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

American Chemical Society Retirement Plan

Corporate pensionWashington, DC
Assets
$506M
Total assets, Oct 31, 2025 reported
Funded
87.0%
Nov 1, 2024
Private markets target
n/a
policy Oct 31, 2025
Commitments
9
none on the tape
Plan sponsor: American Chemical Society
Allocation policy
Form 5500, as of Oct 31, 2025
Actual allocation lines without a target (as filed)
  • Corporate debt instruments (other) 0.4%
  • U.S. Government securities 4.5%
  • Other investments 2.8%
  • Common/collective trusts 16.4%
  • Registered investment companies 75.8%
Consultants and advisers
2 firms
People
No investment staff or executives have been read for this allocator yet.
Manager roster
3 managers on the commitment tape
From the plan’s own commitment disclosures
From Schedule C (investment management, code 28)
Commitments
9 rows, 0 dated closings
Disclosed holdings (from the plan’s performance or holdings report, as of the report date)
DateFundManagerBucketAmountVintageStatusSource
as of Oct 31, 2025Russell 3000 Index Fundcollective trustBlackrock Institutional Trust Company, N.A.Pooled vehicles$37.6M heldDisclosed holdingaskebsa.dol.gov
as of Oct 31, 2025Eafe Equity Index Fundcollective trustBlackrockPublic equity$20.8M heldDisclosed holdingaskebsa.dol.gov
as of Oct 31, 2025EB Temporary Investmentcollective trustBNY MellonPooled vehicles$24.8M heldDisclosed holdingaskebsa.dol.gov
as of Oct 31, 2024Russell 3000 Index Fundcollective trustBlackrock Institutional Trust Company, N.A.Pooled vehicles$27.3M heldDisclosed holdingaskebsa.dol.gov
as of Oct 31, 2024EB Temporary Investmentcollective trustBNY MellonPooled vehicles$6.2M heldDisclosed holdingaskebsa.dol.gov
as of Oct 31, 2024Eafe Equity Index Fundcollective trustBlackrockPublic equity$10.6M heldDisclosed holdingaskebsa.dol.gov
as of Oct 31, 2023Russell 3000 Index Fundcollective trustBlackrock Institutional Trust CoPooled vehicles$21.4M heldDisclosed holdingaskebsa.dol.gov
as of Oct 31, 2023CG Intl Equity Fund Unit Class Dbcollective trustCapital Guardian Trust CompanyPublic equity$10.2M heldDisclosed holdingaskebsa.dol.gov
as of Oct 31, 2023EB Temporary Investmentcollective trustBNY MellonPooled vehicles$3.0M heldDisclosed holdingaskebsa.dol.gov
Size and funding
33 readings
Total assets
$506M Oct 31, 2025 reported Form 5500
$769M (2024-10) · $574M (2023-10)
Plan assets
$514M Nov 1, 2024 reported Form 5500
$489M (2023-11) · $526M (2022-11)
Net assets
$506M Oct 31, 2025 reported Form 5500
$514M (2024-10) · $489M (2023-10)
Funded ratio
87.0% Nov 1, 2024 reported Form 5500
90.0% (2023-11) · 97.4% (2022-11)
Funding target
$543M Nov 1, 2024 reported Form 5500
$529M (2023-11) · $550M (2022-11)
Discount rate
5.03% Nov 1, 2024 reported Form 5500
6.11% (2023-11) · 5.76% (2022-11)
Participants
2,343 Nov 1, 2024 reported Form 5500
2,484 (2023-11) · 2,537 (2022-11)
Contributions
$0 Oct 31, 2025 reported Form 5500
$0 (2024-10) · $0 (2023-10)
Benefits paid
$46.5M Oct 31, 2025 reported Form 5500
$55.0M (2024-10) · $44.1M (2023-10)
Net investment income
$-7.6M Oct 31, 2025 reported Form 5500
$25.0M (2024-10) · $-33.7M (2023-10)
Investment management fees
$1.2M Oct 31, 2025 reported Form 5500
$961,463 (2024-10) · $1.6M (2023-10)
Form 5500 filings
3 plan years
Plan yearParticipantsAssets (SB market)Funding targetFTAPTotal assets (H)Partnerships / JVMaster trustReal estate
2024 to Oct 31, 20252,343$514M$543M87.0%$506Mn/an/an/a
2023 to Oct 31, 20242,484$489M$529M90.0%$769Mn/an/an/a
2022 to Oct 31, 20232,537$526M$550M97.4%$574Mn/an/an/a
Service providers and investment entities as filed (Schedule C and D, latest year first)
What changed
6 events
  • Oct 31, 2025Assets changed
    American Chemical Society Retirement Plan total assets $769M -> $506M (-34.2%, 2024-10-31 to 2025-10-31)
    askebsa.dol.gov
  • Nov 1, 2024Funded status changed
    American Chemical Society Retirement Plan funded ratio 90.0% -> 87.0% (2023-11-01 to 2024-11-01)
    askebsa.dol.gov
  • Oct 31, 2024Holding endedinference
    American Chemical Society Retirement Plan no longer reports CG Intl Equity Fund Unit Class Db (Capital Guardian Trust Company) (last held $10M at 2023-10-31; absent from the 2024-10-31 filing)
    with Capital Guardian Trust Companyaskebsa.dol.gov
  • Oct 31, 2024Holding started
    American Chemical Society Retirement Plan first reports an interest in Eafe Equity Index Fund (Blackrock): $11M at 2024-10-31
    with Blackrockaskebsa.dol.gov
  • Oct 31, 2024Assets changed
    American Chemical Society Retirement Plan total assets $574M -> $769M (+34.0%, 2023-10-31 to 2024-10-31)
    askebsa.dol.gov
  • Nov 1, 2023Funded status changed
    American Chemical Society Retirement Plan funded ratio 97.4% -> 90.0% (2022-11-01 to 2023-11-01)
    askebsa.dol.gov
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 530196572-001
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.