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AllocatorsPlancorporate pension<100m

The Canada Life Assurance Company United States Consolidated Pension Plan

Allocators

Geeenwood Village, CO

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Search this name across graphsid dfx:al:913ccb76-5d0c-4d80-ac21-3079d7576074

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, 8:34 PM UTC and rebuilt at most every 15 minutes.

Relationships: 7
Dated events: 6
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: $0latest reading; see basis
Assets as of: Dec 31, 2024
Assets basis: REPORTED
Funded ratio: 118%
Participants: 497
Commitments: 12with an amount; holdings are counted apart
Managers: 5
Funds: 7
Re-ups: 0
First-time managers: 0
Latest commitment: Dec 31, 2023
Consultants: 1
Private markets target, %: 0latest policy, percent of assets
Private equity target, %: 0latest policy, percent of assets
Latest policy: Dec 31, 2023
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
Msci World Ex-Us Index Fund a	Blackrock Insti. Trust Company, N.A	Pooled vehicle	$1.4M	Dec 31, 2022	Collective trust	Dol form 5500 pension
Msci World Ex-Us Index Fund a	Blackrock Insti. Trust Company, N.A	Pooled vehicle	$1.1M	Dec 31, 2023	Collective trust	Dol form 5500 pension
Blackrock Mid Cap Equity Index Fund	Blackrock Insti. Trust Company, N.A	Public equity	$896,541	Dec 31, 2022	Collective trust	Dol form 5500 pension
Equity Index Fund	Wells Fargo	Public equity	$880,493	Dec 31, 2022	Collective trust	Dol form 5500 pension
Blackrock US Equity Market Index Fd	Blackrock Insti. Trust Company, N.A	Public equity	$874,450	Dec 31, 2022	Collective trust	Dol form 5500 pension
US Real Estate Security Trust	American Century	Real estate	$860,203	Dec 31, 2023	Collective trust	Dol form 5500 pension
Equity Index Fund	Wells Fargo	Public equity	$806,517	Dec 31, 2023	Collective trust	Dol form 5500 pension
US Real Estate Security Trust	American Century	Real estate	$799,812	Dec 31, 2022	Collective trust	Dol form 5500 pension
Blackrock US Equity Market Index Fd	Blackrock Insti. Trust Company, N.A	Public equity	$798,220	Dec 31, 2023	Collective trust	Dol form 5500 pension
Blackrock Mid Cap Equity Index Fund	Blackrock Insti. Trust Company, N.A	Public equity	$743,177	Dec 31, 2023	Collective trust	Dol form 5500 pension
Emerging Markets Equity Fund	Goldman Sachs Trust Company	Public equity	$288,742	Dec 31, 2023	Collective trust	Dol form 5500 pension
Harding Loevner Emerging Markets Fd	Harding Loevner LP	Public equity	$286,990	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; 16 rows folded into 8

Bucket	Target %	Range low	Range high	Actual %	Actual	Period end	Basis
Non-interest-bearing cash	n/a	n/a	n/a	0	$91,805	Dec 31, 2023	Derived
Corporate debt instruments (preferred)	n/a	n/a	n/a	1	$423,775	Dec 31, 2023	Derived
Corporate debt instruments (other)	n/a	n/a	n/a	67	$23.5M	Dec 31, 2023	Derived
Other investments	n/a	n/a	n/a	6	$2.0M	Dec 31, 2023	Derived
Other loans	n/a	n/a	n/a	1	$239,193	Dec 31, 2023	Derived
Partnership/joint venture interests	n/a	n/a	n/a	6	$2.1M	Dec 31, 2023	Derived
Common/collective trusts	n/a	n/a	n/a	13	$4.6M	Dec 31, 2023	Derived
Registered investment companies	n/a	n/a	n/a	4	$1.6M	Dec 31, 2023	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
Onedigital	Pension consultant	Jan 1, 2024	Dec 31, 2024	no	fact	Dol form 5500 pension
Willis Towers Watson US LLC	actuary	Jan 1, 2022	Dec 31, 2022	no	fact	Dol form 5500 pension
Northern Trust Co.	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
Blackrock Insti. Trust Company, N.A	n/a	Dec 31, 2023	n/a	yes	fact
American Century	n/a	Dec 31, 2022	n/a	yes	fact
Harding Loevner LP	n/a	Dec 31, 2022	n/a	yes	fact

Relationships

Manages for (3)

← Harding Loevner LPManager with allocator capital
Dec 31, 2022 to presentfactForm 5500
← American CenturyManager with allocator capital
Dec 31, 2022 to presentfactForm 5500
← Blackrock Insti. Trust Company, N.AManager with allocator capital
Dec 31, 2023 to presentfactForm 5500

Sponsors (1)

← The Canada Life Assurance CompanyPlan sponsorPlan sponsor
Jan 1, 2022 to presentfactForm 5500

Advised by (3)

→ Willis Towers Watson US LLCInvestment consultantactuary
Jan 1, 2022 to Dec 31, 2022factForm 5500
→ Northern Trust Co.Investment consultantcustodian
Jan 1, 2022 to Dec 31, 2022factForm 5500
→ OnedigitalInvestment consultantPension consultant
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
Onedigital Investment Advisors LLC appears on The Canada Life Assurance Company United States Consolidated Pension Plan's Schedule C as pension consultant (plan year 2024 vs 2023)
Onedigital Form 5500observed 6 days ago
Occurred
Dec 31, 2023
Holding in a pooled vehicle started
The Canada Life Assurance Company United States Consolidated Pension Plan first reports an interest in Emerging Markets Equity Fund (Goldman Sachs Trust Company): $288,742 at 2023-12-31
Goldman Sachs Trust Company Form 5500observed 6 days ago
$288,742
Occurred
Dec 31, 2023
Holding in a pooled vehicle ended
The Canada Life Assurance Company United States Consolidated Pension Plan no longer reports Harding Loevner Emerging Markets Fd (last held $286,990 at 2022-12-31; absent from the 2023-12-31 filing)
Harding Loevner Emerging Markets Fd Form 5500observed 6 days ago
$286,990

Show 3 bookkeeping events

Occurred
Dec 31, 2024
The Canada Life Assurance Company United States Consolidated Pension Plan total assets $35M -> $0 (-100.0%, 2023-12-31 to 2024-12-31)
Occurred
Jan 1, 2023
The Canada Life Assurance Company United States Consolidated Pension Plan plan assets $45M -> $35M (-20.9%, 2022-01-01 to 2023-01-01)
Occurred
Jan 1, 2023
The Canada Life Assurance Company United States Consolidated Pension Plan funded ratio 130.7% -> 116.8% (2022-01-01 to 2023-01-01)

Provenance

Graph: Allocators
Canonical id: dfx:al:913ccb76-5d0c-4d80-ac21-3079d7576074
First observed: Sep 15, 2026
Last observed: Sep 15, 2026 6 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.