DFX Intelligence

This allocator's name, 4 more managers, 31 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.

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Corporate pension in Arizona

Corporate pension· Phoenix, Arizona

Corporate pension, based in Phoenix, Arizona, reporting $15.1M in assets, for 116 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: $15.1M
Funded ratio: 94.6%
Fund commitments: 14
Managers: 7

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

Commitments (14)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, Total assets changed.

Capital path

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

Corporate pension in Arizona

Funds committed to

Liability Driven Solution Cit II3 commitments
Principal/blackrock S&p 500 Index3 commitments
Principal/t. Rowe Price Institution3 commitments

All 14

Managers

Blackrock9 commitments
T Rowe Price6 commitments
Causeway3 commitments

All 7

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

Corporate pension

Assets

$15.1M

Total assets, Dec 31, 2024 reported

Funded

94.6%

Jan 1, 2024

Private markets target

no policy read

policy Dec 31, 2024

Commitments

7 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 1.1%
Common/collective trusts 90.0%
Registered investment companies 6.2%

Consultants and advisers

2 firms

Principal Trust Co. General consultantthrough Dec 31, 2022 Form 5500
USI Consulting Group Actuarythrough Dec 31, 2022 Form 5500

People

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

Manager roster

7 managers on the commitment tape

From the plan’s own commitment disclosures

Blackrock9 rows, latest Dec 31, 2024
T Rowe Price6 rows, latest Dec 31, 2024
Causeway3 rows, latest Dec 31, 2024

+4 more managers 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)

Causewayplan years
Alliancebernstein L.P.plan years
Blackrockplan years

+4 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, 2024Assets changed
down $8.2Maskebsa.dol.gov
Jan 1, 2024Assets changed
$3.9Maskebsa.dol.gov
Dec 31, 2023Holding endedinference
with Voya Large Cap Growth Cit N$806Kaskebsa.dol.gov
Dec 31, 2023Holding endedinference
with Allspring Growth Cit N$379Kaskebsa.dol.gov
Dec 31, 2023Holding started
with Principal/ab Large Cap Growth Cit$957Kaskebsa.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

34 rows, 0 dated closings

Date	Fund	Manager	Bucket	Amount	Status	Source
as of Dec 31, 2024	Liability Driven Solution Cit IIcollective trust	Principal Bank	Pooled vehicles	$5.6M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2024	Principal/ab Large Cap Growth Citcollective trust	Alliancebernstein L.P.	Public equity	$522,272 held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2024	Principal/blackrock S&p 500 Indexcollective trust	Blackrock	Pooled vehicles	$1.4M held	Disclosed holding	askebsa.dol.gov

+31 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

30 readings

Total assets

$15.1M Dec 31, 2024 reported Form 5500

$23.3M (2023-12) · $19.4M (2022-12)

Plan assets

$23.3M Jan 1, 2024 reported Form 5500

$19.4M (2023-01) · $23.5M (2022-01)

Net assets

$15.1M Dec 31, 2024 reported Form 5500

$23.3M (2023-12) · $19.4M (2022-12)

Funded ratio

94.6% Jan 1, 2024 reported Form 5500

93.4% (2023-01) · 105.0% (2022-01)

Funding target

$24.9M Jan 1, 2024 reported Form 5500

$22.9M (2023-01) · $20.9M (2022-01)

Discount rate

5.19% Jan 1, 2024 reported Form 5500

5.33% (2023-01) · 5.51% (2022-01)

Participants

116 Jan 1, 2024 reported Form 5500

116 (2023-01) · 116 (2022-01)

Contributions

$1.4M Dec 31, 2024 reported Form 5500

$1.4M (2023-12) · $551,164 (2022-12)

Benefits paid

$10.8M Dec 31, 2024 reported Form 5500

$553,083 (2023-12) · $518,982 (2022-12)

Net investment income

-$8.2M Dec 31, 2024 reported Form 5500

$3.9M (2023-12) · -$4.0M (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	116	$23.3M	$24.9M	94.6%	$15.1M	Not disclosed	Not disclosed	Not disclosed
2023 to Dec 31, 2023	116	$19.4M	$22.9M	93.4%	$23.3M	Not disclosed	Not disclosed	Not disclosed
2022 to Dec 31, 2022	116	$23.5M	$20.9M	105.0%	$19.4M	Not disclosed	Not disclosed	Not disclosed

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

Principal Trust Company codes 16 21 28 31 $88,043 PY2024
USI Consulting Group codes 11 $56,950 PY2024
Blackrock S&p Mid Cap Index Fund Sched. D C $910,397 PY2024

+42 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 11 traced paths of capital across the graphs.

Consultant to allocator to managerAllocator commitments to a managerAllocator to credit manager to facility to borrower

DFX traced 11 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

10 dated events on the change ledger, latest first

Holding in a pooled vehicle started
2024-12-31source
Holding in a pooled vehicle ended
2023-12-31source
Holding in a pooled vehicle ended
2024-12-31source

+7 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

+10 connections on the graph

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