Form 5500 Search
Back to filter
Original filing (PDF)20251015214246NAL0007494384001

HANFORD PENSION & SAVINGS PLANS COMMITTEE

Form 5500
FILING_RECEIVED
HANFORD MULTI-EMPLOYER PENSION PLAN
Defined-benefit pension plan
Signals · 3
28% in single holdingNo recordkeeper disclosed20 service providers
Active participants
1,310
Accounts w/ balance
Plan assets (EOY)
$1.2B
Net assets (EOY)
$1.2B
How this plan invests
This plan
9 pooled trusts
Schedule D
206 securities
funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score (directional)
86
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
86
Total plan cost
65
Vendor stack
80
Participation health
100
Knocking points off
  • Top holding "[DFE: CAPITAL GROUP EUPAC TRUST (US) (extraction pending)]" is 28% of plan.
  • 44 bps in Schedule C fees — 785% above peer band of 5 bps.
  • No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for HANFORD PENSION & SAVINGS PLANS COMMITTEE.
Plan sponsor
Name
HANFORD PENSION & SAVINGS PLANS COMMITTEE
EIN
90-0501441
Address
PO BOX 943, MSIN H3-08 · RICHLAND, WA · 99352
Phone
(509) 372-3323
Industry
Admin Support & Waste Mgmtsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
003
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-15
Pension benefit codes
1A · Pay-related DB formula
3H · Sponsor in controlled / affiliated group
3F · Sponsor used leased employees
Audit & trust (Schedule H)
Auditor
MILLER KAPLAN ARASE LLP
Trustee / custodian
Trustee phone

Service providers (Schedule C)

20 rows
Other
20
NameEINLocationRelationDirect compIndirect comp
HANFORD MISSION INTEGRATION SOLUTIO83-0947948NONE$1.2M
SILCHESTER36-7045783NONE$531K
T ROWE PRICE52-0556948NONE$512K
DODGE & COX94-1441976NONE$486K
INVESCO58-1707262NONE$402K
LOOMIS SAYLES04-3200030NONE$300K
VERUS ADVISORY, INC91-1320111NONE$285K
DAVIS WRIGHT TREMAINE91-0839480NONE$243K
MERCER13-2834414NONE$233K
ASB CAPITAL MANAGEMENT80-0618452NONE$231K
WILLIAM BLAIR27-6331814NONE$184K
NORTHERN TRUST36-1561860NONE$179K
RANGER INVESTMENT MANAGEMENT LP02-0661004NONE$167K
METROPOLITAN WEST ASSET MANAGEMENT95-4597302NONE$149K
VOYA06-1440627NONE$106K
DIMENSIONAL FUND ADVISORS23-6819730NONE$66K
PGIM REAL ESTATE DEBT FUND82-1797592NONE$54K
PRINCIPAL CUSTODY SOLUTIONS94-1347393NONE$48K
MILLER KAPLAN95-2036255NONE$36K
BROOKFIELD46-5153541NONE$28K

Investments

199 direct securities · 9 pooled funds· $570.7M(46% of reported assets)

Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.

Common Collective Trust
$361.1M
9 holdings
Uncategorized
$209.6M
199 holdings
PIInvestmentTypeShares / unitsCostCurrent value% of plan
INTL VALUE EQUITY GROUP TRUST
SILCHESTER INTL INVESTORS LIMITED · EIN 36-7045783 / PN 001
Common Collective Trust
$119.5M9.7%
CAPITAL GROUP EUROPACIFIC GROWTH
CAPITAL GROUP · EIN 95-6597294 / PN 661
Common Collective Trust
$102.2M8.3%
NORTHERN TRUST GOVERNMENT SHORT TER
NORTHERN TRUST BANK · EIN 36-1561860 / PN 001
Common Collective Trust
$44.4M3.6%
EMERG MKTS GROWTH COLLECTIVE FUND
WILLIAM BLAIR AND COMPANY LLC · EIN 27-6331814 / PN 001
Common Collective Trust
$27.0M2.2%
NORTHERN TRUST AGGREGATE BOND INDEX
NORTHERN TRUST BANK · EIN 36-1561860 / PN 001
Common Collective Trust
$23.5M1.9%
NORTHERN TRUST S&P 500 INDEX FUND
NORTHERN TRUST BANK · EIN 36-1561860 / PN 001
Common Collective Trust
$22.3M1.8%
NHIT AGENCY MBS TRUST
LOOMIS SAYLES · EIN 32-6342631 / PN 001
Common Collective Trust
$21.4M1.7%
MFO VANGUARD INDEX FUNDS STK MKT INST82,740.945$10.6M$11.7M0.9%
MFO VANGUARD INDEX FUNDS STK MKT INST43,878.427$5.6M$6.2M0.5%
MFO VANGUARD INDEX FUNDS STK MKT INST41,477.292$5.3M$5.9M0.5%
STOCKBRIDGE NICHE LOGISTICS FUND, LP5,742,193.044$5.8M$5.8M0.5%
CF PRIME PROPERTY FUND290.498$6.0M$5.6M0.5%
OLYMPIA, WA - CROWN REAL EST589,068.962$4.9M$5.1M0.4%
STOCKBRIDGE SMART MARKETS FUND, LP4,825,099.487$4.1M$3.8M0.3%
CF CLARION LION PROPERTIES FUND2,399.46$3.6M$3.6M0.3%
BMW42,808.937$3.8M$3.5M0.3%
GSK196,235.822$3.6M$3.3M0.3%
STOCKBRIDGE NICHE LOGISTICS FUND, LP3,045,147.689$3.1M$3.1M0.2%
WPP293,678.919$3.1M$3.0M0.2%
CF PRIME PROPERTY FUND154.054$3.2M$3.0M0.2%
SANOFI30,539.955$2.8M$3.0M0.2%
STOCKBRIDGE NICHE LOGISTICS FUND, LP2,878,509.772$2.9M$2.9M0.2%
LION INDUSTRIAL TRUST PROPERTIES LP LIT INDUSTRIAL LP3,688,091.423$3.3M$2.9M0.2%
CF PRIME PROPERTY FUND145.624$3.0M$2.8M0.2%
OLYMPIA, WA - CROWN REAL EST312,389.705$2.6M$2.7M0.2%
BAYER133,393.106$5.3M$2.7M0.2%
OLYMPIA, WA - CROWN REAL EST295,294.977$2.5M$2.5M0.2%
ROCHE8,815.012$2.4M$2.5M0.2%
HONDA MOTOR250,032.547$2.4M$2.4M0.2%
RANDSTAD57,491.485$3.1M$2.4M0.2%
KINGFISHER764,366.46$2.5M$2.4M0.2%
ADECCO82,906.618$3.5M$2.0M0.2%
YAMAHA MOTOR228,219.821$1.7M$2.0M0.2%
STOCKBRIDGE SMART MARKETS FUND, LP2,558,802.959$2.2M$2.0M0.2%
CF PRINCIPAL ENHANCED PROPERTY L.P. FUND156,713.406$2.1M$2.0M0.2%
STOCKBRIDGE SMART MARKETS FUND, LP2,418,779.013$2.0M$1.9M0.2%
CF CLARION LION PROPERTIES FUND1,272.46$1.9M$1.9M0.2%
TESCO405,755.813$1.4M$1.9M0.2%
ABN AMRO121,024.237$1.8M$1.9M0.2%
DENTSU GROUP76,452.28$2.4M$1.9M0.2%
RECKITT BENCKISER29,876.342$1.7M$1.8M0.1%
CF CLARION LION PROPERTIES FUND1,202.828$1.8M$1.8M0.1%
LG CORP35,625.424$2.2M$1.7M0.1%
BANGKOK BANK (NVDR)390,972.43$1.7M$1.7M0.1%
NUTRIEN38,071.466$1.9M$1.7M0.1%
NOKIA367,619.58$1.3M$1.6M0.1%
BNP PARIBAS26,327.499$1.5M$1.6M0.1%
UBS GROUP52,418.135$854K$1.6M0.1%
M&G643,428.691$1.8M$1.6M0.1%
NT COLLECTIVE SHORT TERM INVT FD1,593,368.176$1.6M$1.6M0.1%
LION INDUSTRIAL TRUST PROPERTIES LP LIT INDUSTRIAL LP1,955,835.164$1.8M$1.5M0.1%
SCHRODERS373,163.187$1.9M$1.5M0.1%
MERCEDES-BENZ GROUP27,045.762$1.8M$1.5M0.1%
HENDERSON LAND495,066.658$1.7M$1.5M0.1%
IGM FINANCIAL47,034.978$1.4M$1.5M0.1%
SUMITOMO MITSUI TRUST GROUP63,281.814$1.0M$1.5M0.1%
AMUNDI21,775.833$1.4M$1.4M0.1%
LION INDUSTRIAL TRUST PROPERTIES LP LIT INDUSTRIAL LP1,848,807.088$1.7M$1.4M0.1%
TIGER BRANDS88,558.044$1.2M$1.4M0.1%
IIDA GROUP87,927.916$1.5M$1.3M0.1%
Windsor Locks625,134.411$1.2M$1.3M0.1%
AMBEV669,002.533$1.5M$1.3M0.1%
MEDIPAL83,604.494$1.4M$1.3M0.1%
HENKEL16,273.06$1.2M$1.3M0.1%
CONTINENTAL17,790.781$1.2M$1.2M<0.1%
KT CORP39,571.566$1.3M$1.2M<0.1%
DAITO TRUST CONSTRUCTION10,123.134$1.0M$1.1M<0.1%
SWATCH GROUP6,180.491$1.2M$1.1M<0.1%
SUMITOMO HEAVY INDUSTRIES53,847.921$1.5M$1.1M<0.1%
SUMITOMO RUBBER97,873.773$1.0M$1.1M<0.1%
AURUBIS13,824.863$963K$1.1M<0.1%
BANCA GENERALI23,279.464$843K$1.1M<0.1%
KYOTO FINANCIAL GROUP72,193.045$861K$1.1M<0.1%
CF PRINCIPAL ENHANCED PROPERTY L.P. FUND83,106.831$1.1M$1.1M<0.1%
TOSOH78,471.099$1.0M$1.1M<0.1%
TIETOEVRY58,917.801$1.5M$1.0M<0.1%
UNITED OVERSEAS BANK38,197.103$835K$1.0M<0.1%
ABRDN572,610.033$1.7M$1.0M<0.1%
TAISEI CORP23,823.903$768K$1.0M<0.1%
CF PRINCIPAL ENHANCED PROPERTY L.P. FUND78,559.022$1.0M$1.0M<0.1%
NIKON CORP93,940.055$964K$980K<0.1%
PORSCHE SE25,726.454$1.4M$968K<0.1%
STORA ENSO96,139.85$1.2M$967K<0.1%
ALFRESA69,249.633$1.1M$954K<0.1%
SUMITOMO CORP43,390.1$614K$946K<0.1%
HAYS924,376.699$1.4M$930K<0.1%
LARGAN PRECISION11,110.384$775K$907K<0.1%
ITV983,374.351$814K$906K<0.1%
SIGNIFY39,648.468$1.1M$886K<0.1%
MITSUBISHI MATERIALS56,285.481$1.3M$862K<0.1%
GOLDEN AGRI RESOURCES4,426,004.137$1.4M$860K<0.1%
MAN GROUP314,731.92$822K$845K<0.1%
NT COLLECTIVE SHORT TERM INVT FD844,980.547$845K$845K<0.1%
METWEST HIGH YIELD BOND FUND
METROPOLITAN WEST ASSET MANAGEMENT COMPANY · EIN 95-4597302 / PN 001
Common Collective Trust
$818K<0.1%
JARDINE MATHESON19,547.857$960K$801K<0.1%
NT COLLECTIVE SHORT TERM INVT FD798,741.148$799K$799K<0.1%
VENTURE CORPORATION81,385.474$835K$785K<0.1%
BIC11,699.892$741K$773K<0.1%
LANDMARK REAL ESTATE PARTNERS VII LP0.23$7$769K<0.1%
HYUNDAI MOTOR5,158.366$698K$743K<0.1%
ASTELLAS PHARMA74,175.186$902K$724K<0.1%
KERING2,814.35$694K$694K<0.1%
Windsor Locks331,515.606$658K$688K<0.1%
UOL GROUP181,714.504$860K$687K<0.1%
HUSQVARNA B131,269.249$831K$686K<0.1%
TP ICAP209,059.1$810K$676K<0.1%
EXEO GROUP60,122.919$557K$663K<0.1%
COMFORTDELGRO609,162.341$593K$661K<0.1%
Windsor Locks313,374.263$622K$651K<0.1%
DAICEL71,112.571$573K$636K<0.1%
RTL GROUP22,970.085$1.3M$635K<0.1%
BARLOWORLD110,011.081$679K$633K<0.1%
HEINEKEN HOLDING10,322.28$743K$618K<0.1%
COMSYS HOLDINGS29,834.514$622K$615K<0.1%
NORTHERN INSTITUTIONAL FUNDS – U.S. GOVERNMENT SELECT PORTFOLIO614,282.929$614K$614K<0.1%
NIPPON KAYAKU75,053.93$743K$613K<0.1%
DANSKE BANK21,297.277$376K$602K<0.1%
SANTEN PHARMACEUTICAL56,176.975$522K$579K<0.1%
NIPPON SHOKUBAI45,034.498$623K$549K<0.1%
HANG LUNG399,347.245$1.0M$538K<0.1%
YUE YUEN238,154.98$554K$533K<0.1%
CONCORDIA FINANCIAL GROUP94,455.076$408K$524K<0.1%
SUMITOMO OSAKA CEMENT23,573.27$947K$498K<0.1%
SEB5,305.476$433K$481K<0.1%
LUK FOOK HOLDINGS258,289.686$655K$477K<0.1%
ANDRITZ9,384.332$547K$476K<0.1%
MITIE GROUP344,490.159$387K$475K<0.1%
M6-METROPOLE40,397.311$658K$470K<0.1%
DAIWA SECURITIES70,379.011$340K$469K<0.1%
SK TELECOM12,199.355$615K$457K<0.1%
SK SQUARE8,457.875$453K$456K<0.1%
BUZZI12,287.076$251K$453K<0.1%
ELECTROLUX53,721.29$589K$447K<0.1%
NOVARTIS4,324.155$328K$423K<0.1%
HYSAN DEVELOPMENT274,091.801$901K$418K<0.1%
LANDMARK REAL ESTATE PARTNERS VII LP0.122$4$408K<0.1%
COWAY8,653.033$335K$393K<0.1%
COFACE26,388.094$237K$393K<0.1%
LANDMARK REAL ESTATE PARTNERS VII LP0.115$4$386K<0.1%
MICHELIN11,391.812$353K$375K<0.1%
SAWAI GROUP HOLDINGS26,784.125$324K$367K<0.1%
LG H&H1,745.599$435K$362K<0.1%
LLOYDS BANKING524,433.986$319K$360K<0.1%
HEIDELBERG MATERIALS2,905.648$209K$359K<0.1%
HONGKONG LAND79,912.24$401K$356K<0.1%
FUJI MEDIA32,265.961$384K$355K<0.1%
JUPITER FUND MANAGEMENT327,223.079$1.5M$355K<0.1%
PEGATRON125,209.597$275K$351K<0.1%
DOOSAN BOBCAT11,937.932$392K$340K<0.1%
MARUICHI STEEL TUBE14,651.341$339K$326K<0.1%
TADANO42,181.253$343K$308K<0.1%
NHK SPRING21,973.192$187K$280K<0.1%
GENOMMA LAB INTERNACIONAL223,090.706$211K$270K<0.1%
SUZUKEN8,423.719$281K$254K<0.1%
JANUS HENDERSON GROUP5,082.917$135K$216K<0.1%
MONDI14,295.748$216K$213K<0.1%
FRANKLIN PARK VENTURE FUND SERIES 2008, L.P.251,475.571$269K$213K<0.1%
UMICORE19,922.279$222K$205K<0.1%
COSCO SHIPPING PORTS317,070.923$290K$188K<0.1%
TODA29,964.416$150K$184K<0.1%
NIKKON HOLDINGS13,777.182$98K$179K<0.1%
YARA6,263.078$174K$166K<0.1%
BRIDGESTONE4,476.247$151K$152K<0.1%
SUNLIGHT REIT563,038.2$168K$135K<0.1%
MEIJI HOLDINGS6,517.99$170K$133K<0.1%
FRANKLIN PARK VENTURE FUND SERIES 2008, L.P.133,360.242$143K$113K<0.1%
FRANKLIN PARK VENTURE FUND SERIES 2008, L.P.126,062.444$135K$107K<0.1%
KINDEN5,309.144$80K$103K<0.1%
H.I.G. BAYSIDE DEBT & LBO FUND II650,229.364$100K$95K<0.1%
SAVENCIA1,472.989$82K$81K<0.1%
TELEVISION BROADCASTS167,126.463$742K$65K<0.1%
H.I.G. BAYSIDE DEBT & LBO FUND II344,823.734$53K$51K<0.1%
H.I.G. BAYSIDE DEBT & LBO FUND II325,954.137$50K$48K<0.1%
PLATINUM EQUITY CAPITAL PARTNERS II492,251.24$64K$32K<0.1%
KRG CAPITAL FUND IV333,387.642$48K$32K<0.1%
SINO LAND30,823.079$43K$31K<0.1%
GLANBIA1,557.181$22K$21K<0.1%
BLUE POINT CAPITAL PARTNERS II117,447.238$17K$19K<0.1%
PLATINUM EQUITY CAPITAL PARTNERS II261,046.209$34K$17K<0.1%
KRG CAPITAL FUND IV176,799.108$25K$17K<0.1%
PLATINUM EQUITY CAPITAL PARTNERS II246,761.123$32K$16K<0.1%
KRG CAPITAL FUND IV167,124.229$24K$16K<0.1%
Irving Place Capital Partners III SPV, L.P.100,889.872$41K$12K<0.1%
BLUE POINT CAPITAL PARTNERS II62,283.553$9K$10K<0.1%
BLUE POINT CAPITAL PARTNERS II58,875.245$9K$9K<0.1%
Irving Place Capital Partners III SPV, L.P.53,503.001$22K$6K<0.1%
Irving Place Capital Partners III SPV, L.P.50,575.186$20K$6K<0.1%
GAM HOLDING37,461.205$423K$4K<0.1%
DEFAULTED PVTPL ENTERCOM MEDIA CORP45,937.544$804$2K<0.1%
DEFAULTED PVTPL ENTERCOM MEDIA CORP24,361.182$426$1K<0.1%
DEFAULTED PVTPL ENTERCOM MEDIA CORP23,028.078$403$1K<0.1%
DEFAULTED PVTPL ENTERCOM MEDIA CORP22,968.772$345$1K<0.1%
BLACKROCK LIQUIDITY FUND
BLACKROCK CASH MANAGEMENT · EIN 52-0983343 / PN 001
Common Collective Trust
$844<0.1%
DEFAULTED PVTPL ENTERCOM MEDIA CORP12,180.591$183$548<0.1%
DEFAULTED PVTPL ENTERCOM MEDIA CORP11,514.039$173$518<0.1%
ESC CB LEHMAN BROS SUB NTS D07/19/07 6.500 JJ17 ESCROW9,187.509$92$92<0.1%
ESC CB LEHMAN BROS SUB NTS D07/19/07 6.500 JJ17 ESCROW4,872.236$49$49<0.1%
ESC CB LEHMAN BROS SUB NTS D07/19/07 6.500 JJ17 ESCROW4,605.616$46$46<0.1%
ESC LEHMAN BROTH HLD INC D05/17/07 5.857 MN5645,937.544$0$0<0.1%
CROWN HLDGS INC COM0$0$0<0.1%
Showing top 200 of 208 investments by value.