28 65 $190,976 PY2024
The Bank of New York Mellon codes 19 99 $13,000 PY2024
EB Temporary Investment Fund II Sched. D C $3.4M PY2024

+24 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

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

4 dated events on the change ledger, latest first

Holding in a pooled vehicle ended
2024-12-31source
Funded status changed
2023-01-01source
Funded status changed
2024-01-01source

+1 more change 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

+6 connections on the graph

Includes 3 days of DFX Intelligence. Then $249/month unless canceled.