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Cement Masons - Employers Pension Plan

Allocators

Portland, OR

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Search this name across graphsid dfx:al:69db0ac8-ae0d-4ae1-8dc0-49915c65c272

Data as of Sep 15, 2026 (this record's last observation) from Government tapes; SEC filings; What the plans publish; Pending. Page built Sep 21, 2026, 2:51 AM UTC and rebuilt at most every 15 minutes.

Relationships: 13
Dated events: 3
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: $123Mlatest reading; see basis
Assets as of: Dec 31, 2024
Assets basis: REPORTED
Funded ratio: 94%
Participants: 1,348
Commitments: 18with an amount; holdings are counted apart
Managers: 2
Funds: 6
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
Washington Capital Joint Master Tru	Washington Capital Management, Inc.	Pooled vehicle	$20.1M	Dec 31, 2024	103 12 ie	Dol form 5500 pension
Washington Capital Joint Master Tru	Washington Capital Management, Inc.	Pooled vehicle	$19.9M	Dec 31, 2022	103 12 ie	Dol form 5500 pension
Washington Capital Joint Master Tru	Washington Capital Management, Inc.	Pooled vehicle	$18.8M	Dec 31, 2023	103 12 ie	Dol form 5500 pension
Quest Group Trust II	Quest Investment Management, LLC	Pooled vehicle	$3.3M	Dec 31, 2024	Collective trust	Dol form 5500 pension
Quest Group Trust II	Quest Investment Management, LLC	Pooled vehicle	$3.2M	Dec 31, 2023	Collective trust	Dol form 5500 pension
Quest Group Trust II	Quest Investment Management, LLC	Pooled vehicle	$3.2M	Dec 31, 2022	Collective trust	Dol form 5500 pension
Quest Group Trust V	Quest Investment Management, LLC	Pooled vehicle	$2.5M	Dec 31, 2022	Collective trust	Dol form 5500 pension
Quest Group Trust V	Quest Investment Management, LLC	Pooled vehicle	$2.4M	Dec 31, 2024	Collective trust	Dol form 5500 pension
Quest Group Trust V	Quest Investment Management, LLC	Pooled vehicle	$2.3M	Dec 31, 2023	Collective trust	Dol form 5500 pension
Quest Group Trust III	Quest Investment Management, LLC	Pooled vehicle	$2.3M	Dec 31, 2024	Collective trust	Dol form 5500 pension
Quest Group Trust III	Quest Investment Management, LLC	Pooled vehicle	$2.3M	Dec 31, 2022	Collective trust	Dol form 5500 pension
Quest Group Trust III	Quest Investment Management, LLC	Pooled vehicle	$2.3M	Dec 31, 2023	Collective trust	Dol form 5500 pension
Quest Group Trust VI	Quest Investment Management, LLC	Pooled vehicle	$1.8M	Dec 31, 2022	Collective trust	Dol form 5500 pension
Quest Group Trust VI	Quest Investment Management, LLC	Pooled vehicle	$1.7M	Dec 31, 2024	Collective trust	Dol form 5500 pension
Quest Group Trust VI	Quest Investment Management, LLC	Pooled vehicle	$1.7M	Dec 31, 2023	Collective trust	Dol form 5500 pension
Quest Group Trust I	Quest Investment Management, LLC	Pooled vehicle	$1.0M	Dec 31, 2024	Collective trust	Dol form 5500 pension
Quest Group Trust I	Quest Investment Management, LLC	Pooled vehicle	$918,159	Dec 31, 2022	Collective trust	Dol form 5500 pension
Quest Group Trust I	Quest Investment Management, LLC	Pooled vehicle	$913,275	Dec 31, 2023	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; 21 rows folded into 7

Bucket	Target %	Range low	Range high	Actual %	Actual	Period end	Basis
Interest-bearing cash	n/a	n/a	n/a	0	$590,958	Dec 31, 2024	Derived
Non-interest-bearing cash	n/a	n/a	n/a	1	$848,425	Dec 31, 2024	Derived
U.S. Government securities	n/a	n/a	n/a	8	$9.6M	Dec 31, 2024	Derived
Corporate debt instruments (other)	n/a	n/a	n/a	6	$7.7M	Dec 31, 2024	Derived
Common/collective trusts	n/a	n/a	n/a	9	$10.7M	Dec 31, 2024	Derived
103-12 investment entities	n/a	n/a	n/a	16	$20.1M	Dec 31, 2024	Derived
Registered investment companies	n/a	n/a	n/a	59	$73.1M	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
Milliman, Inc.	actuary	Jan 1, 2022	Dec 31, 2022	no	fact	Dol form 5500 pension
Victory Capital Mgmt Key Trust Co.	custodian	Jan 1, 2022	Dec 31, 2022	no	fact	Dol form 5500 pension
Highland Capital Advisors, LLC	Investment adviser	Jan 1, 2022	Dec 31, 2022	no	fact	Dol form 5500 pension
US Bank	custodian	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
Quest Investment Management, LLC	n/a	Dec 31, 2024	n/a	yes	fact
Washington Capital Management, Inc.	Investment management	Jan 1, 2022	Dec 31, 2022	no	fact
Metropolitan West Asset Mgmt, LLC	Investment management	Jan 1, 2022	Dec 31, 2022	no	fact
Capital Research & Management Co.	Investment management	Jan 1, 2022	Dec 31, 2022	no	fact
Quest Investment Management, LLC	Investment management	Jan 1, 2022	Dec 31, 2022	no	fact
Mfs	Investment management	Jan 1, 2022	Dec 31, 2022	no	fact
Dodge & Cox Stock I	Investment management	Jan 1, 2022	Dec 31, 2022	no	fact
Dodge & Cox Funds-Dodwx	Investment management	Jan 1, 2022	Dec 31, 2022	no	fact

Relationships

Manages for (7)

← Quest Investment Management, LLCInvestment consultantInvestment management
Jan 1, 2022 to Dec 31, 2022factForm 5500
← Metropolitan West Asset Mgmt, LLCManager with allocator capitalInvestment management
Jan 1, 2022 to Dec 31, 2022factForm 5500
← Capital Research & Management Co.Manager with allocator capitalInvestment management
Jan 1, 2022 to Dec 31, 2022factForm 5500
← MfsManager with allocator capitalInvestment management
Jan 1, 2022 to Dec 31, 2022factForm 5500
← Dodge & Cox Stock IManager with allocator capitalInvestment management
Jan 1, 2022 to Dec 31, 2022factForm 5500
← Dodge & Cox Funds-DodwxManager with allocator capitalInvestment management
Jan 1, 2022 to Dec 31, 2022factForm 5500
← Washington Capital Management, Inc.Manager with allocator capitalInvestment management
Jan 1, 2022 to Dec 31, 2022factForm 5500

Sponsors (1)

← Cement Masons - Employers Pension TrustPlan sponsorPlan sponsor
Jan 1, 2022 to presentfactForm 5500

Advised by (4)

→ Milliman, Inc.Investment consultantactuary
Jan 1, 2022 to Dec 31, 2022factForm 5500
→ Victory Capital Mgmt Key Trust Co.Investment consultantcustodian
Jan 1, 2022 to Dec 31, 2022factForm 5500
→ Highland Capital Advisors, LLCInvestment consultantInvestment adviser
Jan 1, 2022 to Dec 31, 2022factForm 5500
→ US BankInvestment consultantcustodian
Jan 1, 2022 to Dec 31, 2022factForm 5500

Dated events

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

Show 3 bookkeeping events

Occurred
Jan 1, 2024
Cement Masons - Employers Pension Plan funded ratio 92.0% -> 94.2% (2023-01-01 to 2024-01-01)
Occurred
Jan 1, 2023
Cement Masons - Employers Pension Plan plan assets $119M -> $105M (-11.4%, 2022-01-01 to 2023-01-01)
Occurred
Jan 1, 2023
Cement Masons - Employers Pension Plan funded ratio 88.0% -> 92.0% (2022-01-01 to 2023-01-01)

Provenance

Graph: Allocators
Canonical id: dfx:al:69db0ac8-ae0d-4ae1-8dc0-49915c65c272
First observed: Sep 15, 2026
Last observed: Sep 15, 2026 5 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.