DFX Intelligence

This allocator's name, 5 more managers, 33 more commitments and 5 more dated events

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Corporate pension in Arizona

Corporate pension· Phoenix, Arizona

Corporate pension, based in Phoenix, Arizona, reporting $472M in assets, for 8,139 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: $472M
Funded ratio: 92.4%
Fund commitments: 14
Managers: 4

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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, Changed investment consultant to Willis Towers Watson US LLC.

Capital path

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

Corporate pension in Arizona

Funds committed to

Treasury U.S. 5 Year Key Rate Durat3 commitments
NT Collective Short Term Investment3 commitments
Treasury US 15 Yr Key Rate Duration3 commitments

All 14

Managers

Towers Watson Investment Services,12 commitments
Blackrock Institutional Trust6 commitments
Blackrock6 commitments

All 8

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

Corporate pension

Assets

$472M

Total assets, Dec 31, 2024 reported

Funded

92.4%

Jan 1, 2024

Private markets target

no policy read

policy Dec 31, 2024

Commitments

4 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)

103-12 investment entities 11.0%
Common/collective trusts 87.3%

Consultants and advisers

3 firms

Willis Towers Watson US LLC Pension consultantActuarythrough Dec 31, 2023 Form 5500
Towers Watson Investment Services, Investment adviser (plan)through Dec 31, 2022 Form 5500
Northern Trust Co. Trusteethrough Dec 31, 2022 Form 5500

People

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

Manager roster

8 managers on the commitment tape

From the plan’s own commitment disclosures

Towers Watson Investment Services,12 rows, latest Dec 31, 2024
Blackrock Institutional Trust6 rows, latest Dec 31, 2024
Blackrock6 rows, latest Dec 31, 2024

+5 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)

+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

10 events

Dec 31, 2024Holding started
with WTW Liquid Diversifiers Fund, Ltd.$51.8Maskebsa.dol.gov
Dec 31, 2024Holding started
with Ir+m Collective Investment$10.7Maskebsa.dol.gov
Dec 31, 2024Holding started
with State Street Global Advisors Trust Company$19.2Maskebsa.dol.gov
Dec 31, 2024Consultant changedinference
with Willis Towers Watson US LLCaskebsa.dol.gov
Jan 1, 2024Assets changed
down $90.5Maskebsa.dol.gov

+5 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

36 rows, 0 dated closings

Date	Fund	Manager	Bucket	Amount	Status	Source
as of Dec 31, 2024	Treasury U.S. 5 Year Key Rate Duratcollective trust	Blackrock Investments, LLC	Fixed income	$19.2M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2024	NT Collective Short Term Investmentcollective trust	Northern Trust Investments, Inc.	Cash	$6.4M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2024	Treasury US 15 Yr Key Rate Durationcollective trust	Blackrock Institutional Trust	Fixed income	$13.0M held	Disclosed holding	askebsa.dol.gov

+33 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

$472M Dec 31, 2024 reported Form 5500

$501M (2023-12) · $591M (2022-12)

Plan assets

$501M Jan 1, 2024 reported Form 5500

$591M (2023-01) · $808M (2022-01)

Net assets

$472M Dec 31, 2024 reported Form 5500

$501M (2023-12) · $591M (2022-12)

Funded ratio

92.4% Jan 1, 2024 reported Form 5500

91.4% (2023-01) · 109.2% (2022-01)

Funding target

$492M Jan 1, 2024 reported Form 5500

$598M (2023-01) · $589M (2022-01)

Discount rate

5.05% Jan 1, 2024 reported Form 5500

5.19% (2023-01) · 5.35% (2022-01)

Participants

8,139 Jan 1, 2024 reported Form 5500

10,773 (2023-01) · 11,279 (2022-01)

Contributions

$8.0M Dec 31, 2024 reported Form 5500

$8.0M (2023-12) · $8.0M (2022-12)

Benefits paid

$44.5M Dec 31, 2024 reported Form 5500

$135M (2023-12) · $40.9M (2022-12)

Net investment income

-$29.0M Dec 31, 2024 reported Form 5500

-$90.0M (2023-12) · -$216M (2022-12)

Investment management fees

$662,582 Dec 31, 2024 reported Form 5500

$719,702 (2023-12) · $777,810 (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	8,139	$501M	$492M	92.4%	$472M	Not disclosed	Not disclosed	Not disclosed
2023 to Dec 31, 2023	10,773	$591M	$598M	91.4%	$501M	$0	Not disclosed	Not disclosed
2022 to Dec 31, 2022	11,279	$808M	$589M	109.2%	$591M	$0	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 17 50 $1.1M PY2024
Towers Watson Investment Services codes 27 28 50 $399,933 PY2024
The Northern Trust Co codes 21 27 50 $192,737 PY2024

+55 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 10 traced paths of capital across the graphs.

Consultant to allocator to manager

DFX traced 10 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 started
2024-12-31source
Holding in a pooled vehicle started
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

+11 connections on the graph

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