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

Retirement Plan for Employees of Boeing Employees' Credit Union

Corporate pensionSeattle, WA
Assets
$382M
Total assets, Dec 31, 2024 reported
Funded
111.4%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
25
none on the tape
Plan sponsor: Boeing Employees' Credit Union
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
  • Interest-bearing cash 1.2%
  • Common/collective trusts 98.8%
Consultants and advisers
3 firms
People
No investment staff or executives have been read for this allocator yet.
Manager roster
3 managers on the commitment tape
From the plan’s own commitment disclosures
From Schedule C (investment management, code 28)
Commitments
25 rows, 0 dated closings
Disclosed holdings (from the plan’s performance or holdings report, as of the report date)
DateFundManagerBucketAmountVintageStatusSource
as of Dec 31, 2024US High Yield Bd Idx Non-Lend Fdcollective trustBlackrock Institutional Trust CompanyFixed income$13.3M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024TSY U.S. 25+ Yr Key Rate Dur Nl Fdcollective trustBlackrockPooled vehicles$50.3M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Long Duration Corporate Credit Screcollective trustBlackrock Long Duration CorporatePrivate credit$117M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Treas. Jpm Embi Global Diversifiedcollective trustBlackrock Institutional Trust CompanyHedge / diversifiers$13.2M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Emerging Markets Index Non-Lendablecollective trustBlackrock Institutional Trust CompanyPublic equity$18.7M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024BLK Msci Eafe Eq Idx Non-Lendcollective trustBlackrock Institutional Trust CompanyPooled vehicles$52.5M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Russell 3000 Index Non-Lendable Funcollective trustBlackrockPooled vehicles$83.6M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Developed Real Estate Idx Nlcollective trustBlackrock Institutional Trust CompanyReal estate$23.2M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Treasury US 15 Yr Key Rate Durationcollective trustBlackrock Institutional TrustFixed income$5.2M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023US High Yield Bd Idx Non-Lend Fdcollective trustBlackrock Institutional Trust CompanyFixed income$12.2M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023TSY U.S. 25+ Yr Key Rate Dur Nl Fdcollective trustBlackrockPooled vehicles$73.2M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Long Duration Corporate Credit Screcollective trustBlackrock Long Duration CorporatePrivate credit$110M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Treas. Jpm Embi Global Diversifiedcollective trustBlackrock Institutional Trust CompanyHedge / diversifiers$12.5M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Emerging Markets Index Non-Lendablecollective trustBlackrock Institutional Trust CompanyPublic equity$18.3M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023BLK Msci Eafe Eq Idx Non-Lendcollective trustBlackrock Institutional Trust CompanyPooled vehicles$51.8M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Russell 3000 Index Non-Lendable Funcollective trustBlackrockPooled vehicles$84.3M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Developed Real Estate Idx Nlcollective trustBlackrock Institutional Trust CompanyReal estate$25.8M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022US High Yield Bd Idx Non-Lend Fdcollective trustBlackrock Institutional Trust CompanyFixed income$12.8M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022TSY U.S. 25+ Yr Key Rate Dur Nl Fdcollective trustBlackrockPooled vehicles$52.2M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Long Duration Corporate Credit Screcollective trustBlackrock Long Duration CorporatePrivate credit$103M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Treas. Jpm Embi Global Diversifiedcollective trustBlackrock Institutional Trust CompanyHedge / diversifiers$13.0M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Emerging Markets Index Non-Lendablecollective trustBlackrock Institutional Trust CompanyPublic equity$18.8M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022BLK Msci Eafe Eq Idx Non-Lendcollective trustBlackrock Institutional Trust CompanyPooled vehicles$51.4M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Russell 3000 Index Non-Lendable Funcollective trustBlackrockPooled vehicles$79.2M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Developed Real Estate Idx Nlcollective trustBlackrock Institutional Trust CompanyReal estate$23.4M heldDisclosed holdingaskebsa.dol.gov
Size and funding
33 readings
Total assets
$382M Dec 31, 2024 reported Form 5500
$392M (2023-12) · $360M (2022-12)
Plan assets
$392M Jan 1, 2024 reported Form 5500
$360M (2023-01) · $501M (2022-01)
Net assets
$382M Dec 31, 2024 reported Form 5500
$392M (2023-12) · $360M (2022-12)
Funded ratio
111.4% Jan 1, 2024 reported Form 5500
110.5% (2023-01) · 109.9% (2022-01)
Funding target
$266M Jan 1, 2024 reported Form 5500
$227M (2023-01) · $201M (2022-01)
Discount rate
5.33% Jan 1, 2024 reported Form 5500
5.43% (2023-01) · 5.60% (2022-01)
Participants
3,482 Jan 1, 2024 reported Form 5500
3,098 (2023-01) · 2,965 (2022-01)
Contributions
$0 Dec 31, 2024 reported Form 5500
$0 (2023-12) · $0 (2022-12)
Benefits paid
$11.5M Dec 31, 2024 reported Form 5500
$11.3M (2023-12) · $18.9M (2022-12)
Net investment income
$-9.7M Dec 31, 2024 reported Form 5500
$31.7M (2023-12) · $-142M (2022-12)
Investment management fees
$701,595 Dec 31, 2024 reported Form 5500
$703,788 (2023-12) · $560,387 (2022-12)
Form 5500 filings
3 plan years
Plan yearParticipantsAssets (SB market)Funding targetFTAPTotal assets (H)Partnerships / JVMaster trustReal estate
2024 to Dec 31, 20243,482$392M$266M111.4%$382Mn/an/an/a
2023 to Dec 31, 20233,098$360M$227M110.5%$392Mn/an/an/a
2022 to Dec 31, 20222,965$501M$201M109.9%$360Mn/an/an/a
Service providers and investment entities as filed (Schedule C and D, latest year first)
  • Blackrock Institutional Trust Co codes 28 $605,981 PY2024
  • Mercer codes 11 65 $388,972 PY2024
  • UBS Financial Services Inc. codes 28 $95,614 PY2024
  • BNY Mellon codes 21 $75,038 PY2024
  • BLK Jpm Embi Glbl Div Idx Fd Sched. D C $13.2M PY2024
  • Emerging Markets Index Non-Len Sched. D C $18.7M PY2024
  • US High Yield Bd Idx Non-Lend Fd Sched. D C $13.3M PY2024
  • Treasury US 25+ Year Key Sched. D C $50.3M PY2024
  • LNG Dur Corp Cr Screen Nonlend Sched. D C $117M PY2024
  • BLK Msci Eafe Eq Idx Non-Lend Sched. D C $52.5M PY2024
  • Russell 3000 Index Non-Lend Fund Sched. D C $83.6M PY2024
  • Developed Real Estate Idx Nl Sched. D C $23.2M PY2024
  • TSY U.S. 15 Yr Key Rate Dur Nl Fd Sched. D C $5.2M PY2024
  • Mercer codes 11 PY2024
  • Blackrock Institutional Trust Co codes 28 $588,428 PY2023
  • Mercer codes 11 65 $376,436 PY2023
  • UBS Financial Services Inc. codes 28 $115,360 PY2023
  • BNY Mellon codes 21 $69,596 PY2023
  • Russell 3000 Index Non-Lend Fund Sched. D C $84.3M PY2023
  • US High Yield Bd Idx Non-Lend Fd Sched. D C $12.2M PY2023
  • Treasury US 25+ Year Key Sched. D C $73.2M PY2023
  • LNG Dur Corp Cr Screen Nonlend Sched. D C $110M PY2023
  • BLK Jpm Embi Glbl Div Idx Fd Sched. D C $12.5M PY2023
  • Emerging Markets Index Non-Len Sched. D C $18.3M PY2023
  • BLK Msci Eafe Eq Idx Non-Lend Sched. D C $51.8M PY2023
  • Developed Real Estate Idx Nl Sched. D C $25.8M PY2023
  • Mercer codes 11 PY2023
  • Blackrock Institutional Trust Co codes 28 $492,793 PY2022
  • Mercer codes 11 16 65 $435,533 PY2022
  • BNY Mellon codes 21 $68,750 PY2022
  • UBS Financial Services Inc. codes 28 $67,594 PY2022
  • Charles Schwab Trust Bank codes 21 $29,846 PY2022
  • BLK Msci Eafe Eq Idx Non-Lend Sched. D C $51.4M PY2022
  • Russell 3000 Index Non-Lend Fund Sched. D C $79.2M PY2022
  • US High Yield Bd Idx Non-Lend Fd Sched. D C $12.8M PY2022
  • Developed Real Estate Idx Nl Sched. D C $23.4M PY2022
  • Treasury US 25+ Year Key Sched. D C $52.2M PY2022
  • LNG Dur Corp Cr Screen Nonlend Sched. D C $103M PY2022
  • BLK Jpm Embi Glbl Div Idx Fd Sched. D C $13.0M PY2022
  • Emerging Markets Index Non-Len Sched. D C $18.8M PY2022
  • Mercer codes 11 PY2022
What changed
3 events
  • Dec 31, 2024Holding started
    Retirement Plan for Employees of Boeing Employees' Credit Union first reports an interest in Treasury US 15 Yr Key Rate Duration (Blackrock Institutional Trust): $5M at 2024-12-31
    with Blackrock Institutional Trustaskebsa.dol.gov
  • Dec 31, 2023Consultant changedinference
    Mercer no longer appears on Retirement Plan for Employees of Boeing Employees' Credit Union's Schedule C as general consultant (plan year 2023 vs 2022)
    with Merceraskebsa.dol.gov
  • Jan 1, 2023Assets changed
    Retirement Plan for Employees of Boeing Employees' Credit Union plan assets $501M -> $360M (-28.2%, 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 910219435-001
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.