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.
The names on this page are hidden. Create a free account and they fill in. No card, and every figure, date and source on this page is public either way.
Corporate pension
N••••••••• R••••••••• P•••
Corporate pensionSeattle, WA
Assets
$514M
Total assets, Dec 31, 2024 reported
Funded
104.6%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
0
none on the tape
Plan sponsor: T•• B••••• C•• a•• C••••••••• S•••••••••
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
- Master trust investment accounts 100.0%
Consultants and advisers
4 firms
- C••••••• H• S••••••• L•• General consultantthrough Dec 31, 2022 Form 5500
- P•••••• R•••••••• B•••••• General consultantthrough Dec 31, 2022 Form 5500
- F••••••• I••••••••• A•••• M••• T• General consultantthrough Dec 31, 2022 Form 5500
- W••••• T••••• W••••• U• L•• Actuarythrough Dec 31, 2022 Form 5500
People
No investment staff or executives have been read for this allocator yet.
Manager roster
1 managers on Schedule C
From Schedule C (investment management, code 28)
- T•• B••••• C•• a•• C••••••••• S•••••••••plan years 2022
Commitments
No fund commitments are on the tape for this allocator. The tape holds the plans that publish their own private-markets reports; a plan that publishes one and is not here is a gap we can close.
Size and funding
31 readings
Investment management fees
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 | 3,696 | $552M | $530M | 104.6% | $514M | n/a | $514M | n/a |
| 2023 to Dec 31, 2023 | 3,898 | $574M | $563M | 103.5% | $552M | n/a | $552M | n/a |
| 2022 to Dec 31, 2022 | 4,072 | $764M | $573M | 118.4% | $575M | n/a | $575M | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- F••••••• Inv Inst'l Op Co, LLC codes 13 15 49 61 $224,089 PY2024
- W••••• T••••• W••••• U• L•• codes 11 16 17 70 $149,300 PY2024
- The B••••• Co and C••••••••• Subs codes 10 14 28 $66,143 PY2024
- Deloitte & Touche LLP codes 10 $39,322 PY2024
- Foley & Lardner LLP codes 29 $27,573 PY2024
- Tbcerp Master Trust Sched. D M $514M PY2024
- W••••• T••••• W••••• U• L•• codes 11 PY2024
- F••••••• Inv Inst'l Op Co, LLC codes 15 16 17 50 $357,575 PY2023
- W••••• T••••• W••••• U• L•• codes 11 17 $102,759 PY2023
- Deloitte & Touche LLP codes 10 $38,676 PY2023
- Foley & Lardner LLP codes 29 $35,562 PY2023
- Tbcerp Master Trust Sched. D M $552M PY2023
- W••••• T••••• W••••• U• L•• codes 11 PY2023
- The B••••• Co and C••••••••• Subs codes 10 14 28 $412,747 PY2022
- C••••••• Hr Services,llc codes 15 16 38 64 70 $188,069 PY2022
- W••••• T••••• W••••• U• L•• codes 11 16 17 50 70 $129,102 PY2022
- Herronpalmer codes 16 $75,458 PY2022
- F••••••• Inv Inst'l Op Co, LLC codes 15 16 17 50 $59,788 PY2022
- Deloitte & Touche LLP codes 10 $35,188 PY2022
- Foley & Lardner LLP codes 29 $22,818 PY2022
- State Street Bank and Trust codes 13 15 49 62 $8,945 PY2022
- Tbcerp Master Trust Sched. D M $575M PY2022
- W••••• T••••• W••••• U• L•• codes 11 PY2022
What changed
7 events
- Dec 31, 2024Manager relationship startedThe B••••• Co and C••••••••• Subs appears on N••••••••• R••••••••• P•••'s Schedule C as investment manager (plan year 2024 vs 2023)with T•• B••••• C•• a•• C••••••••• S•••••••••askebsa.dol.gov
- Dec 31, 2024Consultant changedinferenceF••••••• Inv Inst'l Op Co, LLC no longer appears on N••••••••• R••••••••• P•••'s Schedule C as general consultant (plan year 2024 vs 2023)with F••••••• I••••••••• A•••• M••• T•askebsa.dol.gov
- Dec 31, 2023Consultant changedinferenceHerronpalmer no longer appears on N••••••••• R••••••••• P•••'s Schedule C as general consultant (plan year 2023 vs 2022)with P•••••• R•••••••• B••••••askebsa.dol.gov
- Dec 31, 2023Manager relationship endedinferenceThe B••••• Co and C••••••••• Subs no longer appears on N••••••••• R••••••••• P•••'s Schedule C as investment manager (plan year 2023 vs 2022)with T•• B••••• C•• a•• C••••••••• S•••••••••askebsa.dol.gov
- Dec 31, 2023Consultant changedinferenceC••••••• Hr Services,llc no longer appears on N••••••••• R••••••••• P•••'s Schedule C as general consultant (plan year 2023 vs 2022)with C••••••• H• S••••••• L••askebsa.dol.gov
- Jan 1, 2023Funded status changedN••••••••• R••••••••• P••• funded ratio 118.4% -> 103.5% (2022-01-01 to 2023-01-01)
- Jan 1, 2023Assets changedN••••••••• R••••••••• P••• plan assets $764M -> $574M (-24.9%, 2022-01-01 to 2023-01-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 910425694-005
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.