DFX Intelligence

This allocator's name, 1 more adviser, 1 more manager, 15 more commitments and 7 more dated events

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Corporate pension in Virginia

Corporate pension· Tysons, Virginia

Corporate pension, based in Tysons, Virginia, reporting $338M in assets, for 5,714 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: $338M
Funded ratio: 104.0%
Fund commitments: 6
Managers: 2

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

Commitments (6)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, Manager relationship started.

Capital path

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

Corporate pension in Virginia

Funds committed to

Intermed Term Credit Bond Idx Nonsl3 commitments
Blackrock Long Term Govt Nl Index3 commitments
Msci Acwi Equity Index Non-Lendable3 commitments

All 6

Managers

Blackrock Institutional Trust Company, N.A.6 commitments
Blackrock Institutional Trust6 commitments
Northern Trust Investments, Inc.3 commitments

All 4

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

Corporate pension

Assets

$338M

Total assets, Dec 31, 2024 reported

Funded

104.0%

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%
Partnership/joint venture interests 0.0%
Common/collective trusts 100.0%

Consultants and advisers

4 firms

Blackrock Institutional Trust Co,na Trusteethrough Dec 31, 2022 Form 5500
State Street Global Advisors Custodianthrough Dec 31, 2022 Form 5500
Willis Towers Watson US LLC Actuarythrough Dec 31, 2022 Form 5500

+1 more consultant or adviser advise this allocator

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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

Blackrock Institutional Trust Company, N.A.6 rows, latest Dec 31, 2024
Blackrock Institutional Trust6 rows, latest Dec 31, 2024
Northern Trust Investments, Inc.3 rows, latest Dec 31, 2024

+1 more manager received commitments

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

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From Schedule C (investment management, code 28)

Blackrock Institutional Trust Company, N.A.plan years
Blackrock Insti. Trust Company, N.Aplan years
Rocaton Investment Advisors LLCplan years 2022

+6 more Schedule C managers

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What changed

12 events

Dec 31, 2024Manager relationship started
with Rocaton Investment Advisors LLCaskebsa.dol.gov
Dec 31, 2024Assets changed
down $51.9Maskebsa.dol.gov
Jan 1, 2024Funded status changed
4 pointsaskebsa.dol.gov
Dec 31, 2023Manager relationship endedinference
with Rocaton Investment Advisors LLCaskebsa.dol.gov
Dec 31, 2023Manager relationship endedinference
with Wasatchaskebsa.dol.gov

+7 more dated events

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

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

Commitments

18 rows, 0 dated closings

Date	Fund	Manager	Bucket	Amount	Status	Source
as of Dec 31, 2024	Intermed Term Credit Bond Idx Nonslcollective trust	Blackrock Institutional Trust Company, N.A.	Private credit	$94.8M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2024	Blackrock Long Term Govt Nl Indexcollective trust	Blackrock Institutional Trust Company, N.A.	Pooled vehicles	$39.7M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2024	Msci Acwi Equity Index Non-Lendablecollective trust	Blackrock Institutional Trust	Public equity	$68.1M held	Disclosed holding	askebsa.dol.gov

+15 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

33 readings

Total assets

$338M Dec 31, 2024 reported Form 5500

$390M (2023-12) · $385M (2022-12)

Plan assets

$390M Jan 1, 2024 reported Form 5500

$385M (2023-01) · $542M (2022-01)

Net assets

$338M Dec 31, 2024 reported Form 5500

$390M (2023-12) · $385M (2022-12)

Funded ratio

104.0% Jan 1, 2024 reported Form 5500

99.6% (2023-01) · 120.8% (2022-01)

Funding target

$412M Jan 1, 2024 reported Form 5500

$424M (2023-01) · $431M (2022-01)

Discount rate

5.02% Jan 1, 2024 reported Form 5500

5.14% (2023-01) · 5.31% (2022-01)

Participants

5,714 Jan 1, 2024 reported Form 5500

5,831 (2023-01) · 5,979 (2022-01)

Contributions

$0 Dec 31, 2024 reported Form 5500

$3.7M (2023-12) · $0 (2022-12)

Benefits paid

$57.5M Dec 31, 2024 reported Form 5500

$31.6M (2023-12) · $33.1M (2022-12)

Net investment income

-$52.0M Dec 31, 2024 reported Form 5500

$4.6M (2023-12) · -$157M (2022-12)

Investment management fees

$1.5M Dec 31, 2024 reported Form 5500

$2.7M (2023-12) · $590,163 (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	5,714	$390M	$412M	104.0%	$338M	$6,872	Not disclosed	Not disclosed
2023 to Dec 31, 2023	5,831	$385M	$424M	99.6%	$390M	$113,035	Not disclosed	Not disclosed
2022 to Dec 31, 2022	5,979	$542M	$431M	120.8%	$385M	$258,226	Not disclosed	Not disclosed

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

Willis Towers Watson US LLC codes 11 15 49 50 $1.4M PY2024
Pricewaterhousecoopers LLP codes 10 50 $285,001 PY2024
Rocaton Investment Advisors codes 28 51 $253,125 PY2024

+48 more service providers

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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.

Record history

12 dated events on the change ledger, latest first

Funded status changed
2023-01-01source
Funded status changed
2024-01-01source
Manager relationship ended
2023-12-31source

+9 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

+14 connections on the graph

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