Amalgamated Sugar Company Hourly Retirement Plan
Corporate pension, based in Boise, Idaho, reporting $224M in assets, for 2,379 participants.
Composed from this allocator's classification, location and filed figures.
Nothing material in the last 90 days. Last change: 30 Sep 2025, Amalgamated Sugar Company Hourly Retirement Plan no longer reports Amalgamated Sugar Company Core Fi (Nuveen, LLC) (last held $21M at 2024-09-30; absent from the 2025-09-30 filing).
20 more commitments
Every figure, date and source on this page is shown. The names behind them, and every related record, open with the complete profile.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
Capital path
who backs this record, through what, into what; each name opens its own path- Small Cap Growth II Cl L13 commitments
- Small Cap Value/silvercrest3 commitments
- International Blend/wellington3 commitments
- Nuveen, LLC5 commitments
- Empower Annuity Insurance Company4 commitments
Relationship network
23 connected entities23 observed commitments10 repeat counterparties14 dated commitments shown here, 2023 to 2025
From board minutes, annual reports, Form 5500 filings and public records of commitments, consultants and staff in the allocator graph. Commitment amounts are those the allocator disclosed; many are not printed, and none is estimated.
Some relationships on this record are counted rather than named here. They open with the full profile.
Click any name or line for the commitments and sources behind it. Line weight is commitments together; dashed lines are inferred.
- Sponsor
- Fund or vehicle
- Service provider
- Organization
›How strength and recency are read
Managers, funds and consultants are read from the commitments: three or more is a strong observed relationship, two a repeat counterparty. No consultant link is marked current on the source, so none is labelled current or former here. Related plans, people and plan service providers are ordered by what the filing shows.
Darker lines were active in the last 24 months or are current; lighter lines are older or undated.
Size, funding, policy and commitments, with their basesCorporate pensionShowHide
Allocation policy
- Insurance company general account 2.3%
- Common/collective trusts 55.6%
- Pooled separate accounts 18.3%
- Registered investment companies 23.2%
Consultants and advisers
- Prudential Retirement & Annuity Ins Actuarythrough Sep 30, 2023 Form 5500
- Empower Actuarythrough Sep 30, 2023 Form 5500
People
Manager roster
- Nuveen, LLC5 rows, latest Sep 30, 2025
- Empower Annuity Insurance Company4 rows, latest Sep 30, 2025
- Empower Annuity Insurance Companyplan years
- Wealthspire Retirement Advisoryplan years 2025
- Nuveen Asset Managementplan years 2023
What changed
- Sep 30, 2025Holding endedinferenceAmalgamated Sugar Company Hourly Retirement Plan no longer reports Amalgamated Sugar Company Core Fi (Nuveen, LLC) (last held $21M at 2024-09-30; absent from the 2025-09-30 filing)with Nuveen, LLCaskebsa.dol.gov
- Dec 31, 2024Manager relationship startedNFP Retirement Inc appears on Amalgamated Sugar Company Hourly Retirement Plan's Schedule C as investment manager (plan year 2024 vs 2023)with Wealthspire Retirement Advisoryaskebsa.dol.gov
- Oct 1, 2024Funded status changedAmalgamated Sugar Company Hourly Retirement Plan funded ratio 90.0% -> 93.6% (2023-10-01 to 2024-10-01)
- Oct 1, 2024Assets changedAmalgamated Sugar Company Hourly Retirement Plan plan assets $179M -> $214M (+19.4%, 2023-10-01 to 2024-10-01)
- Sep 30, 2024Assets changedAmalgamated Sugar Company Hourly Retirement Plan total assets $179M -> $214M (+19.3%, 2023-09-30 to 2024-09-30)
Commitments
| Date | Fund | Manager | Bucket | Amount | Vintage | Status | Source |
|---|---|---|---|---|---|---|---|
| as of Sep 30, 2025 | Small Cap Growth II Cl L1collective trust | Wilmington Trust, N.A. | Public equity | $14.9M held | Disclosed holding | askebsa.dol.gov | |
| as of Sep 30, 2025 | Small Cap Value/silvercrestseparate account | Empower Annuity Insurance Company | Public equity | $14.8M held | Disclosed holding | askebsa.dol.gov | |
| as of Sep 30, 2025 | International Blend/wellingtonseparate account | Empower Annuity Insurance Company | Pooled vehicles | $26.2M held | Disclosed holding | askebsa.dol.gov |
+20 more commitments
Every fund and manager this allocator committed to, with the amount, date and source on each.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
Size and funding
Form 5500 filings
| Plan year | Participants | Assets (SB market) | Funding target | FTAP | Total assets (H) | Partnerships / JV | Master trust | Real estate |
|---|---|---|---|---|---|---|---|---|
| 2024 to Sep 30, 2025 | 2,379 | $214M | $205M | 93.6% | $224M | Not disclosed | Not disclosed | Not disclosed |
| 2023 to Sep 30, 2024 | 2,251 | $179M | $208M | 90.0% | $214M | Not disclosed | Not disclosed | Not disclosed |
| 2022 to Sep 30, 2023 | 2,217 | $164M | $203M | 88.7% | $179M | Not disclosed | Not disclosed | Not disclosed |
- Empower Annuity Insurance Company codes 11 12 13 14 15 17 25 27 28 38 50 51 63 64 68 $177,683 PY2024
- Nuveen Asset Management codes 28 $37,761 PY2024
- NFP Retirement Inc codes 28 $25,781 PY2024
+30 more service providers
Every name, record and relationship behind this count, with the source on each.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
Provenance
Provenance
Record history
- Holding in a pooled vehicle ended2025-09-30source on record
- Manager relationship started2024-12-31source on record
- Funded status changed2024-10-01source on record
+2 more changes on this record's ledger
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
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
+6 connections on the graph
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.