Standard Retirement Plan - Home Office Personnel
Corporate pension, based in Portland, Oregon, reporting $629M in assets, for 2,247 participants.
Composed from this allocator's classification, location and filed figures.
Nothing material in the last 90 days. Last change: 31 Dec 2024, Standard Retirement Plan - Home Office Personnel first reports an interest in GS Ct Inter Duration Credit Fund (Goldman Sachs Trust Company): $25M at 2024-12-31.
2 more commitments and 3 more dated events
Every figure, date and source on this page is shown. The names behind them, and every related record, open with the complete profile.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
Capital path
who backs this record, through what, into what; each name opens its own path- Separate Account a2 commitments
- GS Ct Inter Duration Credit Fund1 commitment
- GS Ct Long Duration Credit Fund1 commitment
- Goldman Sachs Trust Company3 commitments
- Standard Insurance Company2 commitments
Relationship network
14 connected entities5 observed commitments3 repeat counterpartiescommitments 2022 to 2024
From board minutes, annual reports, Form 5500 filings and public records of commitments, consultants and staff in the allocator graph. Commitment amounts are those the allocator disclosed; many are not printed, and none is estimated.
Some relationships on this record are counted rather than named here. They open with the full profile.
Click any name or line for the commitments and sources behind it. Line weight is commitments together; dashed lines are inferred.
- Sponsor
- Fund or vehicle
- Service provider
- Organization
›How strength and recency are read
Managers, funds and consultants are read from the commitments: three or more is a strong observed relationship, two a repeat counterparty. No consultant link is marked current on the source, so none is labelled current or former here. Related plans, people and plan service providers are ordered by what the filing shows.
Darker lines were active in the last 24 months or are current; lighter lines are older or undated.
Size, funding, policy and commitments, with their basesCorporate pensionShowHide
Allocation policy
- Interest-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
- Bank of New York Mellon Custodianthrough Dec 31, 2024 Form 5500
- The Standard Actuarythrough Dec 31, 2022 Form 5500
- Standard Insurance Company Actuarythrough Dec 31, 2022 Form 5500
People
Manager roster
- Goldman Sachs Trust Company3 rows, latest Dec 31, 2024
- Standard Insurance Company2 rows, latest Dec 31, 2023
- Goldman Sachs Asset Managementplan years 2024
What changed
- Dec 31, 2024Holding startedStandard Retirement Plan - Home Office Personnel first reports an interest in GS Ct Inter Duration Credit Fund (Goldman Sachs Trust Company): $25M at 2024-12-31with Goldman Sachs Trust Companyaskebsa.dol.gov
- Dec 31, 2024Holding endedinferenceStandard Retirement Plan - Home Office Personnel no longer reports Separate Account a (Standard Retirement Services) (last held $305M at 2023-12-31; absent from the 2024-12-31 filing)with Standard Insurance Companyaskebsa.dol.gov
- Dec 31, 2024Holding startedStandard Retirement Plan - Home Office Personnel first reports an interest in Tactical Exposure Fund Inst (Goldman Sachs Trust Company): $10M at 2024-12-31with Goldman Sachs Trust Companyaskebsa.dol.gov
- Dec 31, 2024Holding startedStandard Retirement Plan - Home Office Personnel first reports an interest in GS Ct Long Duration Credit Fund (Goldman Sachs Trust Company): $34M at 2024-12-31with Goldman Sachs Trust Companyaskebsa.dol.gov
- Dec 31, 2024Manager relationship startedGoldman Sachs Asset Management, LP appears on Standard Retirement Plan - Home Office Personnel's Schedule C as investment manager (plan year 2024 vs 2023)with Goldman Sachs Asset Managementaskebsa.dol.gov
+3 more dated events
Every name, record and relationship behind this count, with the source on each.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
Commitments
| Date | Fund | Manager | Bucket | Amount | Vintage | Status | Source |
|---|---|---|---|---|---|---|---|
| as of Dec 31, 2024 | GS Ct Inter Duration Credit Fundcollective trust | Goldman Sachs Trust Company | Private credit | $25.3M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | GS Ct Long Duration Credit Fundcollective trust | Goldman Sachs Trust Company | Private credit | $34.4M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | Tactical Exposure Fund Instcollective trust | Goldman Sachs Trust Company | Hedge / diversifiers | $10.2M held | Disclosed holding | askebsa.dol.gov |
+2 more commitments
Every fund and manager this allocator committed to, with the amount, date and source on each.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
Size and funding
Form 5500 filings
| 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 |
- Goldman Sachs Asset Management, LP codes 28 51 56 $260,257 PY2024
- Standard Retirement Services codes 10 11 12 13 15 17 18 50 $136,675 PY2024
- Bny codes 19 $4,602 PY2024
+10 more service providers
Every name, record and relationship behind this count, with the source on each.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
Provenance
Provenance
Record history
- Holding in a pooled vehicle started2024-12-31source on record
- Holding in a pooled vehicle ended2024-12-31source on record
- Holding in a pooled vehicle started2024-12-31source on record
+5 more changes on this record's ledger
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
The ledger records every merge, rename and reclassification this record went through and the dated filings observed on it, so the identity on this page can be traced to the records it was built from. The ledger's own sentences name other records, so they show with the names.
›Connections
every published relationship on the graph
+5 connections on the graph
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.