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
Hanford Multi-Employer Pension Plan
Taft-Hartley planRichland, WA
Assets
$1.2B
Total assets, Dec 31, 2024 reported
Funded
77.2%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
25
3 managers on Schedule C
Plan sponsor: Hanford Pension & Savings Plans Committee
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
- Non-interest-bearing cash 0.0%
- Corporate debt instruments (other) 4.2%
- U.S. Government securities 8.1%
- Other investments 1.8%
- Common/collective trusts 30.4%
- Registered investment companies 6.0%
- Common stock 29.4%
- Real estate (other than employer real property) 13.5%
Consultants and advisers
3 firms
- Verus Advisory, Inc. Investment adviser (plan)through Dec 31, 2022 Form 5500
- Mercer Actuarythrough Dec 31, 2022 Form 5500
- Wells Fargo Bank Trusteethrough Dec 31, 2022 Form 5500
People
No investment staff or executives have been read for this allocator yet.
Manager roster
7 managers on the commitment tape
From the plan’s own commitment disclosures
- Silchester International Investor3 rows, latest Dec 31, 2024
- Capital Guardian Trust Company3 rows, latest Dec 31, 2024
- William Blair Investment Management3 rows, latest Dec 31, 2024
- Voya Investment Trust Co.2 rows, latest Dec 31, 2023
- DFA - the Small Cap Subtrust2 rows, latest Dec 31, 2023
- Northern Trust Co.1 rows, latest Dec 31, 2024
- Tcw1 rows, latest Dec 31, 2024
From Schedule C (investment management, code 28)
- Northern Trust Co.plan years 2024
- DFA - the Small Cap Subtrustplan years 2024
- Brookfieldplan years 2024
- T Rowe Price Associates Incplan years 2022
- Loomis Saylesplan years 2022
- Gryphon International Investment Coplan years 2022
- Metropolitan West Asset Managementplan years 2022
- William Blair Investment Managementplan years 2022
- Ranger Investment Management LPplan years 2022
- Voya Investment Trust Co.plan years 2022
- Pgim Real Estate Debt Fundplan years 2022
- Brookfield Asset Managementplan years 2022
- Dimensional Fund Advisors, LPplan years 2022
- ASB Capital Management LLCplan years 2022
- Invesco Advisers, Inc.plan years 2022
- Silchester International Investorplan years 2022
- Dodge & Coxplan years 2022
Commitments
25 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 | Silchester Int'l Value Equity Trustcollective trust | Silchester International Investor | Public equity | $119M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | Capital Group Europacific Growthcollective trust | Capital Guardian Trust Company | Pooled vehicles | $102M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | MFB Northern Instnl Diversified Asscollective trust | Northern Trust Co. | Hedge / diversifiers | $22.3M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | Emerg Mkts Growth Collective Fundcollective trust | William Blair Investment Management | Pooled vehicles | $27.0M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | Nhit Agency Mbs Trustcollective trust | Loomis Sayles | Pooled vehicles | $21.4M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | Metwest High Yield Bond Fundcollective trust | Tcw | Fixed income | $817,908 held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | Blackrock Liquidity Fundscollective trust | Blackrock Cash Management | Cash | $844 held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2023 | Silchester Int'l Value Equity Trustcollective trust | Silchester International Investor | Public equity | $119M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2023 | Capital Group Europacific Growthcollective trust | Capital Guardian Trust Company | Pooled vehicles | $93.5M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2023 | Blackrock US Agg Bond Index Cit Ncollective trust | Wells Fargo Bank | Fixed income | $39.0M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2023 | Principal/blackrock S&p 500 Indexcollective trust | Wells Fargo Bank | Pooled vehicles | $34.9M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2023 | Voya Private Credit Trust Fundcollective trust | Voya Investment Trust Co. | Private credit | $33.2M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2023 | The Small Cap Value Subtrustcollective trust | DFA - the Small Cap Subtrust | Public equity | $29.5M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2023 | Emerg Mkts Growth Collective Fundcollective trust | William Blair Investment Management | Pooled vehicles | $24.2M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2023 | Principal/blackrock Intl Eqty Indexcollective trust | Wells Fargo Bank | Pooled vehicles | $23.0M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2023 | Nhit Agency Mbs Trustcollective trust | Loomis Sayles | Pooled vehicles | $20.4M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | Silchester Int'l Value Equity Trustcollective trust | Silchester International Investor | Public equity | $112M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | Capital Group Europacific Growthcollective trust | Capital Guardian Trust Company | Pooled vehicles | $89.4M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | Voya Private Credit Trust Fundcollective trust | Voya Investment Trust Co. | Private credit | $33.4M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | The Small Cap Value Subtrustcollective trust | DFA - the Small Cap Subtrust | Public equity | $24.2M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | Nhit Agency Mbs Trustcollective trust | Loomis Sayles | Pooled vehicles | $21.8M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | Emerg Mkts Growth Collective Fundcollective trust | William Blair Investment Management | Pooled vehicles | $21.7M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | Blackrock US Agg Bond Index Cit Ncollective trust | Wells Fargo Bank | Fixed income | $11.4M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | Principal/blackrock S&p 500 Indexcollective trust | Wells Fargo Bank | Pooled vehicles | $11.0M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | Principal/blackrock Intl Eqty Indexcollective trust | Wells Fargo Bank | Pooled vehicles | $7.2M held | Disclosed holding | askebsa.dol.gov |
Size and funding
29 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 | 7,998 | n/a | n/a | n/a | $1.2B | n/a | n/a | $167M |
| 2023 to Dec 31, 2023 | 8,257 | n/a | n/a | n/a | $1.2B | n/a | n/a | $154M |
| 2022 to Dec 31, 2022 | 8,764 | n/a | n/a | n/a | $1.1B | n/a | n/a | $195M |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- Hanford Mission Integration Solutio codes 14 $1.2M PY2024
- Silchester codes 28 $530,626 PY2024
- T Rowe Price codes 28 $511,658 PY2024
- Dodge & Cox codes 28 $486,463 PY2024
- Invesco codes 28 $402,054 PY2024
- Loomis Sayles codes 28 $300,000 PY2024
- Verus Advisory, Inc codes 27 $284,996 PY2024
- Davis Wright Tremaine codes 29 $243,380 PY2024
- Mercer codes 11 $232,769 PY2024
- ASB Capital Management codes 28 $230,583 PY2024
- William Blair codes 28 $184,243 PY2024
- Northern Trust codes 28 $178,942 PY2024
- Ranger Investment Management LP codes 28 $167,365 PY2024
- Metropolitan West Asset Management codes 28 $149,225 PY2024
- Voya codes 28 $106,302 PY2024
- Dimensional Fund Advisors codes 28 $65,776 PY2024
- Pgim Real Estate Debt Fund codes 28 $54,314 PY2024
- Principal Custody Solutions codes 21 $48,231 PY2024
- Miller Kaplan codes 10 $36,000 PY2024
- Brookfield codes 28 $28,085 PY2024
- Northern Trust Government Short Ter Sched. D C $44.4M PY2024
- Intl Value Equity Group Trust Sched. D C $119M PY2024
- Capital Group Europacific Growth Sched. D C $102M PY2024
- Emerg Mkts Growth Collective Fund Sched. D C $27.0M PY2024
- Northern Trust Aggregate Bond Index Sched. D C $23.5M PY2024
- Northern Trust S&p 500 Index Fund Sched. D C $22.3M PY2024
- Nhit Agency Mbs Trust Sched. D C $21.4M PY2024
- Metwest High Yield Bond Fund Sched. D C $817,908 PY2024
- Blackrock Liquidity Fund Sched. D C $844 PY2024
- Mercer codes 11 PY2024
- Hanford Mission Integration Solutio codes 14 $1.2M PY2023
- Invesco codes 28 $942,775 PY2023
- Silchester codes 28 $779,700 PY2023
- Dodge & Cox codes 28 $557,621 PY2023
- T Rowe Price codes 28 $549,954 PY2023
- ASB Capital Management codes 28 $409,694 PY2023
- Loomis Sayles codes 28 $300,000 PY2023
- Verus Advisory, Inc codes 27 $272,497 PY2023
- Mercer codes 11 $246,611 PY2023
- Ranger Investment Management LP codes 28 $222,618 PY2023
- Metropolitan West Asset Management codes 28 $210,727 PY2023
- Davis Wright Tremaine codes 29 $204,388 PY2023
- William Blair codes 28 $203,785 PY2023
- Principal Custody Solutions codes 21 $178,573 PY2023
- Voya codes 28 $138,039 PY2023
- Dimensional Fund Advisors codes 28 $73,476 PY2023
- Pgim Real Estate Debt Fund codes 28 $62,205 PY2023
- Brookfield codes 28 $32,656 PY2023
- Miller Kaplan codes 10 $29,500 PY2023
- Capital Group Europacific Growth Sched. D C $93.5M PY2023
- Wells Fargo Bond Index Cit Sched. D C $39.0M PY2023
- Wells Fargo S&p 500 Index Cit Sched. D C $34.9M PY2023
- Voya Senior Loan Trust Fund Class 1 Sched. D C $33.2M PY2023
- Emerg Mkts Growth Collective Fund Sched. D C $24.2M PY2023
- Wells Fargo Intl Equity Index Cit Sched. D C $23.0M PY2023
- Nhit Agency Mbs Trust Sched. D C $20.4M PY2023
- DFA US Small Cap Value Subtrust Sched. D C $29.5M PY2023
- Intl Value Equity Group Trust Sched. D C $119M PY2023
- Mercer codes 11 PY2023
- Hanford Mission Integration Solutio codes 14 $1.1M PY2022
- Invesco codes 28 $1.0M PY2022
- Silchester codes 28 $729,639 PY2022
- Dodge & Cox codes 28 $656,252 PY2022
- ASB Capital Management codes 28 $485,292 PY2022
- Mercer codes 11 $477,172 PY2022
- T Rowe Price codes 28 $468,510 PY2022
- Loomis Sayles codes 28 $316,211 PY2022
- Gryphon International Investment Co codes 28 $283,668 PY2022
- Verus Advisory, Inc codes 27 $256,746 PY2022
- Metropolitan West Asset Management codes 28 $242,296 PY2022
- William Blair codes 28 $227,757 PY2022
- Ranger Investment Management LP codes 28 $217,749 PY2022
- Wells Fargo Bank codes 21 $187,232 PY2022
- Voya codes 28 $159,100 PY2022
- Davis Wright Tremaine codes 29 $132,427 PY2022
- Dimensional Fund Advisors codes 28 $99,938 PY2022
- Pgim Real Estate Debt Fund codes 28 $58,804 PY2022
- Brookfield codes 28 $37,099 PY2022
- Moss Adams LLP codes 10 $28,780 PY2022
- Capital Group Europacific Growth Sched. D C $89.4M PY2022
What changed
12 events
- Dec 31, 2024Holding startedHanford Multi-Employer Pension Plan first reports an interest in MFB Northern Instnl Diversified Ass (Northern Trust Co.): $22M at 2024-12-31with Northern Trust Co.askebsa.dol.gov
- Dec 31, 2024Holding endedinferenceHanford Multi-Employer Pension Plan no longer reports Principal/blackrock S&p 500 Index (last held $35M at 2023-12-31; absent from the 2024-12-31 filing)with Principal/blackrock S&p 500 Indexaskebsa.dol.gov
- Dec 31, 2024Holding endedinferenceHanford Multi-Employer Pension Plan no longer reports Blackrock US Agg Bond Index Cit N (last held $39M at 2023-12-31; absent from the 2024-12-31 filing)with Blackrock US Agg Bond Index Cit Naskebsa.dol.gov
- Dec 31, 2024Holding startedHanford Multi-Employer Pension Plan first reports an interest in Blackrock Liquidity Funds: $844 at 2024-12-31with Blackrock Liquidity Fundsaskebsa.dol.gov
- Dec 31, 2024Holding endedinferenceHanford Multi-Employer Pension Plan no longer reports Principal/blackrock Intl Eqty Index (last held $23M at 2023-12-31; absent from the 2024-12-31 filing)with Principal/blackrock Intl Eqty Indexaskebsa.dol.gov
- Dec 31, 2024Holding endedinferenceHanford Multi-Employer Pension Plan no longer reports The Small Cap Value Subtrust (DFA - the Small Cap Subtrust) (last held $29M at 2023-12-31; absent from the 2024-12-31 filing)with DFA - the Small Cap Subtrustaskebsa.dol.gov
- Dec 31, 2024Holding startedHanford Multi-Employer Pension Plan first reports an interest in Metwest High Yield Bond Fund (Tcw): $817,908 at 2024-12-31with Tcwaskebsa.dol.gov
- Dec 31, 2024Holding endedinferenceHanford Multi-Employer Pension Plan no longer reports Voya Private Credit Trust Fund (Voya Investment Trust Co.) (last held $33M at 2023-12-31; absent from the 2024-12-31 filing)with Voya Investment Trust Co.askebsa.dol.gov
- Dec 31, 2024Manager relationship startedNorthern Trust appears on Hanford Multi-Employer Pension Plan's Schedule C as investment manager (plan year 2024 vs 2023)with Northern Trust Co.askebsa.dol.gov
- Dec 31, 2023Manager relationship endedinferenceGryphon International Investment Co no longer appears on Hanford Multi-Employer Pension Plan's Schedule C as investment manager (plan year 2023 vs 2022)with Gryphon International Investment Coaskebsa.dol.gov
- Jan 1, 2023Funded status changedHanford Multi-Employer Pension Plan funded ratio 75.1% -> 77.1% (2022-01-01 to 2023-01-01)
- Jan 1, 2023Assets changedHanford Multi-Employer Pension Plan plan assets $1.5B -> $1.1B (-23.7%, 2022-01-01 to 2023-01-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 900501441-003
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.