This allocator's name, 5 more managers, 11 more commitments and 11 more dated events
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Corporate pension in California
Corporate pension, based in Colma, California, reporting $6,438 in assets, for 164 participants.
Composed from this allocator's classification, location and filed figures.
- Assets
- $6,438
- Funded ratio
- 102.5%
- Fund commitments
- 14
- Managers
- 8
Nothing material in the last 90 days. Last change: 30 Sep 2025, Total assets changed.
Capital path
who backs this record, through what, into what; each name opens its own path- Liability Driven Solution Cit I1 commitment
- Liability Driven Solution Cit II1 commitment
- Pfg/multi-Manager Small Cap Cit N1 commitment
Size, funding, policy and commitments, with their basesCorporate pensionShowHide
- Interest-bearing cash 99.7%
- USI Consulting Group Actuarythrough Sep 30, 2023 Form 5500
- Blackrock3 rows, latest Sep 30, 2023
- T Rowe Price2 rows, latest Sep 30, 2023
- Wells Fargo1 row, latest Sep 30, 2024
+5 more managers received commitments
Every name, record and relationship behind this count, with the source on each.
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- Blackrockplan years
- T. Rowe Price Trust Companyplan years
- Allspringplan years
+5 more Schedule C managers
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- Sep 30, 2025Assets changeddown $17.5Maskebsa.dol.gov
- Sep 30, 2024Holding endedinference
- Sep 30, 2024Holding endedinference
- Sep 30, 2024Holding endedinference
- Sep 30, 2024Holding endedinference
+11 more dated events
Every name, record and relationship behind this count, with the source on each.
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| Date | Fund | Manager | Bucket | Amount | Vintage | Status | Source |
|---|---|---|---|---|---|---|---|
| as of Sep 30, 2024 | Liability Driven Solution Cit Icollective trust | Wells Fargo | Pooled vehicles | $11.9M held | Disclosed holding | askebsa.dol.gov | |
| as of Sep 30, 2024 | Liability Driven Solution Cit IIcollective trust | Principal | Pooled vehicles | $5.5M held | Disclosed holding | askebsa.dol.gov | |
| as of Sep 30, 2023 | Pfg/multi-Manager Small Cap Cit Ncollective trust | Principal | Public equity | $499,720 held | Disclosed holding | askebsa.dol.gov |
+11 more commitments
Every fund and manager this allocator committed to, with the amount, date and source on each.
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| Plan year | Participants | Assets (SB market) | Funding target | FTAP | Total assets (H) | Partnerships / JV | Master trust | Real estate |
|---|---|---|---|---|---|---|---|---|
| 2024 to Sep 30, 2025 | 164 | Not disclosed | Not disclosed | n/a | $6,438 | Not disclosed | Not disclosed | Not disclosed |
| 2023 to Sep 30, 2024 | 169 | $16.0M | $16.7M | 102.5% | $17.5M | Not disclosed | Not disclosed | Not disclosed |
| 2022 to Sep 30, 2023 | 170 | $15.8M | $16.5M | 105.6% | $16.0M | Not disclosed | Not disclosed | Not disclosed |
- USI Consulting Group codes 11 $35,698 PY2024
- Pr/mm Liab Driven Solution Cit I Sched. D C PY2024
- Pr/mm Liab Driven Solution Cit II Sched. D C PY2024
+17 more service providers
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Provenance
This record sits on 6 traced paths of capital across the graphs.
DFX traced 6 paths 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
- Holding in a pooled vehicle ended2024-09-30source
- Holding in a pooled vehicle ended2024-09-30source
- Holding in a pooled vehicle ended2024-09-30source
+13 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
+10 connections on the graph
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