DFX Intelligence

This allocator's name, 1 more adviser, 2 more managers, 18 more commitments and 2 more dated events

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Corporate pension in Arizona

Corporate pension· Phoenix, Arizona

Corporate pension, based in Phoenix, Arizona, reporting $228M in assets, for 531 participants.

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

As of 2024-01-01 · the latest dated event for this allocator; each figure carries its own filing or report date

Assets: $228M
Funded ratio: 240.9%
Fund commitments: 8
Managers: 2

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

Commitments (8)Allocation policy Managers

As of 2024-01-01 · 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: 1 Jan 2024, Funded status changed.

Capital path

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

Corporate pension in Arizona

Funds committed to

Intermediate Duration Corp Nl Fund3 commitments
Blackrock Msci Acwi Imi Index Fund3 commitments
Long Duration Corporate Credit Scre3 commitments

All 8

Managers

Blackrock Institutional Trust Company, N.A.11 commitments
Northern Trust Investments, Inc.3 commitments
Blackrock3 commitments

All 5

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

Corporate pension

Assets

$228M

Total assets, Dec 31, 2024 reported

Funded

240.9%

Jan 1, 2024

Private markets target

no policy read

policy Dec 31, 2024

Commitments

2 managers on Schedule C

Allocation policy

Form 5500, as of Dec 31, 2024

Actual allocation lines without a target (as filed)

Partnership/joint venture interests 5.5%
Common/collective trusts 92.6%
Registered investment companies 1.7%

Consultants and advisers

4 firms

Aon Actuarythrough Dec 31, 2023 Form 5500
Buck Global, LLC Actuarythrough Dec 31, 2022 Form 5500
Northern 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

5 managers on the commitment tape

From the plan’s own commitment disclosures

Blackrock Institutional Trust Company, N.A.11 rows, latest Dec 31, 2024
Northern Trust Investments, Inc.3 rows, latest Dec 31, 2024
Blackrock3 rows, latest Dec 31, 2024

+2 more managers received commitments

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

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

From Schedule C (investment management, code 28)

Blackrock Institutional Trust Company, N.A.plan years
Blackrock Insti. Trust Company, N.Aplan years
Blackrock Institutional Trust Co,naplan years 2022

What changed

7 events

Jan 1, 2024Funded status changed
126 pointsaskebsa.dol.gov
Jan 1, 2024Assets changed
down $187Maskebsa.dol.gov
Dec 31, 2023Holding endedinference
with Blackrock Insti. Trust Company, N.A$4.2Maskebsa.dol.gov
Dec 31, 2023Holding started
with BLK Msci Equity Index Fund Russia$354askebsa.dol.gov
Dec 31, 2023Assets changed
down $196Maskebsa.dol.gov

+2 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

21 rows, 0 dated closings

Date	Fund	Manager	Bucket	Amount	Status	Source
as of Dec 31, 2024	Intermediate Duration Corp Nl Fundcollective trust	Blackrock Institutional Trust Company, N.A.	Pooled vehicles	$35.1M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2024	Blackrock Msci Acwi Imi Index Fundcollective trust	Blackrock Institutional Trust Company, N.A.	Pooled vehicles	$18.6M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2024	Long Duration Corporate Credit Screcollective trust	Blackrock Institutional Trust Company, N.A.	Private credit	$10.9M held	Disclosed holding	askebsa.dol.gov

+18 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

$228M Dec 31, 2024 reported Form 5500

$221M (2023-12) · $417M (2022-12)

Plan assets

$193M Jan 1, 2024 reported Form 5500

$381M (2023-01) · $278M (2022-01)

Net assets

$228M Dec 31, 2024 reported Form 5500

$221M (2023-12) · $402M (2022-12)

Funded ratio

240.9% Jan 1, 2024 reported Form 5500

114.4% (2023-01) · 100.9% (2022-01)

Funding target

$52.3M Jan 1, 2024 reported Form 5500

$194M (2023-01) · $230M (2022-01)

Discount rate

5.11% Jan 1, 2024 reported Form 5500

5.13% (2023-01) · 5.28% (2022-01)

Participants

531 Jan 1, 2024 reported Form 5500

1,090 (2023-01) · 1,198 (2022-01)

Contributions

$0 Dec 31, 2024 reported Form 5500

$0 (2023-12) · $0 (2022-12)

Benefits paid

$4.1M Dec 31, 2024 reported Form 5500

$15.0M (2023-12) · $57.7M (2022-12)

Net investment income

$7.1M Dec 31, 2024 reported Form 5500

$10.7M (2023-12) · $94.9M (2022-12)

Investment management fees

$223,027 Dec 31, 2024 reported Form 5500

$131,768 (2023-12) · $160,004 (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	531	$193M	$52.3M	240.9%	$228M	$12.4M	Not disclosed	Not disclosed
2023 to Dec 31, 2023	1,090	$381M	$194M	114.4%	$221M	$11.3M	Not disclosed	Not disclosed
2022 to Dec 31, 2022	1,198	$278M	$230M	100.9%	$417M	$24.6M	Not disclosed	Not disclosed

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

Northern Trust Company codes 21 $247,662 PY2024
Blackrock codes 28 $223,025 PY2024
AON Consulting codes 11 $165,701 PY2024

+47 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.

Record history

7 dated events on the change ledger, latest first

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

+4 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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