DFX Intelligence

This allocator's name, 1 more adviser, 3 more managers, 13 more commitments and 14 more dated events

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Corporate pension in District of Columbia

Corporate pension· Washington, District of Columbia

Corporate pension, based in Washington, District of Columbia, reporting $236M in assets, for 3,567 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: $236M
Funded ratio: 91.0%
Fund commitments: 14
Managers: 2

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

Commitments (14)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 started.

Capital path

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

Corporate pension in District of Columbia

Funds committed to

Long Duration Corporate Credit Scre2 commitments
Long Term Govt Bond Index Fund2 commitments
Treasury U.S. 5 Year Key Rate Durat1 commitment

All 14

Managers

Blackrock Institutional Trust Company, N.A.4 commitments
Towers Watson Investment Services,4 commitments
Blackrock Institutional Trust2 commitments

All 6

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

Corporate pension

Assets

$236M

Total assets, Dec 31, 2024 reported

Funded

91.0%

Jan 1, 2024

Private markets target

no policy read

policy Dec 31, 2024

Commitments

2 managers on Schedule C

Plan sponsor: this allocator

Allocation policy

Form 5500, as of Dec 31, 2024

Actual allocation lines without a target (as filed)

Interest-bearing cash 0.8%
Common/collective trusts 99.2%

Consultants and advisers

4 firms

Towers Watson Pennsylvania, Inc. Actuarythrough Dec 31, 2022 Form 5500
Blackrock Institutional Trust Co,na Trusteethrough Dec 31, 2022 Form 5500
Principal Trust Co. Trusteethrough Dec 31, 2022 Form 5500

+1 more consultant or adviser 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

6 managers on the commitment tape

From the plan’s own commitment disclosures

Blackrock Institutional Trust Company, N.A.4 rows, latest Dec 31, 2024
Towers Watson Investment Services,4 rows, latest Dec 31, 2024
Blackrock Institutional Trust2 rows, latest Dec 31, 2024

+3 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)

Blackrock Insti. Trust Company, N.Aplan years
Blackrock Institutional Trust Company, N.A.plan years

What changed

19 events

Dec 31, 2024Holding started
with State Street Global Advisors Trust Company$33.4Maskebsa.dol.gov
Dec 31, 2024Holding started
with Towers Watson Investment Services,$22.9Maskebsa.dol.gov
Dec 31, 2024Holding started
with Towers Watson Investment Services,$30.8Maskebsa.dol.gov
Dec 31, 2024Holding started
with Blackrock$2.1Maskebsa.dol.gov
Dec 31, 2024Holding started
with Treasury U.S. 5 Year Key Rate Durat$4.0Maskebsa.dol.gov

+14 more dated events

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

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

Commitments

16 rows, 0 dated closings

Date	Fund	Manager	Bucket	Amount	Status	Source
as of Dec 31, 2024	Treasury U.S. 5 Year Key Rate Duratcollective trust	Blackrock Institutional Trust Company, N.A.	Fixed income	$4.0M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2024	Treasury US 10 Yr Key Rate Durationcollective trust	Blackrock Institutional Trust	Fixed income	$6.5M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2024	Treasury US 15 Yr Key Rate Durationcollective trust	Blackrock Institutional Trust	Fixed income	$4.6M held	Disclosed holding	askebsa.dol.gov

+13 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

31 readings

Total assets

$236M Dec 31, 2024 reported Form 5500

$258M (2023-12) · $240M (2022-12)

Plan assets

$258M Jan 1, 2024 reported Form 5500

$240M (2023-01) · $365M (2022-01)

Net assets

$236M Dec 31, 2024 reported Form 5500

$258M (2023-12) · $240M (2022-12)

Funded ratio

91.0% Jan 1, 2024 reported Form 5500

86.4% (2023-01) · 119.0% (2022-01)

Funding target

$258M Jan 1, 2024 reported Form 5500

$266M (2023-01) · $268M (2022-01)

Discount rate

5.14% Jan 1, 2024 reported Form 5500

5.08% (2023-01) · 5.43% (2022-01)

Participants

3,567 Jan 1, 2024 reported Form 5500

3,703 (2023-01) · 4,207 (2022-01)

Contributions

$18.9M Dec 31, 2023 reported Form 5500

Benefits paid

$15.6M Dec 31, 2024 reported Form 5500

$16.9M (2023-12) · $33.9M (2022-12)

Net investment income

-$21.8M Dec 31, 2024 reported Form 5500

$18.3M (2023-12) · -$125M (2022-12)

Investment management fees

$271,956 Dec 31, 2024 reported Form 5500

$271,500 (2023-12) · $268,986 (2022-12)

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	3,567	$258M	$258M	91.0%	$236M	Not disclosed	Not disclosed	Not disclosed
2023 to Dec 31, 2023	3,703	$240M	$266M	86.4%	$258M	Not disclosed	Not disclosed	Not disclosed
2022 to Dec 31, 2022	4,207	$365M	$268M	119.0%	$240M	Not disclosed	Not disclosed	Not disclosed

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

Towers Watson codes 11 28 $933,672 PY2024
Blackrock Institutional Trust Co. codes 21 24 28 50 51 $156,381 PY2024
Principal codes 21 $59,689 PY2024

+35 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.

Record history

19 dated events on the change ledger, latest first

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

+16 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

+7 connections on the graph

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