DFX Intelligence

Allocator Intelligence

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Corporate pension

A•••• I•• P•••••• P••••

Corporate pensionPhoenix, AZcomponent of a larger system
Assets
$484M
Plan assets, Jun 30, 2026 reported
Funded
n/a
not filed
Private markets target
0.0%
policy Jun 30, 2026
Commitments
0
none on the tape
Part of: A••••• I•••
Allocation policy
10-K XBRL, as of Jun 30, 2026
Asset class (as printed)BucketTargetRangeActualGapBasis
Return Seeking InvestmentsMulti-asset65.0%65.0%+0.0reported sec.gov
Actual allocation lines without a target (as filed)
  • Cash And Cash Equivalents 4.0%
  • Fixed Income Securities 31.0%
Consultants and advisers
No adviser relationship is on the tape for this allocator. Public systems name theirs in the ACFR; plans list them on Schedule C.
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
21 readings
Plan assets
$484M Jun 30, 2026 reported 10-K XBRL
$478M (2025-06) · $481M (2024-06) · $504M (2023-06)
Benefit obligation
$469M Jun 30, 2026 reported 10-K XBRL
$474M (2025-06) · $471M (2024-06) · $471M (2023-06)
Funded status (10-K)
$15.4M Jun 30, 2026 reported 10-K XBRL
$3.6M (2025-06) · $9.9M (2024-06)
Discount rate
5.50% Jun 30, 2026 reported 10-K XBRL
5.50% (2025-06) · 5.50% (2024-06)
Expected return
8.00% Jun 30, 2027 reported 10-K XBRL
8.00% (2026-06) · 7.50% (2025-06) · 7.00% (2024-06)
What changed
No dated events yet.
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: CIK 8858
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.