DFX Intelligence

This allocator's name, 5 more managers, 34 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.

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Corporate pension in Oregon

Corporate pension· Portland, Oregon

Corporate pension, based in Portland, Oregon, reporting $41.2M in assets, for 203 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: $41.2M
Funded ratio: 122.9%
Fund commitments: 15
Managers: 9

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Commitments (15)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, Total assets changed.

Capital path

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

Corporate pension in Oregon

Funds committed to

Principal/causeway International Va3 commitments
Principal/blackrock S&p 500 Index3 commitments
Principal/blackrock S&p Mc Indx Cit3 commitments

All 15

Managers

Blackrock8 commitments
T Rowe Price6 commitments
Allspring5 commitments

All 8

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

Corporate pension

Assets

$41.2M

Total assets, Dec 31, 2024 reported

Funded

122.9%

Jan 1, 2024

Private markets target

no policy read

policy Dec 31, 2024

Commitments

9 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 12.4%
Common/collective trusts 70.5%
Registered investment companies 17.0%

Consultants and advisers

2 firms

Principal Custody Solutions Custodianthrough Dec 31, 2022 Form 5500
October Three Consulting LLC Actuarythrough 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

Blackrock8 rows, latest Dec 31, 2024
T Rowe Price6 rows, latest Dec 31, 2024
Allspring5 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)

+6 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

8 events

Dec 31, 2024Assets changed
$6.9Maskebsa.dol.gov
Jan 1, 2024Funded status changed
4 pointsaskebsa.dol.gov
Dec 31, 2023Holding endedinference
with Allspring Core Bond II Cit$4.0Maskebsa.dol.gov
Dec 31, 2023Holding endedinference
with Voya Large Cap Growth Cit N$1.1Maskebsa.dol.gov
Dec 31, 2023Holding endedinference
with Allspring Core Bond Cit F$4.0Maskebsa.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

37 rows, 0 dated closings

Date	Fund	Manager	Bucket	Amount	Status	Source
as of Dec 31, 2024	Principal/causeway International Vacollective trust	Causeway	Pooled vehicles	$1.1M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2024	Principal/ab Large Cap Growth Citcollective trust	Alliancebernstein L.P.	Public equity	$1.5M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2024	Principal/blackrock S&p 500 Indexcollective trust	Blackrock	Pooled vehicles	$3.9M held	Disclosed holding	askebsa.dol.gov

+34 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

30 readings

Total assets

$41.2M Dec 31, 2024 reported Form 5500

$34.3M (2023-12) · $36.5M (2022-12)

Plan assets

$34.3M Jan 1, 2024 reported Form 5500

$36.5M (2023-01) · $50.2M (2022-01)

Net assets

$41.1M Dec 31, 2024 reported Form 5500

$34.2M (2023-12) · $36.4M (2022-12)

Funded ratio

122.9% Jan 1, 2024 reported Form 5500

118.8% (2023-01) · 118.8% (2022-01)

Funding target

$27.9M Jan 1, 2024 reported Form 5500

$30.7M (2023-01) · $42.3M (2022-01)

Discount rate

5.06% Jan 1, 2024 reported Form 5500

5.07% (2023-01) · 5.19% (2022-01)

Participants

203 Jan 1, 2024 reported Form 5500

237 (2023-01) · 255 (2022-01)

Contributions

$12.0M Dec 31, 2024 reported Form 5500

$6.0M (2023-12) · $5.5M (2022-12)

Benefits paid

$7.9M Dec 31, 2024 reported Form 5500

$12.2M (2023-12) · $12.3M (2022-12)

Net investment income

$6.8M Dec 31, 2024 reported Form 5500

-$2.2M (2023-12) · -$13.8M (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	203	$34.3M	$27.9M	122.9%	$41.2M	Not disclosed	Not disclosed	Not disclosed
2023 to Dec 31, 2023	237	$36.5M	$30.7M	118.8%	$34.3M	Not disclosed	Not disclosed	Not disclosed
2022 to Dec 31, 2022	255	$50.2M	$42.3M	118.8%	$36.5M	Not disclosed	Not disclosed	Not disclosed

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

Principal Bank codes 12 15 19 21 27 50 $106,438 PY2024
October Three Consulting LLC codes 11 $75,000 PY2024
Geffen Mesher & Co., PC codes 10 $24,825 PY2024

+50 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 6 traced paths of capital across the graphs.

Allocator commitments to a managerAllocator to credit manager to facility to borrower

DFX traced 6 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

8 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 ended
2023-12-31source

+5 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

+12 connections on the graph

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