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
Arnold & Porter Cash Balance Plan and Trust
Corporate pensionWashington, DC
Assets
$209M
Total assets, Dec 31, 2024 reported
Funded
100.9%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
3
none on the tape
Plan sponsor: Arnold & Porter Kaye Scholer LLP
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
- Interest-bearing cash 0.1%
- Common/collective trusts 8.2%
- Registered investment companies 73.5%
Consultants and advisers
1 firms
- October Three Consulting LLC Actuarythrough Dec 31, 2022 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
- Manulife Asset Mgmt Tst Co LLC3 rows, latest Dec 31, 2024
Commitments
3 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 | John Hancock Strategic Fixed Incomecollective trust | Manulife Asset Mgmt Tst Co LLC | Fixed income | $17.2M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2023 | John Hancock Strategic Fixed Incomecollective trust | Manulife Asset Mgmt Tst Co LLC | Fixed income | $14.4M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | John Hancock Strategic Fixed Incomecollective trust | Manulife Asset Mgmt Tst Co LLC | Fixed income | $11.7M held | Disclosed holding | askebsa.dol.gov |
Size and funding
30 readings
Form 5500 filings
3 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 | 380 | $187M | $171M | 100.9% | $209M | n/a | n/a | n/a |
| 2023 to Dec 31, 2023 | 370 | $147M | $131M | 101.0% | $188M | n/a | n/a | n/a |
| 2022 to Dec 31, 2022 | 363 | $130M | $113M | 101.5% | $148M | n/a | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- John Hancock Strategic Fixed Income Sched. D C $17.2M PY2024
- October Three Consulting LLC codes 11 PY2024
- John Hancock Strategic Fixed Income Sched. D C $14.4M PY2023
- October Three Consulting LLC codes 11 PY2023
- John Hancock Strategic Fixed Income Sched. D C $11.7M PY2022
- October Three Consulting LLC codes 11 PY2022
What changed
4 events
- Dec 31, 2024Assets changedArnold & Porter Cash Balance Plan and Trust total assets $188M -> $209M (+11.2%, 2023-12-31 to 2024-12-31)
- Jan 1, 2024Assets changedArnold & Porter Cash Balance Plan and Trust plan assets $147M -> $187M (+27.2%, 2023-01-01 to 2024-01-01)
- Dec 31, 2023Assets changedArnold & Porter Cash Balance Plan and Trust total assets $148M -> $188M (+27.1%, 2022-12-31 to 2023-12-31)
- Jan 1, 2023Assets changedArnold & Porter Cash Balance Plan and Trust plan assets $130M -> $147M (+13.1%, 2022-01-01 to 2023-01-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 530208605-047
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.