Actuarial, financial and investor information

Actuarial valuations, Annual Comprehensive Financial Report and more.

Fast Facts

A quick glimpse into the most current information on CalSTRS membership, investments and funding.

Annual Comprehensive Financial Report

Details the fund’s performance at the end of each fiscal year.

Popular Annual Financial Report

Provides a summary of the system’s performance for each fiscal year.

Annual Budget Report

The CalSTRS budget report provides a comprehensive summary of the system’s total budget for the upcoming fiscal year.

Summary Report to Members

A short summary of member statistics, demographics, investment and financial information at the end of each fiscal year.

CalSTRS Series 2019 and 2022 Bonds investor information

The following information provides details related to the CalSTRS Series 2019 and 2022 Bonds issued to finance the expansion of CalSTRS’ headquarters.

Other Pension Information

CalSTRS prepares the Other Pension Information report to assist employers in calculating their proportionate share of the net pension liability, net OPEB liability and other related items.

Actuarial valuations

These reports provide actuarial valuations and projections for the Teachers’ Retirement Plan.

Actuarial experience analysis

Review of the actuarial methods and the economic and demographic assumptions. The results of this analysis are the basis for the actuarial assumptions and methods used in the actuarial valuations.

State Leadership Accountability Act (SLAA) report

CalSTRS’ report issued in accordance with the State Leadership Accountability Act (SLAA), including a thorough review of internal control systems and…

Review of Funding Levels and Risks

Provides information on CalSTRS’ funding risk profile to help educate the board and stakeholders on risks inherent in the funding of CalSTRS.