DFX Intelligence

This allocator's name, 1 more adviser and 29 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.

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

Corporate pension in Oregon

Corporate pension· Portland, Oregon

Corporate pension, based in Portland, Oregon, reporting $492M in assets, for 2,607 participants.

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

As of 2024-01-01 · the latest dated event for this allocator; each figure carries its own filing or report date

Assets: $492M
Funded ratio: 91.6%
Fund commitments: 11
Managers: 2

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

Commitments (11)Allocation policy Managers

As of 2024-01-01 · 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: 1 Jan 2024, Funded status changed.

Capital path

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

Corporate pension in Oregon

Funds committed to

Mercer US Large Cap Core Passive Eq3 commitments
Mercer Active Long Corporate Fixed3 commitments
Mercer Non-Us Core Equity Portfolio3 commitments

All 11

Managers

Mercer Investments LLC29 commitments
Northern Trust Investments, Incorporated3 commitments

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

Corporate pension

Assets

$492M

Total assets, Dec 31, 2024 reported

Funded

91.6%

Jan 1, 2024

Private markets target

no policy read

policy Dec 31, 2024

Commitments

2 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)

Non-interest-bearing cash 0.0%
Corporate debt instruments (preferred) 0.0%
Partnership/joint venture interests 0.3%
Common/collective trusts 95.6%
Common stock 2.6%

Consultants and advisers

4 firms

Mercer Investment adviser (plan)through Dec 31, 2022 Form 5500
Pricewaterhousecoopers LLP Actuarythrough Dec 31, 2023 Form 5500
Willis Towers Watson US LLC Actuarythrough Dec 31, 2022 Form 5500

+1 more consultant or adviser 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

2 managers on the commitment tape

From the plan’s own commitment disclosures

Mercer Investments LLC29 rows, latest Dec 31, 2024
Northern Trust Investments, Incorporated3 rows, latest Dec 31, 2024

From Schedule C (investment management, code 28)

Northern Trust Investments, Incorporatedplan years
Mercer Investments LLCplan years

What changed

4 events

Jan 1, 2024Funded status changed
5 pointsaskebsa.dol.gov
Dec 31, 2023Holding started
with Mercer Opportunistic Fixed Income$27.3Maskebsa.dol.gov
Jan 1, 2023Funded status changed
down 27 pointsaskebsa.dol.gov
Jan 1, 2023Assets changed
down $252Maskebsa.dol.gov

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

Commitments

32 rows, 0 dated closings

Date	Fund	Manager	Bucket	Amount	Status	Source
as of Dec 31, 2024	Mercer US Large Cap Core Passive Eqcollective trust	Mercer Investments LLC	Public equity	$76.9M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2024	Mercer Active Long Corporate Fixedcollective trust	Mercer Investments LLC	Fixed income	$146M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2024	Mercer Non-Us Core Equity Portfoliocollective trust	Mercer Investments LLC	Public equity	$53.6M held	Disclosed holding	askebsa.dol.gov

+29 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

33 readings

Total assets

$492M Dec 31, 2024 reported Form 5500

$534M (2023-12) · $547M (2022-12)

Plan assets

$533M Jan 1, 2024 reported Form 5500

$547M (2023-01) · $800M (2022-01)

Net assets

$491M Dec 31, 2024 reported Form 5500

$533M (2023-12) · $547M (2022-12)

Funded ratio

91.6% Jan 1, 2024 reported Form 5500

87.0% (2023-01) · 113.8% (2022-01)

Funding target

$634M Jan 1, 2024 reported Form 5500

$670M (2023-01) · $675M (2022-01)

Discount rate

5.13% Jan 1, 2024 reported Form 5500

5.24% (2023-01) · 5.41% (2022-01)

Participants

2,607 Jan 1, 2024 reported Form 5500

3,331 (2023-01) · 3,467 (2022-01)

Contributions

$20.0M Dec 31, 2024 reported Form 5500

$3.1M (2023-12) · $163,897 (2022-12)

Benefits paid

$78.3M Dec 31, 2024 reported Form 5500

$85.2M (2023-12) · $68.9M (2022-12)

Net investment income

-$41.9M Dec 31, 2024 reported Form 5500

-$13.6M (2023-12) · -$252M (2022-12)

Investment management fees

$807,664 Dec 31, 2024 reported Form 5500

$906,966 (2023-12) · $1.0M (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	2,607	$533M	$634M	91.6%	$492M	$1.3M	Not disclosed	Not disclosed
2023 to Dec 31, 2023	3,331	$547M	$670M	87.0%	$534M	$1.7M	Not disclosed	Not disclosed
2022 to Dec 31, 2022	3,467	$800M	$675M	113.8%	$547M	$2.4M	Not disclosed	Not disclosed

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

Mercer Investment Consulting, Inc codes 27 50 $807,664 PY2024
AON Consulting, Inc. codes 15 50 59 $391,717 PY2024
Towers Watson Delaware codes 11 50 $308,709 PY2024

+50 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.

Allocator commitments to a managerConsultant 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

4 dated events on the change ledger, latest first

Holding in a pooled vehicle started
2023-12-31source
Funded status changed
2023-01-01source
Funded status changed
2024-01-01source

+1 more change 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

+7 connections on the graph

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