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.
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Corporate pension
P••••••••• R••••••••• P•••
Corporate pensionPortland, OR
Assets
$747M
Total assets, Dec 31, 2024 reported
Funded
99.8%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
0
none on the tape
Plan sponsor: P•••••••••
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
- Master trust investment accounts 100.0%
Consultants and advisers
3 firms
- A•• General consultantActuarythrough Dec 31, 2022 Form 5500
- W••••• T•••• W••••• Actuarythrough Dec 31, 2022 Form 5500
- A•• C••••••••• I••• Actuarythrough Dec 31, 2022 Form 5500
People
No investment staff or executives have been read for this allocator yet.
Manager roster
No manager relationship is on the tape for this allocator.
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
30 readings
Form 5500 filings
4 plan years
| Plan year | Participants | Assets (SB market) | Funding target | FTAP | Total assets (H) | Partnerships / JV | Master trust | Real estate |
|---|---|---|---|---|---|---|---|---|
| 2024 to Dec 31, 2024 | 4,777 | $764M | $708M | 99.8% | $747M | n/a | $747M | n/a |
| 2023 to Dec 31, 2023 | 4,932 | $758M | $740M | 99.0% | $789M | n/a | $788M | n/a |
| 2022 to Dec 31, 2022 | 4,346 | $1.0B | $756M | 109.2% | $0 | n/a | $0 | n/a |
| 2022 to Dec 31, 2022 | 949 | $57.4M | $32.2M | 178.2% | $786M | n/a | $786M | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- AON C••••••••• codes 11 15 50 $195,954 PY2024
- Moss Adams, LLP codes 10 50 $104,893 PY2024
- W••••• T•••• W••••• codes 11 16 50 $99,458 PY2024
- Wellmark codes 13 14 50 $58,765 PY2024
- Jackson Lewis codes 29 50 $10,655 PY2024
- BHE Wm Blair Smid Sched. D M $15.3M PY2024
- BHE Baillie Gifford Sched. D M PY2024
- BHE Ssga Intl Acwi Sched. D M $15.9M PY2024
- BHE Ssga Rus Vl 1000 Sched. D M $41.9M PY2024
- BHE Dodge Cox Long Credit Sched. D M $65.3M PY2024
- BHE Pimcolong Credit Sched. D M $122M PY2024
- Paccorp Mrt Harbourves Mtu Sched. D M PY2024
- BHE Nisa Long Credit Sched. D M $111M PY2024
- BHE Paccorp Mrt Cn Ds Ac (control D Sched. D M $22.3M PY2024
- BHE Ssga Sp 500 Indx Sched. D M $44.0M PY2024
- BHE Lsv Smid Sched. D M $14.5M PY2024
- JPM Core Fi Mtu Sched. D M $60.9M PY2024
- Columbia Core Plus Fi Mtu Sched. D M $45.3M PY2024
- Blackrock Core Plus Sched. D M $38.1M PY2024
- Paccorp Mrt in Cn Sa Sched. D M $46 PY2024
- Paccorp Mrt Lone Star Mtu Sched. D M $52,819 PY2024
- Paccorp Mrt Pm CA Sched. D M $577,122 PY2024
- Paccorp Mrt Trumbull Mtu Sched. D M $19.6M PY2024
- Paccorp Mrt Warburg Mtu Sched. D M $31,332 PY2024
- Pcorp Mrt Ai Fd Sched. D M $424,866 PY2024
- Pcorp Mrt Apollo Inves Mtu Sched. D M $5,820 PY2024
- Trowe Core Fi Sched. D M $54.3M PY2024
- NT Ql Div Foc Fd Sched. D M $41.9M PY2024
- JPM Multas Div Fd Sched. D M $34.3M PY2024
- AON C•••••••••, Inc codes 11 PY2024
- AON C••••••••• codes 11 15 50 $193,556 PY2023
- W••••• T•••• W••••• codes 11 16 50 $90,774 PY2023
- Wellmark codes 13 14 50 $84,353 PY2023
- Moss Adams, LLP codes 10 50 $82,558 PY2023
- Clifton Larson Allen, LLP codes 10 50 $26,695 PY2023
- Jackson Lewis codes 29 50 $21,415 PY2023
- BHE Nisa Long Credit Sched. D M $119M PY2023
- BHE Paccorp Mrt Cn Ds Ac (control D Sched. D M $21.7M PY2023
- BHE Ssga Sp 500 Indx Sched. D M $55.4M PY2023
- BHE Lsv Smid Sched. D M $6.9M PY2023
- BHE Wm Blair Smid Sched. D M $27.2M PY2023
- BHE Silchster Intlval Sched. D M PY2023
- BHE Baillie Gifford Sched. D M $130 PY2023
- BHE Ssga Intl Acwi Sched. D M $18.2M PY2023
- BHE Ssga Rus Vl 1000 Sched. D M $44.8M PY2023
- BHE Dodge Cox Long Credit Sched. D M $74.1M PY2023
- BHE Pimcolong Credit Sched. D M $124M PY2023
- Paccorp Mrt Harbourves Mtu Sched. D M $34,914 PY2023
- Paccorp Mrt Lone Star Mtu Sched. D M $193,166 PY2023
- Paccorp Mrt Pm CA Sched. D M $399,374 PY2023
- Paccorp Mrt Trumbull Mtu Sched. D M $26.1M PY2023
- Paccorp Mrt Warburg Mtu Sched. D M $29,578 PY2023
- Pcorp Mrt Ai Fd Sched. D M $423,567 PY2023
- Pcorp Mrt Apollo Inves Mtu Sched. D M $10,261 PY2023
- Trowe Core Fi Sched. D M $53.8M PY2023
- NT Ql Div Foc Fd Sched. D M $44.4M PY2023
- JPM Multas Div Fd Sched. D M $30.9M PY2023
- JPM Core Fi Mtu Sched. D M $59.5M PY2023
- Columbia Core Plus Fi Mtu Sched. D M $44.1M PY2023
- Blackrock Core Plus Sched. D M $37.4M PY2023
- Paccorp Mrt in Cn Sa Sched. D M $41 PY2023
- AON C•••••••••, Inc codes 11 PY2023
- AON C••••••••• codes 16 50 $156,313 PY2022
- W••••• T•••• W••••• codes 11 16 50 $99,180 PY2022
- Wellmark codes 13 14 50 $93,207 PY2022
- AON C••••••••• codes 11 15 50 $44,879 PY2022
- Moss Adams, LLP codes 10 50 $44,330 PY2022
- Moss Adams, LLP codes 10 50 $27,008 PY2022
- Clifton Larson Allen, LLP codes 10 50 $16,283 PY2022
- Jackson Lewis codes 29 50 $13,775 PY2022
- Express Scripts, Inc. codes 13 14 50 $5,214 PY2022
- BHE Baillie Gifford Sched. D M PY2022
- BHE Ssga Intl Acwi Sched. D M PY2022
- BHE Ssga Rus Vl 1000 Sched. D M PY2022
- BHE Dc Long Credit Sched. D M PY2022
- BHE Pimcolong Credit Sched. D M PY2022
- Paccorp Mrt Harbourves Mtu Sched. D M PY2022
- Paccorp Mrt Lone Star Mtu Sched. D M PY2022
- Paccorp Mrt Pm CA Sched. D M PY2022
- Paccorp Mrt Trumbull Mtu Sched. D M PY2022
What changed
3 events
- Dec 31, 2023Consultant changedinferenceAON C••••••••• no longer appears on P••••••••• R••••••••• P•••'s Schedule C as general consultant (plan year 2023 vs 2022)with A••askebsa.dol.gov
- Jan 1, 2023Funded status changedP••••••••• R••••••••• P••• funded ratio 178.2% -> 99.0% (2022-01-01 to 2023-01-01)
- Jan 1, 2023Assets changedP••••••••• R••••••••• P••• plan assets $57M -> $758M (+1219.1%, 2022-01-01 to 2023-01-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 930246090-002
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.