DFX Intelligence

This allocator's name, 16 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.

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

Corporate pension in Virginia

Corporate pension· Herndon, Virginia

Corporate pension, based in Herndon, Virginia, reporting $10.9M in assets, for 327 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: $10.9M
Funded ratio: 83.9%
Fund commitments: 9
Managers: 3

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

Commitments (9)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, Holding ended.

Capital path

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

Corporate pension in Virginia

Funds committed to

Core Bond Enhanced Index/pgim3 commitments
Dryden S&p 500 Index3 commitments
T Rowe Price Eqty Inc Stgy2 commitments

All 9

Managers

T Rowe Price4 commitments
Empower Annuity Insurance Company3 commitments
Dryden Capital, LLC2 commitments

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

Corporate pension

Assets

$10.9M

Total assets, Dec 31, 2024 reported

Funded

83.9%

Jan 1, 2024

Private markets target

no policy read

policy Dec 31, 2024

Commitments

3 managers on Schedule C

Allocation policy

Form 5500, as of Dec 31, 2024

Actual allocation lines without a target (as filed)

Insurance company general account 23.2%
Pooled separate accounts 30.3%
Registered investment companies 44.8%

Consultants and advisers

1 firm

Empower Actuarythrough Dec 31, 2022 Form 5500

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

T Rowe Price4 rows, latest Dec 31, 2023
Empower Annuity Insurance Company3 rows, latest Dec 31, 2024
Dryden Capital, LLC2 rows, latest Dec 31, 2023

From Schedule C (investment management, code 28)

Empower Annuity Insurance Companyplan years
Dryden Capital, LLCplan years
T Rowe Priceplan years

+1 more Schedule C manager

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

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

What changed

11 events

Dec 31, 2024Holding endedinference
with Prudential Retirement & Annuity Ins$544Kaskebsa.dol.gov
Dec 31, 2024Holding endedinference
with Prudential Retirement & Annuity Ins$496Kaskebsa.dol.gov
Dec 31, 2024Holding endedinference
with Prudential Retirement & Annuity Ins$1.5Maskebsa.dol.gov
Dec 31, 2024Holding endedinference
with Prudential Retirement & Annuity Ins$511Kaskebsa.dol.gov
Dec 31, 2024Holding endedinference
with Prudential Retirement & Annuity Ins$989Kaskebsa.dol.gov

+6 more dated events

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

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

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

Commitments

19 rows, 0 dated closings

Date	Fund	Manager	Bucket	Amount	Status	Source
as of Dec 31, 2024	Core Bond Enhanced Index/pgimseparate account	Empower Annuity Insurance Company	Fixed income	$1.2M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2024	Real Estate/cohen&steers Fundseparate account	Empower Annuity Insurance Company	Real estate	$329,637 held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2024	Dryden S&p 500 Indexseparate account	Empower Annuity Insurance Company	Pooled vehicles	$1.8M held	Disclosed holding	askebsa.dol.gov

+16 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

31 readings

Total assets

$10.9M Dec 31, 2024 reported Form 5500

$10.5M (2023-12) · $9.8M (2022-12)

Plan assets

$10.4M Jan 1, 2024 reported Form 5500

$9.6M (2023-01) · $12.9M (2022-01)

Net assets

$10.9M Dec 31, 2024 reported Form 5500

$10.5M (2023-12) · $9.7M (2022-12)

Funded ratio

83.9% Jan 1, 2024 reported Form 5500

81.1% (2023-01) · 91.1% (2022-01)

Funding target

$11.7M Jan 1, 2024 reported Form 5500

$12.0M (2023-01) · $12.8M (2022-01)

Discount rate

5.05% Jan 1, 2024 reported Form 5500

5.19% (2023-01) · 5.36% (2022-01)

Participants

327 Jan 1, 2024 reported Form 5500

337 (2023-01) · 380 (2022-01)

Contributions

$733,200 Dec 31, 2024 reported Form 5500

$733,200 (2023-12) · $749,796 (2022-12)

Benefits paid

$1.2M Dec 31, 2024 reported Form 5500

$846,142 (2023-12) · $1.8M (2022-12)

Net investment income

$399,340 Dec 31, 2024 reported Form 5500

$753,675 (2023-12) · -$3.0M (2022-12)

Investment management fees

$25,000 Dec 31, 2024 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 Dec 31, 2024	327	$10.4M	$11.7M	83.9%	$10.9M	Not disclosed	Not disclosed	Not disclosed
2023 to Dec 31, 2023	337	$9.6M	$12.0M	81.1%	$10.5M	Not disclosed	Not disclosed	Not disclosed
2022 to Dec 31, 2022	380	$12.9M	$12.8M	91.1%	$9.8M	Not disclosed	Not disclosed	Not disclosed

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

Empower Annuity Insurance Company codes 13 $79,448 PY2024
Empower Capital Management, LLC codes 13 $25,000 PY2024
Small Cap Growth/timessquare Sched. D P PY2024

+31 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

11 dated events on the change ledger, latest first

Holding in a pooled vehicle ended
2024-12-31source
Holding in a pooled vehicle ended
2024-12-31source
Holding in a pooled vehicle ended
2024-12-31source

+8 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.