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
Cambia Health Solutions Retirement Plan
Corporate pensionPortland, OR
Assets
$438M
Total assets, Dec 31, 2024 reported
Funded
109.7%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
0
none on the tape
Plan sponsor: Cambia Health Solutions, Inc.
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
- Corporate debt instruments (other) 30.6%
- Corporate debt instruments (preferred) 30.8%
- U.S. Government securities 24.3%
- Insurance company general account 0.2%
- Other investments 2.6%
- Registered investment companies 2.4%
Consultants and advisers
3 firms
- The Karras Company Investment adviser (plan)through Dec 31, 2022 Form 5500
- Mercer Actuarythrough Dec 31, 2022 Form 5500
- Bank of New York Mellon Custodianthrough Dec 31, 2022 Form 5500
People
No investment staff or executives have been read for this allocator yet.
Manager roster
4 managers on Schedule C
From Schedule C (investment management, code 28)
- Pacific Investmt Management Co LLCplan years 2022
- Aetna Life Insurance Companyplan years 2022
- Wellington Managementplan years 2022
- Wellington Trust Company, Naplan years 2022
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
33 readings
Investment management fees
$939,147 (2023-12) · $1.2M (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 | 4,574 | $390M | $356M | 109.7% | $438M | $0 | n/a | n/a |
| 2023 to Dec 31, 2023 | 4,688 | $382M | $364M | 105.8% | $456M | $0 | n/a | n/a |
| 2022 to Dec 31, 2022 | 4,927 | $581M | $422M | 124.5% | $434M | $0 | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- Pimco codes 28 $548,402 PY2024
- Wellington Management codes 51 68 $400,947 PY2024
- Wellington Trust Company codes 28 $398,510 PY2024
- Mercer(us), Inc. codes 11 $130,000 PY2024
- The Bank of New York Mellon codes 18 19 $127,740 PY2024
- The Karras Company codes 27 $59,040 PY2024
- Aetna Inc. codes 13 51 73 $11,345 PY2024
- Mercer codes 11 PY2024
- Pimco codes 28 $537,432 PY2023
- Wellington Trust Company codes 28 $401,715 PY2023
- Wellington Management codes 51 68 $400,465 PY2023
- Mercer(us), Inc. codes 11 $189,018 PY2023
- The Bank of New York Mellon codes 18 19 $106,874 PY2023
- The Karras Company codes 27 $64,058 PY2023
- Aetna Inc. codes 13 51 73 $12,650 PY2023
- Mercer codes 11 PY2023
- Pimco codes 28 $673,012 PY2022
- Wellington Trust Company codes 28 $494,168 PY2022
- Wellington Management codes 51 68 $452,416 PY2022
- Mercer(us),inc. codes 11 $181,025 PY2022
- The Bank of New York Mellon codes 18 19 $122,045 PY2022
- The Karras Company codes 27 $65,439 PY2022
- Aetna Inc. codes 13 51 73 $14,809 PY2022
- Mercer codes 11 PY2022
What changed
3 events
- Jan 1, 2024Funded status changedCambia Health Solutions Retirement Plan funded ratio 105.8% -> 109.7% (2023-01-01 to 2024-01-01)
- Jan 1, 2023Funded status changedCambia Health Solutions Retirement Plan funded ratio 124.5% -> 105.8% (2022-01-01 to 2023-01-01)
- Jan 1, 2023Assets changedCambia Health Solutions Retirement Plan plan assets $581M -> $382M (-34.2%, 2022-01-01 to 2023-01-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 931179316-001
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.