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This allocator's name
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Corporate pension in California
Corporate pension· Oakland, California
Corporate pension, based in Oakland, California, reporting $55.9M in assets, for 157 participants.
Composed from this allocator's classification, location and filed figures.
As of · the latest dated event for this allocator; each figure carries its own filing or report date
- Assets
- $55.9M
- Funded ratio
- 91.3%
- Fund commitments
- 3
- Managers
- 3
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. No dated change on record yet.
Capital path
who backs this record, through what, into what; each name opens its own pathCorporate pension in California
Funds committed to
- Fidelity 500 Index1 commitment
- Large Cap Growth/jp Morgan1 commitment
- U.S. Reit Cit Fund1 commitment
Managers
- Lord Abbett1 commitment
- this allocator1 commitment
- Principal Global Investors LLC1 commitment
Size, funding, policy and commitments, with their basesCorporate pensionShowHide
Corporate pension
Assets
$55.9M
Total assets, Dec 31, 2024 reported
Funded
91.3%
Jan 1, 2024
Private markets target
no policy read
policy Dec 31, 2024
Commitments
3
3 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 0.5%
- Corporate debt instruments (other) 47.6%
- U.S. Government securities 10.5%
- Pooled separate accounts 1.5%
- Registered investment companies 37.8%
Consultants and advisers
1 firm
- Milliman, Inc. Actuarythrough Dec 31, 2024 Form 5500
People
No investment staff or executives have been read for this allocator yet.
Manager roster
3 managers on the commitment tape
From the plan’s own commitment disclosures
- Lord Abbett1 row, latest Dec 31, 2024
- this allocator1 row, latest Dec 31, 2024
- Principal Global Investors LLC1 row, latest Dec 31, 2024
From Schedule C (investment management, code 28)
- this allocatorplan years
- Lord Abbettplan years
- Principal Global Investors LLCplan years
What changed
No dated events yet.
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Commitments
3 rows, 0 dated closings
| Date | Fund | Manager | Bucket | Amount | Vintage | Status | Source |
|---|---|---|---|---|---|---|---|
| as of Dec 31, 2024 | Fidelity 500 Indexseparate account | Lord Abbett | Pooled vehicles | $639,699 held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | Large Cap Growth/jp Morganseparate account | this allocator | Public equity | $3.1M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | U.S. Reit Cit Fundcollective trust | Principal Global Investors LLC | Real estate | $1.1M held | Disclosed holding | askebsa.dol.gov |
Size and funding
10 readings
Total assets
Plan assets
Net assets
Funded ratio
Funding target
Discount rate
Participants
Contributions
Benefits paid
Net investment income
Form 5500 filings
1 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 | 157 | $52.4M | $53.2M | 91.3% | $55.9M | Not disclosed | Not disclosed | Not disclosed |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- Empower Annuity Ins Co of America codes 64 $75,022 PY2024
- Principal US Reit Fund Tr I Sched. D C $1.1M PY2024
- Morgan Stanley Glbl Fixd Inc Opps I Sched. D P 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 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.
›Connections
every published relationship on the graph
+5 connections on the graph
Includes 3 days of DFX Intelligence. Then $249/month unless canceled.