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.
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Corporate pension
S••••••• R••••••••• P••• • H••• O••••• P••••••••
Corporate pensionPortland, OR
Assets
$629M
Total assets, Dec 31, 2024 reported
Funded
105.8%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
5
1 managers on Schedule C
Plan sponsor: S••••••• F•••••••• G••••
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
- I••••est-bearing cash 3.2%
- U.S. Government securities 8.6%
- Insurance company general account 44.5%
- Common/collective trusts 11.1%
- Registered investment companies 32.5%
Consultants and advisers
3 firms
- B••• o• N•• Y••• M••••• Custodianthrough Dec 31, 2024 Form 5500
- T•• S••••••• Actuarythrough Dec 31, 2022 Form 5500
- S••••••• R••••••••• S••••••• Actuarythrough Dec 31, 2022 Form 5500
People
No investment staff or executives have been read for this allocator yet.
Manager roster
2 managers on the commitment tape
From the plan’s own commitment disclosures
- G•••••• S•••• T•••• C••••••3 rows, latest Dec 31, 2024
- S••••••• R••••••••• S•••••••2 rows, latest Dec 31, 2023
From Schedule C (investment management, code 28)
- G•••••• S•••• A•••• M•••••••••plan years 2024
Commitments
5 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 | G• C• I•••• D••••••• C••••• F•••collective trust | G•••••• S•••• T•••• C•••••• | Private credit | $25.3M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | G• C• L••• D••••••• C••••• F•••collective trust | G•••••• S•••• T•••• C•••••• | Private credit | $34.4M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | T••••••• E••••••• F••• I•••collective trust | G•••••• S•••• T•••• C•••••• | Hedge / diversifiers | $10.2M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2023 | S••••••• A•••••• a•separate account | S••••••• R••••••••• S••••••• | Pooled vehicles | $305M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | S••••••• A•••••• a•separate account | S••••••• R••••••••• S••••••• | Pooled vehicles | $250M held | Disclosed holding | askebsa.dol.gov |
Size and funding
33 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 | 2,247 | $624M | $425M | 105.8% | $629M | $0 | $0 | $0 |
| 2023 to Dec 31, 2023 | 2,277 | $570M | $416M | 100.1% | $624M | $0 | $0 | $0 |
| 2022 to Dec 31, 2022 | 2,305 | $659M | $400M | 114.8% | $570M | $0 | $0 | $0 |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- G•••••• S•••• A•••• M•••••••••, LP codes 28 51 56 $260,257 PY2024
- S••••••• R••••••••• S••••••• codes 10 11 12 13 15 17 18 50 $136,675 PY2024
- Bny codes 19 $4,602 PY2024
- GS Ct I••••mediate D••••••• Credit Sched. D C $25.3M PY2024
- G• C• L••• D••••••• C••••• F••• Sched. D C $34.4M PY2024
- GS Ct T••••••• E••••••• Fund Sched. D C $10.2M PY2024
- S••••••• R••••••••• S•••••••, Inc. codes 11 PY2024
- S••••••• R••••••••• S••••••• codes 10 11 12 13 15 17 18 50 $64,267 PY2023
- S••••••• A•••••• a• Sched. D P $305M PY2023
- S••••••• R••••••••• S•••••••, Inc. codes 11 PY2023
- S••••••• R••••••••• S••••••• codes 10 11 12 13 15 17 18 50 $56,197 PY2022
- S••••••• A•••••• a• Sched. D P $250M PY2022
- S••••••• R••••••••• S•••••••, Inc. codes 11 PY2022
What changed
8 events
- Dec 31, 2024Holding startedS••••••• R••••••••• P••• • H••• O••••• P•••••••• first reports an interest in G• C• I•••• D••••••• C••••• F••• (G•••••• S•••• T•••• C••••••): $25M at 2024-12-31with G•••••• S•••• T•••• C••••••askebsa.dol.gov
- Dec 31, 2024Holding endedinferenceS••••••• R••••••••• P••• • H••• O••••• P•••••••• no longer reports S••••••• A•••••• a• (S••••••• R••••••••• S•••••••) (last held $305M at 2023-12-31; absent from the 2024-12-31 filing)with S••••••• R••••••••• S•••••••askebsa.dol.gov
- Dec 31, 2024Holding startedS••••••• R••••••••• P••• • H••• O••••• P•••••••• first reports an interest in T••••••• E••••••• F••• I••• (G•••••• S•••• T•••• C••••••): $10M at 2024-12-31with G•••••• S•••• T•••• C••••••askebsa.dol.gov
- Dec 31, 2024Holding startedS••••••• R••••••••• P••• • H••• O••••• P•••••••• first reports an interest in G• C• L••• D••••••• C••••• F••• (G•••••• S•••• T•••• C••••••): $34M at 2024-12-31with G•••••• S•••• T•••• C••••••askebsa.dol.gov
- Dec 31, 2024Manager relationship startedG•••••• S•••• A•••• M•••••••••, LP appears on S••••••• R••••••••• P••• • H••• O••••• P••••••••'s Schedule C as investment manager (plan year 2024 vs 2023)with G•••••• S•••• A•••• M•••••••••askebsa.dol.gov
- Jan 1, 2024Funded status changedS••••••• R••••••••• P••• • H••• O••••• P•••••••• funded ratio 100.1% -> 105.8% (2023-01-01 to 2024-01-01)
- Jan 1, 2023Funded status changedS••••••• R••••••••• P••• • H••• O••••• P•••••••• funded ratio 114.8% -> 100.1% (2022-01-01 to 2023-01-01)
- Jan 1, 2023Assets changedS••••••• R••••••••• P••• • H••• O••••• P•••••••• plan assets $659M -> $570M (-13.5%, 2022-01-01 to 2023-01-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 931253576-002
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.