This allocator's name, 47 more commitments and 7 more dated events

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Corporate pension in Oregon

Corporate pension· Portland, Oregon

Corporate pension, based in Portland, Oregon, reporting $294M in assets, for 1,536 participants.

Composed from this allocator's classification, location and filed figures.

Assets
$294M
Funded ratio
90.6%
Fund commitments
20
Managers
1
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Commitments (20)Allocation policyManagers
As of · 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 Oregon
Funds committed to
All 20
Managers
Size, funding, policy and commitments, with their basesCorporate pensionShow
Corporate pension
Assets
$294M
Total assets, Dec 31, 2024 reported
Funded
90.6%
Jan 1, 2024
Private markets target
no policy read
policy Dec 31, 2024
Commitments
20
1 manager 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 0.9%
  • Other investments 2.4%
  • Common/collective trusts 94.9%
  • Registered investment companies 0.9%
Consultants and advisers
3 firms
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
From Schedule C (investment management, code 28)
What changed
12 events
  • Dec 31, 2024Holding endedinference
    with Fidelity Institutional Asset Mgmt$114Kaskebsa.dol.gov
  • Dec 31, 2024Holding endedinference
    with Fidelity Institutional Asset Mgmt$19.8Maskebsa.dol.gov
  • Dec 31, 2024Holding endedinference
    with Fidelity Institutional Asset Mgmt$176Kaskebsa.dol.gov
  • Dec 31, 2024Holding endedinference
    with Fidelity Institutional Asset Mgmt$27.6Maskebsa.dol.gov
  • Dec 31, 2024Holding started
    with Fidelity Institutional Asset Mgmt$6.6Maskebsa.dol.gov

+7 more dated events

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Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Commitments
50 rows, 0 dated closings
DateFundManagerBucketAmountVintageStatusSource
as of Dec 31, 2024Fiam Long U.S. Treasury Strips Indecollective trustFidelity Institutional Asset MgmtFixed income$86.9M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Fiam Long Duration Commingled Poolcollective trustFidelity Institutional Asset MgmtFixed income$21.8M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Fiam Intermediate Inflation-Protectcollective trustFidelity Institutional Asset MgmtPooled vehicles$284,712 heldDisclosed holdingaskebsa.dol.gov

+47 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
33 readings
Total assets
$294M Dec 31, 2024 reported Form 5500
$295M (2023-12) · $280M (2022-12)
Plan assets
$294M Jan 1, 2024 reported Form 5500
$280M (2023-01) · $399M (2022-01)
Net assets
$287M Dec 31, 2024 reported Form 5500
$295M (2023-12) · $280M (2022-12)
Funded ratio
90.6% Jan 1, 2024 reported Form 5500
85.3% (2023-01) · 106.6% (2022-01)
Funding target
$356M Jan 1, 2024 reported Form 5500
$358M (2023-01) · $348M (2022-01)
Discount rate
5.11% Jan 1, 2024 reported Form 5500
5.23% (2023-01) · 5.40% (2022-01)
Participants
1,536 Jan 1, 2024 reported Form 5500
1,563 (2023-01) · 1,593 (2022-01)
Contributions
$12.0M Dec 31, 2024 reported Form 5500
$11.1M (2023-12) · $0 (2022-12)
Benefits paid
$24.7M Dec 31, 2024 reported Form 5500
$25.7M (2023-12) · $25.2M (2022-12)
Net investment income
-$7.8M Dec 31, 2024 reported Form 5500
$14.2M (2023-12) · -$119M (2022-12)
Investment management fees
$3,258 Dec 31, 2024 reported Form 5500
$1.3M (2023-12) · $1.8M (2022-12)
Form 5500 filings
3 plan years
Plan yearParticipantsAssets (SB market)Funding targetFTAPTotal assets (H)Partnerships / JVMaster trustReal estate
2024 to Dec 31, 20241,536$294M$356M90.6%$294MNot disclosedNot disclosedNot disclosed
2023 to Dec 31, 20231,563$280M$358M85.3%$295MNot disclosedNot disclosedNot disclosed
2022 to Dec 31, 20221,593$399M$348M106.6%$280MNot disclosedNot disclosedNot disclosed
Service providers and investment entities as filed (Schedule C and D, latest year first)

+62 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.
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.

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

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Record history

12 dated events on the change ledger, latest first
  • Holding in a pooled vehicle started
    2023-12-31source
  • Holding in a pooled vehicle ended
    2024-12-31source
  • Holding in a pooled vehicle ended
    2024-12-31source

+9 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

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+6 connections on the graph

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