DFX Intelligence

This allocator's name, 4 more advisers and 4 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 Arizona

Corporate pension· Tucson, Arizona

Corporate pension, based in Tucson, Arizona, reporting $6.2M in assets, for 223 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: $6.2M
Funded ratio: 95.2%
Fund commitments: 2

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

Commitments (2)Allocation policy Consultants

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, Changed investment consultant to Fidelity Investments.

Capital path

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

Corporate pension in Arizona

Funds committed to

Short Term Investment Fund2 commitments
Fiam Pension Journey 40-60 Comm Pl1 commitment

Managers

Fidelity Institutional Asset Mgmt1 commitment

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

Corporate pension

Assets

$6.2M

Total assets, Dec 31, 2024 reported

Funded

95.2%

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)

Common/collective trusts 99.3%

Consultants and advisers

7 firms

Fidelity Institutional Asset Mgmt Investment adviser (plan)through Dec 31, 2024 Form 5500
Wells Fargo Advisors, LLC Investment adviser (plan)through Dec 31, 2022 Form 5500
Sageview Advisory Consulting Group Investment adviser (plan)through Dec 31, 2022 Form 5500

+4 more consultants and advisers advise this allocator

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

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

People

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

Manager roster

1 manager on the commitment tape

From the plan’s own commitment disclosures

Fidelity Institutional Asset Mgmt1 row, latest Dec 31, 2024

What changed

9 events

Dec 31, 2024Holding started
with Fidelity Institutional Asset Mgmt$6.2Maskebsa.dol.gov
Dec 31, 2024Holding endedinference
with Short Term Investment Fund$141Kaskebsa.dol.gov
Dec 31, 2024Consultant changedinference
with Fidelity Investmentsaskebsa.dol.gov
Dec 31, 2024Consultant changedinference
with Fidelity Institutional Asset Mgmtaskebsa.dol.gov
Dec 31, 2024Assets changed
down $1.9Maskebsa.dol.gov

+4 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

3 rows, 0 dated closings

Date	Fund	Manager	Bucket	Amount	Status	Source
as of Dec 31, 2024	Fiam Pension Journey 40-60 Comm Plcollective trust	Fidelity Institutional Asset Mgmt	Pooled vehicles	$6.2M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2023	Short Term Investment Fundcollective trust	Comerica	Cash	$140,877 held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2022	Short Term Investment Fundcollective trust	Comerica	Cash	$172,240 held	Disclosed holding	askebsa.dol.gov

Size and funding

32 readings

Total assets

$6.2M Dec 31, 2024 reported Form 5500

$8.1M (2023-12) · $8.0M (2022-12)

Plan assets

$8.1M Jan 1, 2024 reported Form 5500

$8.0M (2023-01) · $10.5M (2022-01)

Net assets

$6.2M Dec 31, 2024 reported Form 5500

$8.1M (2023-12) · $8.0M (2022-12)

Funded ratio

95.2% Jan 1, 2024 reported Form 5500

90.0% (2023-01) · 106.7% (2022-01)

Funding target

$8.8M Jan 1, 2024 reported Form 5500

$9.2M (2023-01) · $9.2M (2022-01)

Discount rate

5.10% Jan 1, 2024 reported Form 5500

5.18% (2023-01) · 5.35% (2022-01)

Participants

223 Jan 1, 2024 reported Form 5500

229 (2023-01) · 233 (2022-01)

Contributions

$0 Dec 31, 2024 reported Form 5500

$75,000 (2023-12) · $225,000 (2022-12)

Benefits paid

$1.9M Dec 31, 2024 reported Form 5500

$586,515 (2023-12) · $585,736 (2022-12)

Net investment income

-$1.9M Dec 31, 2024 reported Form 5500

$113,852 (2023-12) · -$2.6M (2022-12)

Investment management fees

$25,237 Dec 31, 2024 reported Form 5500

$25,000 (2023-12)

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	223	$8.1M	$8.8M	95.2%	$6.2M	Not disclosed	Not disclosed	Not disclosed
2023 to Dec 31, 2023	229	$8.0M	$9.2M	90.0%	$8.1M	Not disclosed	Not disclosed	Not disclosed
2022 to Dec 31, 2022	233	$10.5M	$9.2M	106.7%	$8.0M	Not disclosed	Not disclosed	Not disclosed

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

Fidelity Inv Instl Ops codes 11 13 17 50 $52,224 PY2024
Milliman, Inc. codes 11 17 50 $36,650 PY2024
Bober Markey Fedorovich codes 10 50 $21,500 PY2024

+19 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 3 traced paths of capital across the graphs.

Consultant to allocator to manager

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

9 dated events on the change ledger, latest first

Holding in a pooled vehicle started
2024-12-31source
Holding in a pooled vehicle ended
2024-12-31source
Funded status changed
2023-01-01source

+6 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

+8 connections on the graph

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