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.
Taft-Hartley plan
ALL Alaska Longshore Pension Plan
Taft-Hartley planPortland, OR
Assets
$124M
Total assets, Dec 31, 2024 reported
Funded
104.4%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
0
none on the tape
Plan sponsor: Bot,all Ak Longshore Pension Fund
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
- Interest-bearing cash 0.5%
- Non-interest-bearing cash 0.5%
- Corporate debt instruments (other) 4.1%
- Corporate debt instruments (preferred) 4.0%
- U.S. Government securities 8.5%
- Other investments 0.8%
- Partnership/joint venture interests 3.0%
- Registered investment companies 23.6%
- Common stock 53.8%
Consultants and advisers
2 firms
- Rael & Letson Actuarythrough Dec 31, 2022 Form 5500
- US Bank Custodianthrough Dec 31, 2022 Form 5500
People
No investment staff or executives have been read for this allocator yet.
Manager roster
1 managers on Schedule C
From Schedule C (investment management, code 28)
- Ferguson Wellman Capital Managementplan years 2022
Commitments
No fund commitments are on the tape for this allocator. The tape holds the plans that publish their own private-markets reports; a plan that publishes one and is not here is a gap we can close.
Size and funding
30 readings
Investment management fees
$199,156 (2023-12) · $224,436 (2022-12)
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 | 673 | n/a | n/a | n/a | $124M | $3.7M | n/a | n/a |
| 2023 to Dec 31, 2023 | 636 | n/a | n/a | n/a | $111M | $3.4M | n/a | n/a |
| 2022 to Dec 31, 2022 | 580 | n/a | n/a | n/a | $98.2M | $4.0M | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- Ferguson Wellman Capital Management codes 28 50 $222,715 PY2024
- Rael & Letson codes 11 50 $94,581 PY2024
- Benesys Inc codes 13 50 $78,694 PY2024
- US Bank Na codes 18 19 50 $35,955 PY2024
- Cliftonlarsonallen LLP codes 10 50 $27,227 PY2024
- Barlow & Coughran, P.S. codes 29 50 $15,000 PY2024
- Hilton Vancouver Washington codes 49 50 $9,581 PY2024
- Rael & Letson codes 11 PY2024
- Ferguson Wellman Capital Management codes 28 50 $167,909 PY2023
- Rael & Letson codes 11 50 $92,094 PY2023
- Benesys Inc codes 13 50 $60,265 PY2023
- US Bank Na codes 18 19 50 $31,247 PY2023
- Cliftonlarsonallen LLP codes 10 50 $25,435 PY2023
- Barlow,coughran,morales&josephson codes 29 50 $15,000 PY2023
- Rael & Letson codes 11 PY2023
- Ferguson Wellman Capital Management codes 28 50 $193,091 PY2022
- Rael & Letson codes 11 50 $96,803 PY2022
- Benesys Inc codes 13 50 $50,008 PY2022
- US Bank Na codes 18 19 50 $31,345 PY2022
- Cliftonlarsonallen LLP codes 10 50 $18,511 PY2022
- Barlow,coughran,morales&josephson codes 29 50 $15,000 PY2022
- Hilton Vancouver Washington codes 49 50 $5,174 PY2022
- Rael & Letson codes 11 PY2022
What changed
5 events
- Dec 31, 2024Assets changedALL Alaska Longshore Pension Plan total assets $111M -> $124M (+11.2%, 2023-12-31 to 2024-12-31)
- Jan 1, 2024Funded status changedALL Alaska Longshore Pension Plan funded ratio 110.4% -> 104.4% (2023-01-01 to 2024-01-01)
- Jan 1, 2024Assets changedALL Alaska Longshore Pension Plan plan assets $98M -> $111M (+13.5%, 2023-01-01 to 2024-01-01)
- Dec 31, 2023Assets changedALL Alaska Longshore Pension Plan total assets $98M -> $111M (+13.5%, 2022-12-31 to 2023-12-31)
- Jan 1, 2023Assets changedALL Alaska Longshore Pension Plan plan assets $116M -> $98M (-15.7%, 2022-01-01 to 2023-01-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 916085352-001
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.