This allocator's name

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Corporate pension in Oregon

Corporate pension· Lake Oswego, Oregon

Corporate pension, based in Lake Oswego, Oregon, reporting $119M in assets, for 2,033 participants.

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

Assets
$119M
Funded ratio
99.3%
Open searchesAllocation policy
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. No dated change on record yet.

Size, funding, policy and commitments, with their basesCorporate pensionShow
Corporate pension
Assets
$119M
Total assets, Dec 31, 2024 reported
Funded
99.3%
Jan 1, 2024
Private markets target
no policy read
policy Dec 31, 2024
Commitments
0
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 0.0%
  • Registered investment companies 29.3%
Consultants and advisers
3 firms
People
No investment staff or executives have been read for this allocator yet.
Manager roster
No manager relationship is on the tape for this allocator.
What changed
No dated events yet.
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Commitments
No fund commitments are on the tape for this allocator. The tape holds the plans that publish their own private-markets reports; a plan that publishes one and is not here is a gap we can close.
Size and funding
10 readings
Total assets
$119M Dec 31, 2024 reported Form 5500
Plan assets
$97.8M Jan 1, 2024 reported Form 5500
Net assets
$118M Dec 31, 2024 reported Form 5500
Funded ratio
99.3% Jan 1, 2024 reported Form 5500
Funding target
$98.5M Jan 1, 2024 reported Form 5500
Discount rate
5.01% Jan 1, 2024 reported Form 5500
Participants
2,033 Jan 1, 2024 reported Form 5500
Contributions
$25.0M Dec 31, 2024 reported Form 5500
Benefits paid
$8.9M Dec 31, 2024 reported Form 5500
Net investment income
$21.3M Dec 31, 2024 reported Form 5500
Form 5500 filings
1 plan years
Plan yearParticipantsAssets (SB market)Funding targetFTAPTotal assets (H)Partnerships / JVMaster trustReal estate
2024 to Dec 31, 20242,033$97.8M$98.5M99.3%$119MNot disclosedNot disclosedNot disclosed
Service providers and investment entities as filed (Schedule C and D, latest year first)
  • Gallagher Fiduciary Advisors, LLC codes 26 $314,577 PY2024
  • Forvis Mazars, LLP codes 10 $78,686 PY2024
  • Newport Trust Cmpany, LLC codes 21 $68,651 PY2024

+2 more service providers

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

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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 15, 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: fund commitments, managers.

›Connections

every published relationship on the graph

+4 connections on the graph

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