This allocator's name and 29 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 Arizona

Corporate pension· Scottsdale, Arizona

Corporate pension, based in Scottsdale, Arizona, reporting $184M in assets, for 3,366 participants.

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

Assets
$184M
Funded ratio
91.6%
Fund commitments
16
Managers
2
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Commitments (16)Allocation policyManagers
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. Last change: 1 Dec 2023, Funded status changed.

Capital path

who backs this record, through what, into what; each name opens its own path
Corporate pension in Arizona
Funds committed to
All 16
Managers
Size, funding, policy and commitments, with their basesCorporate pensionShow
Corporate pension
Assets
$184M
Total assets, Nov 30, 2024 reported
Funded
91.6%
Dec 1, 2023
Private markets target
no policy read
policy Nov 30, 2024
Commitments
16
2 managers on Schedule C
Plan sponsor: this allocator
Allocation policy
Form 5500, as of Nov 30, 2024
Actual allocation lines without a target (as filed)
  • Partnership/joint venture interests 14.1%
  • Common/collective trusts 82.2%
  • Registered investment companies 1.0%
Consultants and advisers
3 firms
People
No investment staff or executives have been read for this allocator yet.
Manager roster
3 managers on the commitment tape
From the plan’s own commitment disclosures
From Schedule C (investment management, code 28)
What changed
1 event
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Commitments
32 rows, 0 dated closings
DateFundManagerBucketAmountVintageStatusSource
as of Nov 30, 2024AON Small Cap Equity Index Fundcollective trustAON Trust Company LLCPublic equity$5.3M heldDisclosed holdingaskebsa.dol.gov
as of Nov 30, 2024AON US Intermediate Governmentcollective trustAON Trust Company LLCPooled vehicles$355,632 heldDisclosed holdingaskebsa.dol.gov
as of Nov 30, 2024AON Multi-Asset Credit Fundcollective trustAON Trust Company LLCPrivate credit$8.0M heldDisclosed holdingaskebsa.dol.gov

+29 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
22 readings
Total assets
$184M Nov 30, 2024 reported Form 5500
$181M (2023-11)
Plan assets
$181M Dec 1, 2023 reported Form 5500
$187M (2022-12)
Net assets
$184M Nov 30, 2024 reported Form 5500
$181M (2023-11)
Funded ratio
91.6% Dec 1, 2023 reported Form 5500
98.1% (2022-12)
Funding target
$210M Dec 1, 2023 reported Form 5500
$206M (2022-12)
Discount rate
5.26% Dec 1, 2023 reported Form 5500
5.43% (2022-12)
Participants
3,366 Dec 1, 2023 reported Form 5500
3,421 (2022-12)
Contributions
$4.1M Nov 30, 2024 reported Form 5500
$8.0M (2023-11)
Benefits paid
$22.9M Nov 30, 2024 reported Form 5500
$12.1M (2023-11)
Net investment income
$3.2M Nov 30, 2024 reported Form 5500
-$1.8M (2023-11)
Investment management fees
$72,531 Nov 30, 2024 reported Form 5500
$181,964 (2023-11)
Form 5500 filings
2 plan years
Plan yearParticipantsAssets (SB market)Funding targetFTAPTotal assets (H)Partnerships / JVMaster trustReal estate
2023 to Nov 30, 20243,366$181M$210M91.6%$184M$26.0MNot disclosedNot disclosed
2022 to Nov 30, 20233,421$187M$206M98.1%$181M$30.7MNot disclosedNot disclosed
Service providers and investment entities as filed (Schedule C and D, latest year first)

+39 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 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 4 traced paths of capital across the graphs.

Consultant to allocator to managerAllocator commitments to a manager

DFX traced 4 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

1 dated event on the change ledger, latest first
  • Funded status changed
    2023-12-01source

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

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