The California State Teachers’ Retirement System submits reports, as required by law, to the Governor, Legislature and other stakeholders.
These reports provide information on the status of the Teachers’ Retirement Fund and the operations of CalSTRS.
CalSTRS Funding Plan report
Report summarizing the progress of the CalSTRS Funding Plan, which places the Defined Benefit Program on the path to full funding by 2046. The funding plan has significantly reduced the risk of a low-funded status and almost eliminated the risk of the DB program running out of money.CalSTRS Funding Plan report
Annual Comprehensive Financial Report
The Annual Comprehensive Financial Report of the California State Teachers’ Retirement System reflects the collaborative effort of CalSTRS staff under the leadership of the Teachers’ Retirement Board.
The report details the performance of CalSTRS funding at the end of each fiscal year.
Dakota Access Pipeline Engagement Report
Report summarizing CalSTRS’ engagement with companies constructing, or funding the construction of, the Dakota Access Pipeline.CalSTRS Dakota Access Pipeline Engagement Report
The CalSTRS investment reports summarize the fund’s investments and CalSTRS actions as they relate to specific investments and holdings.CalSTRS investment reports, as of June 30, 2021
Reports on investment management
The Diversity in the Management of Investments annual report summarizes the progress of the strategic plan to expand and diversify management of the investment portfolio.
The latest actuarial valuations and projections for the State Teachers’ Retirement Plan.
Creditable compensation reports
Annual reports that includes the amount of teachers’ creditable compensation.Report on Creditable Compensation for Fiscal Year Ended June 30, 2021Revision of Creditable Compensation for Fiscal Year Ended June 30, 2021
Quarterly enterprise projects reports
Reports summarizing the status of CalSTRS enterprise projects for Fiscal Year 2021-22.First Quarter, September 30, 2021Second Quarter, December 31, 2021
Options for Supplemental Benefit Maintenance Account Excess Funds
Report summarizing the options developed by the Teachers’ Retirement Board, in May 2022, for the use of funds available in the SBMA in excess of the amount needed to maintain 85% purchasing power protection through 2089.Options for Supplemental Benefit Maintenance Account Excess Funds
Analysis of Climate-Related Financial Risk report
The Green Initiative Task Force report highlights CalSTRS’ environmental-themed investments and environmental risk-management efforts. In accordance with SB 964 (Allen), the 2019 report details CalSTRS’ analysis of climate-related financial risks and how CalSTRS is mitigating them. The report’s format is aligned with the Task Force on Climate-Related Financial Disclosure framework recommendations.Green Initiative Task Force 2019 report