This allocator's name, 1 more adviser and 6 more commitments

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Corporate pension in California

Corporate pension· Sacramento, California

Corporate pension, based in Sacramento, California, reporting $103M in assets, for 721 participants.

Composed from this allocator's classification, location and filed figures.

Assets
$103M
Funded ratio
82.8%
Fund commitments
3
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Commitments (3)Allocation policy
As of · 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: 1 Jul 2024, Funded status changed.

Capital path

who backs this record, through what, into what; each name opens its own path
Corporate pension in California
Funds committed to
Managers
Size, funding, policy and commitments, with their basesCorporate pensionShow
Corporate pension
Assets
$103M
Total assets, Jun 30, 2025 reported
Funded
82.8%
Jul 1, 2024
Private markets target
no policy read
policy Jun 30, 2025
Commitments
3
none on the tape
Plan sponsor: this allocator
Allocation policy
Form 5500, as of Jun 30, 2025
Actual allocation lines without a target (as filed)
  • Common/collective trusts 43.4%
  • Registered investment companies 56.5%
Consultants and advisers
4 firms

+1 more consultant or adviser advise this allocator

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

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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
From Schedule C (investment management, code 28)
What changed
1 event
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Commitments
9 rows, 0 dated closings
DateFundManagerBucketAmountVintageStatusSource
as of Jun 30, 2025Fiam Long Duration Commingled Poolcollective trustFidelity Institutional Asset MgmtFixed income$17.2M heldDisclosed holdingaskebsa.dol.gov
as of Jun 30, 2025Fiam Long Corporate Commingled Poolcollective trustFidelity Institutional Asset MgmtPooled vehicles$17.7M heldDisclosed holdingaskebsa.dol.gov
as of Jun 30, 2025Fiam Long U.S. Treasury Strips Indecollective trustFidelity Institutional Asset MgmtFixed income$9.7M heldDisclosed holdingaskebsa.dol.gov

+6 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
$103M Jun 30, 2025 reported Form 5500
$102M (2024-06) · $97.3M (2023-06)
Plan assets
$102M Jul 1, 2024 reported Form 5500
$97.3M (2023-07) · $104M (2022-07)
Net assets
$103M Jun 30, 2025 reported Form 5500
$102M (2024-06) · $97.3M (2023-06)
Funded ratio
82.8% Jul 1, 2024 reported Form 5500
85.7% (2023-07) · 85.9% (2022-07)
Funding target
$117M Jul 1, 2024 reported Form 5500
$122M (2023-07) · $131M (2022-07)
Discount rate
5.22% Jul 1, 2024 reported Form 5500
5.19% (2023-07) · 5.35% (2022-07)
Participants
721 Jul 1, 2024 reported Form 5500
743 (2023-07) · 1,098 (2022-07)
Contributions
$4.5M Jun 30, 2025 reported Form 5500
$7.0M (2024-06) · $7.0M (2023-06)
Benefits paid
$11.2M Jun 30, 2025 reported Form 5500
$9.8M (2024-06) · $20.6M (2023-06)
Net investment income
$683,854 Jun 30, 2025 reported Form 5500
$4.7M (2024-06) · -$6.7M (2023-06)
Investment management fees
$159,221 Jun 30, 2025 reported Form 5500
$125,844 (2024-06) · $164,289 (2023-06)
Form 5500 filings
3 plan years
Plan yearParticipantsAssets (SB market)Funding targetFTAPTotal assets (H)Partnerships / JVMaster trustReal estate
2024 to Jun 30, 2025721$102M$117M82.8%$103MNot disclosedNot disclosedNot disclosed
2023 to Jun 30, 2024743$97.3M$122M85.7%$102MNot disclosedNot disclosedNot disclosed
2022 to Jun 30, 20231,098$104M$131M85.9%$97.3MNot disclosedNot disclosedNot disclosed
Service providers and investment entities as filed (Schedule C and D, latest year first)

+24 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.

Not yet on record: managers.

Capital chain

This record sits on 1 traced path of capital across the graphs.

Consultant to allocator to manager

DFX traced 1 path of capital through this record

Every record on each path, what it committed or lent, and as of when.

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Derived from allocator disclosures, BDC schedules and SEC filings; confidence is the weakest hop.

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Record history

1 dated event on the change ledger, latest first
  • Funded status changed
    2024-07-01source

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

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