Kamehameha Schools Retirement Plan
Corporate pension, based in Honolulu, Hawaii, reporting $294M in assets, for 2,749 participants.
Composed from this allocator's classification, location and filed figures.
Nothing material in the last 90 days. Last change: 1 Jul 2024, Kamehameha Schools Retirement Plan funded ratio 98.4% -> 90.2% (2023-07-01 to 2024-07-01).
1 more adviser
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- EB Temporary Investment3 commitments
- BNY Mellon3 commitments
Relationship network
12 connected entities3 observed commitments2 repeat counterpartiescommitments 2023 to 2025
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 1.2%
- Corporate debt instruments (other) 61.1%
- U.S. Government securities 32.3%
- Other investments 0.5%
- Common/collective trusts 3.9%
Consultants and advisers
- First Hawaiian Bank Custodianthrough Jun 30, 2024 Form 5500
- Aon Actuarythrough Jun 30, 2023 Form 5500
- Bank of New York Mellon Custodianthrough Jun 30, 2023 Form 5500
+1 more consultant or adviser advise this allocator
Every name, record and relationship behind this count, with the source on each.
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People
Manager roster
- BNY Mellon3 rows, latest Jun 30, 2025
- Wellington Managementplan years 2024
- Wellington Trust Companyplan years 2023
What changed
- Jul 1, 2024Funded status changedKamehameha Schools Retirement Plan funded ratio 98.4% -> 90.2% (2023-07-01 to 2024-07-01)
- Jul 1, 2023Funded status changedKamehameha Schools Retirement Plan funded ratio 107.5% -> 98.4% (2022-07-01 to 2023-07-01)
Commitments
| Date | Fund | Manager | Bucket | Amount | Vintage | Status | Source |
|---|---|---|---|---|---|---|---|
| as of Jun 30, 2025 | EB Temporary Investmentcollective trust | BNY Mellon | Pooled vehicles | $11.3M held | Disclosed holding | askebsa.dol.gov | |
| as of Jun 30, 2024 | EB Temporary Investmentcollective trust | BNY Mellon | Pooled vehicles | $17.8M held | Disclosed holding | askebsa.dol.gov | |
| as of Jun 30, 2023 | EB Temporary Investmentcollective trust | BNY Mellon | Pooled vehicles | $26.5M held | Disclosed holding | askebsa.dol.gov |
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 Jun 30, 2025 | 2,749 | $300M | $302M | 90.2% | $294M | Not disclosed | Not disclosed | Not disclosed |
| 2023 to Jun 30, 2024 | 2,796 | $311M | $314M | 98.4% | $305M | Not disclosed | Not disclosed | Not disclosed |
| 2022 to Jun 30, 2023 | 2,851 | $333M | $311M | 107.5% | $315M | Not disclosed | Not disclosed | Not disclosed |
- Wellington Management Company, LLP codes 28 50 51 68 $649,312 PY2024
- AON Consulting Inc. codes 11 16 50 $515,019 PY2024
- Accuity LLP codes 10 50 $41,675 PY2024
+18 more service providers
Every name, record and relationship behind this count, with the source on each.
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Provenance
Provenance
Record history
- Funded status changed2024-07-01source on record
- Funded status changed2023-07-01source on record
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
+7 connections on the graph
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