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

Afscme Employees Pension Plan

Corporate pensionWashington, DC
Assets
$1.6B
Total assets, Dec 31, 2024 reported
Funded
89.2%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
12
none on the tape
Plan sponsor: American Federation of State, County and Municipal Employees
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
  • Interest-bearing cash 3.2%
  • Corporate debt instruments (other) 15.9%
  • Corporate debt instruments (preferred) 23.2%
  • U.S. Government securities 0.2%
  • Other investments 5.2%
  • Common/collective trusts 50.1%
  • Common stock 0.0%
Consultants and advisers
5 firms
People
No investment staff or executives have been read for this allocator yet.
Manager roster
2 managers on the commitment tape
From the plan’s own commitment disclosures
From Schedule C (investment management, code 28)
Commitments
12 rows, 0 dated closings
Disclosed holdings (from the plan’s performance or holdings report, as of the report date)
DateFundManagerBucketAmountVintageStatusSource
as of Dec 31, 2024Bnym Mellon Afl-Cio Sl Stock Indexcollective trustBNY MellonPublic equity$153M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Rhumbline Mid-Cap Index Fund Pooledcollective trustRhumbline Advisers CorpPooled vehicles$180M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024S&p 500 Flagship Nl Fundcollective trustState Street - Russell 2000Pooled vehicles$77.0M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024State St Lng US Govt Bd Ind Nl Fundcollective trustState Street - Russell 2000Pooled vehicles$299M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024U.S. Extended Market Indexcollective trustState Street - Russell 2000Pooled vehicles$113M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Bnym Mellon Afl-Cio Sl Stock Indexcollective trustBNY MellonPublic equity$123M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Rhumbline Mid-Cap Index Fund Pooled103 12 ieRhumbline Advisers CorpPooled vehicles$158M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023S&p 500 Flagship Nl Fundcollective trustState Street - Russell 2000Pooled vehicles$109M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023State St Lng US Govt Bd Ind Nl Fundcollective trustState Street - Russell 2000Pooled vehicles$316M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Bnym Mellon Afl-Cio Sl Stock Indexcollective trustBNY MellonPublic equity$242M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Rhumbline Mid-Cap Index Fund Pooled103 12 ieRhumbline Advisers CorpPooled vehicles$299M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022State Street Russell 3000 Index Noncollective trustState Street - Russell 2000Pooled vehicles$164M heldDisclosed holdingaskebsa.dol.gov
Size and funding
33 readings
Total assets
$1.6B Dec 31, 2024 reported Form 5500
$1.6B (2023-12) · $1.5B (2022-12)
Plan assets
$1.6B Jan 1, 2024 reported Form 5500
$1.4B (2023-01) · $1.7B (2022-01)
Net assets
$1.6B Dec 31, 2024 reported Form 5500
$1.6B (2023-12) · $1.4B (2022-12)
Funded ratio
89.2% Jan 1, 2024 reported Form 5500
89.9% (2023-01) · 91.3% (2022-01)
Funding target
$1.5B Jan 1, 2024 reported Form 5500
$1.5B (2023-01) · $1.4B (2022-01)
Discount rate
5.16% Jan 1, 2024 reported Form 5500
5.29% (2023-01) · 5.46% (2022-01)
Participants
4,558 Jan 1, 2024 reported Form 5500
4,600 (2023-01) · 4,478 (2022-01)
Contributions
$47.8M Dec 31, 2024 reported Form 5500
$47.3M (2023-12) · $41.9M (2022-12)
Benefits paid
$87.9M Dec 31, 2024 reported Form 5500
$91.4M (2023-12) · $79.3M (2022-12)
Net investment income
$18.3M Dec 31, 2024 reported Form 5500
$175M (2023-12) · $-281M (2022-12)
Investment management fees
$1.8M Dec 31, 2024 reported Form 5500
$2.2M (2023-12) · $2.2M (2022-12)
Form 5500 filings
3 plan years
Plan yearParticipantsAssets (SB market)Funding targetFTAPTotal assets (H)Partnerships / JVMaster trustReal estate
2024 to Dec 31, 20244,558$1.6B$1.5B89.2%$1.6Bn/an/an/a
2023 to Dec 31, 20234,600$1.4B$1.5B89.9%$1.6Bn/an/an/a
2022 to Dec 31, 20224,478$1.7B$1.4B91.3%$1.5Bn/an/an/a
Service providers and investment entities as filed (Schedule C and D, latest year first)
What changed
11 events
  • Dec 31, 2024Holding started
    Afscme Employees Pension Plan first reports an interest in U.S. Extended Market Index (State Street - Russell 2000): $113M at 2024-12-31
    with State Street - Russell 2000askebsa.dol.gov
  • Dec 31, 2024Manager relationship endedinference
    Insight Investment no longer appears on Afscme Employees Pension Plan's Schedule C as investment manager (plan year 2024 vs 2023)
    with Insight North America LLCaskebsa.dol.gov
  • Dec 31, 2024Manager relationship endedinference
    Richmond Capital Management, Inc no longer appears on Afscme Employees Pension Plan's Schedule C as investment manager (plan year 2024 vs 2023)
    with Proloan Bond Fundaskebsa.dol.gov
  • Jan 1, 2024Assets changed
    Afscme Employees Pension Plan plan assets $1.4B -> $1.6B (+12.1%, 2023-01-01 to 2024-01-01)
    askebsa.dol.gov
  • Dec 31, 2023Holding endedinference
    Afscme Employees Pension Plan no longer reports State Street Russell 3000 Index Non (State Street - Russell 2000) (last held $164M at 2022-12-31; absent from the 2023-12-31 filing)
    with State Street - Russell 2000askebsa.dol.gov
  • Dec 31, 2023Holding started
    Afscme Employees Pension Plan first reports an interest in S&p 500 Flagship Nl Fund (State Street - Russell 2000): $109M at 2023-12-31
    with State Street - Russell 2000askebsa.dol.gov
  • Dec 31, 2023Holding started
    Afscme Employees Pension Plan first reports an interest in State St Lng US Govt Bd Ind Nl Fund (State Street - Russell 2000): $316M at 2023-12-31
    with State Street - Russell 2000askebsa.dol.gov
  • Dec 31, 2023Manager relationship endedinference
    State Street Global Advisors no longer appears on Afscme Employees Pension Plan's Schedule C as investment manager (plan year 2023 vs 2022)
    with State Street Global Advisorsaskebsa.dol.gov
  • Dec 31, 2023Manager relationship started
    Nisa appears on Afscme Employees Pension Plan's Schedule C as investment manager (plan year 2023 vs 2022)
    with Nisa Investment Advisors, LLCaskebsa.dol.gov
  • Dec 31, 2023Assets changed
    Afscme Employees Pension Plan total assets $1.5B -> $1.6B (+11.4%, 2022-12-31 to 2023-12-31)
    askebsa.dol.gov
  • Jan 1, 2023Assets changed
    Afscme Employees Pension Plan plan assets $1.7B -> $1.4B (-16.3%, 2022-01-01 to 2023-01-01)
    askebsa.dol.gov
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 530237789-001
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.