DFX Intelligence
Allocator Intelligence
The capital-owner graph behind private markets. Who owns the capital, who decides, how much, under what policy, on whose advice, to which managers, and what changed, with a source and a date behind every row. A target is never an actual, a disclosed holding is never an approval, and an estimate says so.
Corporate pension
Simplot Pension Plan S
Corporate pensionBoise, ID
Assets
$26.5M
Total assets, Dec 31, 2022 reported
Funded
n/a
not filed
Private markets target
n/a
policy Dec 31, 2022
Commitments
1
none on the tape
Plan sponsor: J. R. Simplot Company
Allocation policy
Form 5500, as of Dec 31, 2022
Actual allocation lines without a target (as filed)
- Common/collective trusts 93.9%
Consultants and advisers
3 firms
- Verus General consultantthrough Dec 31, 2022 Form 5500
- Russell Trust Company Trusteethrough Dec 31, 2022 Form 5500
- Milliman, Inc. Actuarythrough Dec 31, 2022 Form 5500
People
No investment staff or executives have been read for this allocator yet.
Manager roster
1 managers on the commitment tape
From the plan’s own commitment disclosures
- Russell Trust Company1 rows, latest Dec 31, 2022
Commitments
1 rows, 0 dated closings
Disclosed holdings (from the plan’s performance or holdings report, as of the report date)
| Date | Fund | Manager | Bucket | Amount | Vintage | Status | Source |
|---|---|---|---|---|---|---|---|
| as of Dec 31, 2022 | Short-Term Investment Fundcollective trust | Russell Trust Company | Cash | $24.9M held | Disclosed holding | askebsa.dol.gov |
Size and funding
7 readings
Total assets
Net assets
Participants
Contributions
Benefits paid
Net investment income
Investment management fees
Form 5500 filings
1 plan years
| Plan year | Participants | Assets (SB market) | Funding target | FTAP | Total assets (H) | Partnerships / JV | Master trust | Real estate |
|---|---|---|---|---|---|---|---|---|
| 2022 to Dec 31, 2022 | 3,418 | n/a | n/a | n/a | $26.5M | n/a | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- Russell Investments Trust Company codes 21 28 50 51 $625,064 PY2022
- Milliman codes 11 12 $516,230 PY2022
- State Street Retiree Services codes 15 62 64 $50,415 PY2022
- Mayer Hoffman Mccann P.C. codes 10 $21,750 PY2022
- Hawley, Troxell Ennis & Hawley LLP codes 29 $13,590 PY2022
- Verus codes 16 27 $7,395 PY2022
- Short Term Investment Fund Sched. D C $24.9M PY2022
What changed
No dated events yet.
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 820196611-003
Cross-graph: no entry on another DFX graph
First observed Sep 15, 2026, last observed Sep 15, 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.