DFX Intelligence

This allocator's name, 2 more managers, 14 more commitments and 2 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 District of Columbia

Corporate pension· Washington, District of Columbia

Corporate pension, based in Washington, District of Columbia, reporting $84.5M in assets, for 607 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: $84.5M
Funded ratio: 90.2%
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 Commonwealth Financial Network.

Capital path

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

Corporate pension in District of Columbia

Funds committed to

Large Cap Growth/jp Morgan3 commitments
Prudential Short-Term3 commitments
Pimco Total Return Acct Inst3 commitments

All 7

Managers

Empower Annuity Insurance Company5 commitments
Goldman Sachs Trust Company3 commitments
Prudential2 commitments

All 5

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

Corporate pension

Assets

$84.5M

Total assets, Dec 31, 2024 reported

Funded

90.2%

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)

Common/collective trusts 4.9%
Pooled separate accounts 29.9%
Registered investment companies 61.7%

Consultants and advisers

2 firms

Commonwealth Financial Network Investment adviser (plan)through Dec 31, 2022 Form 5500
Empower Actuarythrough Dec 31, 2022 Form 5500

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

Empower Annuity Insurance Company5 rows, latest Dec 31, 2024
Goldman Sachs Trust Company3 rows, latest Dec 31, 2024
Prudential2 rows, latest Dec 31, 2023

+2 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)

Empower Annuity Insurance Companyplan years
Prudentialplan years
Pimcoplan years

What changed

7 events

Dec 31, 2024Holding started
with Capital Guardian Trust Company$3.1Maskebsa.dol.gov
Dec 31, 2024Holding started
with Prudential Retirement & Annuity Ins$2.2Maskebsa.dol.gov
Dec 31, 2024Consultant changedinference
with Commonwealth Financial Networkaskebsa.dol.gov
Jan 1, 2024Assets changed
$9.7Maskebsa.dol.gov
Dec 31, 2023Assets changed
$9.7Maskebsa.dol.gov

+2 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

17 rows, 0 dated closings

Date	Fund	Manager	Bucket	Amount	Status	Source
as of Dec 31, 2024	Real Estate/cohen&steers Fundseparate account	Empower Annuity Insurance Company	Real estate	$2.2M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2024	Large Cap Growth/jp Morganseparate account	Empower Annuity Insurance Company	Public equity	$7.9M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2024	Prudential Short-Termseparate account	Empower Annuity Insurance Company	Cash	$297,439 held	Disclosed holding	askebsa.dol.gov

+14 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

$84.5M Dec 31, 2024 reported Form 5500

$82.6M (2023-12) · $72.9M (2022-12)

Plan assets

$82.5M Jan 1, 2024 reported Form 5500

$72.8M (2023-01) · $96.8M (2022-01)

Net assets

$84.5M Dec 31, 2024 reported Form 5500

$82.6M (2023-12) · $72.9M (2022-12)

Funded ratio

90.2% Jan 1, 2024 reported Form 5500

88.8% (2023-01) · 99.6% (2022-01)

Funding target

$80.2M Jan 1, 2024 reported Form 5500

$79.0M (2023-01) · $80.5M (2022-01)

Discount rate

5.20% Jan 1, 2024 reported Form 5500

5.34% (2023-01) · 5.51% (2022-01)

Participants

607 Jan 1, 2024 reported Form 5500

632 (2023-01) · 684 (2022-01)

Contributions

$3.0M Dec 31, 2024 reported Form 5500

$6.0M (2023-12) · $3.0M (2022-12)

Benefits paid

$8.5M Dec 31, 2024 reported Form 5500

$5.0M (2023-12) · $10.2M (2022-12)

Net investment income

$1.9M Dec 31, 2024 reported Form 5500

$9.7M (2023-12) · -$24.0M (2022-12)

Investment management fees

$195,734 Dec 31, 2024 reported Form 5500

$679,729 (2023-12) · $674,828 (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	607	$82.5M	$80.2M	90.2%	$84.5M	Not disclosed	Not disclosed	Not disclosed
2023 to Dec 31, 2023	632	$72.8M	$79.0M	88.8%	$82.6M	Not disclosed	Not disclosed	Not disclosed
2022 to Dec 31, 2022	684	$96.8M	$80.5M	99.6%	$72.9M	Not disclosed	Not disclosed	Not disclosed

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

Prudential codes 13 $93,177 PY2024
Global Retirement Partners codes 13 $41,250 PY2024
Empower Annuity Insurance Company codes 13 $6,266 PY2024

+31 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 5 traced paths of capital across the graphs.

Consultant to allocator to manager

DFX traced 5 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

7 dated events on the change ledger, latest first

Holding in a pooled vehicle started
2024-12-31source
Holding in a pooled vehicle started
2024-12-31source
Funded status changed
2023-01-01source

+4 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

+6 connections on the graph

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