Uanpf Staff Retirement Plan
Corporate pension, based in Alexandria, Virginia, reporting $64.2M in assets, for 223 participants.
Composed from this allocator's classification, location and filed figures.
Nothing material in the last 90 days. Last change: Jun 30, 2025, Uanpf Staff Retirement Plan no longer reports Nhit Core Plus Fixed Income Trust (Loomis Sayles Trust Company) (last held $11M at 2024-06-30; absent from the 2025-06-30 filing).
1 more manager and 6 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- Afl-Cio Broad Market Stock Index Fd3 commitments
- Nhit Core Plus Fixed Income Trust2 commitments
- Wtc-Cif II International Opportunit2 commitments
- BNY Mellon3 commitments
- Loomis Sayles Trust Company2 commitments
- Wellington Trust Company, Na2 commitments
Relationship network
16 connected entities9 observed commitments8 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 0.0%
- Non-interest-bearing cash 0.6%
- Partnership/joint venture interests 8.0%
- Common/collective trusts 90.1%
Consultants and advisers
- Cheiron Actuarythrough Jun 30, 2023 Form 5500
People
Manager roster
- BNY Mellon3 rows, latest Jun 30, 2025
- Loomis Sayles Trust Company2 rows, latest Jun 30, 2024
- Wellington Trust Company, Na2 rows, latest Jun 30, 2024
+1 more manager received commitments
Every name, record and relationship behind this count, with the source on each.
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- Invesco Trust Companyplan years
- Loomis Saylesplan years 2023
What changed
- Jun 30, 2025Holding endedinferenceUanpf Staff Retirement Plan no longer reports Nhit Core Plus Fixed Income Trust (Loomis Sayles Trust Company) (last held $11M at 2024-06-30; absent from the 2025-06-30 filing)with Loomis Sayles Trust Companyaskebsa.dol.gov
- Jun 30, 2025Holding endedinferenceUanpf Staff Retirement Plan no longer reports Invesco Balanced-Risk Allocation Tr (Invesco Balanced-Risk Alloc. Trust) (last held $6M at 2024-06-30; absent from the 2025-06-30 filing)with Invesco Balanced-Risk Alloc. Trustaskebsa.dol.gov
- Jun 30, 2025Holding endedinferenceUanpf Staff Retirement Plan no longer reports Wtc-Cif II International Opportunit (Wellington Fd) (last held $6M at 2024-06-30; absent from the 2025-06-30 filing)with Wellington Trust Company, Naaskebsa.dol.gov
- Jul 1, 2024Assets changedUanpf Staff Retirement Plan plan assets $56M -> $64M (+14.0%, 2023-07-01 to 2024-07-01)
- Jun 30, 2024Assets changedUanpf Staff Retirement Plan total assets $56M -> $64M (+14.0%, 2023-06-30 to 2024-06-30)
Commitments
| Date | Fund | Manager | Bucket | Amount | Vintage | Status | Source |
|---|---|---|---|---|---|---|---|
| as of Jun 30, 2025 | Afl-Cio Broad Market Stock Index Fdcollective trust | BNY Mellon | Public equity | $38.7M held | Disclosed holding | askebsa.dol.gov | |
| as of Jun 30, 2024 | Nhit Core Plus Fixed Income Trustcollective trust | Loomis Sayles Trust Company | Fixed income | $11.0M held | Disclosed holding | askebsa.dol.gov | |
| as of Jun 30, 2024 | Wtc-Cif II International Opportunitcollective trust | Wellington Trust Company, Na | Pooled vehicles | $5.9M held | Disclosed holding | askebsa.dol.gov |
+6 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 Jun 30, 2025 | 223 | $64.2M | $63.0M | 96.9% | Not disclosed | Not disclosed | Not disclosed | Not disclosed |
| 2023 to Jun 30, 2024 | 225 | $56.3M | $59.5M | 98.1% | $64.2M | $5.1M | Not disclosed | Not disclosed |
| 2022 to Jun 30, 2023 | 220 | $51.7M | $54.6M | 99.2% | $56.4M | $5.8M | Not disclosed | Not disclosed |
- Loomis Sayles codes 28 51 $38,386 PY2024
- ADP, Inc codes 49 50 $7,407 PY2024
- Afl-Cio Broad Market Stock Index Fd Sched. D C $38.7M PY2024
+15 more service providers
Every name, record and relationship behind this count, with the source on each.
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Provenance
Provenance
Record history
- Holding in a pooled vehicle ended2025-06-30source on record
- Holding in a pooled vehicle ended2025-06-30source on record
- Holding in a pooled vehicle ended2025-06-30source on record
+2 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
+4 connections on the graph
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