This allocator's name, 5 more advisers, 4 more managers, 39 more commitments and 23 more dated events
Every figure, date and source on this page is shown. The names behind them, and every related record, open with the complete profile.
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Corporate pension in California
Corporate pension, based in Rosemead, California, reporting $4.7B in assets, for 21,949 participants.
Composed from this allocator's classification, location and filed figures.
- Assets
- $4.7B
- Funded ratio
- 102.3%
- Fund commitments
- 14
- Managers
- 6
Nothing material in the last 90 days. Last change: 31 Dec 2024, Manager relationship ended.
Capital path
who backs this record, through what, into what; each name opens its own path- Blackrock Msci Acwi Ex-Us Imi Index3 commitments
- BLK Msci Equity Index Fund Russia3 commitments
- Bnym Mellon Db Sl Acwi Ex-Us Fund3 commitments
- BNY Mellon12 commitments
- Blackrock Investments, LLC9 commitments
- Western Asset Mgmt Company, LLC6 commitments
Size, funding, policy and commitments, with their basesCorporate pensionShowHide
- Interest-bearing cash 0.4%
- Non-interest-bearing cash 0.8%
- Corporate debt instruments (other) 13.2%
- Corporate debt instruments (preferred) 13.6%
- U.S. Government securities 19.3%
- Other investments 1.6%
- Partnership/joint venture interests 17.5%
- 103-12 investment entities 1.2%
- Common/collective trusts 17.3%
- Registered investment companies 8.0%
- Common stock 3.4%
- Preferred stock 0.1%
- Russell Investments (consulting) General consultantthrough Dec 31, 2024 Form 5500
- Russell Investments Capital, LLC General consultantthrough Dec 31, 2023 Form 5500
- Callan LLC General consultantthrough Dec 31, 2022 Form 5500
+5 more consultants and advisers advise this allocator
Every name, record and relationship behind this count, with the source on each.
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- BNY Mellon12 rows, latest Dec 31, 2024
- Blackrock Investments, LLC9 rows, latest Dec 31, 2024
- Western Asset Mgmt Company, LLC6 rows, latest Dec 31, 2024
+4 more managers received commitments
Every name, record and relationship behind this count, with the source on each.
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- Morgan Stanley & Co Incplan years
- Morgan Stanleyplan years
- Western Asset Mgmt Company, LLCplan years 2022
+38 more Schedule C managers
Every name, record and relationship behind this count, with the source on each.
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- Dec 31, 2024Manager relationship endedinferencewith Tsg6 LPaskebsa.dol.gov
- Dec 31, 2024Manager relationship endedinferencewith J.P. Morgan Investment Managementaskebsa.dol.gov
- Dec 31, 2024Manager relationship endedinferencewith Element Partners II LPaskebsa.dol.gov
- Dec 31, 2024Manager relationship startedwith Mellon Capital Managementaskebsa.dol.gov
- Dec 31, 2024Manager relationship endedinferencewith Sands Capital Management, LLCaskebsa.dol.gov
+23 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 Dec 31, 2024 | Blackrock Msci Acwi Ex-Us Imi Indexcollective trust | Blackrock Investments, LLC | Pooled vehicles | $54.6M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | BLK Msci Equity Index Fund Russiacollective trust | Blackrock Investments, LLC | Public equity | $99 held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | Bnym Mellon Db Sl Acwi Ex-Us Fundcollective trust | BNY Mellon | Pooled vehicles | $208M held | Disclosed holding | askebsa.dol.gov |
+39 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 Dec 31, 2024 | 21,949 | $3.6B | $3.3B | 102.3% | $4.7B | $828M | Not disclosed | Not disclosed |
| 2023 to Dec 31, 2023 | 22,604 | $3.5B | $3.3B | 107.2% | $4.7B | $758M | Not disclosed | Not disclosed |
| 2022 to Dec 31, 2022 | 23,362 | $4.3B | $3.0B | 124.8% | $4.5B | $734M | Not disclosed | Not disclosed |
- GCM Grosvenor Strategic codes 28 51 $3.3M PY2024
- Tsg8 LP codes 28 51 $1.5M PY2024
- Conduent Hr Services codes 15 50 64 $1.3M PY2024
+165 more service providers
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Provenance
This record sits on 15 traced paths of capital across the graphs.
DFX traced 15 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
- Funded status changed2023-01-01source
- Funded status changed2024-01-01source
- Manager relationship ended2024-12-31source
+25 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
+52 connections on the graph
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