DFX Intelligence

This allocator's name, 2 more advisers, 1 more commitment and 1 more dated event

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· Chantilly, Virginia

Corporate pension, based in Chantilly, Virginia, reporting $244M in assets, for 3,478 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: $244M
Funded ratio: 101.8%
Fund commitments: 2

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

Commitments (2)Allocation policy Consultants

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, Changed investment consultant to Capital Group.

Capital path

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

Corporate pension in Virginia

Funds committed to

CG Long Duration Credit Trust US3 commitments
DB Growth Portfolio1 commitment

Managers

Capital Guardian Trust Company3 commitments

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

Corporate pension

Assets

$244M

Total assets, Dec 31, 2024 reported

Funded

101.8%

Jan 1, 2024

Private markets target

no policy read

policy Dec 31, 2024

Commitments

none on the tape

Plan sponsor: this allocator

Allocation policy

Form 5500, as of Dec 31, 2024

Actual allocation lines without a target (as filed)

Interest-bearing cash 3.7%
Corporate debt instruments (other) 50.5%
U.S. Government securities 13.3%
Common/collective trusts 31.0%
Registered investment companies 0.9%

Consultants and advisers

5 firms

Capital Group Investment adviser (plan)through Dec 31, 2024 Form 5500
Capfinancial Partners, LLC Investment adviser (plan)through Dec 31, 2022 Form 5500
Angeles Investment Advisors, LLC Investment adviser (plan)through Dec 31, 2022 Form 5500

+2 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

1 manager on the commitment tape

From the plan’s own commitment disclosures

Capital Guardian Trust Company3 rows, latest Dec 31, 2024

What changed

6 events

Dec 31, 2024Holding started
with DB Growth Portfolio$74.9Maskebsa.dol.gov
Dec 31, 2024Consultant changedinference
with Capital Groupaskebsa.dol.gov
Jan 1, 2024Funded status changed
5 pointsaskebsa.dol.gov
Dec 31, 2023Consultant changedinference
with Angeles Investment Advisors, LLCaskebsa.dol.gov
Jan 1, 2023Funded status changed
down 15 pointsaskebsa.dol.gov

+1 more dated event

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

4 rows, 0 dated closings

Date	Fund	Manager	Bucket	Amount	Status	Source
as of Dec 31, 2024	CG Long Duration Credit Trust UScollective trust	Capital Guardian Trust Company	Private credit	$725,441 held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2024	DB Growth Portfoliocollective trust	Great Gray Collective Inv Trust	Pooled vehicles	$74.9M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2023	CG Long Duration Credit Trust UScollective trust	Capital Guardian Trust Company	Private credit	$59.7M held	Disclosed holding	askebsa.dol.gov

+1 more commitment

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

$244M Dec 31, 2024 reported Form 5500

$250M (2023-12) · $228M (2022-12)

Plan assets

$245M Jan 1, 2024 reported Form 5500

$224M (2023-01) · $298M (2022-01)

Net assets

$244M Dec 31, 2024 reported Form 5500

$250M (2023-12) · $228M (2022-12)

Funded ratio

101.8% Jan 1, 2024 reported Form 5500

96.6% (2023-01) · 111.5% (2022-01)

Funding target

$242M Jan 1, 2024 reported Form 5500

$248M (2023-01) · $247M (2022-01)

Discount rate

5.13% Jan 1, 2024 reported Form 5500

5.20% (2023-01) · 5.37% (2022-01)

Participants

3,478 Jan 1, 2024 reported Form 5500

3,552 (2023-01) · 3,632 (2022-01)

Contributions

$0 Dec 31, 2024 reported Form 5500

$0 (2023-12) · $0 (2022-12)

Benefits paid

$18.4M Dec 31, 2024 reported Form 5500

$16.3M (2023-12) · $16.0M (2022-12)

Net investment income

-$6.0M Dec 31, 2024 reported Form 5500

$21.6M (2023-12) · -$73.5M (2022-12)

Investment management fees

$284,653 Dec 31, 2024 reported Form 5500

$400,854 (2023-12) · $112,733 (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	3,478	$245M	$242M	101.8%	$244M	Not disclosed	Not disclosed	Not disclosed
2023 to Dec 31, 2023	3,552	$224M	$248M	96.6%	$250M	Not disclosed	Not disclosed	Not disclosed
2022 to Dec 31, 2022	3,632	$298M	$247M	111.5%	$228M	$0	Not disclosed	Not disclosed

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

Telus codes 13 50 $309,898 PY2024
Mercer codes 11 50 $222,129 PY2024
Capfinancial codes 27 50 $158,302 PY2024

+23 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.

Not yet on record: managers.

Capital chain

This record sits on 3 traced paths of capital across the graphs.

Consultant to allocator to manager

DFX traced 3 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

6 dated events on the change ledger, latest first

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

+3 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

+6 connections on the graph

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