6 more commitments
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Staff Retirement Plan of the Washington Education Association
Corporate pension, based in Federal Way, Washington, reporting $191M in assets, for 333 participants.
Composed from this allocator's classification, location and filed figures.
- Assets
- $191M
- Funded ratio
- 87.0%
- Fund commitments
- 3
- Managers
- 1
Nothing material in the last 90 days. Last change: 1 Sep 2024, Staff Retirement Plan of the Washington Education Association funded ratio 92.2% -> 87.0% (2023-09-01 to 2024-09-01).
Capital path
who backs this record, through what, into what; each name opens its own path- Intech Risk Mgd Broad Lrg Cap Grth3 commitments
- GMO Benchmark - Free Allocation Fun3 commitments
- State Street Real Asset Non-Lending3 commitments
- Janus Capital Management LLC3 commitments
- Grantham, Mayo, van Oterloo Co.3 commitments
- State Street Global Advisors Trust3 commitments
Size, funding, policy and commitments, with their basesCorporate pensionShowHide
- Interest-bearing cash 1.8%
- Common/collective trusts 22.9%
- Registered investment companies 75.2%
- RV Kuhns & Associates Investment adviser (plan)through Aug 31, 2023 Form 5500
- Milliman, Inc. Actuarythrough Aug 31, 2023 Form 5500
- U.S. Bank, N.A. Trusteethrough Aug 31, 2023 Form 5500
- Janus Capital Management LLC3 rows, latest Aug 31, 2025
- Grantham, Mayo, van Oterloo Co.3 rows, latest Aug 31, 2025
- State Street Global Advisors Trust3 rows, latest Aug 31, 2025
- Janus Capital Management LLCplan years
- Hoisington Investment Management Coplan years 2023
- Pinnacle Associates Ltd.plan years 2023
+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.
- Sep 1, 2024Funded status changedStaff Retirement Plan of the Washington Education Association funded ratio 92.2% -> 87.0% (2023-09-01 to 2024-09-01)
- Sep 1, 2024Assets changedStaff Retirement Plan of the Washington Education Association plan assets $159M -> $179M (+12.9%, 2023-09-01 to 2024-09-01)
- Aug 31, 2024Assets changedStaff Retirement Plan of the Washington Education Association total assets $159M -> $179M (+12.9%, 2023-08-31 to 2024-08-31)
- Sep 1, 2023Funded status changedStaff Retirement Plan of the Washington Education Association funded ratio 98.3% -> 92.2% (2022-09-01 to 2023-09-01)
| Date | Fund | Manager | Bucket | Amount | Vintage | Status | Source |
|---|---|---|---|---|---|---|---|
| as of Aug 31, 2025 | Intech Risk Mgd Broad Lrg Cap Grthcollective trust | Janus Capital Management LLC | Pooled vehicles | $16.2M held | Disclosed holding | askebsa.dol.gov | |
| as of Aug 31, 2025 | GMO Benchmark - Free Allocation Funcollective trust | Grantham, Mayo, van Oterloo Co. | Pooled vehicles | $18.2M held | Disclosed holding | askebsa.dol.gov | |
| as of Aug 31, 2025 | State Street Real Asset Non-Lendingcollective trust | State Street Global Advisors Trust | Real assets | $9.4M held | Disclosed holding | askebsa.dol.gov |
+6 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.
| Plan year | Participants | Assets (SB market) | Funding target | FTAP | Total assets (H) | Partnerships / JV | Master trust | Real estate |
|---|---|---|---|---|---|---|---|---|
| 2024 to Aug 31, 2025 | 333 | $179M | $165M | 87.0% | $191M | Not disclosed | Not disclosed | Not disclosed |
| 2023 to Aug 31, 2024 | 328 | $159M | $159M | 92.3% | $179M | Not disclosed | Not disclosed | Not disclosed |
| 2022 to Aug 31, 2023 | 320 | $159M | $147M | 98.3% | $159M | Not disclosed | Not disclosed | Not disclosed |
- Milliman, Inc codes 11 50 $142,003 PY2024
- RVK, Inc codes 27 51 $92,652 PY2024
- U.S. Bank codes 21 50 $50,112 PY2024
+33 more service providers
Every name, record and relationship behind this count, with the source on each.
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Provenance
Staff Retirement Plan of the Washington Education Association sits on 3 traced paths of capital across the graphs.
DFX traced 3 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
- Funded status changed2023-09-01source
- Funded status changed2024-09-01source
- Total assets changed2024-09-01source
+1 more change 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
+8 connections on the graph
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