DFX Intelligence
Allocator Intelligence
The capital-owner graph behind private markets. Who owns the capital, who decides, how much, under what policy, on whose advice, to which managers, and what changed, with a source and a date behind every row. A target is never an actual, a disclosed holding is never an approval, and an estimate says so.
Corporate pension
The Oregon Clinic, P.C. Cash Balance Plan
Corporate pensionPortland, OR
Assets
$20.6M
Total assets, Dec 31, 2024 reported
Funded
109.1%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
2
1 managers on Schedule C
Plan sponsor: The Oregon Clinic, P.C.
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
- Interest-bearing cash 0.6%
- Common/collective trusts 9.5%
- Registered investment companies 61.2%
- Common stock 16.4%
Consultants and advisers
2 firms
- MG Trust Company DBA Matrix Trust Trusteethrough Dec 31, 2024 Form 5500
- October Three Consulting LLC Actuarythrough Dec 31, 2023 Form 5500
People
No investment staff or executives have been read for this allocator yet.
Manager roster
1 managers on the commitment tape
From the plan’s own commitment disclosures
- Alliance Bernstein, L.P.2 rows, latest Dec 31, 2024
From Schedule C (investment management, code 28)
- Alliance Bernstein, L.P.plan years 2024
Commitments
2 rows, 0 dated closings
Disclosed holdings (from the plan’s performance or holdings report, as of the report date)
| Date | Fund | Manager | Bucket | Amount | Vintage | Status | Source |
|---|---|---|---|---|---|---|---|
| as of Dec 31, 2024 | AB Global Strategic Core Equity Ctcollective trust | Alliance Bernstein, L.P. | Public equity | $2.0M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2023 | AB Global Strategic Core Equity Ctcollective trust | Alliance Bernstein, L.P. | Public equity | $846,309 held | Disclosed holding | askebsa.dol.gov |
Size and funding
22 readings
Form 5500 filings
2 plan years
| Plan year | Participants | Assets (SB market) | Funding target | FTAP | Total assets (H) | Partnerships / JV | Master trust | Real estate |
|---|---|---|---|---|---|---|---|---|
| 2024 to Dec 31, 2024 | 199 | $10.1M | $9.3M | 109.1% | $20.6M | n/a | n/a | n/a |
| 2023 to Dec 31, 2023 | 186 | $0 | $0 | 100.0% | $10.1M | n/a | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- October Three Consulting LLC codes 11 50 $140,928 PY2024
- Moss Adams codes 10 50 $30,000 PY2024
- The Oregon Clinic codes 14 50 $22,323 PY2024
- Alliance Bernstein L.P. codes 28 50 51 $20,374 PY2024
- Stoel Rives LLP codes 29 50 $16,596 PY2024
- Matrix codes 21 50 $6,418 PY2024
- Bernstein Global Low Vol Port Sched. D C $2.0M PY2024
- October Three Consulting LLC codes 11 PY2024
- October Three Consulting LLC codes 11 50 $47,940 PY2023
- Stoel Rives LLP codes 29 50 $34,861 PY2023
- Bernstein Global Low Vol Port Sched. D C $846,309 PY2023
- October Three Consulting LLC codes 11 PY2023
What changed
3 events
- Dec 31, 2024Manager relationship startedAlliance Bernstein L.P. appears on The Oregon Clinic, P.C. Cash Balance Plan's Schedule C as investment manager (plan year 2024 vs 2023)with Alliance Bernstein, L.P.askebsa.dol.gov
- Dec 31, 2024Assets changedThe Oregon Clinic, P.C. Cash Balance Plan total assets $10M -> $21M (+103.3%, 2023-12-31 to 2024-12-31)
- Jan 1, 2024Funded status changedThe Oregon Clinic, P.C. Cash Balance Plan funded ratio 100.0% -> 109.1% (2023-01-01 to 2024-01-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 931127856-004
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.