This allocator's name, 3 more managers, 9 more commitments and 2 more dated events
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Corporate pension in Oregon
Corporate pension, based in Portland, Oregon, reporting $1.5B in assets, for 22,519 participants.
Composed from this allocator's classification, location and filed figures.
- Assets
- $1.5B
- Funded ratio
- 107.6%
- Fund commitments
- 6
- Managers
- 2
Nothing material in the last 90 days. Last change: 1 Jan 2024, Funded status changed.
Capital path
who backs this record, through what, into what; each name opens its own path- William Blair Small-Mid Cap Core Co3 commitments
- S&p 500 Flagship Nl Fund3 commitments
- Short Term Investment Fund2 commitments
- William Blair Investment Management3 commitments
- State Street Global Advisors Trust Company3 commitments
- Northern Trust Investments, Incorporated2 commitments
Size, funding, policy and commitments, with their basesCorporate pensionShowHide
- Non-interest-bearing cash 0.6%
- Corporate debt instruments (other) 54.0%
- Corporate debt instruments (preferred) 1.1%
- U.S. Government securities 24.3%
- Other investments 5.7%
- Common/collective trusts 7.9%
- Registered investment companies 0.8%
- Common stock 1.3%
- Preferred stock 0.0%
- Mercer Actuarythrough Dec 31, 2022 Form 5500
- Northern Trust Co. Trusteethrough Dec 31, 2022 Form 5500
- William Blair Investment Management3 rows, latest Dec 31, 2024
- State Street Global Advisors Trust Company3 rows, latest Dec 31, 2024
- Northern Trust Investments, Incorporated2 rows, latest Dec 31, 2024
+3 more managers received commitments
Every name, record and relationship behind this count, with the source on each.
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- Northern Trust Investments, Incorporatedplan years
- Arrowstreetplan years
- Western Asset Mgmt Company, LLCplan years 2022
+6 more Schedule C managers
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- Jan 1, 2024Funded status changeddown 4 pointsaskebsa.dol.gov
- Dec 31, 2023Holding started
- Dec 31, 2023Holding endedinference
- Dec 31, 2023Holding started
- Dec 31, 2023Holding endedinference
+2 more dated events
Every name, record and relationship behind this count, with the source on each.
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| Date | Fund | Manager | Bucket | Amount | Vintage | Status | Source |
|---|---|---|---|---|---|---|---|
| as of Dec 31, 2024 | William Blair Small-Mid Cap Core Cocollective trust | William Blair Investment Management | Pooled vehicles | $13.6M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | Short Term Investment Fundcollective trust | Northern Trust Investments, Incorporated | Cash | $23.7M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | S&p 500 Flagship Nl Fundcollective trust | State Street Global Advisors Trust Company | Pooled vehicles | $55.6M held | Disclosed holding | askebsa.dol.gov |
+9 more commitments
Every fund and manager this allocator committed to, with the amount, date and source on each.
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| Plan year | Participants | Assets (SB market) | Funding target | FTAP | Total assets (H) | Partnerships / JV | Master trust | Real estate |
|---|---|---|---|---|---|---|---|---|
| 2024 to Dec 31, 2024 | 22,519 | $1.5B | $1.4B | 107.6% | $1.5B | Not disclosed | Not disclosed | Not disclosed |
| 2023 to Dec 31, 2023 | 22,519 | $1.5B | $1.5B | 111.7% | $1.7B | Not disclosed | Not disclosed | Not disclosed |
| 2022 to Dec 31, 2022 | 22,770 | $2.0B | $1.4B | 137.0% | $1.6B | Not disclosed | Not disclosed | Not disclosed |
- Fidelity Investments Institutional codes $1.6M PY2024
- Pacific Investment Management Co codes 28 $1.3M PY2024
- Western Asset Management Company codes 28 $682,081 PY2024
+42 more service providers
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Provenance
This record sits on 1 traced path of capital across the graphs.
DFX traced 1 path of capital through this record
Every record on each path, what it committed or lent, and as of when.
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Derived from allocator disclosures, BDC schedules and SEC filings; confidence is the weakest hop.
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Record history
- Holding in a pooled vehicle started2023-12-31source
- Holding in a pooled vehicle ended2023-12-31source
- Holding in a pooled vehicle started2023-12-31source
+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
+12 connections on the graph
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