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
Tree Top, Inc. Pension Plan
Corporate pensionSelah, WA
Assets
$71.1M
Total assets, Dec 31, 2024 reported
Funded
87.9%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
8
1 managers on Schedule C
Plan sponsor: Tree Top, Inc.
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
- Common/collective trusts 46.5%
- Registered investment companies 52.0%
Consultants and advisers
1 firms
- Willis Towers Watson US LLC 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
- Fidelity Institutional Asset Mgmt6 rows, latest Dec 31, 2024
From Schedule C (investment management, code 28)
- Fidelity Institutional Asset Mgmtplan years 2024
Commitments
8 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 | Fiam Long Corporate Commingled Poolcollective trust | Fidelity Institutional Asset Mgmt | Pooled vehicles | $18.3M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | Fiam Long U.S. Treasury Strips Indecollective trust | Fidelity Institutional Asset Mgmt | Fixed income | $5.0M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | Fiam 8-10 Year Corporate Bondcollective trust | Fidelity Institutional Asset Mgmt | Fixed income | $8.6M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | Allspring St Investment Fund S1collective trust | SEI Trust Company | Pooled vehicles | $1.1M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2023 | Fiam Long Corporate Commingled Poolcollective trust | Fidelity Institutional Asset Mgmt | Pooled vehicles | $15.1M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2023 | Fiam Long U.S. Treasury Strips Indecollective trust | Fidelity Institutional Asset Mgmt | Fixed income | $6.0M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2023 | Fiam 8-10 Year Corporate Bondcollective trust | Fidelity Institutional Asset Mgmt | Fixed income | $4.9M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | Nuveen/sei Trust Company Investmentcollective trust | SEI Trust Company | Pooled vehicles | $18.9M held | Disclosed holding | askebsa.dol.gov |
Size and funding
32 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 | 1,115 | $73.0M | $88.1M | 87.9% | $71.1M | n/a | n/a | n/a |
| 2023 to Dec 31, 2023 | 1,168 | $68.6M | $91.5M | 82.4% | $73.0M | n/a | n/a | n/a |
| 2022 to Dec 31, 2022 | 1,245 | $110M | $98.1M | 107.3% | $68.6M | $0 | $0 | $0 |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- Fidelity Institutional Asset Mgt Tc codes 28 51 $46,402 PY2024
- Fiam Long Corporate Commingled Pool Sched. D C $18.3M PY2024
- Fiam Long US Treas Strips Indx Pool Sched. D C $5.0M PY2024
- Fiam 8-10 Year Corp Bond Comm Pool Sched. D C $8.6M PY2024
- Short-Term Investment Fund a Sched. D C $1.1M PY2024
- Willis Towers Watson US LLC codes 11 PY2024
- Fiam 8-10 Year Corp Bond Comm Pool Sched. D C $4.9M PY2023
- Fiam Long Corporate Commingled Pool Sched. D C $15.1M PY2023
- Fiam Long US Treas Strips Indx Pool Sched. D C $6.0M PY2023
- Nuveen Long 20-30 Corporate Bond Sched. D C PY2023
- Willis Towers Watson US LLC codes 11 PY2023
- Nuveen Long 20-30 Corporate Bond Sched. D C $18.9M PY2022
- Willis Towers Watson US LLC codes 11 PY2022
What changed
8 events
- Dec 31, 2024Holding startedTree Top, Inc. Pension Plan first reports an interest in Allspring St Investment Fund S1: $1M at 2024-12-31with Allspring St Investment Fund S1askebsa.dol.gov
- Jan 1, 2024Funded status changedTree Top, Inc. Pension Plan funded ratio 82.4% -> 87.9% (2023-01-01 to 2024-01-01)
- Dec 31, 2023Holding endedinferenceTree Top, Inc. Pension Plan no longer reports Nuveen/sei Trust Company Investment (last held $19M at 2022-12-31; absent from the 2023-12-31 filing)with Nuveen/sei Trust Company Investmentaskebsa.dol.gov
- Dec 31, 2023Holding startedTree Top, Inc. Pension Plan first reports an interest in Fiam 8-10 Year Corporate Bond (Fidelity Institutional Asset Mgmt): $5M at 2023-12-31with Fidelity Institutional Asset Mgmtaskebsa.dol.gov
- Dec 31, 2023Holding startedTree Top, Inc. Pension Plan first reports an interest in Fiam Long U.S. Treasury Strips Inde (Fidelity Institutional Asset Mgmt): $6M at 2023-12-31with Fidelity Institutional Asset Mgmtaskebsa.dol.gov
- Dec 31, 2023Holding startedTree Top, Inc. Pension Plan first reports an interest in Fiam Long Corporate Commingled Pool (Fidelity Institutional Asset Mgmt): $15M at 2023-12-31with Fidelity Institutional Asset Mgmtaskebsa.dol.gov
- Jan 1, 2023Funded status changedTree Top, Inc. Pension Plan funded ratio 107.2% -> 82.4% (2022-01-01 to 2023-01-01)
- Jan 1, 2023Assets changedTree Top, Inc. Pension Plan plan assets $110M -> $69M (-37.5%, 2022-01-01 to 2023-01-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 910720280-001
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.