DFX Intelligence

This allocator's name, 4 more advisers, 1 more manager, 2 more commitments and 6 more dated events

Every figure, date and source on this page is shown. The names behind them, and every related record, open with the complete profile.

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Corporate pension in Hawaii

Corporate pension· Honolulu, Hawaii

Corporate pension, based in Honolulu, Hawaii, reporting $56.4M in assets, for 758 participants.

Composed from this allocator's classification, location and filed figures.

As of 2024-12-31 · the latest dated event for this allocator; each figure carries its own filing or report date

Assets: $56.4M
Funded ratio: 82.8%
Fund commitments: 4
Managers: 3

Open searches Plans backing its top manager Similar plans, same strategy

Commitments (4)Allocation policy Managers

As of 2024-12-31 · the latest dated event for this allocator; each figure carries its own filing or report date

Nothing material in the last 90 days. Last change: 31 Dec 2024, Holding started.

Capital path

who backs this record, through what, into what; each name opens its own path

Corporate pension in Hawaii

Funds committed to

PRU U.S. Long Duration Corp Bd2 commitments
Legal & General Long Duration U.S.1 commitment
Acadian Collective Investment Trust1 commitment

All 4

Managers

Prudential Trust Co.2 commitments
Legal and General1 commitment
Acadian1 commitment

All 4

Size, funding, policy and commitments, with their basesCorporate pensionShow

Corporate pension

Assets

$56.4M

Total assets, Dec 31, 2024 reported

Funded

82.8%

Jan 1, 2024

Private markets target

no policy read

policy Dec 31, 2024

Commitments

3 managers on Schedule C

Plan sponsor: this allocator

Allocation policy

Form 5500, as of Dec 31, 2024

Actual allocation lines without a target (as filed)

Interest-bearing cash 2.1%
Non-interest-bearing cash 0.0%
Common/collective trusts 45.5%
Registered investment companies 40.1%
Common stock 12.3%

Consultants and advisers

7 firms

Pgim Investments LLC Investment adviser (plan)through Dec 31, 2023 Form 5500
Verus Advisory, Inc. Investment adviser (plan)through Dec 31, 2022 Form 5500
First Hawaiian Bank Trusteethrough Dec 31, 2023 Form 5500

+4 more consultants and advisers advise this allocator

Every name, record and relationship behind this count, with the source on each.

Includes 3 days of DFX Intelligence. Then $249/month unless canceled.

People

No investment staff or executives have been read for this allocator yet.

Manager roster

4 managers on the commitment tape

From the plan’s own commitment disclosures

Prudential Trust Co.2 rows, latest Dec 31, 2024
Legal and General1 row, latest Dec 31, 2024
Acadian1 row, latest Dec 31, 2024

+1 more manager received commitments

Every name, record and relationship behind this count, with the source on each.

Includes 3 days of DFX Intelligence. Then $249/month unless canceled.

From Schedule C (investment management, code 28)

Acadianplan years
Loomis Sayles Trust Companyplan years 2024
Legal & General Inv Mgmt Americaplan years 2024

+2 more Schedule C managers

Every name, record and relationship behind this count, with the source on each.

Includes 3 days of DFX Intelligence. Then $249/month unless canceled.

What changed

11 events

Dec 31, 2024Holding started
with Loomis Sayles$3.0Maskebsa.dol.gov
Dec 31, 2024Holding started
with Legal and General$8.6Maskebsa.dol.gov
Dec 31, 2024Holding started
with Acadian Collective Investment Trust$5.7Maskebsa.dol.gov
Dec 31, 2024Manager relationship started
with Loomis Sayles Trust Companyaskebsa.dol.gov
Dec 31, 2024Manager relationship started
with Legal & General Inv Mgmt Americaaskebsa.dol.gov

+6 more dated events

Every name, record and relationship behind this count, with the source on each.

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Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.

Commitments

5 rows, 0 dated closings

Date	Fund	Manager	Bucket	Amount	Status	Source
as of Dec 31, 2024	PRU U.S. Long Duration Corp Bdcollective trust	Prudential Trust Co.	Fixed income	$8.4M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2024	Legal & General Long Duration U.S.collective trust	Legal and General	Fixed income	$8.6M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2024	Acadian Collective Investment Trustcollective trust	Acadian	Pooled vehicles	$5.7M held	Disclosed holding	askebsa.dol.gov

+2 more commitments

Every fund and manager this allocator committed to, with the amount, date and source on each.

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Size and funding

33 readings

Total assets

$56.4M Dec 31, 2024 reported Form 5500

$56.8M (2023-12) · $58.8M (2022-12)

Plan assets

$56.7M Jan 1, 2024 reported Form 5500

$58.7M (2023-01) · $70.1M (2022-01)

Net assets

$56.3M Dec 31, 2024 reported Form 5500

$56.7M (2023-12) · $58.6M (2022-12)

Funded ratio

82.8% Jan 1, 2024 reported Form 5500

80.3% (2023-01) · 100.8% (2022-01)

Funding target

$59.9M Jan 1, 2024 reported Form 5500

$63.6M (2023-01) · $61.2M (2022-01)

Discount rate

5.21% Jan 1, 2024 reported Form 5500

5.34% (2023-01) · 5.52% (2022-01)

Participants

758 Jan 1, 2024 reported Form 5500

948 (2023-01) · 963 (2022-01)

Contributions

$0 Dec 31, 2024 reported Form 5500

$0 (2023-12) · $242,000 (2022-12)

Benefits paid

$2.3M Dec 31, 2024 reported Form 5500

$8.3M (2023-12) · $3.2M (2022-12)

Net investment income

-$448,616 Dec 31, 2024 reported Form 5500

-$1.9M (2023-12) · -$11.5M (2022-12)

Investment management fees

$152,035 Dec 31, 2024 reported Form 5500

$165,286 (2023-12) · $389,860 (2022-12)

Form 5500 filings

3 plan years

Plan year	Participants	Assets (SB market)	Funding target	FTAP	Total assets (H)	Partnerships / JV	Master trust	Real estate
2024 to Dec 31, 2024	758	$56.7M	$59.9M	82.8%	$56.4M	Not disclosed	Not disclosed	Not disclosed
2023 to Dec 31, 2023	948	$58.7M	$63.6M	80.3%	$56.8M	Not disclosed	Not disclosed	Not disclosed
2022 to Dec 31, 2022	963	$70.1M	$61.2M	100.8%	$58.8M	Not disclosed	Not disclosed	Not disclosed

Service providers and investment entities as filed (Schedule C and D, latest year first)

AON Consulting, Inc. codes 11 16 50 $110,854 PY2024
Verus Investments codes 27 50 $62,000 PY2024
First Hawaiian Bank codes 21 50 $59,565 PY2024

+26 more service providers

Every name, record and relationship behind this count, with the source on each.

Includes 3 days of DFX Intelligence. Then $249/month unless canceled.

Provenance

Identifiers: none on file

Cross-graph: no entry on another DFX graph

First observed Sep 15, 2026, last observed Sep 29, 2026. Classification confirmed. Every row above carries its source; a reported figure is the subject’s own, a derived one is arithmetic on reported figures, an estimated one is a model or a survey imputation and is never summed into a headline.

Capital chain

This record sits on 4 traced paths of capital across the graphs.

Consultant to allocator to manager

DFX traced 4 paths of capital through this record

Every record on each path, what it committed or lent, and as of when.

Includes 3 days of DFX Intelligence. Then $299/month unless canceled.

Derived from allocator disclosures, BDC schedules and SEC filings; confidence is the weakest hop.

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Record history

11 dated events on the change ledger, latest first

Holding in a pooled vehicle started
2024-12-31source
Holding in a pooled vehicle started
2024-12-31source
Holding in a pooled vehicle started
2024-12-31source

+8 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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