This allocator's name, 2 more advisers, 9 more commitments and 6 more dated events
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 District of Columbia
Corporate pension, based in Washington, District of Columbia, reporting $1.6B in assets, for 4,558 participants.
Composed from this allocator's classification, location and filed figures.
- Assets
- $1.6B
- Funded ratio
- 89.2%
- Fund commitments
- 6
- Managers
- 1
Nothing material in the last 90 days. Last change: 31 Dec 2024, Holding started.
Capital path
who backs this record, through what, into what; each name opens its own path- Rhumbline Mid-Cap Index Fund Pooled3 commitments
- Bnym Mellon Afl-Cio Sl Stock Index3 commitments
- State St Lng US Govt Bd Ind Nl Fund2 commitments
- State Street Global Advisors Trust Company6 commitments
- Rhumbline Advisers3 commitments
- BNY Mellon3 commitments
Size, funding, policy and commitments, with their basesCorporate pensionShowHide
- Interest-bearing cash 3.2%
- Corporate debt instruments (other) 15.9%
- Corporate debt instruments (preferred) 23.2%
- U.S. Government securities 0.2%
- Other investments 5.2%
- Common/collective trusts 50.1%
- Common stock 0.0%
- Mercer Investments LLC Investment adviser (plan)through Dec 31, 2024 Form 5500
- Institutional Shareholder Services General consultantthrough Dec 31, 2022 Form 5500
- State Street Global Advisors Custodianthrough Dec 31, 2023 Form 5500
+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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- State Street Global Advisors Trust Company6 rows, latest Dec 31, 2024
- Rhumbline Advisers3 rows, latest Dec 31, 2024
- BNY Mellon3 rows, latest Dec 31, 2024
- Rhumbline Advisersplan years
- Nisa Investment Advisors, LLCplan years 2023
- Rhumbline Advisers Corpplan years 2022
+4 more Schedule C managers
Every name, record and relationship behind this count, with the source on each.
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- Dec 31, 2024Holding started
- Dec 31, 2024Manager relationship endedinferencewith Insight North America LLCaskebsa.dol.gov
- Dec 31, 2024Manager relationship endedinferencewith Proloan Bond Fundaskebsa.dol.gov
- Jan 1, 2024Assets changed$175Maskebsa.dol.gov
- Dec 31, 2023Holding endedinference
+6 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 | State St Lng US Govt Bd Ind Nl Fundcollective trust | State Street Global Advisors Trust Company | Pooled vehicles | $299M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | Rhumbline Mid-Cap Index Fund Pooledcollective trust | Rhumbline Advisers | Pooled vehicles | $180M 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 | $77.0M 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 | 4,558 | $1.6B | $1.5B | 89.2% | $1.6B | Not disclosed | Not disclosed | Not disclosed |
| 2023 to Dec 31, 2023 | 4,600 | $1.4B | $1.5B | 89.9% | $1.6B | Not disclosed | Not disclosed | Not disclosed |
| 2022 to Dec 31, 2022 | 4,478 | $1.7B | $1.4B | 91.3% | $1.5B | Not disclosed | Not disclosed | Not disclosed |
- Nisa codes 28 51 $1.1M PY2024
- this allocator codes 13 50 $583,379 PY2024
- Mercer (US) LLC codes 11 50 $482,687 PY2024
+49 more service providers
Every name, record and relationship behind this count, with the source on each.
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Provenance
This record sits on 7 traced paths of capital across the graphs.
DFX traced 7 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
- Holding in a pooled vehicle ended2023-12-31source
- Holding in a pooled vehicle started2024-12-31source
- Holding in a pooled vehicle started2023-12-31source
+8 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
+14 connections on the graph
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