This allocator's name, 2 more managers and 5 more commitments
Every figure, date and source on this page is shown. The names behind them, and every related record, open with the complete profile.
Includes 3 days of DFX Intelligence. Then $249/month unless canceled.
Corporate pension in California
Corporate pension, based in LOS Angeles, California, reporting $18.8M in assets, for 391 participants.
Composed from this allocator's classification, location and filed figures.
- Assets
- $18.8M
- Funded ratio
- 91.8%
- Fund commitments
- 3
- Managers
- 6
Nothing material in the last 90 days. Last change: 31 Dec 2024, Holding ended.
Capital path
who backs this record, through what, into what; each name opens its own path- Massmutual Mid Cap Growth I3 commitments
- Fidelity 500 Index3 commitments
- Massmutual US Govt Mny Mkt R52 commitments
- Allspring Global Investments Holdin2 commitments
- Columbia Threadneedle2 commitments
- Fidelity Investments2 commitments
Size, funding, policy and commitments, with their basesCorporate pensionShowHide
- Pooled separate accounts 100.0%
- Wells Fargo Advisors, LLC Investment adviser (plan)through Dec 31, 2022 Form 5500
- Milliman, Inc. Actuarythrough Dec 31, 2022 Form 5500
- Allspring Global Investments Holdin2 rows, latest Dec 31, 2023
- Columbia Threadneedle2 rows, latest Dec 31, 2023
- Fidelity Investments2 rows, latest Dec 31, 2023
+2 more managers received commitments
Every name, record and relationship behind this count, with the source on each.
Includes 3 days of DFX Intelligence. Then $249/month unless canceled.
- Invesco Trust Companyplan years
- JP Morganplan years
- Jpmorganplan years
+3 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.
- Dec 31, 2024Holding endedinference
- Jan 1, 2024Assets changed$2.1Maskebsa.dol.gov
- Dec 31, 2023Assets changed$2.1Maskebsa.dol.gov
- Jan 1, 2023Funded status changeddown 14 pointsaskebsa.dol.gov
- Jan 1, 2023Assets changeddown $5.2Maskebsa.dol.gov
| Date | Fund | Manager | Bucket | Amount | Vintage | Status | Source |
|---|---|---|---|---|---|---|---|
| as of Dec 31, 2024 | Massmutual Mid Cap Growth Iseparate account | Jpmorgan | Pooled vehicles | $9.4M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | Fidelity 500 Indexseparate account | Invesco Trust Company | Pooled vehicles | $9.4M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2023 | Massmutual US Govt Mny Mkt R5separate account | Allspring Global Investments Holdin | Pooled vehicles | $912,832 held | Disclosed holding | askebsa.dol.gov |
+5 more commitments
Every fund and manager this allocator committed to, with the amount, date and source on each.
Includes 3 days of DFX Intelligence. Then $249/month unless canceled.
| Plan year | Participants | Assets (SB market) | Funding target | FTAP | Total assets (H) | Partnerships / JV | Master trust | Real estate |
|---|---|---|---|---|---|---|---|---|
| 2024 to Dec 31, 2024 | 391 | $18.9M | $20.1M | 91.8% | $18.8M | Not disclosed | Not disclosed | Not disclosed |
| 2023 to Dec 31, 2023 | 377 | $16.8M | $20.1M | 90.0% | $18.9M | Not disclosed | Not disclosed | Not disclosed |
| 2022 to Dec 31, 2022 | 385 | $22.0M | $19.2M | 104.1% | $16.8M | Not disclosed | Not disclosed | Not disclosed |
- Empower Annuity Ins. Co, of America codes 64 $55,111 PY2024
- Wells Fargo Advisors LLC codes 27 $37,083 PY2024
- Jpmorgan Core Bond R5 Sched. D P $9.4M PY2024
+37 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
This record sits on 5 traced paths of capital across the graphs.
DFX traced 5 paths of capital through this record
Every record on each path, what it committed or lent, and as of when.
Includes 3 days of DFX Intelligence. Then $299/month unless canceled.
Derived from allocator disclosures, BDC schedules and SEC filings; confidence is the weakest hop.
Checking your plan…
Record history
- Holding in a pooled vehicle ended2024-12-31source
- Funded status changed2023-01-01source
- Total assets changed2023-01-01source
+2 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.