2 more managers, 24 more commitments and 3 more dated events
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Paccar Inc Retirement Plan
Corporate pension, based in Bellevue, Washington, reporting $3.1B in assets, for 18,129 participants.
Composed from this allocator's classification, location and filed figures.
- Assets
- $3.1B
- Funded ratio
- 137.5%
- Fund commitments
- 8
- Managers
- 8
Nothing material in the last 90 days. Last change: 31 Dec 2025, Paccar Inc Retirement Plan total assets $2.7B -> $3.1B (+13.8%, 2024-12-31 to 2025-12-31).
Capital path
who backs this record, through what, into what; each name opens its own path- Ntgi Coll All Country World Ex-Us4 commitments
- DFA Small Cap Trust4 commitments
- Long Duration Fixed Income Fund4 commitments
- Northern Trust Investments, Inc.12 commitments
- Russell Trust Company6 commitments
- DFA - the Small Cap Subtrust4 commitments
Size, funding, policy and commitments, with their basesCorporate pensionShowHide
- Interest-bearing cash 0.0%
- Corporate debt instruments (other) 5.5%
- Corporate debt instruments (preferred) 4.7%
- U.S. Government securities 9.6%
- Other investments 1.0%
- Other loans 0.1%
- Common/collective trusts 72.0%
- Registered investment companies 4.9%
- Russell Trust Company Directed trusteethrough Dec 31, 2025 Form 5500
- Milliman, Inc. Actuarythrough Dec 31, 2025 Form 5500
- Northern Trust Investments, Inc.12 rows, latest Dec 31, 2025
- Russell Trust Company6 rows, latest Dec 31, 2025
- DFA - the Small Cap Subtrust4 rows, latest Dec 31, 2025
+2 more managers received commitments
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- Russell Trust Companyplan years
- MFS Heritage Trust Companyplan years
- Fidelity Institutional Asset Mgmtplan years 2025
+5 more Schedule C managers
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- Dec 31, 2025Assets changedPaccar Inc Retirement Plan total assets $2.7B -> $3.1B (+13.8%, 2024-12-31 to 2025-12-31)
- Dec 31, 2024Holding endedinferencePaccar Inc Retirement Plan no longer reports Russell International Fund (Russell Trust Company) (last held $49M at 2023-12-31; absent from the 2024-12-31 filing)with Russell Trust Companyaskebsa.dol.gov
- Jan 1, 2024Funded status changedPaccar Inc Retirement Plan funded ratio 128.0% -> 135.9% (2023-01-01 to 2024-01-01)
- Jan 1, 2024Assets changedPaccar Inc Retirement Plan plan assets $2.2B -> $2.5B (+12.9%, 2023-01-01 to 2024-01-01)
- Dec 31, 2023Holding endedinferencePaccar Inc Retirement Plan no longer reports MFS Collective Investment Trust (last held $66M at 2022-12-31; absent from the 2023-12-31 filing)with MFS Collective Investment Trustaskebsa.dol.gov
+3 more dated events
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| Date | Fund | Manager | Bucket | Amount | Vintage | Status | Source |
|---|---|---|---|---|---|---|---|
| as of Dec 31, 2025 | Ntgi Coll All Country World Ex-Uscollective trust | Northern Trust Investments, Inc. | Pooled vehicles | $452M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2025 | DFA Small Cap Trustcollective trust | DFA - the Small Cap Subtrust | Public equity | $90.7M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2025 | Long Duration Fixed Income Fundcollective trust | Russell Trust Company | Fixed income | $593M held | Disclosed holding | askebsa.dol.gov |
+24 more commitments
Every fund and manager this allocator committed to, with the amount, date and source on each.
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| Plan year | Participants | Assets (SB market) | Funding target | FTAP | Total assets (H) | Partnerships / JV | Master trust | Real estate |
|---|---|---|---|---|---|---|---|---|
| 2025 to Dec 31, 2025 | 18,129 | $2.6B | $1.7B | 137.5% | $3.1B | Not disclosed | Not disclosed | Not disclosed |
| 2024 to Dec 31, 2024 | 17,907 | $2.5B | $1.6B | 135.9% | $2.7B | Not disclosed | Not disclosed | Not disclosed |
| 2023 to Dec 31, 2023 | 16,537 | $2.2B | $1.5B | 128.0% | $2.6B | Not disclosed | Not disclosed | Not disclosed |
| 2022 to Dec 31, 2022 | 15,517 | $2.8B | $1.4B | 181.3% | $2.3B | Not disclosed | Not disclosed | Not disclosed |
- Russell Investments Trust Company codes 25 28 50 99 $1.6M PY2025
- Pimco codes 28 50 $672,386 PY2025
- Blackrock codes 28 50 51 $520,367 PY2025
+74 more service providers
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Provenance
Record history
- Holding in a pooled vehicle ended2023-12-31source
- Holding in a pooled vehicle ended2024-12-31source
- Funded status changed2023-01-01source
+5 more changes on this record's ledger
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The ledger records every merge, rename and reclassification this record went through and the dated filings observed on it, so the identity on this page can be traced to the records it was built from. The ledger's own sentences name other records, so they show with the names.
›Connections
every published relationship on the graph
+13 connections on the graph
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