This allocator's name, 1 more commitment and 2 more dated events

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Corporate pension in California

Corporate pension· Thousand Oaks, California

Corporate pension, based in Thousand Oaks, California, reporting $180M in assets, for 688 participants.

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

Assets
$180M
Funded ratio
89.8%
Fund commitments
2
Managers
2
Open searchesPlans backing its top managerSimilar plans, same strategy
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Commitments (2)Allocation policyManagers
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: 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
Managers
Size, funding, policy and commitments, with their basesCorporate pensionShow
Corporate pension
Assets
$180M
Total assets, Dec 31, 2024 reported
Funded
89.8%
Jan 1, 2024
Private markets target
no policy read
policy Dec 31, 2024
Commitments
2
2 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 0.2%
  • U.S. Government securities 17.1%
  • Other investments 0.8%
  • Partnership/joint venture interests 72.9%
  • Common/collective trusts 5.9%
  • Registered investment companies 2.6%
Consultants and advisers
2 firms
People
No investment staff or executives have been read for this allocator yet.
Manager roster
2 managers on the commitment tape
From the plan’s own commitment disclosures
From Schedule C (investment management, code 28)
What changed
7 events
  • Dec 31, 2024Holding started
    with Metlife Long Credit Collective Tr$5.6Maskebsa.dol.gov
  • Dec 31, 2024Manager relationship started
    with Fidelity Institutional Asset Manageaskebsa.dol.gov
  • Jan 1, 2024Funded status changed
    7 pointsaskebsa.dol.gov
  • Dec 31, 2023Consultant changedinference
    with Willis Towers Watson US LLCaskebsa.dol.gov
  • Dec 31, 2023Manager relationship started
    with Strategic Investment Management, LLCaskebsa.dol.gov

+2 more dated events

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Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Commitments
4 rows, 0 dated closings
DateFundManagerBucketAmountVintageStatusSource
as of Dec 31, 2024Metlife Long Credit Collective Trcollective trustMetlifePrivate credit$5.6M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024EB Temporary Investmentcollective trustBNY MellonPooled vehicles$5.1M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023EB Temporary Investmentcollective trustBNY MellonPooled vehicles$3.1M heldDisclosed holdingaskebsa.dol.gov

+1 more commitment

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
$180M Dec 31, 2024 reported Form 5500
$172M (2023-12) · $159M (2022-12)
Plan assets
$172M Jan 1, 2024 reported Form 5500
$160M (2023-01) · $184M (2022-01)
Net assets
$180M Dec 31, 2024 reported Form 5500
$172M (2023-12) · $159M (2022-12)
Funded ratio
89.8% Jan 1, 2024 reported Form 5500
82.9% (2023-01) · 102.6% (2022-01)
Funding target
$138M Jan 1, 2024 reported Form 5500
$135M (2023-01) · $127M (2022-01)
Discount rate
5.25% Jan 1, 2024 reported Form 5500
5.35% (2023-01) · 5.54% (2022-01)
Participants
688 Jan 1, 2024 reported Form 5500
723 (2023-01) · 755 (2022-01)
Contributions
$0 Dec 31, 2024 reported Form 5500
$0 (2023-12) · $0 (2022-12)
Benefits paid
$9.7M Dec 31, 2024 reported Form 5500
$9.3M (2023-12) · $8.7M (2022-12)
Net investment income
$6.4M Dec 31, 2024 reported Form 5500
$12.7M (2023-12) · -$24.7M (2022-12)
Investment management fees
$457,389 Dec 31, 2024 reported Form 5500
$216,592 (2023-12) · $39,587 (2022-12)
Form 5500 filings
3 plan years
Plan yearParticipantsAssets (SB market)Funding targetFTAPTotal assets (H)Partnerships / JVMaster trustReal estate
2024 to Dec 31, 2024688$172M$138M89.8%$180M$131MNot disclosedNot disclosed
2023 to Dec 31, 2023723$160M$135M82.9%$172M$143MNot disclosedNot disclosed
2022 to Dec 31, 2022755$184M$127M102.7%$159M$131MNot disclosedNot disclosed
Service providers and investment entities as filed (Schedule C and D, latest year first)

+12 more service providers

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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.

Record history

7 dated events on the change ledger, latest first
  • Holding in a pooled vehicle started
    2024-12-31source
  • Funded status changed
    2023-01-01source
  • Funded status changed
    2024-01-01source

+4 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

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+6 connections on the graph

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