This allocator's name, 4 more managers and 29 more commitments

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Corporate pension in California

Corporate pension· SAN Francisco, California

Corporate pension, based in SAN Francisco, California, reporting $583M in assets, for 2,291 participants.

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

Assets
$583M
Funded ratio
80.0%
Fund commitments
11
Managers
3
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Commitments (11)Allocation policyManagers
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. Last change: 1 Oct 2024, Total assets changed.

Capital path

who backs this record, through what, into what; each name opens its own path
Corporate pension in California
Funds committed to
All 11
Managers
All 7
Size, funding, policy and commitments, with their basesCorporate pensionShow
Corporate pension
Assets
$583M
Total assets, Sep 30, 2025 reported
Funded
80.0%
Oct 1, 2024
Private markets target
no policy read
policy Sep 30, 2025
Commitments
11
3 managers on Schedule C
Plan sponsor: this allocator
Allocation policy
Form 5500, as of Sep 30, 2025
Actual allocation lines without a target (as filed)
  • Common/collective trusts 84.8%
  • Registered investment companies 14.2%
Consultants and advisers
2 firms
People
No investment staff or executives have been read for this allocator yet.
Manager roster
7 managers on the commitment tape
From the plan’s own commitment disclosures

+4 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.

From Schedule C (investment management, code 28)

+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.

What changed
3 events
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Commitments
32 rows, 0 dated closings
DateFundManagerBucketAmountVintageStatusSource
as of Sep 30, 2025Blackrock Long Term Govt Nl Indexcollective trustBlackrock Institutional Trust Company, N.A.Pooled vehicles$23.2M heldDisclosed holdingaskebsa.dol.gov
as of Sep 30, 2025Intermediate Duration Corp Nl Fundcollective trustBlackrock Institutional Trust Company, N.A.Pooled vehicles$159M heldDisclosed holdingaskebsa.dol.gov
as of Sep 30, 2025Russell 1000 Index Non-Lendable Fdcollective trustBlackrock Institutional Trust Company, N.A.Pooled vehicles$103M heldDisclosed holdingaskebsa.dol.gov

+29 more commitments

Every fund and manager this allocator committed to, with the amount, date and source on each.

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Size and funding
33 readings
Total assets
$583M Sep 30, 2025 reported Form 5500
$599M (2024-09) · $508M (2023-09)
Plan assets
$589M Oct 1, 2024 reported Form 5500
$492M (2023-10) · $492M (2022-10)
Net assets
$575M Sep 30, 2025 reported Form 5500
$589M (2024-09) · $493M (2023-09)
Funded ratio
80.0% Oct 1, 2024 reported Form 5500
80.0% (2023-10) · 80.0% (2022-10)
Funding target
$567M Oct 1, 2024 reported Form 5500
$560M (2023-10) · $530M (2022-10)
Discount rate
5.40% Oct 1, 2024 reported Form 5500
5.32% (2023-10) · 5.49% (2022-10)
Participants
2,291 Oct 1, 2024 reported Form 5500
2,284 (2023-10) · 2,287 (2022-10)
Contributions
$3.0M Sep 30, 2025 reported Form 5500
$12.0M (2024-09) · $17.2M (2023-09)
Benefits paid
$27.4M Sep 30, 2025 reported Form 5500
$25.9M (2024-09) · $24.4M (2023-09)
Net investment income
-$13.9M Sep 30, 2025 reported Form 5500
$96.7M (2024-09) · -$6.1M (2023-09)
Investment management fees
$1.1M Sep 30, 2025 reported Form 5500
$991,751 (2024-09) · $1.1M (2023-09)
Form 5500 filings
3 plan years
Plan yearParticipantsAssets (SB market)Funding targetFTAPTotal assets (H)Partnerships / JVMaster trustReal estate
2024 to Sep 30, 20252,291$589M$567M80.0%$583MNot disclosedNot disclosedNot disclosed
2023 to Sep 30, 20242,284$492M$560M80.0%$599MNot disclosedNot disclosedNot disclosed
2022 to Sep 30, 20232,287$492M$530M80.0%$508MNot disclosedNot disclosedNot disclosed
Service providers and investment entities as filed (Schedule C and D, latest year first)

+47 more service providers

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

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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.

Record history

3 dated events on the change ledger, latest first
  • Holding in a pooled vehicle started
    2024-09-30source
  • Total assets changed
    2024-10-01source
  • Total assets changed
    2024-09-30source

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

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