Howard University Employees' Retirement Plan
Corporate pension, based in Washington, District of Columbia, reporting $670M in assets, for 7,907 participants.
Composed from this allocator's classification, location and filed figures.
Nothing material in the last 90 days. Last change: 30 Jun 2025, Howard University Employees' Retirement Plan no longer reports Silchester International Investors (last held $13M at 2024-06-30; absent from the 2025-06-30 filing).
4 more advisers, 2 more commitments and 2 more dated events
Every figure, date and source on this page is shown. The names behind them, and every related record, open with the complete profile.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
Capital path
who backs this record, through what, into what; each name opens its own path- Ares Global Multi-Asset Credit Fund3 commitments
- Silchester International Investors2 commitments
- Ares Management LLC3 commitments
- State Street Bank & Trust Company2 commitments
Relationship network
20 connected entities5 observed commitments5 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 0.8%
- Corporate debt instruments (other) 12.9%
- Corporate debt instruments (preferred) 9.0%
- U.S. Government securities 15.1%
- Other investments 1.7%
- Partnership/joint venture interests 18.3%
- Common/collective trusts 2.3%
- Registered investment companies 22.8%
- Common stock 5.2%
- Real estate (other than employer real property) 3.0%
Consultants and advisers
- Franklin Park Associates LLC General consultantthrough Jun 30, 2023 Form 5500
- Blue Print Capital Advisors General consultantthrough Jun 30, 2023 Form 5500
- Rhumbline Advisers Corp General consultantthrough Jun 30, 2023 Form 5500
+4 more consultants and advisers advise this allocator
Every name, record and relationship behind this count, with the source on each.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
People
Manager roster
- Ares Management LLC3 rows, latest Jun 30, 2025
- State Street Bank & Trust Company2 rows, latest Jun 30, 2024
- Ares Management LLCplan years
- State Street Bank & Trust Companyplan years
- Timessquare Capital Management, LLCplan years 2023
+4 more Schedule C managers
Every name, record and relationship behind this count, with the source on each.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
What changed
- Jun 30, 2025Holding endedinferenceHoward University Employees' Retirement Plan no longer reports Silchester International Investors (last held $13M at 2024-06-30; absent from the 2025-06-30 filing)with Silchester International Investorsaskebsa.dol.gov
- Dec 31, 2024Manager relationship endedinferenceTimes Square Capital Management no longer appears on Howard University Employees' Retirement Plan's Schedule C as investment manager (plan year 2024 vs 2023)with Timessquare Capital Management, LLCaskebsa.dol.gov
- Jul 1, 2024Funded status changedHoward University Employees' Retirement Plan funded ratio 96.0% -> 91.9% (2023-07-01 to 2024-07-01)
- Jun 30, 2024Assets changedHoward University Employees' Retirement Plan total assets $602M -> $669M (+11.0%, 2023-06-30 to 2024-06-30)
- Dec 31, 2023Manager relationship endedinferenceRhumbline Advisors Corporation no longer appears on Howard University Employees' Retirement Plan's Schedule C as investment manager (plan year 2023 vs 2022)with Rhumbline Advisers Corpaskebsa.dol.gov
+2 more dated events
Every name, record and relationship behind this count, with the source on each.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
Commitments
| Date | Fund | Manager | Bucket | Amount | Vintage | Status | Source |
|---|---|---|---|---|---|---|---|
| as of Jun 30, 2025 | Ares Global Multi-Asset Credit Fundcollective trust | Ares Management LLC | Private credit | $15.1M held | Disclosed holding | askebsa.dol.gov | |
| as of Jun 30, 2024 | Ares Global Multi-Asset Credit Fundcollective trust | Ares Management LLC | Private credit | $18.6M held | Disclosed holding | askebsa.dol.gov | |
| as of Jun 30, 2024 | Silchester International Investorscollective trust | State Street Bank & Trust Company | Pooled vehicles | $13.0M held | Disclosed holding | askebsa.dol.gov |
+2 more commitments
Every fund and manager this allocator committed to, with the amount, date and source on each.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
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 | 7,907 | $566M | $556M | 91.9% | $670M | $123M | Not disclosed | $19.9M |
| 2023 to Jun 30, 2024 | 8,002 | $582M | $573M | 96.0% | $669M | $121M | Not disclosed | $20.6M |
| 2022 to Jun 30, 2023 | 8,113 | $606M | $571M | 99.3% | $602M | $135M | Not disclosed | $22.0M |
- Bank of New York Mellon codes 18 19 21 50 $587,384 PY2024
- Pimco Funds codes 28 50 51 $515,945 PY2024
- Cambridge and Associates codes 16 50 $236,250 PY2024
+33 more service providers
Every name, record and relationship behind this count, with the source on each.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
Provenance
Provenance
Howard University Employees' Retirement Plan sits on 13 traced paths of capital across the graphs.
DFX traced 13 paths of capital through this record
Every record on each path, what it committed or lent, and as of when.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
Derived from allocator disclosures, BDC schedules and SEC filings; confidence is the weakest hop.
Checking your plan…
Record history
- Holding in a pooled vehicle ended2025-06-30source on record
- Manager relationship ended2024-12-31source on record
- Funded status changed2024-07-01source on record
+4 more changes on this record's ledger
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
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
+15 connections on the graph
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.