American Chemical Society Retirement Plan

Corporate pension· Washington, District of Columbia

Corporate pension, based in Washington, District of Columbia, reporting $506M in assets, for 2,343 participants.

Composed from this allocator's classification, location and filed figures.

Assets
$506M
Funded ratio
87.0%
Fund commitments
4
Managers
4
As of · the latest dated event for this allocator; each figure carries its own filing or report date

Nothing material in the last 90 days. Last change: 31 Oct 2025, American Chemical Society Retirement Plan total assets $769M -> $506M (-34.2%, 2024-10-31 to 2025-10-31).

1 more manager, 6 more commitments and 1 more dated event

Every figure, date and source on this page is shown. The names behind them, and every related record, open with the complete profile.

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Capital path

who backs this record, through what, into what; each name opens its own path
American Chemical Society Retirement Plan
Funds committed to
All 4
Managers
All 4

Relationship network

22 connected entities9 observed commitments6 repeat counterparties8 dated commitments shown here, 2023 to 2025

From board minutes, annual reports, Form 5500 filings and public records of commitments, consultants and staff in the allocator graph. Commitment amounts are those the allocator disclosed; many are not printed, and none is estimated.

Some relationships on this record are counted rather than named here. They open with the full profile.

Click any name or line for the commitments and sources behind it. Line weight is commitments together; dashed lines are inferred.

What stands out
Reading the network
  • Sponsor
  • Fund or vehicle
  • Service provider
  • Organization
›How strength and recency are read

Managers, funds and consultants are read from the commitments: three or more is a strong observed relationship, two a repeat counterparty. No consultant link is marked current on the source, so none is labelled current or former here. Related plans, people and plan service providers are ordered by what the filing shows.

Darker lines were active in the last 24 months or are current; lighter lines are older or undated.

Size, funding, policy and commitments, with their basesCorporate pensionShow
Corporate pension
Assets
$506M
Total assets, Oct 31, 2025 reported
Funded
87.0%
Nov 1, 2024
Private markets target
no policy read
policy Oct 31, 2025
Commitments
4
2 managers on Schedule C
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

4 managers on the commitment tape
From the plan’s own commitment disclosures

+1 more manager received commitments

Every name, record and relationship behind this count, with the source on each.

Includes 3 days of DFX Intelligence. Then $199/month unless canceled.

From Schedule C (investment management, code 28)

+3 more Schedule C managers

Every name, record and relationship behind this count, with the source on each.

Includes 3 days of DFX Intelligence. Then $199/month unless canceled.

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)
  • Nov 1, 2024Funded status changed
    American Chemical Society Retirement Plan funded ratio 90.0% -> 87.0% (2023-11-01 to 2024-11-01)
  • 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)

+1 more dated event

Every name, record and relationship behind this count, with the source on each.

Includes 3 days of DFX Intelligence. Then $199/month unless canceled.

Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.

Commitments

9 rows, 0 dated closings
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

+6 more commitments

Every fund and manager this allocator committed to, with the amount, date and source on each.

Includes 3 days of DFX Intelligence. Then $199/month unless canceled.

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%$506MNot disclosedNot disclosedNot disclosed
2023 to Oct 31, 20242,484$489M$529M90.0%$769MNot disclosedNot disclosedNot disclosed
2022 to Oct 31, 20232,537$526M$550M97.4%$574MNot disclosedNot disclosedNot disclosed
Service providers and investment entities as filed (Schedule C and D, latest year first)

+24 more service providers

Every name, record and relationship behind this count, with the source on each.

Includes 3 days of DFX Intelligence. Then $199/month unless canceled.

Provenance

Identifiers: EIN-PN 530196572-001
Cross-graph: no entry on another DFX graph
First observed Sep 15, 2026, last observed Sep 29, 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.

Record history

6 dated events on the change ledger, latest event first
  • Total assets changed
    2025-10-31source on record
  • Funded status changed
    2024-11-01source on record
  • Holding in a pooled vehicle ended
    2024-10-31source on record

+3 more changes on this record's ledger

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The ledger records every merge, rename and reclassification this record went through and the dated filings observed on it, so the identity on this page can be traced to the records it was built from. The ledger's own sentences name other records, so they show with the names.

›Connections

every published relationship on the graph

+9 connections on the graph

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