This allocator's name and 15 more commitments
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 District of Columbia
Corporate pension, based in Washington, District of Columbia, reporting $1.9B in assets, for 23,871 participants.
Composed from this allocator's classification, location and filed figures.
- Assets
- $1.9B
- Funded ratio
- 106.0%
- Fund commitments
- 6
- Managers
- 2
Nothing material in the last 90 days. Last change: 1 Jan 2023, Funded status changed.
Capital path
who backs this record, through what, into what; each name opens its own path- Wtc-Cit Emerging Markets Portfolio3 commitments
- NT Collective S&p 500 Index Fund3 commitments
- Wtc-Cif Select Leaders Series 23 commitments
- Northern Trust Investments, Inc.9 commitments
- Wellington Trust Company, Na6 commitments
- Artisan Partners3 commitments
Size, funding, policy and commitments, with their basesCorporate pensionShowHide
- Non-interest-bearing cash 0.4%
- Corporate debt instruments (other) 2.7%
- U.S. Government securities 1.3%
- Insurance company general account 0.1%
- Partnership/joint venture interests 12.5%
- Common/collective trusts 61.8%
- Registered investment companies 6.4%
- Common stock 14.5%
- Preferred stock 0.0%
- RV Kuhns & Associates General consultantthrough Dec 31, 2022 Form 5500
- Mercer Actuarythrough Dec 31, 2022 Form 5500
- Northern Trust Co. Custodianthrough Dec 31, 2022 Form 5500
- Northern Trust Investments, Inc.9 rows, latest Dec 31, 2024
- Wellington Trust Company, Na6 rows, latest Dec 31, 2024
- Artisan Partners3 rows, latest Dec 31, 2024
- Artisan Partnersplan years
- Henderson Global Investorsplan years 2024
- UBS Global Asset Managementplan years 2022
+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.
- Jan 1, 2023Funded status changeddown 5 pointsaskebsa.dol.gov
- Jan 1, 2023Assets changeddown $482Maskebsa.dol.gov
| Date | Fund | Manager | Bucket | Amount | Vintage | Status | Source |
|---|---|---|---|---|---|---|---|
| as of Dec 31, 2024 | Wtc-Cit Emerging Markets Portfoliocollective trust | Wellington Trust Company, Na | Public equity | $46.5M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | NT Collective S&p 500 Index Fundcollective trust | Northern Trust Investments, Inc. | Pooled vehicles | $564M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | Wtc-Cif Select Leaders Series 2collective trust | Wellington Trust Company, Na | Pooled vehicles | $114M held | Disclosed holding | askebsa.dol.gov |
+15 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.
| Plan year | Participants | Assets (SB market) | Funding target | FTAP | Total assets (H) | Partnerships / JV | Master trust | Real estate |
|---|---|---|---|---|---|---|---|---|
| 2024 to Dec 31, 2024 | 23,871 | $1.9B | $1.8B | 106.0% | $1.9B | $237M | Not disclosed | Not disclosed |
| 2023 to Dec 31, 2023 | 26,524 | $1.8B | $1.9B | 104.9% | $1.9B | $293M | Not disclosed | Not disclosed |
| 2022 to Dec 31, 2022 | 27,054 | $2.3B | $1.9B | 109.7% | $1.8B | $380M | Not disclosed | Not disclosed |
- AON Consulting Inc codes 15 $3.4M PY2024
- Northern Trust Company codes 19 21 27 28 50 51 52 $1.9M PY2024
- Causeway Capital Management LLC codes 28 51 $783,436 PY2024
+54 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
This record sits on 3 traced paths of capital across the graphs.
DFX traced 3 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
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
+13 connections on the graph
Includes 3 days of DFX Intelligence. Then $249/month unless canceled.