DFX Intelligence

This allocator's name and 1 more adviser

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Corporate pension in Oregon

Corporate pension· Portland, Oregon

Corporate pension, based in Portland, Oregon, reporting $12.8M in assets, for 187 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: $12.8M
Funded ratio: 153.7%

Open searches Allocation policy Consultants

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 USI Consulting Group.

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

Corporate pension

Assets

$12.8M

Total assets, Aug 31, 2025 reported

Funded

153.7%

Sep 1, 2024

Private markets target

no policy read

policy Aug 31, 2025

Commitments

none on the tape

Plan sponsor: this allocator

Allocation policy

Form 5500, as of Aug 31, 2025

Actual allocation lines without a target (as filed)

Interest-bearing cash 1.6%
Corporate debt instruments (other) 67.0%
U.S. Government securities 22.0%
Registered investment companies 8.5%

Consultants and advisers

4 firms

USI Consulting Group Pension consultantthrough Aug 31, 2025 Form 5500
PNC Bank Trusteethrough Aug 31, 2025 Form 5500
HUB International Actuarythrough Aug 31, 2025 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

1 manager on Schedule C

From Schedule C (investment management, code 28)

PNC Bankplan years 2023

What changed

5 events

Dec 31, 2024Consultant changedinference
with USI Consulting Groupaskebsa.dol.gov
Dec 31, 2024Consultant changedinference
with PNC Bankaskebsa.dol.gov
Sep 1, 2024Funded status changed
17 pointsaskebsa.dol.gov
Dec 31, 2023Manager relationship endedinference
with PNC Bankaskebsa.dol.gov
Sep 1, 2023Funded status changed
down 10 pointsaskebsa.dol.gov

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

Commitments

No fund commitments are on the tape for this allocator. The tape holds the plans that publish their own private-markets reports; a plan that publishes one and is not here is a gap we can close.

Size and funding

29 readings

Total assets

$12.8M Aug 31, 2025 reported Form 5500

$13.4M (2024-08) · $14.6M (2023-08)

Plan assets

$13.4M Sep 1, 2024 reported Form 5500

$14.5M (2023-09) · $15.9M (2022-09)

Net assets

$12.8M Aug 31, 2025 reported Form 5500

$13.4M (2024-08) · $14.5M (2023-08)

Funded ratio

153.7% Sep 1, 2024 reported Form 5500

136.8% (2023-09) · 146.7% (2022-09)

Funding target

$8.7M Sep 1, 2024 reported Form 5500

$10.6M (2023-09) · $10.8M (2022-09)

Discount rate

5.40% Sep 1, 2024 reported Form 5500

5.24% (2023-09) · 5.41% (2022-09)

Participants

187 Sep 1, 2024 reported Form 5500

198 (2023-09) · 203 (2022-09)

Contributions

$0 Aug 31, 2025 reported Form 5500

Benefits paid

$790,940 Aug 31, 2025 reported Form 5500

$2.2M (2024-08) · $1.1M (2023-08)

Net investment income

-$615,435 Aug 31, 2025 reported Form 5500

-$1.1M (2024-08) · -$1.4M (2023-08)

Investment management fees

$54,154 Aug 31, 2025 reported Form 5500

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 Aug 31, 2025	187	$13.4M	$8.7M	153.7%	$12.8M	Not disclosed	Not disclosed	Not disclosed
2023 to Aug 31, 2024	198	$14.5M	$10.6M	136.8%	$13.4M	Not disclosed	Not disclosed	Not disclosed
2022 to Aug 31, 2023	203	$15.9M	$10.8M	146.7%	$14.6M	Not disclosed	Not disclosed	Not disclosed

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

PNC Bank codes 21 27 50 $62,335 PY2024
USI Consulting Group codes 15 17 50 $33,607 PY2024
HUB International codes 11 50 $22,310 PY2024

+8 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 15, 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.

Not yet on record: fund commitments, managers.

Record history

5 dated events on the change ledger, latest first

Funded status changed
2023-09-01source
Funded status changed
2024-09-01source
Manager relationship ended
2023-12-31source

+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

+6 connections on the graph

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