This allocator's name and 1 more adviser

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Corporate pension in California

Corporate pension· SAN Jose, California

Corporate pension, based in SAN Jose, California, reporting $274M in assets, for 733 participants.

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

Assets
$274M
Funded ratio
104.9%
Open searchesAllocation policyConsultants
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: 31 Dec 2024, Changed investment consultant to US Bank.

Size, funding, policy and commitments, with their basesCorporate pensionShow
Corporate pension
Assets
$274M
Total assets, May 31, 2025 reported
Funded
104.9%
Jun 1, 2024
Private markets target
no policy read
policy May 31, 2025
Commitments
0
none on the tape
Plan sponsor: this allocator
Allocation policy
Form 5500, as of May 31, 2025
Actual allocation lines without a target (as filed)
  • Interest-bearing cash 1.6%
  • Registered investment companies 98.4%
Consultants and advisers
4 firms

+1 more consultant or adviser advise this allocator

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

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People
No investment staff or executives have been read for this allocator yet.
Manager roster
No manager relationship is on the tape for this allocator.
What changed
4 events
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Commitments
No fund commitments are on the tape for this allocator. The tape holds the plans that publish their own private-markets reports; a plan that publishes one and is not here is a gap we can close.
Size and funding
33 readings
Total assets
$274M May 31, 2025 reported Form 5500
$260M (2024-05) · $233M (2023-05)
Plan assets
$260M Jun 1, 2024 reported Form 5500
$233M (2023-06) · $241M (2022-06)
Net assets
$274M May 31, 2025 reported Form 5500
$260M (2024-05) · $233M (2023-05)
Funded ratio
104.9% Jun 1, 2024 reported Form 5500
104.9% (2023-06) · 110.6% (2022-06)
Funding target
$196M Jun 1, 2024 reported Form 5500
$202M (2023-06) · $196M (2022-06)
Discount rate
5.35% Jun 1, 2024 reported Form 5500
5.25% (2023-06) · 5.42% (2022-06)
Participants
733 Jun 1, 2024 reported Form 5500
711 (2023-06) · 692 (2022-06)
Contributions
$4.0M May 31, 2025 reported Form 5500
$5.0M (2024-05) · $5.0M (2023-05)
Benefits paid
$13.8M May 31, 2025 reported Form 5500
$14.1M (2024-05) · $12.7M (2023-05)
Net investment income
$13.5M May 31, 2025 reported Form 5500
$26.6M (2024-05) · -$7.6M (2023-05)
Investment management fees
$239,326 May 31, 2025 reported Form 5500
$293,241 (2024-05) · $262,739 (2023-05)
Form 5500 filings
3 plan years
Plan yearParticipantsAssets (SB market)Funding targetFTAPTotal assets (H)Partnerships / JVMaster trustReal estate
2024 to May 31, 2025733$260M$196M104.9%$274MNot disclosedNot disclosedNot disclosed
2023 to May 31, 2024711$233M$202M104.9%$260MNot disclosedNot disclosedNot disclosed
2022 to May 31, 2023692$241M$196M110.6%$233MNot disclosedNot disclosedNot disclosed
Service providers and investment entities as filed (Schedule C and D, latest year first)

+10 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 15, 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.

Not yet on record: fund commitments, managers.

Record history

4 dated events on the change ledger, latest first
  • Funded status changed
    2023-06-01source
  • Consultant changed
    2024-12-31source
  • Total assets changed
    2024-06-01source

+1 more change 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

+5 connections on the graph

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