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.

Website Accessibility Statement

CalSTRS (the "District") is committed to ensuring that its services are accessible to all members of the public. As part of this commitment, the District strives to provide an accessible website compatible with the Web Content Accessibility Guidelines (WCAG) version 2.1, AA, and commercial screen reading software. Features of the website are created to allow individuals with vision and other impairments to understand and use the website to the same degree as someone without disabilities.

If you need any special assistance or accommodations:

Contact our compliance support team via telephone at: (888) 765-1970

Ongoing Compliance Information

Compliance Coordinator

The District has designated a Compliance Coordinator for website disability-related accommodations. The Compliance Coordinator has received training in website accessibility and updates the site in accordance with those best practices and requirements.

Compliance Procedures

The District is working to ensure all website content complies with the Americans with Disabilities Act and controlling State laws. In an ongoing effort to continually improve and remediate accessibility issues, the website is regularly scanned to ensure ongoing compliance, and timely changes are made to any inaccessible content if found.

Accessible Documents Policy

The District is committed to providing all documents hosted on the website in an accessible format or making accessible alternatives available.

Linked Documents and Third Parties

Please note that this site may link out to third-party websites that do not have accessible content. This site may also include documents provided by third parties. While we cannot control the accessibility of content provided by third parties, we are happy to assist any member of the public with reading and accessing content on our site.

Report a Website Accessibility Issue

We are committed to your ability to access all content, and we will respond to all requests in a timely manner. If you need assistance or accommodations while accessing content on this website, please contact our Compliance Coordinator via the form below: