This allocator's name
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 Fresno, California, reporting $278M in assets, for 4,262 participants.
Composed from this allocator's classification, location and filed figures.
- Assets
- $278M
- Funded ratio
- 84.2%
- Fund commitments
- 1
- Managers
- 2
Nothing material in the last 90 days. Last change: 31 Dec 2024, Manager relationship ended.
Capital path
who backs this record, through what, into what; each name opens its own path- Allspring St Investment Fund S13 commitments
- Allspring3 commitments
Size, funding, policy and commitments, with their basesCorporate pensionShowHide
- Non-interest-bearing cash 0.0%
- Corporate debt instruments (other) 14.5%
- U.S. Government securities 23.2%
- Other investments 3.2%
- Common/collective trusts 3.5%
- Registered investment companies 45.0%
- Common stock 10.4%
- Principal Trust Co. Custodianthrough Dec 31, 2024 Form 5500
- Willis Towers Watson US LLC Actuarythrough Dec 31, 2022 Form 5500
- Principal Custody Solutions Custodianthrough Dec 31, 2022 Form 5500
- Allspring3 rows, latest Dec 31, 2024
- Allspringplan years
- US Bankplan years 2024
- Highmark, Inc.plan years 2022
- Dec 31, 2024Manager relationship endedinferencewith Highmark, Inc.askebsa.dol.gov
- Dec 31, 2024Manager relationship startedwith US Bankaskebsa.dol.gov
- Jan 1, 2024Funded status changeddown 6 pointsaskebsa.dol.gov
- Jan 1, 2023Funded status changeddown 22 pointsaskebsa.dol.gov
- Jan 1, 2023Assets changeddown $66.9Maskebsa.dol.gov
| Date | Fund | Manager | Bucket | Amount | Vintage | Status | Source |
|---|---|---|---|---|---|---|---|
| as of Dec 31, 2024 | Allspring St Investment Fund S1collective trust | Allspring | Pooled vehicles | $9.8M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2023 | Allspring St Investment Fund S1collective trust | Allspring | Pooled vehicles | $17.3M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | Allspring St Investment Fund S1collective trust | Allspring | Pooled vehicles | $13.2M held | Disclosed holding | askebsa.dol.gov |
| Plan year | Participants | Assets (SB market) | Funding target | FTAP | Total assets (H) | Partnerships / JV | Master trust | Real estate |
|---|---|---|---|---|---|---|---|---|
| 2024 to Dec 31, 2024 | 4,262 | $267M | $282M | 84.2% | $278M | Not disclosed | Not disclosed | Not disclosed |
| 2023 to Dec 31, 2023 | 4,430 | $250M | $258M | 90.0% | $267M | Not disclosed | Not disclosed | Not disclosed |
| 2022 to Dec 31, 2022 | 4,648 | $317M | $226M | 111.9% | $250M | Not disclosed | Not disclosed | Not disclosed |
- US Bank codes 28 50 52 $1.2M PY2024
- Principal Trust Company codes 19 21 25 50 52 72 $92,358 PY2024
- Principal/blackrock Short-Term Sched. D C $9.8M PY2024
+9 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
Record history
- Funded status changed2023-01-01source
- Funded status changed2024-01-01source
- Manager relationship ended2024-12-31source
+2 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
+7 connections on the graph
Includes 3 days of DFX Intelligence. Then $249/month unless canceled.