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.
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Corporate pension
S•••• S••••••••• I••• P•••••• P••• f•• U•••• E••••••••
Corporate pensionBoise, ID
Assets
$230M
Total assets, Dec 31, 2024 reported
Funded
90.8%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
0
none on the tape
Plan sponsor: S•••• S••••••••• I••
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
- Master trust investment accounts 95.2%
Consultants and advisers
6 firms
- C••••• W••• L•• Pension consultantthrough Dec 31, 2023 Form 5500
- M•• I••••••••• A••••••• Investment adviser (plan)through Dec 31, 2022 Form 5500
- N••••••• T•••• C•• Directed trusteethrough Dec 31, 2022 Form 5500
- A•• C••••••••• I••• Actuarythrough Dec 31, 2022 Form 5500
- A•• Actuarythrough Dec 31, 2022 Form 5500
- M••••• S•••••• I••••••••• M•• I••• Actuarythrough Dec 31, 2022 Form 5500
People
No investment staff or executives have been read for this allocator yet.
Manager roster
6 managers on Schedule C
From Schedule C (investment management, code 28)
- T•••••• H•••plan years 2023
- M••••• S•••••• I••••••••• M•• I•••plan years 2023
- S••••• C•••••• M••••••••• L•plan years 2022
- P••••plan years 2022
- A•••••••• G••••• I••••••••• L••plan years 2022
- C•••••• G••••••• T•••• C••••••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
33 readings
Investment management fees
$597,514 (2023-12) · $496,961 (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 | 7,551 | $222M | $240M | 90.8% | $230M | n/a | $219M | n/a |
| 2023 to Dec 31, 2023 | 7,444 | $209M | $230M | 92.4% | $223M | n/a | $216M | n/a |
| 2022 to Dec 31, 2022 | 7,135 | $275M | $220M | 106.8% | $230M | n/a | $217M | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- Conduent Hr Services, LLC codes 15 50 $485,429 PY2024
- A•• C••••••••• I••• codes 11 17 49 50 $348,377 PY2024
- M•• I••••••••• A••••••• Inc codes 27 50 $75,455 PY2024
- The N••••••• Trust Company codes 25 50 51 $72,165 PY2024
- P•••• codes 28 50 $63,190 PY2024
- M••••• S•••••• codes 28 50 $54,098 PY2024
- S••••• Capital Management codes 28 50 $50,929 PY2024
- Wells Capital Management codes 28 50 $50,795 PY2024
- Deloitte & Touche LLP codes 10 50 $48,000 PY2024
- Capital G••••••• codes 28 50 $26,326 PY2024
- Safeway Inc Master Retirement Trust Sched. D M $219M PY2024
- A•• C••••••••• I••• codes 11 PY2024
- Conduent Hr Services, LLC codes 15 50 $422,540 PY2023
- A•• C••••••••• I••• codes 11 17 49 50 $170,383 PY2023
- M•• I••••••••• A••••••• Inc codes 27 50 $129,382 PY2023
- M••••• S•••••• codes 28 50 $107,489 PY2023
- S••••• Capital Management codes 28 50 $103,937 PY2023
- P•••• codes 28 50 $98,341 PY2023
- The N••••••• Trust Company codes 25 50 51 $82,431 PY2023
- Capital G••••••• codes 28 50 $75,010 PY2023
- Wells Capital Management codes 28 50 $61,892 PY2023
- Deloitte & Touche LLP codes 10 50 $44,000 PY2023
- T•••••• H••• codes 28 50 $13,009 PY2023
- C••••• W••• L•• codes 17 50 $8,454 PY2023
- Safeway Inc Master Retirement Trust Sched. D M $216M PY2023
- A•• C••••••••• I••• codes 11 PY2023
- Conduent Hr Services, LLC codes 15 50 $357,934 PY2022
- A•• C••••••••• I••• codes 11 17 49 50 $155,855 PY2022
- M••••• S•••••• codes 11 50 $130,360 PY2022
- M•• I••••••••• A••••••• Inc codes 27 50 $101,728 PY2022
- S••••• Capital Management codes 28 50 $75,966 PY2022
- Capital G••••••• codes 28 50 $73,530 PY2022
- P•••• codes 28 50 $72,145 PY2022
- The N••••••• Trust Company codes 25 50 51 $60,989 PY2022
- Wells Capital Management codes 28 50 $43,233 PY2022
- Deloitte & Touche Llf codes 10 50 $42,000 PY2022
- T•••••• H••• codes 29 50 $5,672 PY2022
- Safeway Inc Master Retirement Trust Sched. D M $217M PY2022
- A•• C••••••••• I••• codes 11 PY2022
What changed
7 events
- Dec 31, 2024Manager relationship endedinferenceT•••••• H••• no longer appears on S•••• S••••••••• I••• P•••••• P••• f•• U•••• E••••••••'s Schedule C as investment manager (plan year 2024 vs 2023)with T•••••• H•••askebsa.dol.gov
- Dec 31, 2024Consultant changedinferenceC••••• W••• L•• no longer appears on S•••• S••••••••• I••• P•••••• P••• f•• U•••• E••••••••'s Schedule C as pension consultant (plan year 2024 vs 2023)with C••••• W••• L••askebsa.dol.gov
- Dec 31, 2023Consultant changedinferenceC••••• W••• L•• appears on S•••• S••••••••• I••• P•••••• P••• f•• U•••• E••••••••'s Schedule C as pension consultant (plan year 2023 vs 2022)with C••••• W••• L••askebsa.dol.gov
- Dec 31, 2023Manager relationship startedM••••• S•••••• appears on S•••• S••••••••• I••• P•••••• P••• f•• U•••• E••••••••'s Schedule C as investment manager (plan year 2023 vs 2022)with M••••• S•••••• I••••••••• M•• I•••askebsa.dol.gov
- Dec 31, 2023Manager relationship startedT•••••• H••• appears on S•••• S••••••••• I••• P•••••• P••• f•• U•••• E••••••••'s Schedule C as investment manager (plan year 2023 vs 2022)with T•••••• H•••askebsa.dol.gov
- Jan 1, 2023Funded status changedS•••• S••••••••• I••• P•••••• P••• f•• U•••• E•••••••• funded ratio 106.8% -> 92.4% (2022-01-01 to 2023-01-01)
- Jan 1, 2023Assets changedS•••• S••••••••• I••• P•••••• P••• f•• U•••• E•••••••• plan assets $275M -> $209M (-23.9%, 2022-01-01 to 2023-01-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 041123420-002
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.