DFX Intelligence

This allocator's name, 2 more advisers, 27 more commitments and 5 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.

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Corporate pension in California

Corporate pension· Palo Alto, California

Corporate pension, based in Palo Alto, California, reporting $321M in assets, for 3,184 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: $321M
Funded ratio: 87.9%
Fund commitments: 12
Managers: 1

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

Commitments (12)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, Total assets changed.

Capital path

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

Corporate pension in California

Funds committed to

Russell 1000 Index Fund-Series I3 commitments
World Equity Fund3 commitments
Russell Multi-Manager Bond Fund3 commitments

All 12

Managers

Russell Trust Company30 commitments

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

Corporate pension

Assets

$321M

Total assets, Dec 31, 2024 reported

Funded

87.9%

Jan 1, 2024

Private markets target

no policy read

policy Dec 31, 2024

Commitments

1 manager on Schedule C

Plan sponsor: this allocator

Allocation policy

Form 5500, as of Dec 31, 2024

Actual allocation lines without a target (as filed)

Partnership/joint venture interests 0.0%
Common/collective trusts 98.5%

Consultants and advisers

5 firms

UBS Financial Services Inc. Investment adviser (plan)through Dec 31, 2022 Form 5500
State Street Bank & Trust Company Custodianthrough Dec 31, 2023 Form 5500
Comerica Bank Custodianthrough Dec 31, 2022 Form 5500

+2 more consultants and advisers 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.

People

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

Manager roster

1 manager on the commitment tape

From the plan’s own commitment disclosures

Russell Trust Company30 rows, latest Dec 31, 2024

From Schedule C (investment management, code 28)

Russell Trust Companyplan years

What changed

10 events

Dec 31, 2024Assets changed
down $37.5Maskebsa.dol.gov
Jan 1, 2024Funded status changed
3 pointsaskebsa.dol.gov
Dec 31, 2023Holding started
with High Yield Bond Fund$19.4Maskebsa.dol.gov
Dec 31, 2023Holding started
with Russell Trust Company$52.9Maskebsa.dol.gov
Dec 31, 2023Holding started
with Russell Trust Company$23.2Maskebsa.dol.gov

+5 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

30 rows, 0 dated closings

Date	Fund	Manager	Bucket	Amount	Status	Source
as of Dec 31, 2024	Emerging Markets Fundcollective trust	Russell Trust Company	Public equity	$15.4M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2024	Russell Investments Russell 1000 incollective trust	Russell Trust Company	Pooled vehicles	$41.1M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2024	International Index Fund - Series1collective trust	Russell Trust Company	Pooled vehicles	$22.7M held	Disclosed holding	askebsa.dol.gov

+27 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

$321M Dec 31, 2024 reported Form 5500

$359M (2023-12) · $347M (2022-12)

Plan assets

$359M Jan 1, 2024 reported Form 5500

$347M (2023-01) · $462M (2022-01)

Net assets

$321M Dec 31, 2024 reported Form 5500

$358M (2023-12) · $346M (2022-12)

Funded ratio

87.9% Jan 1, 2024 reported Form 5500

85.1% (2023-01) · 97.6% (2022-01)

Funding target

$421M Jan 1, 2024 reported Form 5500

$430M (2023-01) · $428M (2022-01)

Discount rate

5.08% Jan 1, 2024 reported Form 5500

5.21% (2023-01) · 5.38% (2022-01)

Participants

3,184 Jan 1, 2024 reported Form 5500

3,240 (2023-01) · 3,282 (2022-01)

Contributions

$2.1M Dec 31, 2024 reported Form 5500

$0 (2023-12) · $0 (2022-12)

Benefits paid

$53.3M Dec 31, 2024 reported Form 5500

$31.2M (2023-12) · $30.1M (2022-12)

Net investment income

-$37.6M Dec 31, 2024 reported Form 5500

$12.1M (2023-12) · -$115M (2022-12)

Investment management fees

$1.2M Dec 31, 2024 reported Form 5500

$1.4M (2023-12) · $2.0M (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	3,184	$359M	$421M	87.9%	$321M	$100,885	Not disclosed	Not disclosed
2023 to Dec 31, 2023	3,240	$347M	$430M	85.1%	$359M	$102,719	Not disclosed	Not disclosed
2022 to Dec 31, 2022	3,282	$462M	$428M	97.6%	$347M	$411,682	Not disclosed	Not disclosed

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

Russell Trust Company codes 21 28 50 $1.2M PY2024
Milliman codes 11 15 50 $455,586 PY2024
UBS Consulting codes 27 50 $70,000 PY2024

+54 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.

Capital chain

This record sits on 2 traced paths of capital across the graphs.

Allocator commitments to a managerAllocator to real estate vehicle to manager

DFX traced 2 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.

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Record history

10 dated events on the change ledger, latest first

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

+7 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

+7 connections on the graph

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