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
Earle M. Jorgensen Hourly Employees Pension Plan
Corporate pensionPhoenix, AZ
Assets
$65.6M
Total assets, Dec 31, 2024 reported
Funded
110.1%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
16
none on the tape
Plan sponsor: Reliance, Inc.
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
- Interest-bearing cash 0.2%
- Common/collective trusts 97.0%
- Registered investment companies 2.8%
Consultants and advisers
2 firms
- City National Bank Custodianthrough Dec 31, 2022 Form 5500
- Mercer (US) 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
- Fidelity Institutional Asset Mgmt14 rows, latest Dec 31, 2024
Commitments
16 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 | Spartan 500 Index Poolcollective trust | Geode Capital Management Trust Company, LLC | Pooled vehicles | $14.5M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | Spartan World Minimum Volatility incollective trust | Geode Capital Management Trust Company, LLC | Pooled vehicles | $11.0M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | Fiam Emerging Markets Commingled Pocollective trust | Fidelity Institutional Asset Mgmt | Public equity | $1.6M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | Fiam Emerging Markets Debt Comminglcollective trust | Fidelity Institutional Asset Mgmt | Private credit | $2.0M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | Fiam Floating Rate High Income Commcollective trust | Fidelity Institutional Asset Mgmt | Fixed income | $85,316 held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | Fiam Intermediate Inflation-Protectcollective trust | Fidelity Institutional Asset Mgmt | Pooled vehicles | $130,958 held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | Fiam International Growthcollective trust | Fidelity Institutional Asset Mgmt | Pooled vehicles | $776,026 held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | Fiam Long U.S. Treasury Strips Indecollective trust | Fidelity Institutional Asset Mgmt | Fixed income | $8.4M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | Fiam Long Corporate Commingled Poolcollective trust | Fidelity Institutional Asset Mgmt | Pooled vehicles | $7.9M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | Fiam Long Duration Commingled Poolcollective trust | Fidelity Institutional Asset Mgmt | Fixed income | $8.4M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | Fiam Select Canada Poolcollective trust | Fidelity Institutional Asset Mgmt | Pooled vehicles | $1.7M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | Fiam Select Emerging Markets Equitycollective trust | Fidelity Institutional Asset Mgmt | Public equity | $1.6M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | Fiam Select International Equity Cocollective trust | Fidelity Institutional Asset Mgmt | Public equity | $779,868 held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | Fiam Small Cap Core Poolcollective trust | Fidelity Institutional Asset Mgmt | Public equity | $767,093 held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | Fiam Small/mid Cap Opportunitiescollective trust | Fidelity Institutional Asset Mgmt | Pooled vehicles | $2.0M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | Fiam Reitcollective trust | Fidelity Institutional Asset Mgmt | Real estate | $2.2M 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 | 603 | $63.8M | $56.8M | 110.1% | $65.6M | n/a | n/a | n/a |
| 2023 to Dec 31, 2023 | 605 | $56.7M | $53.6M | 103.8% | $63.8M | n/a | n/a | n/a |
| 2022 to Dec 31, 2022 | 605 | $70.9M | $51.4M | 135.6% | $56.7M | n/a | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- City National Bank codes 19 21 59 60 62 63 71 $289,431 PY2024
- Spartan 500 Index Sched. D C $14.5M PY2024
- Spartan World Min Volatility Index Sched. D C $11.0M PY2024
- Fiam Emerging Markets Sched. D C $1.6M PY2024
- Fiam Emerging Markets Debt Sched. D C $2.0M PY2024
- Fiam Floating Rate High Income Sched. D C $85,316 PY2024
- Fiam Int Infl Pr Idx Cp Sched. D C $130,958 PY2024
- Fiam International Growth Sched. D C $776,026 PY2024
- Fiam Long U.S. Treasury Strips Idx Sched. D C $8.4M PY2024
- Fiam Long Corporate Sched. D C $7.9M PY2024
- Fiam Long Duration Cit Sched. D C $8.4M PY2024
- Fiam Select Emerging Markets Equity Sched. D C $1.6M PY2024
- Fiam Select International Sched. D C $779,868 PY2024
- Fiam Small Cap Core Sched. D C $767,093 PY2024
- Fiam Small/mid Cap Opportunities Sched. D C $2.0M PY2024
- Fiam U.S. Real Estate Invest Tr Cit Sched. D C $2.2M PY2024
- Fiam Select Canada Equity Sched. D C $1.7M PY2024
- Mercer (US) LLC codes 11 PY2024
- City National Bank codes 19 21 59 60 62 63 71 $319,332 PY2023
- Mercer (US) Inc codes 11 PY2023
- City National Bank codes 19 21 59 60 62 63 71 $334,301 PY2022
- Mercer (US) Inc codes 11 PY2022
What changed
5 events
- Jan 1, 2024Funded status changedEarle M. Jorgensen Hourly Employees Pension Plan funded ratio 103.8% -> 110.1% (2023-01-01 to 2024-01-01)
- Jan 1, 2024Assets changedEarle M. Jorgensen Hourly Employees Pension Plan plan assets $57M -> $64M (+12.5%, 2023-01-01 to 2024-01-01)
- Dec 31, 2023Assets changedEarle M. Jorgensen Hourly Employees Pension Plan total assets $57M -> $64M (+12.5%, 2022-12-31 to 2023-12-31)
- Jan 1, 2023Funded status changedEarle M. Jorgensen Hourly Employees Pension Plan funded ratio 135.6% -> 103.8% (2022-01-01 to 2023-01-01)
- Jan 1, 2023Assets changedEarle M. Jorgensen Hourly Employees Pension Plan plan assets $71M -> $57M (-20.0%, 2022-01-01 to 2023-01-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 651269024-002
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.