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AllocatorsPlancorporate pension100m-1b

Hawaii Pacific Health Retirement Plan

Allocators

Honolulu, HI

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Search this name across graphsid dfx:al:5a3dd5d4-d724-464e-a0ca-a6a12394ad65

Data as of Sep 15, 2026 (this record's last observation) from Government tapes; SEC filings; What the plans publish; Pending. Page built Sep 19, 2026, 7:05 PM UTC and rebuilt at most every 15 minutes.

Relationships: 10
Dated events: 9
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: $430Mlatest reading; see basis
Assets as of: Dec 31, 2024
Assets basis: REPORTED
Funded ratio: 96%
Participants: 8,513
Commitments: 14with an amount; holdings are counted apart
Managers: 5
Funds: 7
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
Blackrock US 20pl Yr Bd Idx Nl Fd	Blackrock Insti. Trust Company, N.A	Pooled vehicle	$74.3M	Dec 31, 2022	Collective trust	Dol form 5500 pension
Blackrock US 20pl Yr Bd Idx Nl Fd	Blackrock Insti. Trust Company, N.A	Pooled vehicle	$62.4M	Dec 31, 2023	Collective trust	Dol form 5500 pension
Metlife Long Credit Collective Tr	Metlife Investment Management	Private credit	$56.7M	Dec 31, 2024	Collective trust	Dol form 5500 pension
Metlife Long Credit Collective Tr	Metlife Investment Management	Private credit	$54.7M	Dec 31, 2022	Collective trust	Dol form 5500 pension
Metlife Long Credit Collective Tr	Metlife Investment Management	Private credit	$52.3M	Dec 31, 2023	Collective trust	Dol form 5500 pension
Blackrock US 20pl Yr Bd Idx Nl Fd	Blackrock Insti. Trust Company, N.A	Pooled vehicle	$39.8M	Dec 31, 2024	Collective trust	Dol form 5500 pension
Arrowstreet Global Equity Alpha Ext	Arrow Street Capital	Public equity	$20.6M	Dec 31, 2024	Collective trust	Dol form 5500 pension
Arrowstreet Global Equity Alpha Ext	Arrow Street Capital	Public equity	$20.5M	Dec 31, 2023	Collective trust	Dol form 5500 pension
Arrowstreet Global Equity Alpha Ext	Arrow Street Capital	Public equity	$16.4M	Dec 31, 2022	Collective trust	Dol form 5500 pension
Silchester Int'l Value Equity Trust	Silchester International Investor	Public equity	$5.4M	Dec 31, 2024	Collective trust	Dol form 5500 pension
Silchester Int'l Value Equity Trust	Silchester International Investor	Public equity	$5.4M	Dec 31, 2023	Collective trust	Dol form 5500 pension
Legal & General S&p 500 Cit Fund	Legal and General	Pooled vehicle	$5.2M	Dec 31, 2022	Collective trust	Dol form 5500 pension
Legal & General Collective Trust Ms	Legal and General	Pooled vehicle	$3.2M	Dec 31, 2022	Collective trust	Dol form 5500 pension
CF L&g Msci Eafe Coll Invt	Legal and General	Pooled vehicle	$1.5M	Dec 31, 2022	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; 19 rows folded into 6

Bucket	Target %	Range low	Range high	Actual %	Actual	Period end	Basis
Interest-bearing cash	n/a	n/a	n/a	2	$9.8M	Dec 31, 2024	Derived
Other investments	n/a	n/a	n/a	3	$14.6M	Dec 31, 2024	Derived
Partnership/joint venture interests	n/a	n/a	n/a	39	$168M	Dec 31, 2024	Derived
Common/collective trusts	n/a	n/a	n/a	28	$123M	Dec 31, 2024	Derived
Registered investment companies	n/a	n/a	n/a	18	$79.0M	Dec 31, 2024	Derived
Common stock	n/a	n/a	n/a	1	$2.3M	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
BAA Capital Advisors, Inc.	Named fiduciary	Jan 1, 2024	Dec 31, 2024	no	fact	Dol form 5500 pension
Milliman, Inc.	actuary	Jan 1, 2023	Dec 31, 2023	no	fact	Dol form 5500 pension
Bank of Hawaii	trustee	Jan 1, 2022	Dec 31, 2022	no	fact	Dol form 5500 pension
Willis Towers Watson 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
Blackrock Insti. Trust Company, N.A	n/a	Dec 31, 2023	n/a	yes	fact
Metlife Investment Management	n/a	Dec 31, 2022	n/a	yes	fact
Cambridge Associates	Investment management	Jan 1, 2022	Dec 31, 2022	no	fact
Arrow Street Capital	Investment management	Jan 1, 2022	Dec 31, 2022	no	fact
Vulcan Value	Investment management	Jan 1, 2022	Dec 31, 2022	no	fact

Relationships

Manages for (5)

← Metlife Investment ManagementManager with allocator capital
Dec 31, 2022 to presentfactForm 5500
← Blackrock Insti. Trust Company, N.AManager with allocator capital
Dec 31, 2023 to presentfactForm 5500
← Cambridge AssociatesInvestment consultantInvestment management
Jan 1, 2022 to Dec 31, 2022factForm 5500
← Arrow Street CapitalInvestment consultantInvestment management
Jan 1, 2022 to Dec 31, 2022factForm 5500
← Vulcan ValueManager with allocator capitalInvestment management
Jan 1, 2022 to Dec 31, 2022factForm 5500

Sponsors (1)

← Hawaii Pacific HealthPlan sponsorPlan sponsor
Jan 1, 2022 to presentfactForm 5500

Advised by (4)

→ Bank of HawaiiInvestment consultanttrustee
Jan 1, 2022 to Dec 31, 2022factForm 5500
→ Willis Towers Watson US LLCInvestment consultantactuary
Jan 1, 2022 to Dec 31, 2022factForm 5500
→ Milliman, Inc.Investment consultantactuary
Jan 1, 2023 to Dec 31, 2023factForm 5500
→ BAA Capital Advisors, Inc.Investment consultantNamed fiduciary
Jan 1, 2024 to Dec 31, 2024factForm 5500

Dated events

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

Occurred
Dec 31, 2024
Consultant changed
Willis Towers Watson US LLC no longer appears on Hawaii Pacific Health Retirement Plan's Schedule C as pension consultant (plan year 2024 vs 2023)
Willis Towers Watson US LLC Form 5500observed 4 days ago
Occurred
Dec 31, 2023
Consultant changed
Milliman, Inc. appears on Hawaii Pacific Health Retirement Plan's Schedule C as pension consultant (plan year 2023 vs 2022)
Milliman, Inc.Form 5500observed 4 days ago
Occurred
Dec 31, 2023
Holding in a pooled vehicle ended
Hawaii Pacific Health Retirement Plan no longer reports CF L&g Msci Eafe Coll Invt (Legal and General) (last held $2M at 2022-12-31; absent from the 2023-12-31 filing)
Legal and General Form 5500observed 4 days ago
$1.5M
Occurred
Dec 31, 2023
Holding in a pooled vehicle started
Hawaii Pacific Health Retirement Plan first reports an interest in Silchester Int'l Value Equity Trust (Silchester International Investor): $5M at 2023-12-31
Silchester International Investor Form 5500observed 4 days ago
$5.4M
Occurred
Dec 31, 2023
Holding in a pooled vehicle ended
Hawaii Pacific Health Retirement Plan no longer reports Legal & General S&p 500 Cit Fund (Legal and General) (last held $5M at 2022-12-31; absent from the 2023-12-31 filing)
Legal and General Form 5500observed 4 days ago
$5.2M
Occurred
Dec 31, 2023
Holding in a pooled vehicle ended
Hawaii Pacific Health Retirement Plan no longer reports Legal & General Collective Trust Ms (Legal and General) (last held $3M at 2022-12-31; absent from the 2023-12-31 filing)
Legal and General Form 5500observed 4 days ago
$3.2M

Show 3 bookkeeping events

Occurred
Dec 31, 2023
Hawaii Pacific Health Retirement Plan total assets $408M -> $452M (+11.0%, 2022-12-31 to 2023-12-31)
Occurred
Jan 1, 2023
Hawaii Pacific Health Retirement Plan funded ratio 116.4% -> 94.4% (2022-01-01 to 2023-01-01)
Occurred
Jan 1, 2023
Hawaii Pacific Health Retirement Plan plan assets $554M -> $409M (-26.1%, 2022-01-01 to 2023-01-01)

Provenance

Graph: Allocators
Canonical id: dfx:al:5a3dd5d4-d724-464e-a0ca-a6a12394ad65
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.