DFX Intelligence

This allocator's name and 2 more dated events

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Corporate pension in California

Corporate pension· SAN Bernardino, California

Corporate pension, based in SAN Bernardino, California, reporting $179M in assets, for 1,653 participants.

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

As of 2024-10-01 · the latest dated event for this allocator; each figure carries its own filing or report date

Assets: $179M
Funded ratio: 145.8%
Managers: 3

Open searches Allocation policy Managers

As of 2024-10-01 · 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 Oct 2024, Funded status changed.

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

Corporate pension

Assets

$179M

Total assets, Sep 30, 2025 reported

Funded

145.8%

Oct 1, 2024

Private markets target

no policy read

policy Sep 30, 2025

Commitments

3 managers on Schedule C

Allocation policy

Form 5500, as of Sep 30, 2025

Actual allocation lines without a target (as filed)

Interest-bearing cash 2.6%
Corporate debt instruments (other) 21.8%
Corporate debt instruments (preferred) 21.5%
U.S. Government securities 18.0%
Other investments 18.3%
Registered investment companies 6.3%
Common stock 10.8%

Consultants and advisers

1 firm

Mercer Actuarythrough Sep 30, 2023 Form 5500

People

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

Manager roster

7 managers on Schedule C

From Schedule C (investment management, code 28)

Bairdplan years 2024
Columbia Management Investment Advplan years 2024
MFS Investment Managementplan years 2024

+4 more Schedule C managers

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

Includes 3 days of DFX Intelligence. Then $249/month unless canceled.

What changed

7 events

Oct 1, 2024Funded status changed
23 pointsaskebsa.dol.gov
Oct 1, 2024Assets changed
$27.6Maskebsa.dol.gov
Sep 30, 2024Assets changed
$27.6Maskebsa.dol.gov
Dec 31, 2023Manager relationship endedinference
with Columbia Mutual Fundsaskebsa.dol.gov
Dec 31, 2023Manager relationship started
with Bairdaskebsa.dol.gov

+2 more dated events

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

Includes 3 days of DFX Intelligence. Then $249/month unless canceled.

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

Commitments

No fund commitments are on the tape for this allocator. The tape holds the plans that publish their own private-markets reports; a plan that publishes one and is not here is a gap we can close.

Size and funding

33 readings

Total assets

$179M Sep 30, 2025 reported Form 5500

$179M (2024-09) · $151M (2023-09)

Plan assets

$179M Oct 1, 2024 reported Form 5500

$151M (2023-10) · $156M (2022-10)

Net assets

$179M Sep 30, 2025 reported Form 5500

$179M (2024-09) · $151M (2023-09)

Funded ratio

145.8% Oct 1, 2024 reported Form 5500

122.5% (2023-10) · 131.9% (2022-10)

Funding target

$121M Oct 1, 2024 reported Form 5500

$121M (2023-10) · $116M (2022-10)

Discount rate

5.46% Oct 1, 2024 reported Form 5500

5.40% (2023-10) · 5.57% (2022-10)

Participants

1,653 Oct 1, 2024 reported Form 5500

1,626 (2023-10) · 1,573 (2022-10)

Contributions

$4.7M Sep 30, 2025 reported Form 5500

$5.8M (2024-09) · $0 (2023-09)

Benefits paid

$9.4M Sep 30, 2025 reported Form 5500

$11.2M (2024-09) · $11.4M (2023-09)

Net investment income

$677,659 Sep 30, 2025 reported Form 5500

$27.4M (2024-09) · -$5.2M (2023-09)

Investment management fees

$166,482 Sep 30, 2025 reported Form 5500

$157,685 (2024-09) · $151,706 (2023-09)

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 Sep 30, 2025	1,653	$179M	$121M	145.8%	$179M	Not disclosed	Not disclosed	Not disclosed
2023 to Sep 30, 2024	1,626	$151M	$121M	122.5%	$179M	Not disclosed	Not disclosed	Not disclosed
2022 to Sep 30, 2023	1,573	$156M	$116M	131.9%	$151M	Not disclosed	Not disclosed	Not disclosed

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

Columbia Management Investment Adv codes 28 51 $125,813 PY2024
Tcw codes 28 51 $12,731 PY2024
MFS Investment Management codes 28 51 $12,528 PY2024

+14 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 15, 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: fund commitments.

Record history

7 dated events on the change ledger, latest first

Funded status changed
2023-10-01source
Funded status changed
2024-10-01source
Manager relationship ended
2023-12-31source

+4 more changes on this record's ledger

Includes 3 days of DFX Intelligence. Then $249/month unless canceled.

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

+9 connections on the graph

Includes 3 days of DFX Intelligence. Then $249/month unless canceled.