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.
Taft-Hartley plan
Engineers Agc Pension Plan of the Inland Empire
Taft-Hartley planSeattle, WA
Assets
$215M
Total assets, Dec 31, 2024 reported
Funded
96.7%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
6
1 managers on Schedule C
Plan sponsor: Engineers Agc Pension
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
- Interest-bearing cash 2.1%
- Non-interest-bearing cash 2.2%
- Partnership/joint venture interests 17.1%
- 103-12 investment entities 16.2%
- Common/collective trusts 33.4%
- Registered investment companies 28.6%
- Common stock 0.0%
Consultants and advisers
3 firms
- Segal Marco Advisors Investment adviser (plan)through Dec 31, 2022 Form 5500
- Washington Trust Bank Custodianthrough Dec 31, 2022 Form 5500
- Milliman, Inc. 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
- Washington Capital Management, Inc.3 rows, latest Dec 31, 2024
- Afl-Cio Equity Fund2 rows, latest Dec 31, 2023
From Schedule C (investment management, code 28)
- Blackstone Infrastructure Parntersplan years 2024
- Ullico Investment Advisors, Inc.plan years 2023
- US Bankplan years 2023
- Harding Loevner LPplan years 2022
- Fiera Capitalplan years 2022
- Washington Capital Management, Inc.plan years 2022
- Delaware Investmentsplan years 2022
Commitments
6 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 | Washington Capital Joint Master Tru103 12 ie | Washington Capital Management, Inc. | Pooled vehicles | $12.1M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | Bnym Mellon Afl-Cio Bmcollective trust | The Bank of New York Mellon | Pooled vehicles | $71.8M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2023 | ASB Labor Equity Index Fundcollective trust | Afl-Cio Equity Fund | Public equity | $50.6M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2023 | Washington Capital Joint Master Tru103 12 ie | Washington Capital Management, Inc. | Pooled vehicles | $11.5M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | ASB Labor Equity Index Fundcollective trust | Afl-Cio Equity Fund | Public equity | $40.4M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | Washington Capital Joint Master Tru103 12 ie | Washington Capital Management, Inc. | Pooled vehicles | $11.0M held | Disclosed holding | askebsa.dol.gov |
Size and funding
30 readings
Investment management fees
$966,558 (2023-12) · $775,119 (2022-12)
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 | 3,466 | n/a | n/a | n/a | $215M | $36.6M | n/a | n/a |
| 2023 to Dec 31, 2023 | 3,232 | n/a | n/a | n/a | $199M | $24.7M | n/a | n/a |
| 2022 to Dec 31, 2022 | 3,541 | n/a | n/a | n/a | $192M | $35.7M | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- Welfare and Pension Admin Service codes 12 13 14 15 50 $301,621 PY2024
- Washington Capital Management codes 28 51 $283,181 PY2024
- Ullico codes 28 51 $196,154 PY2024
- Milliman codes 11 50 $168,123 PY2024
- US Bank codes 28 51 $79,887 PY2024
- Delaware Investments codes 28 51 $79,884 PY2024
- Turner, Stoeve & Gagliardi codes 29 50 $72,480 PY2024
- Marsh & Mclennan Agency codes 50 $63,983 PY2024
- Segal Marco Advisors codes 27 $55,000 PY2024
- Fiera Capital, Inc. codes $36,405 PY2024
- Harding Loevner codes 51 $35,757 PY2024
- Anastasi, Moore & Martin codes 10 50 $35,507 PY2024
- Blackstone Infrastructure Parnters codes 28 51 $17,676 PY2024
- Ifebp codes 50 99 $15,245 PY2024
- Washington Capital Jmt Mortgage Sched. D E $12.1M PY2024
- Washington Capital Jmt Real Estate Sched. D E $22.7M PY2024
- Bnym Mellon Afl-Cio Bm Sched. D C $71.8M PY2024
- Milliman, Inc. codes 11 PY2024
- Washington Capital Management codes 28 51 $294,119 PY2023
- Welfare and Pension Admin Service codes 12 13 14 15 50 $280,202 PY2023
- Delaware Investments codes 28 51 $199,197 PY2023
- Milliman codes 11 $165,451 PY2023
- Ullico codes 28 51 $150,568 PY2023
- Harding Loevner codes 28 51 $107,218 PY2023
- US Bank codes 28 $95,607 PY2023
- Segal Marco Advisors codes 27 $70,000 PY2023
- Marsh & Mclennan Agency codes 50 $63,273 PY2023
- Fiera Capital, Inc. codes 28 $50,034 PY2023
- Anastasi, Moore & Martin codes 10 50 $33,322 PY2023
- Turner, Stoeve & Gagliardi codes 29 50 $31,903 PY2023
- American Arbitration Association codes 29 $5,629 PY2023
- Washington Capital Jmt Real Estate Sched. D E $22.8M PY2023
- AFL Cio Equity Index Fund Sched. D C $50.6M PY2023
- Washington Capital Jt Master Trust Sched. D E $11.5M PY2023
- Milliman, Inc. codes 11 PY2023
- Welfare and Pension Admin Service codes 12 13 14 15 50 $292,542 PY2022
- Washington Capital Management codes 28 51 $288,428 PY2022
- Delaware Investments codes 28 51 $208,926 PY2022
- Milliman codes 11 $203,504 PY2022
- Harding Loevner codes 28 51 $105,175 PY2022
- Segal Marco Advisors codes 27 50 $70,000 PY2022
- Marsh & Mclennan Agency codes 50 $62,272 PY2022
- Turner, Stoeve & Gagliardi codes 29 50 $54,704 PY2022
- Fiera Capital, Inc. codes 28 $47,209 PY2022
- Anastasi, Moore & Martin codes 10 50 $41,568 PY2022
- Washington Trust Bank codes 18 $6,187 PY2022
- Washington Capital Jmt Real Estate Sched. D E $24.1M PY2022
- AFL Cio Equity Index Fund Sched. D C $40.4M PY2022
- Washington Capital Jt Master Trust Sched. D E $11.0M PY2022
- Milliman, Inc. codes 11 PY2022
What changed
10 events
- Dec 31, 2024Holding startedEngineers Agc Pension Plan of the Inland Empire first reports an interest in Bnym Mellon Afl-Cio Bm: $72M at 2024-12-31with Bnym Mellon Afl-Cio Cf Sl Broad Mktaskebsa.dol.gov
- Dec 31, 2024Holding endedinferenceEngineers Agc Pension Plan of the Inland Empire no longer reports ASB Labor Equity Index Fund (Afl-Cio Equity Fund) (last held $51M at 2023-12-31; absent from the 2024-12-31 filing)with Afl-Cio Equity Fundaskebsa.dol.gov
- Dec 31, 2024Manager relationship startedBlackstone Infrastructure Parnters appears on Engineers Agc Pension Plan of the Inland Empire's Schedule C as investment manager (plan year 2024 vs 2023)with Blackstone Infrastructure Parntersaskebsa.dol.gov
- Dec 31, 2024Manager relationship endedinferenceHarding Loevner no longer appears on Engineers Agc Pension Plan of the Inland Empire's Schedule C as investment manager (plan year 2024 vs 2023)with Harding Loevner LPaskebsa.dol.gov
- Dec 31, 2024Manager relationship endedinferenceFiera Capital, Inc. no longer appears on Engineers Agc Pension Plan of the Inland Empire's Schedule C as investment manager (plan year 2024 vs 2023)with Fiera Capitalaskebsa.dol.gov
- Jan 1, 2024Funded status changedEngineers Agc Pension Plan of the Inland Empire funded ratio 93.3% -> 96.7% (2023-01-01 to 2024-01-01)
- Dec 31, 2023Manager relationship startedUllico appears on Engineers Agc Pension Plan of the Inland Empire's Schedule C as investment manager (plan year 2023 vs 2022)with Ullico Investment Advisors, Inc.askebsa.dol.gov
- Dec 31, 2023Manager relationship startedUS Bank appears on Engineers Agc Pension Plan of the Inland Empire's Schedule C as investment manager (plan year 2023 vs 2022)with US Bankaskebsa.dol.gov
- Jan 1, 2023Funded status changedEngineers Agc Pension Plan of the Inland Empire funded ratio 89.3% -> 93.3% (2022-01-01 to 2023-01-01)
- Jan 1, 2023Assets changedEngineers Agc Pension Plan of the Inland Empire plan assets $219M -> $192M (-12.2%, 2022-01-01 to 2023-01-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 916070237-001
Cross-graph: no entry on another DFX graph
First observed Sep 15, 2026, last observed Sep 16, 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.