2 more advisers, 5 more managers, 41 more commitments and 3 more dated events

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Girl Scouts of the USA Retirement Plan

Corporate pension· NEW York, New York

Corporate pension, based in NEW York, New York, reporting $80.0M in assets, for 786 participants.

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

Assets
$80.0M
Funded ratio
95.1%
Fund commitments
16
Managers
3
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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: 31 Dec 2024, Girl Scouts of the USA Retirement Plan no longer reports Emerging Markets Equity Trust (T. Rowe Price Trust Company) (last held $407,424 at 2023-12-31; absent from the 2024-12-31 filing).

Capital path

who backs this record, through what, into what; each name opens its own path
Girl Scouts of the USA Retirement Plan
Funds committed to
All 16
Managers
All 8
Size, funding, policy and commitments, with their basesCorporate pensionShow
Corporate pension
Assets
$80.0M
Total assets, Dec 31, 2024 reported
Funded
95.1%
Jan 1, 2024
Private markets target
no policy read
policy Dec 31, 2024
Commitments
16
3 managers on Schedule C
Plan sponsor: Girl Scouts of the USA
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
  • Interest-bearing cash 1.5%
  • Corporate debt instruments (preferred) 2.8%
  • U.S. Government securities 29.3%
  • Insurance company general account 0.0%
  • Other investments 0.0%
  • 103-12 investment entities 18.7%
  • Common/collective trusts 39.3%
  • Registered investment companies 6.6%
  • Common stock 0.0%
Consultants and advisers
5 firms

+2 more consultants and advisers advise this allocator

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

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People
No investment staff or executives have been read for this allocator yet.
Manager roster
8 managers on the commitment tape
From the plan’s own commitment disclosures

+5 more managers received commitments

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

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From Schedule C (investment management, code 28)

+7 more Schedule C managers

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What changed
8 events
  • Dec 31, 2024Holding endedinference
    Girl Scouts of the USA Retirement Plan no longer reports Emerging Markets Equity Trust (T. Rowe Price Trust Company) (last held $407,424 at 2023-12-31; absent from the 2024-12-31 filing)
    with T. Rowe Price Trust Companyaskebsa.dol.gov
  • Dec 31, 2024Manager relationship endedinference
    Wasatch Advisors Inc no longer appears on Girl Scouts of the USA Retirement Plan's Schedule C as investment manager (plan year 2024 vs 2023)
    with Wasatchaskebsa.dol.gov
  • Dec 31, 2024Manager relationship endedinference
    Victory Capital no longer appears on Girl Scouts of the USA Retirement Plan's Schedule C as investment manager (plan year 2024 vs 2023)
    with Victory Capitalaskebsa.dol.gov
  • Jan 1, 2024Funded status changed
    Girl Scouts of the USA Retirement Plan funded ratio 92.8% -> 95.1% (2023-01-01 to 2024-01-01)
    askebsa.dol.gov
  • Dec 31, 2023Holding started
    Girl Scouts of the USA Retirement Plan first reports an interest in Victory Small Cap Value Collective (Victory Capital): $341,099 at 2023-12-31
    with Victory Capitalaskebsa.dol.gov

+3 more dated events

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Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Commitments
44 rows, 0 dated closings
DateFundManagerBucketAmountVintageStatusSource
as of Dec 31, 2024Victory Small Cap Value Collectivecollective trustVictory CapitalPublic equity$360,236 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024GS 2005 Priv Equity Manager Fund103 12 ieManager Advisers LLCPublic equity$27,193 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Harbourvest Partners Viii-Venture103 12 ieHarbourvest Partners LPVenture$277,775 heldDisclosed holdingaskebsa.dol.gov

+41 more commitments

Every fund and manager this allocator committed to, with the amount, date and source on each.

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Size and funding
33 readings
Total assets
$80.0M Dec 31, 2024 reported Form 5500
$86.0M (2023-12) · $84.9M (2022-12)
Plan assets
$85.9M Jan 1, 2024 reported Form 5500
$84.8M (2023-01) · $113M (2022-01)
Net assets
$80.0M Dec 31, 2024 reported Form 5500
$85.9M (2023-12) · $84.9M (2022-12)
Funded ratio
95.1% Jan 1, 2024 reported Form 5500
92.8% (2023-01) · 110.7% (2022-01)
Funding target
$84.0M Jan 1, 2024 reported Form 5500
$87.7M (2023-01) · $88.3M (2022-01)
Discount rate
5.11% Jan 1, 2024 reported Form 5500
5.07% (2023-01) · 5.32% (2022-01)
Participants
786 Jan 1, 2024 reported Form 5500
797 (2023-01) · 821 (2022-01)
Contributions
$1.4M Dec 31, 2024 reported Form 5500
$1.3M (2023-12) · $3.9M (2022-12)
Benefits paid
$7.6M Dec 31, 2024 reported Form 5500
$7.9M (2023-12) · $7.9M (2022-12)
Net investment income
-$5.9M Dec 31, 2024 reported Form 5500
$1.0M (2023-12) · -$28.0M (2022-12)
Investment management fees
$211,415 Dec 31, 2024 reported Form 5500
$249,765 (2023-12) · $383,567 (2022-12)
Form 5500 filings
3 plan years
Plan yearParticipantsAssets (SB market)Funding targetFTAPTotal assets (H)Partnerships / JVMaster trustReal estate
2024 to Dec 31, 2024786$85.9M$84.0M95.1%$80.0M$0$0$0
2023 to Dec 31, 2023797$84.8M$87.7M92.8%$86.0M$0$0$0
2022 to Dec 31, 2022821$113M$88.3M110.7%$84.9M$0Not disclosedNot disclosed
Service providers and investment entities as filed (Schedule C and D, latest year first)

+82 more service providers

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Provenance
Identifiers: EIN-PN 131624016-001
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

Girl Scouts of the USA Retirement Plan sits on 11 traced paths of capital across the graphs.

Consultant to allocator to managerAllocator commitments to a manager

DFX traced 11 paths 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

8 dated events on the change ledger, latest first
  • Holding in a pooled vehicle started
    2023-12-31source
  • Holding in a pooled vehicle ended
    2024-12-31source
  • Holding in a pooled vehicle ended
    2023-12-31source

+5 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

+18 connections on the graph

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