This allocator's name, 2 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.

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

Corporate pension in Oregon

Corporate pension· Portland, Oregon

Corporate pension, based in Portland, Oregon, reporting $629M in assets, for 2,247 participants.

Composed from this allocator's classification, location and filed figures.

Assets
$629M
Funded ratio
105.8%
Fund commitments
4
Managers
1
Open searchesPlans backing its top managerSimilar plans, same strategy
More
Commitments (4)Allocation policyManagers
As of · 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, Holding started.

Capital path

who backs this record, through what, into what; each name opens its own path
Corporate pension in Oregon
Funds committed to
All 4
Managers
Size, funding, policy and commitments, with their basesCorporate pensionShow
Corporate pension
Assets
$629M
Total assets, Dec 31, 2024 reported
Funded
105.8%
Jan 1, 2024
Private markets target
no policy read
policy Dec 31, 2024
Commitments
4
1 manager 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 3.2%
  • U.S. Government securities 8.6%
  • Insurance company general account 44.5%
  • Common/collective trusts 11.1%
  • Registered investment companies 32.5%
Consultants and advisers
3 firms
People
No investment staff or executives have been read for this allocator yet.
Manager roster
2 managers on the commitment tape
From the plan’s own commitment disclosures
From Schedule C (investment management, code 28)
What changed
8 events
  • Dec 31, 2024Holding started
    with Goldman Sachs Trust Company$25.3Maskebsa.dol.gov
  • Dec 31, 2024Holding endedinference
    with this allocator$305Maskebsa.dol.gov
  • Dec 31, 2024Holding started
    with Goldman Sachs Trust Company$10.2Maskebsa.dol.gov
  • Dec 31, 2024Holding started
    with Goldman Sachs Trust Company$34.4Maskebsa.dol.gov
  • Dec 31, 2024Manager relationship started
    with Goldman Sachs Asset Managementaskebsa.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
5 rows, 0 dated closings
DateFundManagerBucketAmountVintageStatusSource
as of Dec 31, 2024GS Ct Inter Duration Credit Fundcollective trustGoldman Sachs Trust CompanyPrivate credit$25.3M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024GS Ct Long Duration Credit Fundcollective trustGoldman Sachs Trust CompanyPrivate credit$34.4M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Tactical Exposure Fund Instcollective trustGoldman Sachs Trust CompanyHedge / diversifiers$10.2M heldDisclosed holdingaskebsa.dol.gov

+2 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
33 readings
Total assets
$629M Dec 31, 2024 reported Form 5500
$624M (2023-12) · $570M (2022-12)
Plan assets
$624M Jan 1, 2024 reported Form 5500
$570M (2023-01) · $659M (2022-01)
Net assets
$629M Dec 31, 2024 reported Form 5500
$624M (2023-12) · $570M (2022-12)
Funded ratio
105.8% Jan 1, 2024 reported Form 5500
100.1% (2023-01) · 114.8% (2022-01)
Funding target
$425M Jan 1, 2024 reported Form 5500
$416M (2023-01) · $400M (2022-01)
Discount rate
5.14% Jan 1, 2024 reported Form 5500
5.27% (2023-01) · 5.45% (2022-01)
Participants
2,247 Jan 1, 2024 reported Form 5500
2,277 (2023-01) · 2,305 (2022-01)
Contributions
$0 Dec 31, 2024 reported Form 5500
$0 (2023-12) · $0 (2022-12)
Benefits paid
$22.1M Dec 31, 2024 reported Form 5500
$20.8M (2023-12) · $19.3M (2022-12)
Net investment income
$4.3M Dec 31, 2024 reported Form 5500
$54.3M (2023-12) · -$89.0M (2022-12)
Investment management fees
$40,888 Dec 31, 2024 reported Form 5500
$0 (2023-12) · $0 (2022-12)
Form 5500 filings
3 plan years
Plan yearParticipantsAssets (SB market)Funding targetFTAPTotal assets (H)Partnerships / JVMaster trustReal estate
2024 to Dec 31, 20242,247$624M$425M105.8%$629M$0$0$0
2023 to Dec 31, 20232,277$570M$416M100.1%$624M$0$0$0
2022 to Dec 31, 20222,305$659M$400M114.8%$570M$0$0$0
Service providers and investment entities as filed (Schedule C and D, latest year first)

+10 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.

Record history

8 dated events on the change ledger, latest first
  • Holding in a pooled vehicle started
    2024-12-31source
  • Holding in a pooled vehicle ended
    2024-12-31source
  • Holding in a pooled vehicle started
    2024-12-31source

+5 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

+5 connections on the graph

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

Ask DFX