This allocator's name, 3 more advisers, 1 more manager, 12 more commitments and 3 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.

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

Corporate pension in Washington

Corporate pension· Seattle, Washington

Corporate pension, based in Seattle, Washington, reporting $477M in assets, for 4,894 participants.

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

Assets
$477M
Funded ratio
89.6%
Fund commitments
4
Managers
5
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: 31 Dec 2025, Changed investment consultant to Cardinal Investment Advisors.

Capital path

who backs this record, through what, into what; each name opens its own path
Corporate pension in Washington
Funds committed to
All 4
Size, funding, policy and commitments, with their basesCorporate pensionShow
Corporate pension
Assets
$477M
Total assets, Dec 31, 2025 reported
Funded
89.6%
Jan 1, 2025
Private markets target
no policy read
policy Dec 31, 2025
Commitments
4
5 managers on Schedule C
Plan sponsor: this allocator
Allocation policy
Form 5500, as of Dec 31, 2025
Actual allocation lines without a target (as filed)
  • Interest-bearing cash 0.0%
  • Corporate debt instruments (other) 17.0%
  • Corporate debt instruments (preferred) 29.0%
  • U.S. Government securities 15.8%
  • Other investments 4.9%
  • 103-12 investment entities 12.4%
  • Common/collective trusts 3.6%
  • Registered investment companies 12.1%
  • Common stock 4.4%
Consultants and advisers
6 firms

+3 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

+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)

+3 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
8 events
  • Dec 31, 2025Holding endedinference
    with Wellington Trust Company, Na$23.1Maskebsa.dol.gov
  • Dec 31, 2025Manager relationship endedinference
    with Legal & General Inv Mgmt Americaaskebsa.dol.gov
  • Dec 31, 2025Consultant changedinference
    with Cardinal Investment Advisorsaskebsa.dol.gov
  • Dec 31, 2025Consultant changedinference
    with Mariner Institutionalaskebsa.dol.gov
  • Jan 1, 2025Funded status changed
    down 13 pointsaskebsa.dol.gov

+3 more dated events

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

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

Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Commitments
15 rows, 0 dated closings
DateFundManagerBucketAmountVintageStatusSource
as of Dec 31, 2025Martingle Inv Trust Series I103 12 ieMartingale Asset Management, L.P.Pooled vehicles$36.5M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2025Jpmcb Spec Sit Prop Fndcollective trustJP Morgan Asset ManagementPooled vehicles$17.3M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2025Silchester Int'l Value Equity Trust103 12 ieSilchester International InvestorPublic equity$22.9M heldDisclosed holdingaskebsa.dol.gov

+12 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.

Size and funding
44 readings
Total assets
$477M Dec 31, 2025 reported Form 5500
$446M (2024-12) · $479M (2023-12) · $406M (2022-12)
Plan assets
$446M Jan 1, 2025 reported Form 5500
$445M (2024-01) · $406M (2023-01) · $551M (2022-01)
Net assets
$476M Dec 31, 2025 reported Form 5500
$445M (2024-12) · $444M (2023-12) · $405M (2022-12)
Funded ratio
89.6% Jan 1, 2025 reported Form 5500
102.3% (2024-01) · 100.3% (2023-01) · 124.6% (2022-01)
Funding target
$396M Jan 1, 2025 reported Form 5500
$376M (2024-01) · $345M (2023-01) · $323M (2022-01)
Discount rate
5.32% Jan 1, 2025 reported Form 5500
5.17% (2024-01) · 5.25% (2023-01) · 5.42% (2022-01)
Participants
4,894 Jan 1, 2025 reported Form 5500
4,783 (2024-01) · 4,596 (2023-01) · 4,520 (2022-01)
Contributions
$20.0M Dec 31, 2025 reported Form 5500
$25.0M (2024-12) · $20.0M (2023-12) · $20.0M (2022-12)
Benefits paid
$23.9M Dec 31, 2025 reported Form 5500
$21.5M (2024-12) · $13.1M (2023-12) · $19.9M (2022-12)
Net investment income
$31.2M Dec 31, 2025 reported Form 5500
$928,138 (2024-12) · $39.1M (2023-12) · -$143M (2022-12)
Investment management fees
$1.4M Dec 31, 2025 reported Form 5500
$1.4M (2024-12) · $1.4M (2023-12) · $1.6M (2022-12)
Form 5500 filings
4 plan years
Plan yearParticipantsAssets (SB market)Funding targetFTAPTotal assets (H)Partnerships / JVMaster trustReal estate
2025 to Dec 31, 20254,894$446M$396M89.6%$477M$0$0$0
2024 to Dec 31, 20244,783$445M$376M102.3%$446M$0$0$0
2023 to Dec 31, 20234,596$406M$345M100.3%$479M$0$0$0
2022 to Dec 31, 20224,520$551M$323M124.6%$406M$0$0$0
Service providers and investment entities as filed (Schedule C and D, latest year first)

+52 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 16 traced paths of capital across the graphs.

Consultant to allocator to manager

DFX traced 16 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.

Checking your plan…

Record history

8 dated events on the change ledger, latest first
  • Holding in a pooled vehicle ended
    2025-12-31source
  • Funded status changed
    2023-01-01source
  • Funded status changed
    2025-01-01source

+5 more changes on this record's ledger

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

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

+15 connections on the graph

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

Ask DFX