American Federation of Government Employees Pension Plan
Corporate pension, based in Washington, District of Columbia, reporting $186M in assets, for 517 participants.
Composed from this allocator's classification, location and filed figures.
Nothing material in the last 90 days. Last change: 31 Dec 2024, American Federation of Government Employees Pension Plan first reports an interest in Strategic Income Fund: $8M at 2024-12-31.
4 more managers and 19 more commitments
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- GQG Partners International Equity3 commitments
- Russell 1000 Growth Index Nl Fund3 commitments
- Russell 2000 Index Nl Fund3 commitments
- State Street Global Advisors Trust Company6 commitments
- GQG Partners LLC3 commitments
- State Street Global Advisors Trust3 commitments
Relationship network
35 connected entities22 observed commitments12 repeat counterparties13 dated commitments shown here, 2022 to 2024
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 1.8%
- Non-interest-bearing cash 0.3%
- Corporate debt instruments (other) 2.1%
- U.S. Government securities 3.7%
- Partnership/joint venture interests 10.4%
- Common/collective trusts 58.7%
- Registered investment companies 5.2%
- Common stock 17.8%
Consultants and advisers
- Standard Valuation Investment adviser (plan)through Dec 31, 2022 Form 5500
- Cheiron Actuarythrough Dec 31, 2022 Form 5500
- State Street Bank & Trust Company Custodianthrough Dec 31, 2022 Form 5500
People
Manager roster
- State Street Global Advisors Trust Company6 rows, latest Dec 31, 2024
- GQG Partners LLC3 rows, latest Dec 31, 2024
- State Street Global Advisors Trust3 rows, latest Dec 31, 2024
+4 more managers received commitments
Every name, record and relationship behind this count, with the source on each.
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- Neuberger Berman Trust Company, Naplan years
- GQG Partners LLCplan years
- US Real Estate Investment Fund LLCplan years 2024
+4 more Schedule C managers
Every name, record and relationship behind this count, with the source on each.
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What changed
- Dec 31, 2024Holding startedAmerican Federation of Government Employees Pension Plan first reports an interest in Strategic Income Fund: $8M at 2024-12-31with Strategic Income Fundaskebsa.dol.gov
- Dec 31, 2024Manager relationship startedUS Real Estate Investment Fund appears on American Federation of Government Employees Pension Plan's Schedule C as investment manager (plan year 2024 vs 2023)with US Real Estate Investment Fund LLCaskebsa.dol.gov
- Jan 1, 2024Funded status changedAmerican Federation of Government Employees Pension Plan funded ratio 133.6% -> 128.5% (2023-01-01 to 2024-01-01)
- Jan 1, 2023Assets changedAmerican Federation of Government Employees Pension Plan plan assets $177M -> $155M (-12.4%, 2022-01-01 to 2023-01-01)
Commitments
| Date | Fund | Manager | Bucket | Amount | Vintage | Status | Source |
|---|---|---|---|---|---|---|---|
| as of Dec 31, 2024 | Strategic Income Fundcollective trust | Neuberger Berman Trust Company, Na | Fixed income | $7.9M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | GQG Partners International Equitycollective trust | GQG Partners LLC | Public equity | $3.4M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | Russell 1000 Growth Index Nl Fundcollective trust | State Street Global Advisors Trust | Pooled vehicles | $18.8M held | Disclosed holding | askebsa.dol.gov |
+19 more commitments
Every fund and manager this allocator committed to, with the amount, date and source on each.
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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 Dec 31, 2024 | 517 | $169M | $120M | 128.5% | $186M | $19.3M | Not disclosed | Not disclosed |
| 2023 to Dec 31, 2023 | 453 | $155M | $116M | 133.6% | $169M | Not disclosed | Not disclosed | Not disclosed |
| 2022 to Dec 31, 2022 | 484 | $177M | $109M | 132.9% | $155M | Not disclosed | Not disclosed | Not disclosed |
- Marshfield Associates codes 28 51 $212,413 PY2024
- Segall, Bryant & Hamill codes 28 51 $86,179 PY2024
- Cheiron codes 11 50 $59,618 PY2024
+55 more service providers
Every name, record and relationship behind this count, with the source on each.
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Provenance
Provenance
American Federation of Government Employees Pension Plan sits on 5 traced paths of capital across the graphs.
DFX traced 5 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.
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Record history
- Holding in a pooled vehicle started2024-12-31source on record
- Manager relationship started2024-12-31source on record
- Funded status changed2024-01-01source on record
+1 more change on this record's ledger
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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
+11 connections on the graph
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