Paccar Inc Retirement Plan
Corporate pension, based in Bellevue, Washington, reporting $3.1B in assets, for 18,129 participants.
Composed from this allocator's classification, location and filed figures.
Nothing material in the last 90 days. Last change: 31 Dec 2025, Paccar Inc Retirement Plan total assets $2.7B -> $3.1B (+13.8%, 2024-12-31 to 2025-12-31).
2 more managers, 24 more commitments and 3 more dated events
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- Ntgi Coll All Country World Ex-Us4 commitments
- DFA Small Cap Trust4 commitments
- Long Duration Fixed Income Fund4 commitments
- Northern Trust Investments, Inc.12 commitments
- Russell Trust Company6 commitments
- DFA - the Small Cap Subtrust4 commitments
Relationship network
35 connected entities27 observed commitments11 repeat counterparties22 dated commitments shown here, 2022 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.
- Sponsor
- Fund or vehicle
- Service provider
- Organization
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 pensionShowHide
- Interest-bearing cash 0.0%
- Corporate debt instruments (other) 5.5%
- Corporate debt instruments (preferred) 4.7%
- U.S. Government securities 9.6%
- Other investments 1.0%
- Other loans 0.1%
- Common/collective trusts 72.0%
- Registered investment companies 4.9%
- Russell Trust Company Directed trusteethrough Dec 31, 2025 Form 5500
- Milliman, Inc. Actuarythrough Dec 31, 2025 Form 5500
- Northern Trust Investments, Inc.12 rows, latest Dec 31, 2025
- Russell Trust Company6 rows, latest Dec 31, 2025
- DFA - the Small Cap Subtrust4 rows, latest Dec 31, 2025
+2 more managers received commitments
Every name, record and relationship behind this count, with the source on each.
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- Russell Trust Companyplan years
- MFS Heritage Trust Companyplan years
- Fidelity Institutional Asset Mgmtplan years 2025
+5 more Schedule C managers
Every name, record and relationship behind this count, with the source on each.
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- Dec 31, 2025Assets changedPaccar Inc Retirement Plan total assets $2.7B -> $3.1B (+13.8%, 2024-12-31 to 2025-12-31)
- Dec 31, 2024Holding endedinferencePaccar Inc Retirement Plan no longer reports Russell International Fund (Russell Trust Company) (last held $49M at 2023-12-31; absent from the 2024-12-31 filing)with Russell Trust Companyaskebsa.dol.gov
- Jan 1, 2024Funded status changedPaccar Inc Retirement Plan funded ratio 128.0% -> 135.9% (2023-01-01 to 2024-01-01)
- Jan 1, 2024Assets changedPaccar Inc Retirement Plan plan assets $2.2B -> $2.5B (+12.9%, 2023-01-01 to 2024-01-01)
- Dec 31, 2023Holding endedinferencePaccar Inc Retirement Plan no longer reports MFS Collective Investment Trust (last held $66M at 2022-12-31; absent from the 2023-12-31 filing)with MFS Collective Investment Trustaskebsa.dol.gov
+3 more dated events
Every name, record and relationship behind this count, with the source on each.
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| Date | Fund | Manager | Bucket | Amount | Vintage | Status | Source |
|---|---|---|---|---|---|---|---|
| as of Dec 31, 2025 | Ntgi Coll All Country World Ex-Uscollective trust | Northern Trust Investments, Inc. | Pooled vehicles | $452M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2025 | DFA Small Cap Trustcollective trust | DFA - the Small Cap Subtrust | Public equity | $90.7M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2025 | Long Duration Fixed Income Fundcollective trust | Russell Trust Company | Fixed income | $593M held | Disclosed holding | askebsa.dol.gov |
+24 more commitments
Every fund and manager this allocator committed to, with the amount, date and source on each.
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| Plan year | Participants | Assets (SB market) | Funding target | FTAP | Total assets (H) | Partnerships / JV | Master trust | Real estate |
|---|---|---|---|---|---|---|---|---|
| 2025 to Dec 31, 2025 | 18,129 | $2.6B | $1.7B | 137.5% | $3.1B | Not disclosed | Not disclosed | Not disclosed |
| 2024 to Dec 31, 2024 | 17,907 | $2.5B | $1.6B | 135.9% | $2.7B | Not disclosed | Not disclosed | Not disclosed |
| 2023 to Dec 31, 2023 | 16,537 | $2.2B | $1.5B | 128.0% | $2.6B | Not disclosed | Not disclosed | Not disclosed |
| 2022 to Dec 31, 2022 | 15,517 | $2.8B | $1.4B | 181.3% | $2.3B | Not disclosed | Not disclosed | Not disclosed |
- Russell Investments Trust Company codes 25 28 50 99 $1.6M PY2025
- Pimco codes 28 50 $672,386 PY2025
- Blackrock codes 28 50 51 $520,367 PY2025
+74 more service providers
Every name, record and relationship behind this count, with the source on each.
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Provenance
Record history
- Total assets changed2025-12-31source on record
- Holding in a pooled vehicle ended2024-12-31source on record
- Funded status changed2024-01-01source on record
+5 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
+13 connections on the graph
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