DFX Intelligence

This allocator's name, 2 more managers, 27 more commitments and 1 more dated event

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Corporate pension in California

Corporate pension· West Sacramento, California

Corporate pension, based in West Sacramento, California, reporting $321M in assets, for 2,891 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: 83.8%
Fund commitments: 11
Managers: 4

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

Commitments (11)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, Manager relationship started.

Capital path

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

Corporate pension in California

Funds committed to

Long Duration Corporate Credit Scre3 commitments
PRU Emerging Market Debt Fund3 commitments
Russell 1000 Index Fund3 commitments

All 11

Managers

Blackrock Institutional Trust Company, N.A.10 commitments
Blackrock9 commitments
Blackrock Institutional Trust6 commitments

All 5

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

Corporate pension

Assets

$321M

Total assets, Dec 31, 2024 reported

Funded

83.8%

Jan 1, 2024

Private markets target

no policy read

policy Dec 31, 2024

Commitments

4 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 1.3%
Common/collective trusts 71.3%
Registered investment companies 21.3%

Consultants and advisers

3 firms

Principal Trust Co. CustodianTrusteethrough Dec 31, 2023 Form 5500
Principal Financial Group Actuarythrough Dec 31, 2022 Form 5500
Wells Fargo Bank Trusteethrough 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.10 rows, latest Dec 31, 2024
Blackrock9 rows, latest Dec 31, 2024
Blackrock Institutional Trust6 rows, latest Dec 31, 2024

+2 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)

Blackrock Institutional Trust Company, N.A.plan years
Blackrock Insti. Trust Company, N.Aplan years
Pgim Investments LLCplan years 2024

+4 more Schedule C managers

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

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What changed

6 events

Dec 31, 2024Manager relationship started
with Welling Management Co LLCaskebsa.dol.gov
Dec 31, 2024Manager relationship started
with Pgim Investments LLCaskebsa.dol.gov
Jan 1, 2024Funded status changed
3 pointsaskebsa.dol.gov
Dec 31, 2023Manager relationship endedinference
with Wells Fargo Bankaskebsa.dol.gov
Jan 1, 2023Funded status changed
down 29 pointsaskebsa.dol.gov

+1 more dated event

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	Intermediate Govt Bond Index Nl Fdcollective trust	Blackrock Institutional Trust Company, N.A.	Fixed income	$49.5M 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	$59.5M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2024	PRU Emerging Market Debt Fundcollective trust	Prudential Trust Co.	Private credit	$11.7M 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

$340M (2023-12) · $348M (2022-12)

Plan assets

$336M Jan 1, 2024 reported Form 5500

$346M (2023-01) · $542M (2022-01)

Net assets

$315M Dec 31, 2024 reported Form 5500

$336M (2023-12) · $346M (2022-12)

Funded ratio

83.8% Jan 1, 2024 reported Form 5500

81.1% (2023-01) · 109.9% (2022-01)

Funding target

$421M Jan 1, 2024 reported Form 5500

$429M (2023-01) · $421M (2022-01)

Discount rate

5.15% Jan 1, 2024 reported Form 5500

5.28% (2023-01) · 5.46% (2022-01)

Participants

2,891 Jan 1, 2024 reported Form 5500

2,954 (2023-01) · 3,218 (2022-01)

Contributions

$13.0M Dec 31, 2024 reported Form 5500

$0 (2023-12) · $0 (2022-12)

Benefits paid

$27.5M Dec 31, 2024 reported Form 5500

$39.0M (2023-12) · $37.1M (2022-12)

Net investment income

-$21.2M Dec 31, 2024 reported Form 5500

-$9.9M (2023-12) · -$196M (2022-12)

Investment management fees

$967,439 Dec 31, 2024 reported Form 5500

$666,820 (2023-12) · $1.6M (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	2,891	$336M	$421M	83.8%	$321M	Not disclosed	Not disclosed	Not disclosed
2023 to Dec 31, 2023	2,954	$346M	$429M	81.1%	$340M	Not disclosed	Not disclosed	Not disclosed
2022 to Dec 31, 2022	3,218	$542M	$421M	109.9%	$348M	Not disclosed	Not disclosed	Not disclosed

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

Principal Custody Solutions codes 18 21 50 $582,822 PY2024
Blackrock Financial Management Inc codes 28 50 $546,274 PY2024
Blackrock Institutional Trust Co codes 28 51 $198,503 PY2024

+49 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

8 dated events on the change ledger, latest first

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

+5 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

+12 connections on the graph

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