This allocator's name and 7 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 Virginia

Corporate pension· Reston, Virginia

Corporate pension, based in Reston, Virginia, reporting $164M in assets, for 5,965 participants.

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

Assets
$164M
Funded ratio
73.1%
Fund commitments
4
As of · 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: 30 Jun 2025, Total assets changed.

Capital path

who backs this record, through what, into what; each name opens its own path
Corporate pension in Virginia
Managers
Size, funding, policy and commitments, with their basesCorporate pensionShow
Corporate pension
Assets
$164M
Total assets, Jun 30, 2025 reported
Funded
73.1%
Jul 1, 2024
Private markets target
no policy read
policy Jun 30, 2025
Commitments
4
none on the tape
Plan sponsor: this allocator
Allocation policy
Form 5500, as of Jun 30, 2025
Actual allocation lines without a target (as filed)
  • Common/collective trusts 44.1%
  • Registered investment companies 40.9%
Consultants and advisers
2 firms
People
No investment staff or executives have been read for this allocator yet.
Manager roster
1 manager on the commitment tape
From the plan’s own commitment disclosures
What changed
4 events
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Commitments
10 rows, 0 dated closings
DateFundManagerBucketAmountVintageStatusSource
as of Jun 30, 2025State St. Russell Large Growthcollective trustState Street Global Advisors TrustPooled vehicles$15.1M heldDisclosed holdingaskebsa.dol.gov
as of Jun 30, 2025State Street U.S. Russell Large Capcollective trustState Street Global Advisors TrustPublic equity$13.3M heldDisclosed holdingaskebsa.dol.gov
as of Jun 30, 2025Auim Collective Investment Trustcollective trustAegonPooled vehicles$35.4M heldDisclosed holdingaskebsa.dol.gov

+7 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
30 readings
Total assets
$164M Jun 30, 2025 reported Form 5500
$133M (2024-06) · $125M (2023-06)
Plan assets
$133M Jul 1, 2024 reported Form 5500
$125M (2023-07) · $114M (2022-07)
Net assets
$164M Jun 30, 2025 reported Form 5500
$133M (2024-06) · $125M (2023-06)
Funded ratio
73.1% Jul 1, 2024 reported Form 5500
72.6% (2023-07) · 70.1% (2022-07)
Funding target
$172M Jul 1, 2024 reported Form 5500
$183M (2023-07) · $179M (2022-07)
Discount rate
5.34% Jul 1, 2024 reported Form 5500
5.17% (2023-07) · 5.34% (2022-07)
Participants
5,965 Jul 1, 2024 reported Form 5500
6,060 (2023-07) · 6,155 (2022-07)
Contributions
$29.6M Jun 30, 2025 reported Form 5500
$9.1M (2024-06) · $14.3M (2023-06)
Benefits paid
$11.7M Jun 30, 2025 reported Form 5500
$11.7M (2024-06) · $11.5M (2023-06)
Net investment income
$30.6M Jun 30, 2025 reported Form 5500
$8.1M (2024-06) · $11.4M (2023-06)
Form 5500 filings
3 plan years
Plan yearParticipantsAssets (SB market)Funding targetFTAPTotal assets (H)Partnerships / JVMaster trustReal estate
2024 to Jun 30, 20255,965$133M$172M73.1%$164MNot disclosedNot disclosedNot disclosed
2023 to Jun 30, 20246,060$125M$183M72.6%$133MNot disclosedNot disclosedNot disclosed
2022 to Jun 30, 20236,155$114M$179M70.1%$125MNot disclosedNot disclosedNot disclosed
Service providers and investment entities as filed (Schedule C and D, latest year first)
  • Transamerica Retirement Solutions codes 11 12 15 28 38 50 59 61 62 63 64 $373,482 PY2024
  • National Financial Services codes 33 71 PY2024
  • State Street U.S. Russell Large Cap Sched. D C $13.3M PY2024

+17 more service providers

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

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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.

Not yet on record: managers.

Record history

4 dated events on the change ledger, latest first
  • Holding in a pooled vehicle started
    2024-06-30source
  • Holding in a pooled vehicle started
    2024-06-30source
  • Funded status changed
    2023-07-01source

+1 more change 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

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+3 connections on the graph

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