DFX Intelligence

This allocator's name, 1 more adviser, 2 more managers, 11 more commitments and 4 more dated events

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Corporate pension in Hawaii

Corporate pension· Honolulu, Hawaii

Corporate pension, based in Honolulu, Hawaii, reporting $430M in assets, for 8,513 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: $430M
Funded ratio: 95.9%
Fund commitments: 7
Managers: 3

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

Commitments (7)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 Hawaii

Funds committed to

Blackrock US 20pl Yr Bd Idx Nl Fd3 commitments
Metlife Long Credit Collective Tr3 commitments
Arrowstreet Global Equity Alpha Ext3 commitments

All 7

Managers

Blackrock Institutional Trust Company, N.A.3 commitments
Metlife Investment Management3 commitments
Arrow Street Capital3 commitments

All 5

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

Corporate pension

Assets

$430M

Total assets, Dec 31, 2024 reported

Funded

95.9%

Jan 1, 2024

Private markets target

no policy read

policy Dec 31, 2024

Commitments

3 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 2.3%
Other investments 3.4%
Partnership/joint venture interests 39.0%
Common/collective trusts 28.5%
Registered investment companies 18.4%
Common stock 0.5%

Consultants and advisers

4 firms

BAA Capital Advisors, Inc. Named fiduciarythrough Dec 31, 2024 Form 5500
Milliman, Inc. 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.

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People

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

Manager roster

5 managers on the commitment tape

From the plan’s own commitment disclosures

Blackrock Institutional Trust Company, N.A.3 rows, latest Dec 31, 2024
Metlife Investment Management3 rows, latest Dec 31, 2024
Arrow Street Capital3 rows, latest Dec 31, 2024

+2 more managers 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
Metlife Investment Managementplan years

+3 more Schedule C managers

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

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What changed

9 events

Dec 31, 2024Consultant changedinference
with Willis Towers Watson US LLCaskebsa.dol.gov
Dec 31, 2023Holding endedinference
with Legal and General$3.2Maskebsa.dol.gov
Dec 31, 2023Holding endedinference
with Legal and General$5.2Maskebsa.dol.gov
Dec 31, 2023Holding started
with Silchester International Investor$5.4Maskebsa.dol.gov
Dec 31, 2023Holding endedinference
with Legal and General$1.5Maskebsa.dol.gov

+4 more dated events

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

Commitments

14 rows, 0 dated closings

Date	Fund	Manager	Bucket	Amount	Status	Source
as of Dec 31, 2024	Blackrock US 20pl Yr Bd Idx Nl Fdcollective trust	Blackrock Institutional Trust Company, N.A.	Pooled vehicles	$39.8M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2024	Metlife Long Credit Collective Trcollective trust	Metlife Investment Management	Private credit	$56.7M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2024	Arrowstreet Global Equity Alpha Extcollective trust	Arrow Street Capital	Public equity	$20.6M held	Disclosed holding	askebsa.dol.gov

+11 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

$430M Dec 31, 2024 reported Form 5500

$452M (2023-12) · $408M (2022-12)

Plan assets

$450M Jan 1, 2024 reported Form 5500

$409M (2023-01) · $554M (2022-01)

Net assets

$429M Dec 31, 2024 reported Form 5500

$452M (2023-12) · $407M (2022-12)

Funded ratio

95.9% Jan 1, 2024 reported Form 5500

94.4% (2023-01) · 116.4% (2022-01)

Funding target

$386M Jan 1, 2024 reported Form 5500

$362M (2023-01) · $345M (2022-01)

Discount rate

5.23% Jan 1, 2024 reported Form 5500

5.36% (2023-01) · 5.51% (2022-01)

Participants

8,513 Jan 1, 2024 reported Form 5500

8,199 (2023-01) · 8,093 (2022-01)

Contributions

$19.5M Dec 31, 2024 reported Form 5500

$19.5M (2023-12) · $15.0M (2022-12)

Benefits paid

$50.1M Dec 31, 2024 reported Form 5500

$17.9M (2023-12) · $33.6M (2022-12)

Net investment income

-$23.1M Dec 31, 2024 reported Form 5500

$44.5M (2023-12) · -$150M (2022-12)

Investment management fees

$1.2M Dec 31, 2024 reported Form 5500

$965,439 (2023-12) · $1.5M (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	8,513	$450M	$386M	95.9%	$430M	$168M	Not disclosed	Not disclosed
2023 to Dec 31, 2023	8,199	$409M	$362M	94.4%	$452M	$173M	Not disclosed	Not disclosed
2022 to Dec 31, 2022	8,093	$554M	$345M	116.4%	$408M	$169M	Not disclosed	Not disclosed

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

Cambridge Associates codes 28 51 $657,321 PY2024
this allocator codes 21 25 50 $523,823 PY2024
Arrowstreet Capital codes 28 51 $491,393 PY2024

+39 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

9 dated events on the change ledger, latest first

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

+6 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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