DFX Intelligence

This allocator's name, 3 more commitments and 1 more dated event

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 Washington

Corporate pension· Renton, Washington

Corporate pension, based in Renton, Washington, reporting $137M in assets, for 1,504 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: $137M
Funded ratio: 107.7%
Fund commitments: 2

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

Commitments (2)Allocation policy

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, Total assets changed.

Capital path

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

Corporate pension in Washington

Funds committed to

Acadian Global Managed Volatility E3 commitments
Prudential Core Plus Bond Fund3 commitments

Managers

Acadian Asset Management3 commitments
Prudential Trust Co.3 commitments

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

Corporate pension

Assets

$137M

Total assets, Dec 31, 2024 reported

Funded

107.7%

Jan 1, 2024

Private markets target

no policy read

policy Dec 31, 2024

Commitments

none on the tape

Plan sponsor: this allocator

Allocation policy

Form 5500, as of Dec 31, 2024

Actual allocation lines without a target (as filed)

Interest-bearing cash 0.0%
Non-interest-bearing cash 1.1%
103-12 investment entities 14.5%
Common/collective trusts 34.3%
Registered investment companies 50.1%

Consultants and advisers

3 firms

Mercer Investments LLC Investment adviser (plan)through Dec 31, 2022 Form 5500
U.S. Bank, N.A. Trusteethrough Dec 31, 2022 Form 5500
Milliman, Inc. Actuarythrough Dec 31, 2022 Form 5500

People

No investment staff or executives have been read for this allocator yet.

Manager roster

2 managers on the commitment tape

From the plan’s own commitment disclosures

Acadian Asset Management3 rows, latest Dec 31, 2024
Prudential Trust Co.3 rows, latest Dec 31, 2024

From Schedule C (investment management, code 28)

Mercer Investments LLCplan years 2023
T Rowe Priceplan years 2022
Acadian Asset Managementplan years 2022

What changed

6 events

Dec 31, 2024Assets changed
$17.1Maskebsa.dol.gov
Jan 1, 2024Assets changed
$22.0Maskebsa.dol.gov
Dec 31, 2023Manager relationship endedinference
with Acadian Asset Managementaskebsa.dol.gov
Dec 31, 2023Manager relationship endedinference
with T Rowe Priceaskebsa.dol.gov
Dec 31, 2023Assets changed
$22.0Maskebsa.dol.gov

+1 more dated event

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

6 rows, 0 dated closings

Date	Fund	Manager	Bucket	Amount	Status	Source
as of Dec 31, 2024	Acadian Global Managed Volatility E103 12 ie	Acadian Asset Management	Pooled vehicles	$19.9M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2024	Prudential Core Plus Bond Fundcollective trust	Prudential Trust Co.	Fixed income	$47.1M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2023	Prudential Core Plus Bond Fundcollective trust	Prudential Trust Co.	Fixed income	$42.0M held	Disclosed holding	askebsa.dol.gov

+3 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

33 readings

Total assets

$137M Dec 31, 2024 reported Form 5500

$120M (2023-12) · $98.3M (2022-12)

Plan assets

$120M Jan 1, 2024 reported Form 5500

$98.3M (2023-01) · $94.0M (2022-01)

Net assets

$137M Dec 31, 2024 reported Form 5500

$120M (2023-12) · $98.3M (2022-12)

Funded ratio

107.7% Jan 1, 2024 reported Form 5500

105.8% (2023-01) · 120.6% (2022-01)

Funding target

$112M Jan 1, 2024 reported Form 5500

$92.9M (2023-01) · $77.9M (2022-01)

Discount rate

5.07% Jan 1, 2024 reported Form 5500

5.11% (2023-01) · 5.23% (2022-01)

Participants

1,504 Jan 1, 2024 reported Form 5500

1,404 (2023-01) · 1,385 (2022-01)

Contributions

$19.8M Dec 31, 2024 reported Form 5500

$18.8M (2023-12) · $17.6M (2022-12)

Benefits paid

$9.0M Dec 31, 2024 reported Form 5500

$5.0M (2023-12) · $5.3M (2022-12)

Net investment income

$17.1M Dec 31, 2024 reported Form 5500

$22.0M (2023-12) · $4.3M (2022-12)

Investment management fees

$5,733 Dec 31, 2024 reported Form 5500

$5,487 (2023-12) · $45,421 (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	1,504	$120M	$112M	107.7%	$137M	Not disclosed	Not disclosed	Not disclosed
2023 to Dec 31, 2023	1,404	$98.3M	$92.9M	105.8%	$120M	Not disclosed	Not disclosed	Not disclosed
2022 to Dec 31, 2022	1,385	$94.0M	$77.9M	120.6%	$98.3M	Not disclosed	Not disclosed	Not disclosed

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

this allocator codes 15 50 64 $87,602 PY2024
Milliman codes 11 50 64 $72,173 PY2024
Mercer Investment Management codes 28 50 $5,733 PY2024

+17 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.

Not yet on record: managers.

Capital chain

This record sits on 2 traced paths of capital across the graphs.

Consultant to allocator to manager

DFX traced 2 paths of capital through this record

Every record on each path, what it committed or lent, and as of when.

Includes 3 days of DFX Intelligence. Then $299/month unless canceled.

Derived from allocator disclosures, BDC schedules and SEC filings; confidence is the weakest hop.

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Record history

6 dated events on the change ledger, latest first

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

+3 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

+7 connections on the graph

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