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AllocatorsPlancorporate pension100m-1b

Retirement Income Plan for Employees of the Chamber of Commerce of the United States of America

Allocators

Washington, DC

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Search this name across graphsid dfx:al:bb35ccaf-cbde-4926-aebb-f92c64285082

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, 1:26 AM UTC and rebuilt at most every 15 minutes.

Relationships: 10
Dated events: 9
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: $133Mlatest reading; see basis
Assets as of: Dec 31, 2024
Assets basis: REPORTED
Funded ratio: 111%
Participants: 1,134
Commitments: 12with 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
NT Collective Russell 1000 Growth I	Northern Trust Investments, Inc.	Pooled vehicle	$13.2M	Dec 31, 2023	Collective trust	Dol form 5500 pension
NT Collective Russell 1000 Growth I	Northern Trust Investments, Inc.	Pooled vehicle	$10.4M	Dec 31, 2022	Collective trust	Dol form 5500 pension
NT Collective S&p 500 Index Fund	Northern Trust Investments, Inc.	Pooled vehicle	$9.8M	Dec 31, 2023	Collective trust	Dol form 5500 pension
NT Collective Eafe Index Fund	Northern Trust Investments, Inc.	Pooled vehicle	$9.6M	Dec 31, 2023	Collective trust	Dol form 5500 pension
NT Collective S&p 500 Index Fund	Northern Trust Investments, Inc.	Pooled vehicle	$9.1M	Dec 31, 2022	Collective trust	Dol form 5500 pension
NT Collective Eafe Index Fund	Northern Trust Investments, Inc.	Pooled vehicle	$9.1M	Dec 31, 2022	Collective trust	Dol form 5500 pension
Collective Intermed Govt Credit Bnd	Northern Trust Investments, Inc.	Private credit	$8.4M	Dec 31, 2022	Collective trust	Dol form 5500 pension
Collective Short Term Investment Fd	Northern Trust Investments, Incorporated	cash	$6.0M	Dec 31, 2024	Collective trust	Dol form 5500 pension
Collective Short Term Investment Fd	Northern Trust Investments, Incorporated	cash	$5.7M	Dec 31, 2023	Collective trust	Dol form 5500 pension
Collective Short Term Investment Fd	Northern Trust Investments, Incorporated	cash	$3.0M	Dec 31, 2022	Collective trust	Dol form 5500 pension
Russell 2000 Equity Index Fd-Lend	Northern Trust Investments, Inc.	Public equity	$1.0M	Dec 31, 2022	Collective trust	Dol form 5500 pension
Russell 2000 Equity Index Fd-Lend	Northern Trust Investments, Inc.	Public equity	$962,068	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; 19 rows folded into 5

Bucket	Target %	Range low	Range high	Actual %	Actual	Period end	Basis
U.S. Government securities	n/a	n/a	n/a	34	$45.0M	Dec 31, 2024	Derived
Corporate debt instruments (preferred)	n/a	n/a	n/a	2	$2.3M	Dec 31, 2024	Derived
Corporate debt instruments (other)	n/a	n/a	n/a	55	$72.7M	Dec 31, 2024	Derived
Other investments	n/a	n/a	n/a	5	$6.1M	Dec 31, 2024	Derived
Common/collective trusts	n/a	n/a	n/a	5	$6.0M	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
Cbiz Ris	actuary	Jan 1, 2022	Dec 31, 2022	no	fact	Dol form 5500 pension
Merrill Lynch,pierce,fenner & Smith	Investment adviser	Jan 1, 2022	Dec 31, 2022	no	fact	Dol form 5500 pension
Northern Trust Co.	trustee	Jan 1, 2022	Dec 31, 2022	no	fact	Dol form 5500 pension
Cbiz	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
Northern Trust Investments, Incorporated	n/a	Dec 31, 2022	n/a	yes	fact
Ameriprise Financial, Inc	Investment management	Jan 1, 2023	Dec 31, 2023	no	fact
Delaware Capital Management	Investment management	Jan 1, 2022	Dec 31, 2022	no	fact
Westfield Capital Management Compan	Investment management	Jan 1, 2022	Dec 31, 2022	no	fact
Pacific Income Advisors	Investment management	Jan 1, 2022	Dec 31, 2022	no	fact

Relationships

Manages for (5)

← Northern Trust Investments, IncorporatedManager with allocator capital
Dec 31, 2022 to presentfactForm 5500
← Delaware Capital ManagementManager with allocator capitalInvestment management
Jan 1, 2022 to Dec 31, 2022factForm 5500
← Westfield Capital Management CompanManager with allocator capitalInvestment management
Jan 1, 2022 to Dec 31, 2022factForm 5500
← Pacific Income AdvisorsManager with allocator capitalInvestment management
Jan 1, 2022 to Dec 31, 2022factForm 5500
← Ameriprise Financial, IncInvestment consultantInvestment management
Jan 1, 2023 to Dec 31, 2023factForm 5500

Sponsors (1)

← Chamber of Commerce of the United States of AmericaPlan sponsorPlan sponsor
Jan 1, 2022 to presentfactForm 5500

Advised by (4)

→ Cbiz RisInvestment consultantactuary
Jan 1, 2022 to Dec 31, 2022factForm 5500
→ Merrill Lynch,pierce,fenner & SmithManager with allocator capitalInvestment adviser
Jan 1, 2022 to Dec 31, 2022factForm 5500
→ Northern Trust Co.Investment consultanttrustee
Jan 1, 2022 to Dec 31, 2022factForm 5500
→ CbizInvestment consultantactuary
Jan 1, 2022 to Dec 31, 2022factForm 5500

Dated events

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

Occurred
Dec 31, 2024
Holding in a pooled vehicle ended
Retirement Income Plan for Employees of the Chamber of Commerce of the United States of America no longer reports NT Collective S&p 500 Index Fund (Northern Trust Collective Eafe Inde) (last held $10M at 2023-12-31; absent from the 2024-12-31 filing)
Northern Trust Investments, Inc.Form 5500observed 5 days ago
$9.8M
Occurred
Dec 31, 2024
Holding in a pooled vehicle ended
Retirement Income Plan for Employees of the Chamber of Commerce of the United States of America no longer reports Russell 2000 Equity Index Fd-Lend (Northern Trust Collective Eafe Inde) (last held $962,068 at 2023-12-31; absent from the 2024-12-31 filing)
Northern Trust Investments, Inc.Form 5500observed 5 days ago
$962,068
Occurred
Dec 31, 2024
Holding in a pooled vehicle ended
Retirement Income Plan for Employees of the Chamber of Commerce of the United States of America no longer reports NT Collective Eafe Index Fund (Northern Trust Collective Eafe Inde) (last held $10M at 2023-12-31; absent from the 2024-12-31 filing)
Northern Trust Investments, Inc.Form 5500observed 5 days ago
$9.6M
Occurred
Dec 31, 2024
Holding in a pooled vehicle ended
Retirement Income Plan for Employees of the Chamber of Commerce of the United States of America no longer reports NT Collective Russell 1000 Growth I (Northern Trust Collective Eafe Inde) (last held $13M at 2023-12-31; absent from the 2024-12-31 filing)
Northern Trust Investments, Inc.Form 5500observed 5 days ago
$13.2M
Occurred
Dec 31, 2023
Manager relationship started
Columbia Mgmt Investment Advisor appears on Retirement Income Plan for Employees of the Chamber of Commerce of the United States of America's Schedule C as investment manager (plan year 2023 vs 2022)
Ameriprise Financial, Inc Form 5500observed 5 days ago
Occurred
Dec 31, 2023
Manager relationship ended
Pacific Income Advisers no longer appears on Retirement Income Plan for Employees of the Chamber of Commerce of the United States of America's Schedule C as investment manager (plan year 2023 vs 2022)
Pacific Income Advisors Form 5500observed 5 days ago
Occurred
Dec 31, 2023
Holding in a pooled vehicle ended
Retirement Income Plan for Employees of the Chamber of Commerce of the United States of America no longer reports Collective Intermed Govt Credit Bnd (Northern Trust Collective Eafe Inde) (last held $8M at 2022-12-31; absent from the 2023-12-31 filing)
Northern Trust Investments, Inc.Form 5500observed 5 days ago
$8.4M

Show 2 bookkeeping events

Occurred
Jan 1, 2023
Retirement Income Plan for Employees of the Chamber of Commerce of the United States of America plan assets $156M -> $125M (-19.4%, 2022-01-01 to 2023-01-01)
Occurred
Jan 1, 2023
Retirement Income Plan for Employees of the Chamber of Commerce of the United States of America funded ratio 122.4% -> 110.7% (2022-01-01 to 2023-01-01)

Provenance

Graph: Allocators
Canonical id: dfx:al:bb35ccaf-cbde-4926-aebb-f92c64285082
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.