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AllocatorsPlancorporate pension100m-1b

Retirement Plan for Employees of Boeing Employees' Credit Union

Allocators

Seattle, WA

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Search this name across graphsid dfx:al:dd6d4c57-8cc9-4040-a085-6fa72f3e60a8

Data as of Sep 15, 2026 (this record's last observation) from Government tapes; SEC filings; What the plans publish; Pending. Page built Sep 20, 2026, 4:30 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: $382Mlatest reading; see basis
Assets as of: Dec 31, 2024
Assets basis: REPORTED
Funded ratio: 111%
Participants: 3,482
Commitments: 25with an amount; holdings are counted apart
Managers: 4
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
Long Duration Corporate Credit Scre	Blackrock Institutional Trust Company, N.A.	Private credit	$117M	Dec 31, 2024	Collective trust	Dol form 5500 pension
Long Duration Corporate Credit Scre	Blackrock Institutional Trust Company, N.A.	Private credit	$110M	Dec 31, 2023	Collective trust	Dol form 5500 pension
Long Duration Corporate Credit Scre	Blackrock Institutional Trust Company, N.A.	Private credit	$103M	Dec 31, 2022	Collective trust	Dol form 5500 pension
Russell 3000 Index Non-Lendable Fun	Blackrock	Pooled vehicle	$84.3M	Dec 31, 2023	Collective trust	Dol form 5500 pension
Russell 3000 Index Non-Lendable Fun	Blackrock	Pooled vehicle	$83.6M	Dec 31, 2024	Collective trust	Dol form 5500 pension
Russell 3000 Index Non-Lendable Fun	Blackrock	Pooled vehicle	$79.2M	Dec 31, 2022	Collective trust	Dol form 5500 pension
TSY U.S. 25+ Yr Key Rate Dur Nl Fd	Blackrock	Pooled vehicle	$73.2M	Dec 31, 2023	Collective trust	Dol form 5500 pension
BLK Msci Eafe Eq Idx Non-Lend	Blackrock Insti. Trust Company, N.A	Pooled vehicle	$52.5M	Dec 31, 2024	Collective trust	Dol form 5500 pension
TSY U.S. 25+ Yr Key Rate Dur Nl Fd	Blackrock	Pooled vehicle	$52.2M	Dec 31, 2022	Collective trust	Dol form 5500 pension
BLK Msci Eafe Eq Idx Non-Lend	Blackrock Insti. Trust Company, N.A	Pooled vehicle	$51.8M	Dec 31, 2023	Collective trust	Dol form 5500 pension
BLK Msci Eafe Eq Idx Non-Lend	Blackrock Insti. Trust Company, N.A	Pooled vehicle	$51.4M	Dec 31, 2022	Collective trust	Dol form 5500 pension
TSY U.S. 25+ Yr Key Rate Dur Nl Fd	Blackrock	Pooled vehicle	$50.3M	Dec 31, 2024	Collective trust	Dol form 5500 pension
Developed Real Estate Idx Nl	Blackrock Insti. Trust Company, N.A	Real estate	$25.8M	Dec 31, 2023	Collective trust	Dol form 5500 pension
Developed Real Estate Idx Nl	Blackrock Insti. Trust Company, N.A	Real estate	$23.4M	Dec 31, 2022	Collective trust	Dol form 5500 pension
Developed Real Estate Idx Nl	Blackrock Insti. Trust Company, N.A	Real estate	$23.2M	Dec 31, 2024	Collective trust	Dol form 5500 pension
Emerging Markets Index Non-Lendable	Blackrock Insti. Trust Company, N.A	Public equity	$18.8M	Dec 31, 2022	Collective trust	Dol form 5500 pension
Emerging Markets Index Non-Lendable	Blackrock Insti. Trust Company, N.A	Public equity	$18.7M	Dec 31, 2024	Collective trust	Dol form 5500 pension
Emerging Markets Index Non-Lendable	Blackrock Insti. Trust Company, N.A	Public equity	$18.3M	Dec 31, 2023	Collective trust	Dol form 5500 pension
US High Yield Bd Idx Non-Lend Fd	Blackrock Insti. Trust Company, N.A	Fixed income	$13.3M	Dec 31, 2024	Collective trust	Dol form 5500 pension
Treas. Jpm Embi Global Diversified	Blackrock Insti. Trust Company, N.A	Hedge diversifiers	$13.2M	Dec 31, 2024	Collective trust	Dol form 5500 pension
Treas. Jpm Embi Global Diversified	Blackrock Insti. Trust Company, N.A	Hedge diversifiers	$13.0M	Dec 31, 2022	Collective trust	Dol form 5500 pension
US High Yield Bd Idx Non-Lend Fd	Blackrock Insti. Trust Company, N.A	Fixed income	$12.8M	Dec 31, 2022	Collective trust	Dol form 5500 pension
Treas. Jpm Embi Global Diversified	Blackrock Insti. Trust Company, N.A	Hedge diversifiers	$12.5M	Dec 31, 2023	Collective trust	Dol form 5500 pension
US High Yield Bd Idx Non-Lend Fd	Blackrock Insti. Trust Company, N.A	Fixed income	$12.2M	Dec 31, 2023	Collective trust	Dol form 5500 pension
Treasury US 15 Yr Key Rate Duration	Blackrock Institutional Trust	Fixed income	$5.2M	Dec 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; 6 rows folded into 2

Bucket	Target %	Range low	Range high	Actual %	Actual	Period end	Basis
Interest-bearing cash	n/a	n/a	n/a	1	$4.4M	Dec 31, 2024	Derived
Common/collective trusts	n/a	n/a	n/a	99	$377M	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
Mercer	actuary	Jan 1, 2022	Dec 31, 2022	no	fact	Dol form 5500 pension
Bank of New York Mellon	trustee	Jan 1, 2022	Dec 31, 2022	no	fact	Dol form 5500 pension
Charles Schwab Trust Bank	trustee	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, 2022	n/a	yes	fact
Blackrock Institutional Trust Co,na	Investment management	Jan 1, 2022	Dec 31, 2022	no	fact
UBS Financial Services Inc.	Investment management	Jan 1, 2022	Dec 31, 2022	no	fact

Relationships

Manages for (3)

← Blackrock Insti. Trust Company, N.AManager with allocator capital
Dec 31, 2022 to presentfactForm 5500
← Blackrock Institutional Trust Co,naInvestment consultantInvestment management
Jan 1, 2022 to Dec 31, 2022factForm 5500
← UBS Financial Services Inc.Plan sponsorInvestment management
Jan 1, 2022 to Dec 31, 2022factForm 5500

Sponsors (1)

← Boeing Employees' Credit UnionPlan sponsorPlan sponsor
Jan 1, 2022 to presentfactForm 5500

Advised by (3)

→ MercerInvestment consultantactuary
Jan 1, 2022 to Dec 31, 2022factForm 5500
→ Bank of New York MellonInvestment consultanttrustee
Jan 1, 2022 to Dec 31, 2022factForm 5500
→ Charles Schwab Trust BankInvestment consultanttrustee
Jan 1, 2022 to Dec 31, 2022factForm 5500

Dated events

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

Occurred
Dec 31, 2024
Holding in a pooled vehicle started
Retirement Plan for Employees of Boeing Employees' Credit Union first reports an interest in Treasury US 15 Yr Key Rate Duration (Blackrock Institutional Trust): $5M at 2024-12-31
Blackrock Institutional Trust Form 5500observed 4 days ago
$5.2M
Occurred
Dec 31, 2023
Consultant changed
Mercer no longer appears on Retirement Plan for Employees of Boeing Employees' Credit Union's Schedule C as general consultant (plan year 2023 vs 2022)
Mercer Form 5500observed 4 days ago

Show 1 bookkeeping events

Occurred
Jan 1, 2023
Retirement Plan for Employees of Boeing Employees' Credit Union plan assets $501M -> $360M (-28.2%, 2022-01-01 to 2023-01-01)

Provenance

Graph: Allocators
Canonical id: dfx:al:dd6d4c57-8cc9-4040-a085-6fa72f3e60a8
First observed: Sep 15, 2026
Last observed: Sep 15, 2026 4 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.