DFX Intelligence

This allocator's name, 6 more managers and 32 more commitments

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Corporate pension in California

Corporate pension· LOS Angeles, California

Corporate pension, based in LOS Angeles, California, reporting $344M in assets, for 361 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: $344M
Funded ratio: 122.8%
Fund commitments: 14
Managers: 8

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

Commitments (14)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 started.

Capital path

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

Corporate pension in California

Funds committed to

1-3 Year Government Bond Index Fund3 commitments
1-3 Year Credit Bond Index Fund3 commitments
Pacific Asset Management Bank Loan3 commitments

All 14

Managers

State Street Bank & Trust Company6 commitments
State Street Global Advisors Trust Company6 commitments
Blackrock Institutional Trust Company, N.A.5 commitments

All 9

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

Corporate pension

Assets

$344M

Total assets, Dec 31, 2024 reported

Funded

122.8%

Jan 1, 2024

Private markets target

no policy read

policy Dec 31, 2024

Commitments

8 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 7.6%
Non-interest-bearing cash 0.3%
Other investments 0.4%
Common/collective trusts 82.2%
Registered investment companies 9.4%

Consultants and advisers

2 firms

PWC US Consulting LLP Actuarythrough Dec 31, 2022 Form 5500
Blackrock Trusteethrough Dec 31, 2022 Form 5500

People

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

Manager roster

9 managers on the commitment tape

From the plan’s own commitment disclosures

State Street Bank & Trust Company6 rows, latest Dec 31, 2024
State Street Global Advisors Trust Company6 rows, latest Dec 31, 2024
Blackrock Institutional Trust Company, N.A.5 rows, latest Dec 31, 2024

+6 more managers received commitments

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

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From Schedule C (investment management, code 28)

Aristotle Pacific Capital, LLCplan years
Dwsplan years
State Street Bank & Trust Companyplan years

+6 more Schedule C managers

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

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What changed

4 events

Dec 31, 2024Holding started
with Income Research & Management Inc$43.5Maskebsa.dol.gov
Dec 31, 2024Holding started
with DWS Rreef Global Infrastructure Cit$2.2Maskebsa.dol.gov
Dec 31, 2024Holding started
with Pioneer Emerging Mkts Equity Focus$5.4Maskebsa.dol.gov
Dec 31, 2024Holding endedinference
with Corealpha Bond Fund E$41.5Maskebsa.dol.gov

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

Commitments

35 rows, 0 dated closings

Date	Fund	Manager	Bucket	Amount	Status	Source
as of Dec 31, 2024	1-3 Year Government Bond Index Fundcollective trust	Blackrock Institutional Trust Company, N.A.	Fixed income	$44.9M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2024	Ir&m Core Bond Fund II LLCcollective trust	Ir&m Core Bond Fund II LLC C/o Income Research & Management	Fixed income	$43.5M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2024	1-3 Year Credit Bond Index Fundcollective trust	State Street Bank & Trust Company	Private credit	$77.9M held	Disclosed holding	askebsa.dol.gov

+32 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

32 readings

Total assets

$344M Dec 31, 2024 reported Form 5500

$319M (2023-12) · $310M (2022-12)

Plan assets

$315M Jan 1, 2024 reported Form 5500

$290M (2023-01) · $311M (2022-01)

Net assets

$335M Dec 31, 2024 reported Form 5500

$315M (2023-12) · $290M (2022-12)

Funded ratio

122.8% Jan 1, 2024 reported Form 5500

122.0% (2023-01) · 123.6% (2022-01)

Funding target

$256M Jan 1, 2024 reported Form 5500

$237M (2023-01) · $252M (2022-01)

Discount rate

5.01% Jan 1, 2024 reported Form 5500

5.05% (2023-01) · 5.20% (2022-01)

Participants

361 Jan 1, 2024 reported Form 5500

345 (2023-01) · 336 (2022-01)

Contributions

$39.3M Dec 31, 2024 reported Form 5500

$40.4M (2023-12) · $38.1M (2022-12)

Benefits paid

$35.2M Dec 31, 2024 reported Form 5500

$36.2M (2023-12) · $35.9M (2022-12)

Net investment income

$19.9M Dec 31, 2024 reported Form 5500

$25.3M (2023-12) · -$21.7M (2022-12)

Investment management fees

$122,747 Dec 31, 2024 reported Form 5500

$141,027 (2023-12)

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	361	$315M	$256M	122.8%	$344M	Not disclosed	Not disclosed	Not disclosed
2023 to Dec 31, 2023	345	$290M	$237M	122.0%	$319M	Not disclosed	Not disclosed	Not disclosed
2022 to Dec 31, 2022	336	$311M	$252M	123.6%	$310M	Not disclosed	Not disclosed	Not disclosed

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

Blackrock Institutional Trust codes 21 24 28 50 51 $136,262 PY2024
Wellington Trust Company codes 51 $16,538 PY2024
1-3 Year Credit Bond Index Fund Sched. D C $77.9M PY2024

+41 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 started
2024-12-31source
Holding in a pooled vehicle started
2024-12-31source
Holding in a pooled vehicle started
2024-12-31source

+1 more change 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

+12 connections on the graph

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