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
Retirement Plan for Employees of Hawaii Agriculture Research Center
Corporate pensionKunia, HI
Assets
$7.6M
Total assets, Jun 30, 2024 reported
Funded
88.5%
Jul 1, 2023
Private markets target
n/a
policy Jun 30, 2024
Commitments
0
none on the tape
Plan sponsor: Hawaii Agriculture Research Center
Allocation policy
Form 5500, as of Jun 30, 2024
Actual allocation lines without a target (as filed)
- Interest-bearing cash 1.7%
- Other investments 2.6%
- Registered investment companies 93.8%
Consultants and advisers
3 firms
- Nyhart Actuarythrough Jun 30, 2024 Form 5500
- Ascensus Actuarythrough Jun 30, 2023 Form 5500
- Ascensus - Futureplan Actuarythrough Jun 30, 2023 Form 5500
People
No investment staff or executives have been read for this allocator yet.
Manager roster
2 managers on Schedule C
From Schedule C (investment management, code 28)
- Morgan Stanleyplan years 2023
- Central Pacific Bankplan years 2023
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
22 readings
Form 5500 filings
2 plan years
| Plan year | Participants | Assets (SB market) | Funding target | FTAP | Total assets (H) | Partnerships / JV | Master trust | Real estate |
|---|---|---|---|---|---|---|---|---|
| 2023 to Jun 30, 2024 | 170 | $8.9M | $10.6M | 88.5% | $7.6M | n/a | n/a | n/a |
| 2022 to Jun 30, 2023 | 168 | $9.1M | $10.4M | 95.3% | $8.9M | n/a | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- Morgan Stanley codes 12 13 28 50 $41,836 PY2023
- Ascensus, LLP. codes 11 15 17 50 $27,775 PY2023
- Nyhart codes 11 PY2023
- Morgan Stanley codes 12 13 28 50 $29,878 PY2022
- Ascensus, LLP. codes 11 15 17 50 $20,048 PY2022
- Central Pacific Bank codes 12 13 28 50 $16,270 PY2022
- C W Associates, CPAS codes 10 50 $10,785 PY2022
- Ascensus - Futureplan codes 11 PY2022
What changed
3 events
- Jun 30, 2024Assets changedRetirement Plan for Employees of Hawaii Agriculture Research Center total assets $9M -> $8M (-14.4%, 2023-06-30 to 2024-06-30)
- Dec 31, 2023Manager relationship endedinferenceCentral Pacific Bank no longer appears on Retirement Plan for Employees of Hawaii Agriculture Research Center's Schedule C as investment manager (plan year 2023 vs 2022)with Central Pacific Bankaskebsa.dol.gov
- Jul 1, 2023Funded status changedRetirement Plan for Employees of Hawaii Agriculture Research Center funded ratio 95.3% -> 88.5% (2022-07-01 to 2023-07-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 990040700-001
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.