Alaska Electrical Pension Plan
Taft-Hartley plan, based in Anchorage, Alaska, reporting $2.1B in assets, for 11,184 participants.
Composed from this allocator's classification, location and filed figures.
Nothing material in the last 90 days. Last change: 31 Dec 2024, Aukema no longer appears on Alaska Electrical Pension Plan's Schedule C as general consultant (plan year 2024 vs 2023).
7 more advisers, 8 more managers, 44 more commitments and 4 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.
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Capital path
who backs this record, through what, into what; each name opens its own path- US Debt Index Nl Fund3 commitments
- Washington Capital Joint Master Tru3 commitments
- ALL Weather Portfolio Limited3 commitments
- Adams Street Partners, LLC21 commitments
- Blackrock Institutional Trust Company, N.A.3 commitments
- Washington Capital Management, Inc.3 commitments
Relationship network
113 connected entities47 observed commitments27 repeat counterparties30 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 basesTaft-Hartley planShowHide
Allocation policy
- Interest-bearing cash 1.9%
- Non-interest-bearing cash 0.1%
- Corporate debt instruments (other) 2.1%
- U.S. Government securities 0.8%
- Other investments 15.4%
- Partnership/joint venture interests 24.8%
- 103-12 investment entities 18.6%
- Common/collective trusts 16.0%
- Registered investment companies 6.2%
- Common stock 8.3%
- Preferred stock 0.2%
- Real estate (other than employer real property) 2.9%
Consultants and advisers
- RV Kuhns & Associates Investment adviser (plan)General consultantthrough Dec 31, 2023 Form 5500
- Aukema General consultantthrough Dec 31, 2023 Form 5500
- Segal Marco Advisors Investment adviser (plan)through Dec 31, 2022 Form 5500
+7 more consultants and advisers advise this allocator
Every name, record and relationship behind this count, with the source on each.
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People
Manager roster
- Adams Street Partners, LLC21 rows, latest Dec 31, 2024
- Blackrock Institutional Trust Company, N.A.3 rows, latest Dec 31, 2024
- Washington Capital Management, Inc.3 rows, latest Dec 31, 2024
+8 more managers received commitments
Every name, record and relationship behind this count, with the source on each.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
- T. Rowe Price Trust Companyplan years
- Blackrock Institutional Trust Company, N.A.plan years
- Invesco Trust Companyplan years
+17 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
- Dec 31, 2024Holding endedinferenceAlaska Electrical Pension Plan no longer reports MFS Collective Investment Trust (last held $72M at 2023-12-31; absent from the 2024-12-31 filing)with MFS Collective Investment Trustaskebsa.dol.gov
- Dec 31, 2024Holding endedinferenceAlaska Electrical Pension Plan no longer reports Irt-Global Real Est Securities Tr (last held $411,020 at 2023-12-31; absent from the 2024-12-31 filing)with Irt-Global Real Est Securities Traskebsa.dol.gov
- Dec 31, 2024Manager relationship endedinferenceWestern Asset Management Co CA LLC no longer appears on Alaska Electrical Pension Plan's Schedule C as investment manager (plan year 2024 vs 2023)with Legg Mason, Inc and Subsidiariesaskebsa.dol.gov
- Dec 31, 2024Consultant changedinferenceAukema no longer appears on Alaska Electrical Pension Plan's Schedule C as general consultant (plan year 2024 vs 2023)with Aukemaaskebsa.dol.gov
- Dec 31, 2023Holding endedinferenceAlaska Electrical Pension Plan no longer reports CF Wa Opportunistic US High Yield (last held $2M at 2022-12-31; absent from the 2023-12-31 filing)with CF Wa Opportunistic US High Yieldaskebsa.dol.gov
+4 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 Dec 31, 2024 | US Debt Index Nl Fundcollective trust | Blackrock Institutional Trust Company, N.A. | Private credit | $77.5M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | Washington Capital Joint Master Tru103 12 ie | Washington Capital Management, Inc. | Pooled vehicles | $109M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | ALL Weather Portfolio Limited103 12 ie | Bridgewater | Pooled vehicles | $195M held | Disclosed holding | askebsa.dol.gov |
+44 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 | 11,184 | Not disclosed | Not disclosed | n/a | $2.1B | $515M | $0 | $60.5M |
| 2023 to Dec 31, 2023 | 11,038 | Not disclosed | Not disclosed | n/a | $2.0B | $510M | $0 | $64.3M |
| 2022 to Dec 31, 2022 | 10,777 | Not disclosed | Not disclosed | n/a | $2.1B | $423M | $0 | $74.6M |
- Bridgewater Associates codes 28 50 $7.5M PY2024
- Washington Capital Management codes 50 51 $675,415 PY2024
- Schroder Investment Mgmnt Na Inc codes 28 50 $642,369 PY2024
+192 more service providers
Every name, record and relationship behind this count, with the source on each.
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Provenance
Provenance
Alaska Electrical Pension Plan sits on 26 traced paths of capital across the graphs.
DFX traced 26 paths of capital through this record
Every record on each path, what it committed or lent, and as of when.
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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 ended2024-12-31source on record
- Holding in a pooled vehicle ended2024-12-31source on record
- Manager relationship ended2024-12-31source on record
+6 more changes 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
+32 connections on the graph
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