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AllocatorsPlancorporate pension<100m

American Postal Workers Union Employees' Retirement Plan

Allocators

Washington, DC

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:ab71d264-5f18-48fe-9190-26a75fa148ec

Data as of Sep 15, 2026 (this record's last observation) from Government tapes; SEC filings; What the plans publish; Pending. Page built Sep 19, 2026, 7:16 AM UTC and rebuilt at most every 15 minutes.

Relationships: 4
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: $29.0Mlatest reading; see basis
Assets as of: Dec 31, 2024
Assets basis: REPORTED
Funded ratio: 147%
Participants: 194
Commitments: 8with an amount; holdings are counted apart
Managers: 2
Funds: 4
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
Equity Group Trust	n/a	Public equity	$12.6M	Dec 31, 2024	103 12 ie	Dol form 5500 pension
Equity Group Trust	n/a	Public equity	$11.4M	Dec 31, 2023	103 12 ie	Dol form 5500 pension
Equity Group Trust	n/a	Public equity	$11.1M	Dec 31, 2022	103 12 ie	Dol form 5500 pension
Fixed Income Group Trust	n/a	Fixed income	$9.7M	Dec 31, 2024	103 12 ie	Dol form 5500 pension
Fixed Income Group Trust	n/a	Fixed income	$9.5M	Dec 31, 2023	103 12 ie	Dol form 5500 pension
Fixed Income Group Trust	n/a	Fixed income	$6.4M	Dec 31, 2022	103 12 ie	Dol form 5500 pension
Invesco Balanced-Risk Allocation Cl	Invesco	Multi asset	$1.1M	Dec 31, 2022	Collective trust	Dol form 5500 pension
Separate Account J	Ullico Investment Advisors, Inc.	Pooled vehicle	$453,115	Dec 31, 2022	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; 20 rows folded into 6

Bucket	Target %	Range low	Range high	Actual %	Actual	Period end	Basis
Interest-bearing cash	n/a	n/a	n/a	0	$73,135	Dec 31, 2024	Derived
Non-interest-bearing cash	n/a	n/a	n/a	2	$438,109	Dec 31, 2024	Derived
Other investments	n/a	n/a	n/a	9	$2.6M	Dec 31, 2024	Derived
Partnership/joint venture interests	n/a	n/a	n/a	5	$1.6M	Dec 31, 2024	Derived
103-12 investment entities	n/a	n/a	n/a	77	$22.4M	Dec 31, 2024	Derived
Registered investment companies	n/a	n/a	n/a	7	$1.9M	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
Willis Towers Watson US LLC	actuary	Jan 1, 2022	Dec 31, 2022	no	fact	Dol form 5500 pension
Segal Marco Advisors	Investment adviser	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
American Realty Advisors	Investment management	Jan 1, 2022	Dec 31, 2022	no	fact

Relationships

Sponsors (1)

← American Postal Workers Union, Afl-CioPlan sponsorPlan sponsor
Jan 1, 2022 to presentfactForm 5500

Advised by (2)

→ Willis Towers Watson US LLCInvestment consultantactuary
Jan 1, 2022 to Dec 31, 2022factForm 5500
→ Segal Marco AdvisorsInvestment consultantInvestment adviser
Jan 1, 2022 to Dec 31, 2022factForm 5500

Manages for (1)

← American Realty AdvisorsInvestment consultantInvestment management
Jan 1, 2022 to Dec 31, 2022factForm 5500

Dated events

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

Occurred
Dec 31, 2023
Holding in a pooled vehicle ended
American Postal Workers Union Employees' Retirement Plan no longer reports Invesco Balanced-Risk Allocation Cl (Invesco) (last held $1M at 2022-12-31; absent from the 2023-12-31 filing)
Invesco Form 5500observed 3 days ago
$1.1M
Occurred
Dec 31, 2023
Holding in a pooled vehicle ended
American Postal Workers Union Employees' Retirement Plan no longer reports Separate Account J (Ullico Investment Advisors, Inc.) (last held $453,115 at 2022-12-31; absent from the 2023-12-31 filing)
Ullico Investment Advisors, Inc.Form 5500observed 3 days ago
$453,115

Show 3 bookkeeping events

Occurred
Jan 1, 2024
American Postal Workers Union Employees' Retirement Plan funded ratio 144.4% -> 147.3% (2023-01-01 to 2024-01-01)
Occurred
Jan 1, 2023
American Postal Workers Union Employees' Retirement Plan plan assets $31M -> $26M (-14.7%, 2022-01-01 to 2023-01-01)
Occurred
Jan 1, 2023
American Postal Workers Union Employees' Retirement Plan funded ratio 158.9% -> 144.4% (2022-01-01 to 2023-01-01)

Provenance

Graph: Allocators
Canonical id: dfx:al:ab71d264-5f18-48fe-9190-26a75fa148ec
First observed: Sep 15, 2026
Last observed: Sep 15, 2026 3 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 Postal Workers Union Employees' Retirement Plan

Allocators

Washington, DC

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:ab71d264-5f18-48fe-9190-26a75fa148ec

Vehicle

Manager

Bucket

Value

As of

Kind

Source

Equity Group Trust

n/a

Public equity

$12.6M

Dec 31, 2024

103 12 ie

Dol form 5500 pension

Equity Group Trust

n/a

Public equity

$11.4M

Dec 31, 2023

103 12 ie

Dol form 5500 pension

Equity Group Trust

n/a

Public equity

$11.1M

Dec 31, 2022

103 12 ie

Dol form 5500 pension

Fixed Income Group Trust

n/a

Fixed income

$9.7M

Dec 31, 2024

103 12 ie

Dol form 5500 pension

Fixed Income Group Trust

n/a

Fixed income

$9.5M

Dec 31, 2023

103 12 ie

Dol form 5500 pension

Fixed Income Group Trust

n/a

Fixed income

$6.4M

Dec 31, 2022

103 12 ie

Dol form 5500 pension

Invesco Balanced-Risk Allocation Cl

Invesco

Multi asset

$1.1M

Dec 31, 2022

Collective trust

Dol form 5500 pension

Separate Account J

Ullico Investment Advisors, Inc.

Pooled vehicle

$453,115

Dec 31, 2022

Separate account

Dol form 5500 pension

Bucket

Target %

Range low

Range high

Actual %

Actual

Period end

Basis

Interest-bearing cash

n/a

$73,135

Dec 31, 2024

Derived

Non-interest-bearing cash

n/a

$438,109

Dec 31, 2024

Derived

Other investments

n/a

$2.6M

Dec 31, 2024

Derived

Partnership/joint venture interests

n/a

$1.6M

Dec 31, 2024

Derived

103-12 investment entities

n/a

$22.4M

Dec 31, 2024

Derived

Registered investment companies

n/a

$1.9M

Dec 31, 2024

Derived

Consultant

Role

From

Current

Evidence

Source

Willis Towers Watson US LLC

actuary

Jan 1, 2022

Dec 31, 2022

fact

Dol form 5500 pension

Segal Marco Advisors

Investment adviser

Jan 1, 2022

Dec 31, 2022

fact

Dol form 5500 pension

Manager

Mandate

From

Current

Evidence

American Realty Advisors

Investment management

Jan 1, 2022

Dec 31, 2022

fact