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
RIO Tinto America Inc. Retirement Plan
Corporate pensionSouth Jordan, UT
Assets
$916M
Total assets, Dec 31, 2024 reported
Funded
85.5%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
5
none on the tape
Plan sponsor: RIO Tinto America Inc.
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
- Interest-bearing cash 1.3%
- Non-interest-bearing cash 0.1%
- Corporate debt instruments (other) 33.0%
- Corporate debt instruments (preferred) 0.7%
- U.S. Government securities 25.3%
- Other investments 0.8%
- Other loans 8.9%
- Partnership/joint venture interests 11.5%
- Common/collective trusts 4.4%
- Registered investment companies 1.9%
- Common stock 0.0%
- Preferred stock 0.3%
Consultants and advisers
8 firms
- Mercer Investment adviser (plan)through Dec 31, 2022 Form 5500
- Alvarez & Marshal Tax, LLC General consultantthrough Dec 31, 2022 Form 5500
- State Street Bank & Trust Company Directed trusteethrough Dec 31, 2023 Form 5500
- Aon Actuarythrough Dec 31, 2023 Form 5500
- Northern Trust Co. Directed trusteethrough Dec 31, 2023 Form 5500
- AON Consulting, Inc. Actuarythrough Dec 31, 2022 Form 5500
- AON Hewitt Actuarythrough Dec 31, 2022 Form 5500
- State Street Global Advisors Directed trusteethrough Dec 31, 2022 Form 5500
People
No investment staff or executives have been read for this allocator yet.
Manager roster
7 managers on Schedule C
From Schedule C (investment management, code 28)
- Pacific Investmt Management Co LLCplan years 2023
- Portfolio Advisors, LLCplan years 2022
- Northleafplan years 2022
- Pimcoplan years 2022
- JP Morganplan years 2022
- Pantheonplan years 2022
- DRA Growthplan years 2022
Commitments
5 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, 2024 | Jpmcp Strategic Property Fundcollective trust | JP Morgan | Real estate | $40.4M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2023 | Jpmcp Strategic Property Fundcollective trust | JP Morgan | Real estate | $42.7M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | Pimco Fds Short Term Fltg Nav Mutuacollective trust | Pimco | Cash | $189,825 held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | SER Asset Backed Securities (pimco)collective trust | Pimco | Pooled vehicles | $3.1M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | Jpmcp Strategic Property Fundcollective trust | JP Morgan | Real estate | $51.5M held | Disclosed holding | askebsa.dol.gov |
Size and funding
33 readings
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 | 7,596 | $709M | $707M | 85.5% | $916M | $105M | n/a | n/a |
| 2023 to Dec 31, 2023 | 7,749 | $732M | $703M | 87.9% | $972M | $128M | n/a | n/a |
| 2022 to Dec 31, 2022 | 7,853 | $984M | $687M | 103.2% | $843M | $155M | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- AON Consulting codes 11 $2.1M PY2024
- Pimco codes 28 $1.1M PY2024
- Northern Trust Company codes 25 $133,222 PY2024
- BDO USA, P.C. codes 10 49 $99,021 PY2024
- Morgan Lewis & Bockius LLP codes 29 $75,946 PY2024
- Mercer codes 27 $58,191 PY2024
- Jpmcp Strategic Property Fund Sched. D C $40.4M PY2024
- AON Consulting, Inc. codes 11 PY2024
- Pimco codes 28 $1.1M PY2023
- AON Consulting codes 11 $1.1M PY2023
- Northern Trust Company codes 25 $147,236 PY2023
- Morgan Lewis & Bockius LLP codes 29 $133,823 PY2023
- BDO Seidman, P.C. codes 10 49 $127,026 PY2023
- State Street Bank & Trust Co codes 25 $69,441 PY2023
- Mercer codes 27 $42,372 PY2023
- Pantheon codes 28 $15,378 PY2023
- SER Asset Backed Securities (pimco) Sched. D C PY2023
- Pimco Fds Short Term Fltg Nav Mutua Sched. D C PY2023
- Jpmcp Strategic Property Fund Sched. D C $42.7M PY2023
- AON Consulting, Inc. codes 11 PY2023
- Pimco codes 28 $1.2M PY2022
- AON Hewitt codes 11 $987,344 PY2022
- Pantheon codes 28 $408,142 PY2022
- JP Morgan codes 28 $387,251 PY2022
- DRA Growth codes 28 $310,216 PY2022
- State Street Trust Co codes 25 $191,865 PY2022
- Portfolio Advisors codes 28 $119,411 PY2022
- Morgan, Lewis & Bockius LLP codes 29 $80,764 PY2022
- Goodwin Procter codes 29 $55,442 PY2022
- Mercer codes 27 $54,850 PY2022
- Northleaf codes 28 $49,998 PY2022
- Linklaters LLP codes 29 $7,691 PY2022
- Alvarez and Marsal Taxand, LLC codes 16 $6,212 PY2022
- Pimco Fds Short Term Fltg Nav Mutua Sched. D C $189,825 PY2022
- Jpmcp Strategic Property Fund Sched. D C $51.5M PY2022
- SER Asset Backed Securities (pimco) Sched. D C $3.1M PY2022
- AON Consulting, Inc. codes 11 PY2022
What changed
12 events
- Dec 31, 2024Manager relationship endedinferencePantheon no longer appears on RIO Tinto America Inc. Retirement Plan's Schedule C as investment manager (plan year 2024 vs 2023)with Pantheonaskebsa.dol.gov
- Jan 1, 2024Funded status changedRIO Tinto America Inc. Retirement Plan funded ratio 87.9% -> 85.5% (2023-01-01 to 2024-01-01)
- Dec 31, 2023Holding endedinferenceRIO Tinto America Inc. Retirement Plan no longer reports Pimco Fds Short Term Fltg Nav Mutua (last held $189,825 at 2022-12-31; absent from the 2023-12-31 filing)with Pimco Fds Short Term Fltg Nav Mutuaaskebsa.dol.gov
- Dec 31, 2023Holding endedinferenceRIO Tinto America Inc. Retirement Plan no longer reports SER Asset Backed Securities (pimco) (last held $3M at 2022-12-31; absent from the 2023-12-31 filing)with SER Asset Backed Securities (pimco)askebsa.dol.gov
- Dec 31, 2023Manager relationship endedinferenceNorthleaf no longer appears on RIO Tinto America Inc. Retirement Plan's Schedule C as investment manager (plan year 2023 vs 2022)with Northleafaskebsa.dol.gov
- Dec 31, 2023Manager relationship endedinferencePortfolio Advisors no longer appears on RIO Tinto America Inc. Retirement Plan's Schedule C as investment manager (plan year 2023 vs 2022)with Portfolio Advisors, LLCaskebsa.dol.gov
- Dec 31, 2023Consultant changedinferenceAlvarez and Marsal Taxand, LLC no longer appears on RIO Tinto America Inc. Retirement Plan's Schedule C as general consultant (plan year 2023 vs 2022)with Alvarez & Marshal Tax, LLCaskebsa.dol.gov
- Dec 31, 2023Manager relationship endedinferenceDRA Growth no longer appears on RIO Tinto America Inc. Retirement Plan's Schedule C as investment manager (plan year 2023 vs 2022)with DRA Growthaskebsa.dol.gov
- Dec 31, 2023Manager relationship endedinferenceJP Morgan no longer appears on RIO Tinto America Inc. Retirement Plan's Schedule C as investment manager (plan year 2023 vs 2022)with JP Morganaskebsa.dol.gov
- Dec 31, 2023Assets changedRIO Tinto America Inc. Retirement Plan total assets $843M -> $972M (+15.2%, 2022-12-31 to 2023-12-31)
- Jan 1, 2023Funded status changedRIO Tinto America Inc. Retirement Plan funded ratio 103.2% -> 87.9% (2022-01-01 to 2023-01-01)
- Jan 1, 2023Assets changedRIO Tinto America Inc. Retirement Plan plan assets $984M -> $732M (-25.6%, 2022-01-01 to 2023-01-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 113359689-001
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.