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AllocatorsPlancorporate pension<100m

Kuakini Health System Retirement Plan

Allocators

Honolulu, HI

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Search this name across graphsid dfx:al:642d9e70-8365-4bb6-90a5-40c67f1e0bcf

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, 6:56 AM UTC and rebuilt at most every 15 minutes.

Relationships: 6
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: $69.4Mlatest reading; see basis
Assets as of: Dec 31, 2024
Assets basis: REPORTED
Funded ratio: 93%
Participants: 880
Commitments: 11with an amount; holdings are counted apart
Managers: 2
Funds: 11
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
AON Long Credit Bond Fund	AON Trust Company LLC	Private credit	$21.7M	Dec 31, 2024	Collective trust	Dol form 5500 pension
20+ Yr U S Treas Strips	AON Trust Company LLC	Pooled vehicle	$10.6M	Dec 31, 2024	Collective trust	Dol form 5500 pension
Large Cap Equity Fund	AON Trust Company LLC	Public equity	$7.2M	Dec 31, 2024	Collective trust	Dol form 5500 pension
AON Core Real Estate Fund	AON Trust Company LLC	Real estate	$5.7M	Dec 31, 2024	Collective trust	Dol form 5500 pension
AON Non-Us Equity Index Fund	AON Trust Company LLC	Public equity	$5.5M	Dec 31, 2024	Collective trust	Dol form 5500 pension
AON Multi-Asset Credit Fund	AON Trust Company LLC	Private credit	$5.2M	Dec 31, 2024	Collective trust	Dol form 5500 pension
AON Large Cap Equity Index Fund	AON Trust Company LLC	Public equity	$4.5M	Dec 31, 2024	Collective trust	Dol form 5500 pension
AON Return Enhancing Alt Portfolio	AON Investments USA Inc	Pooled vehicle	$3.4M	Dec 31, 2024	Collective trust	Dol form 5500 pension
AON Small Cap Equity Index Fund	AON Trust Company LLC	Public equity	$1.6M	Dec 31, 2024	Collective trust	Dol form 5500 pension
AON Global Real Estate Fund	AON Trust Company LLC	Real estate	$863,158	Dec 31, 2024	Collective trust	Dol form 5500 pension
AON High Yield Plus Fund	AON Trust Company LLC	Fixed income	$544,003	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 4

Bucket	Target %	Range low	Range high	Actual %	Actual	Period end	Basis
Interest-bearing cash	n/a	n/a	n/a	2	$1.3M	Dec 31, 2024	Derived
Corporate debt instruments (other)	n/a	n/a	n/a	1	$805,793	Dec 31, 2024	Derived
Common/collective trusts	n/a	n/a	n/a	96	$66.7M	Dec 31, 2024	Derived
Common stock	n/a	n/a	n/a	0	$667	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
First Hawaiian Bank	trustee	Jan 1, 2022	Dec 31, 2022	no	fact	Dol form 5500 pension
Aon	actuary	Jan 1, 2022	Dec 31, 2022	no	fact	Dol form 5500 pension
AON Consulting, Inc.	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
AON Investments USA Inc	n/a	Dec 31, 2024	n/a	yes	fact
Wells Fargo Advisors, LLC	Investment management	Jan 1, 2022	Dec 31, 2022	no	fact

Relationships

Manages for (2)

← AON Investments USA IncInvestment consultant
Dec 31, 2024 to presentfactForm 5500
← Wells Fargo Advisors, LLCInvestment consultantInvestment management
Jan 1, 2022 to Dec 31, 2022factForm 5500

Sponsors (1)

← Kuakini Health SystemPlan sponsorPlan sponsor
Jan 1, 2022 to presentfactForm 5500

Advised by (3)

→ First Hawaiian BankInvestment consultanttrustee
Jan 1, 2022 to Dec 31, 2022factForm 5500
→ AonInvestment consultantactuary
Jan 1, 2022 to Dec 31, 2022factForm 5500
→ AON Consulting, Inc.Investment consultantactuary
Jan 1, 2022 to Dec 31, 2022factForm 5500

Dated events

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

Occurred
Dec 31, 2024
Manager relationship ended
Wells Fargo Advisors no longer appears on Kuakini Health System Retirement Plan's Schedule C as investment manager (plan year 2024 vs 2023)
Wells Fargo Advisors, LLC Form 5500observed 4 days ago

Show 4 bookkeeping events

Occurred
Jan 1, 2024
Kuakini Health System Retirement Plan plan assets $100M -> $68M (-31.9%, 2023-01-01 to 2024-01-01)
Occurred
Dec 31, 2023
Kuakini Health System Retirement Plan total assets $100M -> $69M (-31.7%, 2022-12-31 to 2023-12-31)
Occurred
Jan 1, 2023
Kuakini Health System Retirement Plan funded ratio 99.5% -> 91.1% (2022-01-01 to 2023-01-01)
Occurred
Jan 1, 2023
Kuakini Health System Retirement Plan plan assets $134M -> $100M (-25.0%, 2022-01-01 to 2023-01-01)

Provenance

Graph: Allocators
Canonical id: dfx:al:642d9e70-8365-4bb6-90a5-40c67f1e0bcf
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.