DFX Intelligence

Data Factory

AllocatorsPlancorporate pension<100m

American Speech-Language-Hearing Association Retirement Income Plan

Allocators

Rockville, MD

This is the graph view. The full profile, with its team, deals and sources, is on Allocators.Open the full profile →

Search this name across graphsid dfx:al:6af51eb6-7c36-47d1-9cc6-eea03503ba09

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, 1:14 AM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 11
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: $99.7Mlatest reading; see basis
Assets as of: Dec 31, 2024
Assets basis: REPORTED
Funded ratio: 83%
Participants: 551
Commitments: 20with an amount; holdings are counted apart
Managers: 3
Funds: 9
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
Prin Core Plus Bond Sep Acct-Z	Principal	Fixed income	$22.2M	Dec 31, 2022	Separate account	Dol form 5500 pension
Prin Core Plus Bond Sep Acct-Z	Principal	Fixed income	$19.5M	Dec 31, 2023	Separate account	Dol form 5500 pension
Prin Core Plus Bond Sep Acct-Z	Principal	Fixed income	$15.6M	Dec 31, 2024	Separate account	Dol form 5500 pension
Prin Intl I Separate Acct-R6	Principal	Pooled vehicle	$15.1M	Dec 31, 2024	Separate account	Dol form 5500 pension
Prin Intl I Separate Acct-R6	Principal	Pooled vehicle	$13.8M	Dec 31, 2023	Separate account	Dol form 5500 pension
Prin Intl I Separate Acct-R6	Principal	Pooled vehicle	$11.4M	Dec 31, 2022	Separate account	Dol form 5500 pension
Prin Short-Term Income Sa-Z	Principal	cash	$11.1M	Dec 31, 2024	Separate account	Dol form 5500 pension
Prin Short-Term Income Sa-Z	Principal	cash	$10.3M	Dec 31, 2023	Separate account	Dol form 5500 pension
Prin Short-Term Income Sa-Z	Principal	cash	$9.3M	Dec 31, 2022	Separate account	Dol form 5500 pension
Prin Largecap Growth I Sa-Z	Principal	Pooled vehicle	$6.9M	Dec 31, 2023	Separate account	Dol form 5500 pension
Prudential Ret Insur and Annuity Co	Prudential Retirement & Annuity Ins	Pooled vehicle	$4.7M	Dec 31, 2022	Collective trust	Dol form 5500 pension
Prin Largecap Growth I Sa-Z	Principal	Pooled vehicle	$4.7M	Dec 31, 2022	Separate account	Dol form 5500 pension
Principal U.S. Property Sa-Z	Principal	Real estate	$4.1M	Dec 31, 2022	Separate account	Dol form 5500 pension
Principal U.S. Property Sa-Z	Principal	Real estate	$3.9M	Dec 31, 2024	Separate account	Dol form 5500 pension
Principal U.S. Property Sa-Z	Principal	Real estate	$3.9M	Dec 31, 2023	Separate account	Dol form 5500 pension
Jpmcb Strategic Property Fund	J.P. Morgan Chase	Real estate	$3.3M	Dec 31, 2024	Collective trust	Dol form 5500 pension
Prin Smcap Value II Sep Acct-Z	Principal	Pooled vehicle	$2.2M	Dec 31, 2024	Separate account	Dol form 5500 pension
Prin Smcap Value II Sep Acct-Z	Principal	Pooled vehicle	$2.0M	Dec 31, 2023	Separate account	Dol form 5500 pension
Prin Smcap Value II Sep Acct-Z	Principal	Pooled vehicle	$1.6M	Dec 31, 2022	Separate account	Dol form 5500 pension
Prudential Short-Term	Prudential Retirement & Annuity Ins	cash	$250,604	Dec 31, 2024	Separate account	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; 12 rows folded into 4

Bucket	Target %	Range low	Range high	Actual %	Actual	Period end	Basis
Interest-bearing cash	n/a	n/a	n/a	8	$7.9M	Dec 31, 2024	Derived
Common/collective trusts	n/a	n/a	n/a	3	$3.3M	Dec 31, 2024	Derived
Pooled separate accounts	n/a	n/a	n/a	48	$47.9M	Dec 31, 2024	Derived
Registered investment companies	n/a	n/a	n/a	41	$40.6M	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
J.P. Morgan Investment Management	Investment adviser	Jan 1, 2023	Dec 31, 2023	no	fact	Dol form 5500 pension
Principal Financial Group	actuary	Jan 1, 2023	Dec 31, 2023	no	fact	Dol form 5500 pension
Mercer	Investment adviser	Jan 1, 2022	Dec 31, 2022	no	fact	Dol form 5500 pension
Empower	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
Prudential Retirement & Annuity Ins	Investment management	Jan 1, 2023	Dec 31, 2023	no	fact

Relationships

Sponsors (1)

← American Speech-Language-Hearing AssociationPlan sponsorPlan sponsor
Jan 1, 2022 to presentfactForm 5500

Advised by (4)

→ MercerInvestment consultantInvestment adviser
Jan 1, 2022 to Dec 31, 2022factForm 5500
→ EmpowerInvestment consultantactuary
Jan 1, 2022 to Dec 31, 2022factForm 5500
→ J.P. Morgan Investment ManagementInvestment consultantInvestment adviser
Jan 1, 2023 to Dec 31, 2023factForm 5500
→ Principal Financial GroupInvestment consultantactuary
Jan 1, 2023 to Dec 31, 2023factForm 5500

Manages for (1)

← Prudential Retirement & Annuity InsManager with allocator capitalInvestment management
Jan 1, 2023 to Dec 31, 2023factForm 5500

Dated events

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

Occurred
Dec 31, 2024
Manager relationship ended
Prudential Retirement Insurance and no longer appears on American Speech-Language-Hearing Association Retirement Income Plan's Schedule C as investment manager (plan year 2024 vs 2023)
Prudential Retirement & Annuity Ins Form 5500observed 5 days ago
Occurred
Dec 31, 2024
Holding in a pooled vehicle started
American Speech-Language-Hearing Association Retirement Income Plan first reports an interest in Jpmcb Strategic Property Fund (J.P. Morgan Chase): $3M at 2024-12-31
J.P. Morgan Chase Form 5500observed 5 days ago
$3.3M
Occurred
Dec 31, 2024
Holding in a pooled vehicle ended
American Speech-Language-Hearing Association Retirement Income Plan no longer reports Prin Largecap Growth I Sa-Z (Principal) (last held $7M at 2023-12-31; absent from the 2024-12-31 filing)
Principal Form 5500observed 5 days ago
$6.9M
Occurred
Dec 31, 2024
Holding in a pooled vehicle started
American Speech-Language-Hearing Association Retirement Income Plan first reports an interest in Prudential Short-Term (Prudential Retirement & Annuity Ins): $250,604 at 2024-12-31
Prudential Retirement & Annuity Ins Form 5500observed 5 days ago
$250,604
Occurred
Dec 31, 2023
Consultant changed
Jpmorgan Chase Bank Nati appears on American Speech-Language-Hearing Association Retirement Income Plan's Schedule C as investment adviser (plan) (plan year 2023 vs 2022)
J.P. Morgan Investment Management Form 5500observed 5 days ago
Occurred
Dec 31, 2023
Manager relationship started
Prudential Retirement Insurance and appears on American Speech-Language-Hearing Association Retirement Income Plan's Schedule C as investment manager (plan year 2023 vs 2022)
Prudential Retirement & Annuity Ins Form 5500observed 5 days ago
Occurred
Dec 31, 2023
Manager relationship ended
Empower no longer appears on American Speech-Language-Hearing Association Retirement Income Plan's Schedule C as investment manager (plan year 2023 vs 2022)
Empower Form 5500observed 5 days ago
Occurred
Dec 31, 2023
Holding in a pooled vehicle ended
American Speech-Language-Hearing Association Retirement Income Plan no longer reports Prudential Ret Insur and Annuity Co (Prudential Retirement & Annuity Ins) (last held $5M at 2022-12-31; absent from the 2023-12-31 filing)
Prudential Retirement & Annuity Ins Form 5500observed 5 days ago
$4.7M

Show 3 bookkeeping events

Occurred
Jan 1, 2024
American Speech-Language-Hearing Association Retirement Income Plan funded ratio 85.5% -> 83.1% (2023-01-01 to 2024-01-01)
Occurred
Jan 1, 2023
American Speech-Language-Hearing Association Retirement Income Plan funded ratio 94.6% -> 85.5% (2022-01-01 to 2023-01-01)
Occurred
Jan 1, 2023
American Speech-Language-Hearing Association Retirement Income Plan plan assets $105M -> $87M (-16.5%, 2022-01-01 to 2023-01-01)

Provenance

Graph: Allocators
Canonical id: dfx:al:6af51eb6-7c36-47d1-9cc6-eea03503ba09
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.

American Speech-Language-Hearing Association Retirement Income Plan

Allocators

Rockville, MD

This is the graph view. The full profile, with its team, deals and sources, is on Allocators.Open the full profile →

Search this name across graphsid dfx:al:6af51eb6-7c36-47d1-9cc6-eea03503ba09

Vehicle

Manager

Bucket

Value

As of

Kind

Source