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
Pension Retirement Plan for the Employees of Radius Recycling Inc. and Affiliated Employers
Corporate pensionPortland, OR
Assets
$12.8M
Total assets, Aug 31, 2025 reported
Funded
153.7%
Sep 1, 2024
Private markets target
n/a
policy Aug 31, 2025
Commitments
0
none on the tape
Plan sponsor: Radius Recycling, Inc.
Allocation policy
Form 5500, as of Aug 31, 2025
Actual allocation lines without a target (as filed)
- Interest-bearing cash 1.6%
- Corporate debt instruments (other) 67.0%
- U.S. Government securities 22.0%
- Registered investment companies 8.5%
Consultants and advisers
4 firms
- USI Consulting Group Pension consultantthrough Aug 31, 2025 Form 5500
- PNC Bank Trusteethrough Aug 31, 2025 Form 5500
- HUB International Actuarythrough Aug 31, 2025 Form 5500
- HUB International Great Plains Actuarythrough Aug 31, 2023 Form 5500
People
No investment staff or executives have been read for this allocator yet.
Manager roster
1 managers on Schedule C
From Schedule C (investment management, code 28)
- PNC Bankplan years 2023
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
29 readings
Contributions
Investment management fees
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 Aug 31, 2025 | 187 | $13.4M | $8.7M | 153.7% | $12.8M | n/a | n/a | n/a |
| 2023 to Aug 31, 2024 | 198 | $14.5M | $10.6M | 136.8% | $13.4M | n/a | n/a | n/a |
| 2022 to Aug 31, 2023 | 203 | $15.9M | $10.8M | 146.7% | $14.6M | n/a | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- PNC Bank codes 21 27 50 $62,335 PY2024
- USI Consulting Group codes 15 17 50 $33,607 PY2024
- HUB International codes 11 50 $22,310 PY2024
- Schwab Retirement Plan Services,inc codes 15 50 64 $20,133 PY2024
- HUB International Great Plains codes 11 PY2024
- Schwab Retirement Plan Services,inc codes 15 50 64 $48,254 PY2023
- HUB International Great Plains codes 11 PY2023
- PNC Bank codes 28 50 $85,795 PY2022
- Schwab Retirement Plan Services,inc codes 15 50 64 $36,571 PY2022
- HUB International codes 64 $13,690 PY2022
- HUB International Great Plains codes 11 PY2022
What changed
5 events
- Dec 31, 2024Consultant changedinferenceUSI Consulting Group appears on Pension Retirement Plan for the Employees of Radius Recycling Inc. and Affiliated Employers's Schedule C as pension consultant (plan year 2024 vs 2023)with USI Consulting Groupaskebsa.dol.gov
- Dec 31, 2024Consultant changedinferencePNC Bank appears on Pension Retirement Plan for the Employees of Radius Recycling Inc. and Affiliated Employers's Schedule C as investment adviser (plan) (plan year 2024 vs 2023)with PNC Bankaskebsa.dol.gov
- Sep 1, 2024Funded status changedPension Retirement Plan for the Employees of Radius Recycling Inc. and Affiliated Employers funded ratio 136.8% -> 153.7% (2023-09-01 to 2024-09-01)
- Dec 31, 2023Manager relationship endedinferencePNC Bank no longer appears on Pension Retirement Plan for the Employees of Radius Recycling Inc. and Affiliated Employers's Schedule C as investment manager (plan year 2023 vs 2022)with PNC Bankaskebsa.dol.gov
- Sep 1, 2023Funded status changedPension Retirement Plan for the Employees of Radius Recycling Inc. and Affiliated Employers funded ratio 146.7% -> 136.8% (2022-09-01 to 2023-09-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 930341923-333
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.