Corporate pension in Washington
Corporate pension, based in Tacoma, Washington, reporting $557M in assets, for 3,242 participants.
Composed from this allocator's classification, location and filed figures.
Nothing material in the last 90 days. Last change: Dec 31, 2024, Manager relationship ended.
This allocator's name, 2 more advisers and 3 more commitments
Every figure, date and source on this page is shown. The names behind them, and every related record, open with the complete profile.
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Capital path
who backs this record, through what, into what; each name opens its own path- Capital Group International Equity3 commitments
- Legal & General Long Duration U.S.3 commitments
- Capital Bank and Trust Company3 commitments
- Legal and General3 commitments
Relationship network
14 connected entities6 observed commitments4 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
›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 1.9%
- Corporate debt instruments (other) 31.9%
- U.S. Government securities 39.1%
- Other investments 1.6%
- Partnership/joint venture interests 0.5%
- Common/collective trusts 14.1%
- Registered investment companies 7.3%
Consultants and advisers
- Pacific Investmt Management Co LLC Investment adviser (plan)through Dec 31, 2022 Form 5500
- Milliman, Inc. Pension consultantActuarythrough Dec 31, 2022 Form 5500
- Capital International, Inc. Investment adviser (plan)through Dec 31, 2022 Form 5500
+2 more consultants and advisers advise this allocator
Every name, record and relationship behind this count, with the source on each.
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People
Manager roster
- Capital Bank and Trust Company3 rows, latest Dec 31, 2024
- Legal and General3 rows, latest Dec 31, 2024
- Capital Bank and Trust Companyplan years
- Legal & General Inv Mgmt Americaplan years 2022
- Nisa Investment Advisors, LLCplan years 2022
What changed
- Dec 31, 2024Manager relationship endedinferencewith Capital International, Inc.askebsa.dol.gov
- Jan 1, 2024Funded status changed4 pointsaskebsa.dol.gov
- Jan 1, 2023Funded status changeddown 25 pointsaskebsa.dol.gov
- Jan 1, 2023Assets changeddown $233Maskebsa.dol.gov
Commitments
| Date | Fund | Manager | Bucket | Amount | Vintage | Status | Source |
|---|---|---|---|---|---|---|---|
| as of Dec 31, 2024 | Capital Group International Equitycollective trust | Capital Bank and Trust Company | Public equity | $9.5M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | Legal & General Long Duration U.S.collective trust | Legal and General | Fixed income | $69.2M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2023 | Legal & General Long Duration U.S.collective trust | Legal and General | Fixed income | $70.4M held | Disclosed holding | askebsa.dol.gov |
+3 more commitments
Every fund and manager this allocator committed to, with the amount, date and source on each.
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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 | 3,242 | $505M | $460M | 107.8% | $557M | $3.0M | Not disclosed | Not disclosed |
| 2023 to Dec 31, 2023 | 3,337 | $491M | $471M | 104.1% | $560M | $3.6M | Not disclosed | Not disclosed |
| 2022 to Dec 31, 2022 | 3,584 | $724M | $504M | 129.0% | $577M | $4.4M | Not disclosed | Not disclosed |
- Legal & General Investment Manageme codes 28 51 $377,415 PY2024
- Nisa Investment Advisors codes 28 50 52 $335,321 PY2024
- Milliman, Inc. codes 15 17 $303,855 PY2024
+24 more service providers
Every name, record and relationship behind this count, with the source on each.
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Provenance
Provenance
This record sits on 2 traced paths of capital across the graphs.
DFX traced 2 paths of capital through this record
Every record on each path, what it committed or lent, and as of when.
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Derived from allocator disclosures, BDC schedules and SEC filings; confidence is the weakest hop.
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Record history
- Manager relationship ended2024-12-31source on record
- Funded status changed2024-01-01source on record
- Funded status changed2023-01-01source on record
+1 more change on this record's ledger
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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
+10 connections on the graph
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