DFX Intelligence

This allocator's name, 1 more adviser and 5 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 Virginia

Corporate pension· Mclean, Virginia

Corporate pension, based in Mclean, Virginia, reporting $82.1M in assets, for 531 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: $82.1M
Funded ratio: 92.7%
Fund commitments: 8
Managers: 2

Open searches Plans backing its top manager Similar plans, same strategy

Commitments (8)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, Manager relationship ended.

Capital path

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

Corporate pension in Virginia

Funds committed to

WTC Cif II US Intermediate Treasury1 commitment
Wtc-Cif II US Long Strips1 commitment
Wtc-Ctf Ultra Short Duration1 commitment

All 8

Managers

Wellington Trust Company, Na6 commitments
Wellington Trust Company, Na2 commitments

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

Corporate pension

Assets

$82.1M

Total assets, Dec 31, 2024 reported

Funded

92.7%

Jan 1, 2024

Private markets target

no policy read

policy Dec 31, 2024

Commitments

2 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 0.0%
Common/collective trusts 100.0%

Consultants and advisers

4 firms

Wellington Trust Company Trusteethrough Dec 31, 2022 Form 5500
Cbiz Ris Actuarythrough Dec 31, 2022 Form 5500
Wilmington Trust Trusteethrough Dec 31, 2022 Form 5500

+1 more consultant or adviser advise this allocator

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

Includes 3 days of DFX Intelligence. Then $249/month unless canceled.

People

No investment staff or executives have been read for this allocator yet.

Manager roster

2 managers on the commitment tape

From the plan’s own commitment disclosures

Wellington Trust Company, Na6 rows, latest Dec 31, 2024
Wellington Trust Company, Na2 rows, latest Dec 31, 2024

From Schedule C (investment management, code 28)

Wellington Trust Company, Naplan years
Wellingtonplan years

What changed

5 events

Dec 31, 2024Manager relationship endedinference
with Wellington Trust Companyaskebsa.dol.gov
Jan 1, 2024Assets changed
down $9.8Maskebsa.dol.gov
Dec 31, 2023Assets changed
down $9.8Maskebsa.dol.gov
Jan 1, 2023Funded status changed
down 10 pointsaskebsa.dol.gov
Jan 1, 2023Assets changed
down $44.7Maskebsa.dol.gov

Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.

Commitments

8 rows, 0 dated closings

Date	Fund	Manager	Bucket	Amount	Status	Source
as of Dec 31, 2024	WTC Cif II US Intermediate Treasurycollective trust	Wellington Trust Company, Na	Fixed income	$3.4M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2024	Wtc-Cif II US Long Stripscollective trust	Wellington Trust Company, Na	Pooled vehicles	$25.7M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2024	Wtc-Ctf Ultra Short Durationcollective trust	Wellington Trust Company, Na	Pooled vehicles	$3.9M held	Disclosed holding	askebsa.dol.gov

+5 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

$82.1M Dec 31, 2024 reported Form 5500

$87.9M (2023-12) · $97.7M (2022-12)

Plan assets

$87.9M Jan 1, 2024 reported Form 5500

$97.7M (2023-01) · $142M (2022-01)

Net assets

$82.1M Dec 31, 2024 reported Form 5500

$87.9M (2023-12) · $97.7M (2022-12)

Funded ratio

92.7% Jan 1, 2024 reported Form 5500

92.1% (2023-01) · 102.5% (2022-01)

Funding target

$81.9M Jan 1, 2024 reported Form 5500

$90.9M (2023-01) · $105M (2022-01)

Discount rate

5.08% Jan 1, 2024 reported Form 5500

5.21% (2023-01) · 5.36% (2022-01)

Participants

531 Jan 1, 2024 reported Form 5500

656 (2023-01) · 677 (2022-01)

Contributions

$5.9M Dec 31, 2024 reported Form 5500

$0 (2023-12) · $0 (2022-12)

Benefits paid

$10.0M Dec 31, 2024 reported Form 5500

$17.0M (2023-12) · $11.9M (2022-12)

Net investment income

-$5.8M Dec 31, 2024 reported Form 5500

-$9.8M (2023-12) · -$44.7M (2022-12)

Investment management fees

$255,280 Dec 31, 2024 reported Form 5500

$84,210 (2023-12) · $849,714 (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	531	$87.9M	$81.9M	92.7%	$82.1M	Not disclosed	Not disclosed	Not disclosed
2023 to Dec 31, 2023	656	$97.7M	$90.9M	92.1%	$87.9M	Not disclosed	Not disclosed	Not disclosed
2022 to Dec 31, 2022	677	$142M	$105M	102.5%	$97.7M	Not disclosed	Not disclosed	Not disclosed

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

Cbiz codes 11 17 $337,813 PY2024
Wilmington Trust Company codes 21 $28,700 PY2024
Wtc-Cif Global Research Equity Sched. D C $11.3M PY2024

+16 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.

Record history

5 dated events on the change ledger, latest first

Funded status changed
2023-01-01source
Manager relationship ended
2024-12-31source
Total assets changed
2023-01-01source

+2 more changes on this record's ledger

Includes 3 days of DFX Intelligence. Then $249/month unless canceled.

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

+7 connections on the graph

Includes 3 days of DFX Intelligence. Then $249/month unless canceled.