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Western Glaziers Retirement Plan

Allocators

Portland, OR

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Search this name across graphsid dfx:al:9b6b552a-25c8-4888-a73a-350831fbf361

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, 2:18 AM UTC and rebuilt at most every 15 minutes.

Relationships: 7
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: $216Mlatest reading; see basis
Assets as of: Jul 31, 2025
Assets basis: REPORTED
Funded ratio: 109%
Participants: 1,004
Commitments: 12with an amount; holdings are counted apart
Managers: 4
Funds: 4
Re-ups: 0
First-time managers: 0
Latest commitment: Jul 31, 2025
Consultants: 0
Private markets target, %: 0latest policy, percent of assets
Private equity target, %: 0latest policy, percent of assets
Latest policy: Jul 31, 2025
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
Bnym Mellon Afl-Cio Sl Broad Market	BNY Mellon	Pooled vehicle	$81.7M	Jul 31, 2024	Collective trust	Dol form 5500 pension
Bnym Mellon Afl-Cio Sl Broad Market	BNY Mellon	Pooled vehicle	$81.1M	Jul 31, 2025	Collective trust	Dol form 5500 pension
Bnym Mellon Afl-Cio Sl Broad Market	BNY Mellon	Pooled vehicle	$67.6M	Jul 31, 2023	Collective trust	Dol form 5500 pension
Washington Capital Joint Master Tru	Washington Capital Management, Inc.	Pooled vehicle	$18.3M	Jul 31, 2023	103 12 ie	Dol form 5500 pension
Washington Capital Joint Master Tru	Washington Capital Management, Inc.	Pooled vehicle	$17.5M	Jul 31, 2025	103 12 ie	Dol form 5500 pension
Washington Capital Joint Master Tru	Washington Capital Management, Inc.	Pooled vehicle	$17.1M	Jul 31, 2024	103 12 ie	Dol form 5500 pension
Ullico Infrastructure Tax Exempt Fu	Ullico Investment Advisors	infrastructure	$7.0M	Jul 31, 2025	103 12 ie	Dol form 5500 pension
Ullico Infrastructure Tax Exempt Fu	Ullico Investment Advisors	infrastructure	$6.7M	Jul 31, 2024	103 12 ie	Dol form 5500 pension
Multi-Employer Property Trust	NEW Tower Trust Company	Real estate	$6.4M	Jul 31, 2023	Collective trust	Dol form 5500 pension
Ullico Infrastructure Tax Exempt Fu	Ullico Investment Advisors	infrastructure	$6.4M	Jul 31, 2023	103 12 ie	Dol form 5500 pension
Multi-Employer Property Trust	NEW Tower Trust Company	Real estate	$5.7M	Jul 31, 2025	Collective trust	Dol form 5500 pension
Multi-Employer Property Trust	NEW Tower Trust Company	Real estate	$5.6M	Jul 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; 15 rows folded into 5

Bucket	Target %	Range low	Range high	Actual %	Actual	Period end	Basis
Non-interest-bearing cash	n/a	n/a	n/a	1	$1.2M	Jul 31, 2025	Derived
Partnership/joint venture interests	n/a	n/a	n/a	9	$19.4M	Jul 31, 2025	Derived
Common/collective trusts	n/a	n/a	n/a	40	$86.8M	Jul 31, 2025	Derived
103-12 investment entities	n/a	n/a	n/a	11	$24.5M	Jul 31, 2025	Derived
Registered investment companies	n/a	n/a	n/a	39	$83.4M	Jul 31, 2025	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
US Bank	custodian	Aug 1, 2022	Jul 31, 2023	no	fact	Dol form 5500 pension
Cheiron	actuary	Aug 1, 2022	Jul 31, 2023	no	fact	Dol form 5500 pension
Segal Marco Advisors	Investment adviser	Aug 1, 2022	Jul 31, 2023	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
BNY Mellon	Investment management	Aug 1, 2023	Jul 31, 2024	no	fact
Washington Capital Management, Inc.	Investment management	Aug 1, 2022	Jul 31, 2023	no	fact
Ullico Investment Advisors, Inc.	Investment management	Aug 1, 2022	Jul 31, 2023	no	fact

Relationships

Sponsors (1)

← Board of Trustees of Western Glaziers Retirement PlanPlan sponsorPlan sponsor
Aug 1, 2022 to presentfactForm 5500

Advised by (3)

→ US BankInvestment consultantcustodian
Aug 1, 2022 to Jul 31, 2023factForm 5500
→ CheironInvestment consultantactuary
Aug 1, 2022 to Jul 31, 2023factForm 5500
→ Segal Marco AdvisorsInvestment consultantInvestment adviser
Aug 1, 2022 to Jul 31, 2023factForm 5500

Manages for (3)

← Washington Capital Management, Inc.Manager with allocator capitalInvestment management
Aug 1, 2022 to Jul 31, 2023factForm 5500
← Ullico Investment Advisors, Inc.Manager with allocator capitalInvestment management
Aug 1, 2022 to Jul 31, 2023factForm 5500
← BNY MellonInvestment consultantInvestment management
Aug 1, 2023 to Jul 31, 2024factForm 5500

Dated events

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

Occurred
Dec 31, 2023
Manager relationship started
BNY Mellon appears on Western Glaziers Retirement Plan's Schedule C as investment manager (plan year 2023 vs 2022)
BNY Mellon Form 5500observed 5 days ago

Show 2 bookkeeping events

Occurred
Aug 1, 2024
Western Glaziers Retirement Plan funded ratio 106.2% -> 108.7% (2023-08-01 to 2024-08-01)
Occurred
Aug 1, 2023
Western Glaziers Retirement Plan funded ratio 110.7% -> 106.2% (2022-08-01 to 2023-08-01)

Provenance

Graph: Allocators
Canonical id: dfx:al:9b6b552a-25c8-4888-a73a-350831fbf361
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.