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AllocatorsPlancorporate pension<100m

Earle M. Jorgensen Hourly Employees Pension Plan

Allocators

Phoenix, AZ

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Search this name across graphsid dfx:al:4c359ad9-e510-42be-a1b8-0e57ea9ea7b6

Data as of Sep 15, 2026 (this record's last observation) from Government tapes; SEC filings; What the plans publish; Pending. Page built Sep 20, 2026, 11:38 AM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 5
On other graphs: 0
Observed: Sep 15, 2026 to Sep 15, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Total assets: $65.6Mlatest reading; see basis
Assets as of: Dec 31, 2024
Assets basis: REPORTED
Funded ratio: 110%
Participants: 603
Commitments: 16with an amount; holdings are counted apart
Managers: 2
Funds: 16
Re-ups: 0
First-time managers: 0
Latest commitment: Dec 31, 2024
Consultants: 0
Private markets target, %: 0latest policy, percent of assets
Private equity target, %: 0latest policy, percent of assets
Latest policy: Dec 31, 2024
People: 0

Holdings (a value, never a commitment)

a Schedule D plan interest or a 990-PF other investment: a value on a date, never an approval

Vehicle	Manager	Bucket	Value	As of	Kind	Source
Spartan 500 Index Pool	Geode Capital Management Trust Company, LLC	Pooled vehicle	$14.5M	Dec 31, 2024	Collective trust	Dol form 5500 pension
Spartan World Minimum Volatility in	Geode Capital Management Trust Company, LLC	Pooled vehicle	$11.0M	Dec 31, 2024	Collective trust	Dol form 5500 pension
Fiam Long U.S. Treasury Strips Inde	Fidelity Institutional Asset Mgmt	Fixed income	$8.4M	Dec 31, 2024	Collective trust	Dol form 5500 pension
Fiam Long Duration Commingled Pool	Fidelity Institutional Asset Mgmt	Fixed income	$8.4M	Dec 31, 2024	Collective trust	Dol form 5500 pension
Fiam Long Corporate Commingled Pool	Fidelity Institutional Asset Mgmt	Pooled vehicle	$7.9M	Dec 31, 2024	Collective trust	Dol form 5500 pension
Fiam Reit	Fidelity Institutional Asset Mgmt	Real estate	$2.2M	Dec 31, 2024	Collective trust	Dol form 5500 pension
Fiam Small/mid Cap Opportunities	Fidelity Institutional Asset Mgmt	Pooled vehicle	$2.0M	Dec 31, 2024	Collective trust	Dol form 5500 pension
Fiam Emerging Markets Debt Commingl	Fidelity Institutional Asset Mgmt	Private credit	$2.0M	Dec 31, 2024	Collective trust	Dol form 5500 pension
Fiam Select Canada Pool	Fidelity Institutional Asset Mgmt	Pooled vehicle	$1.7M	Dec 31, 2024	Collective trust	Dol form 5500 pension
Fiam Emerging Markets Commingled Po	Fidelity Institutional Asset Mgmt	Public equity	$1.6M	Dec 31, 2024	Collective trust	Dol form 5500 pension
Fiam Select Emerging Markets Equity	Fidelity Institutional Asset Mgmt	Public equity	$1.6M	Dec 31, 2024	Collective trust	Dol form 5500 pension
Fiam Select International Equity Co	Fidelity Institutional Asset Mgmt	Public equity	$779,868	Dec 31, 2024	Collective trust	Dol form 5500 pension
Fiam International Growth	Fidelity Institutional Asset Mgmt	Pooled vehicle	$776,026	Dec 31, 2024	Collective trust	Dol form 5500 pension
Fiam Small Cap Core Pool	Fidelity Institutional Asset Mgmt	Public equity	$767,093	Dec 31, 2024	Collective trust	Dol form 5500 pension
Fiam Intermediate Inflation-Protect	Fidelity Institutional Asset Mgmt	Pooled vehicle	$130,958	Dec 31, 2024	Collective trust	Dol form 5500 pension
Fiam Floating Rate High Income Comm	Fidelity Institutional Asset Mgmt	Fixed income	$85,316	Dec 31, 2024	Collective trust	Dol form 5500 pension

Policy targets, latest period

the latest period this plan published, every item quoted from its own report; a target is never an actual; 16 rows folded into 3

Bucket	Target %	Range low	Range high	Actual %	Actual	Period end	Basis
Interest-bearing cash	n/a	n/a	n/a	0	$139,395	Dec 31, 2024	Derived
Common/collective trusts	n/a	n/a	n/a	97	$63.6M	Dec 31, 2024	Derived
Registered investment companies	n/a	n/a	n/a	3	$1.9M	Dec 31, 2024	Derived

Consultants

Form 5500 Schedule C, Form ADV and the plan's own reports; a Schedule C relationship is current for 24 months after the plan year end

Consultant	Role	From	To	Current	Evidence	Source
City National Bank	custodian	Jan 1, 2022	Dec 31, 2022	no	fact	Dol form 5500 pension
Mercer (US) LLC	actuary	Jan 1, 2022	Dec 31, 2022	no	fact	Dol form 5500 pension

Managers

managers this plan names on Schedule C or in its reports; a manager here is a reference node keyed to the private equity, venture and real estate fund graphs, never a new identity

Manager	Mandate	From	To	Current	Evidence
Geode Capital Management Trust Company, LLC	n/a	Dec 31, 2024	n/a	yes	fact

Relationships

Manages for (1)

← Geode Capital Management Trust Company, LLCManager with allocator capital
Dec 31, 2024 to presentfactForm 5500

Sponsors (1)

← Reliance, Inc.Plan sponsorPlan sponsor
Jan 1, 2022 to presentfactForm 5500

Advised by (2)

→ City National BankInvestment consultantcustodian
Jan 1, 2022 to Dec 31, 2022factForm 5500
→ Mercer (US) LLCInvestment consultantactuary
Jan 1, 2022 to Dec 31, 2022factForm 5500

Dated events

5 bookkeeping events (roster, classification and holdings changes) folded below

Show 5 bookkeeping events

Occurred
Jan 1, 2024
Earle M. Jorgensen Hourly Employees Pension Plan plan assets $57M -> $64M (+12.5%, 2023-01-01 to 2024-01-01)
Occurred
Jan 1, 2024
Earle M. Jorgensen Hourly Employees Pension Plan funded ratio 103.8% -> 110.1% (2023-01-01 to 2024-01-01)
Occurred
Dec 31, 2023
Earle M. Jorgensen Hourly Employees Pension Plan total assets $57M -> $64M (+12.5%, 2022-12-31 to 2023-12-31)
Occurred
Jan 1, 2023
Earle M. Jorgensen Hourly Employees Pension Plan plan assets $71M -> $57M (-20.0%, 2022-01-01 to 2023-01-01)
Occurred
Jan 1, 2023
Earle M. Jorgensen Hourly Employees Pension Plan funded ratio 135.6% -> 103.8% (2022-01-01 to 2023-01-01)

Provenance

Graph: Allocators
Canonical id: dfx:al:4c359ad9-e510-42be-a1b8-0e57ea9ea7b6
First observed: Sep 15, 2026
Last observed: Sep 15, 2026 4 days ago
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.