This allocator's name and 3 more commitments
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 Washington
Corporate pension, based in Richland, Washington, reporting $17.4M in assets, for 569 participants.
Composed from this allocator's classification, location and filed figures.
- Assets
- $17.4M
- Funded ratio
- 92.3%
- Fund commitments
- 2
Nothing material in the last 90 days. Last change: 1 Jul 2024, Funded status changed.
Capital path
who backs this record, through what, into what; each name opens its own path- this allocator3 commitments
- Fiam Pension Journey 50-50 Comm Pl3 commitments
- Fidelity Institutional Asset Mgmt6 commitments
Size, funding, policy and commitments, with their basesCorporate pensionShowHide
- Common/collective trusts 88.3%
- Trustage Investment Management Investment adviser (plan)through Jun 30, 2023 Form 5500
- Cmfg Life Insurance Company Actuarythrough Jun 30, 2023 Form 5500
- Fidelity Investments Actuarythrough Jun 30, 2023 Form 5500
- Fidelity Institutional Asset Mgmt6 rows, latest Jun 30, 2025
- Jul 1, 2024Funded status changed4 pointsaskebsa.dol.gov
- Jul 1, 2023Funded status changeddown 23 pointsaskebsa.dol.gov
| Date | Fund | Manager | Bucket | Amount | Vintage | Status | Source |
|---|---|---|---|---|---|---|---|
| as of Jun 30, 2025 | this allocatorcollective trust | Fidelity Institutional Asset Mgmt | Cash | $782,163 held | Disclosed holding | askebsa.dol.gov | |
| as of Jun 30, 2025 | Fiam Pension Journey 50-50 Comm Plcollective trust | Fidelity Institutional Asset Mgmt | Pooled vehicles | $14.6M held | Disclosed holding | askebsa.dol.gov | |
| as of Jun 30, 2024 | Fiam Pension Journey 50-50 Comm Plcollective trust | Fidelity Institutional Asset Mgmt | Pooled vehicles | $13.5M held | Disclosed holding | askebsa.dol.gov |
+3 more commitments
Every fund and manager this allocator committed to, with the amount, date and source on each.
Includes 3 days of DFX Intelligence. Then $249/month unless canceled.
| Plan year | Participants | Assets (SB market) | Funding target | FTAP | Total assets (H) | Partnerships / JV | Master trust | Real estate |
|---|---|---|---|---|---|---|---|---|
| 2024 to Jun 30, 2025 | 569 | $15.9M | $16.0M | 92.3% | $17.4M | Not disclosed | Not disclosed | Not disclosed |
| 2023 to Jun 30, 2024 | 730 | $14.9M | $14.6M | 88.3% | $15.9M | Not disclosed | Not disclosed | Not disclosed |
| 2022 to Jun 30, 2023 | 676 | $15.9M | $13.8M | 111.3% | $14.9M | Not disclosed | Not disclosed | Not disclosed |
- this allocator Sched. D C $782,163 PY2024
- Fiam Pension Journey 50-50 Comm Pl Sched. D C $14.6M PY2024
- Fidelity Investments codes 11 PY2024
+8 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
Not yet on record: managers.
This record sits on 1 traced path of capital across the graphs.
DFX traced 1 path 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
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
+4 connections on the graph
Includes 3 days of DFX Intelligence. Then $249/month unless canceled.