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
National School Boards Association Pension Plan
Corporate pensionAlexandria, VA
Assets
$30.6M
Total assets, Dec 31, 2024 reported
Funded
82.0%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
1
none on the tape
Plan sponsor: National School Boards Association
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
- Common/collective trusts 8.9%
- Registered investment companies 91.1%
Consultants and advisers
3 firms
- Morgan Stanley Dean Witter General consultantthrough Dec 31, 2022 Form 5500
- Transamerica Retirement Solutions Actuarythrough Dec 31, 2022 Form 5500
- Transamerica 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
1 rows, 0 dated closings
Disclosed holdings (from the plan’s performance or holdings report, as of the report date)
| Date | Fund | Manager | Bucket | Amount | Vintage | Status | Source |
|---|---|---|---|---|---|---|---|
| as of Dec 31, 2024 | Columbia Trust Dividend Inc Mscollective trust | Columbia | Pooled vehicles | $2.7M held | Disclosed holding | askebsa.dol.gov |
Size and funding
27 readings
Form 5500 filings
3 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 | 167 | $30.7M | $37.5M | 82.0% | $30.6M | n/a | n/a | n/a |
| 2023 to Dec 31, 2023 | 173 | $30.2M | $38.8M | 80.0% | $30.7M | n/a | n/a | n/a |
| 2022 to Dec 31, 2022 | 180 | $40.2M | $39.0M | 86.8% | $30.2M | n/a | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- Transamerica Retirement Solutions codes 11 12 15 28 38 50 59 61 62 63 64 $243,617 PY2024
- National Financial Services codes 33 71 PY2024
- Morgan Stanley Dean Witter codes 16 53 PY2024
- Columbia Trust Dividend Inc Ms Sched. D C $2.7M PY2024
- Transamerica codes 11 PY2024
- Transamerica Retirement Solutions codes 11 12 15 28 38 50 59 61 62 63 64 $105,606 PY2023
- National Financial Services codes 33 71 PY2023
- Morgan Stanley Dean Witter codes 16 53 PY2023
- Transamerica codes 11 PY2023
- Transamerica Retirement Solutions codes 11 12 15 28 38 50 59 61 62 63 64 $144,192 PY2022
- National Financial Services codes 33 71 PY2022
- Morgan Stanley Dean Witter codes 16 53 PY2022
- Transamerica codes 11 PY2022
What changed
3 events
- Jan 1, 2024Funded status changedNational School Boards Association Pension Plan funded ratio 80.0% -> 82.0% (2023-01-01 to 2024-01-01)
- Jan 1, 2023Funded status changedNational School Boards Association Pension Plan funded ratio 86.8% -> 80.0% (2022-01-01 to 2023-01-01)
- Jan 1, 2023Assets changedNational School Boards Association Pension Plan plan assets $40M -> $30M (-24.8%, 2022-01-01 to 2023-01-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 362210015-001
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.