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
Retirement Plan for Employees of Intermountain Power Service Corporation
Corporate pensionDelta, UT
Assets
$330M
Total assets, Dec 31, 2024 reported
Funded
105.9%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
27
none on the tape
Plan sponsor: Intermountain Power Service Corporation
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
- Interest-bearing cash 1.1%
- Corporate debt instruments (other) 30.6%
- Corporate debt instruments (preferred) 2.7%
- U.S. Government securities 26.3%
- Insurance company general account 0.7%
- Other investments 0.2%
- Pooled separate accounts 10.6%
- Registered investment companies 27.1%
- Preferred stock 0.0%
Consultants and advisers
2 firms
- Prudential Insurance Company of Ame Investment adviser (plan)through Dec 31, 2022 Form 5500
- Empower 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
- Prudential Retirement & Annuity Ins27 rows, latest Dec 31, 2024
From Schedule C (investment management, code 28)
- Pacific Investmt Management Co LLCplan years 2022
Commitments
27 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 | Small Cap Value/integrityseparate account | Prudential Retirement & Annuity Ins | Public equity | $2.6M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | Small Cap Growth/timessquareseparate account | Prudential Retirement & Annuity Ins | Public equity | $2.8M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | Dryden S&p 500 Indexseparate account | Prudential Retirement & Annuity Ins | Pooled vehicles | $6.6M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | International Growth/artisanseparate account | Prudential Retirement & Annuity Ins | Pooled vehicles | $3.3M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | International Value/lsvseparate account | Prudential Retirement & Annuity Ins | Pooled vehicles | $3.3M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | Large Cap Growth/jp Morganseparate account | Prudential Retirement & Annuity Ins | Public equity | $4.4M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | Largecapgrowth / Mfs Fundseparate account | Prudential Retirement & Annuity Ins | Pooled vehicles | $4.1M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | Large Cap Value/lsv Asset Mgmtseparate account | Prudential Retirement & Annuity Ins | Public equity | $4.0M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | Robeco Bp Lgc Val Eq (is)separate account | Prudential Retirement & Annuity Ins | Pooled vehicles | $4.0M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2023 | Small Cap Value/integrityseparate account | Prudential Retirement & Annuity Ins | Public equity | $2.4M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2023 | Small Cap Growth/timessquareseparate account | Prudential Retirement & Annuity Ins | Public equity | $2.4M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2023 | Dryden S&p 500 Indexseparate account | Prudential Retirement & Annuity Ins | Pooled vehicles | $5.9M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2023 | International Growth/artisanseparate account | Prudential Retirement & Annuity Ins | Pooled vehicles | $3.1M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2023 | International Value/lsvseparate account | Prudential Retirement & Annuity Ins | Pooled vehicles | $3.7M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2023 | Large Cap Growth/jp Morganseparate account | Prudential Retirement & Annuity Ins | Public equity | $3.8M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2023 | Largecapgrowth / Mfs Fundseparate account | Prudential Retirement & Annuity Ins | Pooled vehicles | $3.8M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2023 | Large Cap Value/lsv Asset Mgmtseparate account | Prudential Retirement & Annuity Ins | Public equity | $3.3M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2023 | Robeco Bp Lgc Val Eq (is)separate account | Prudential Retirement & Annuity Ins | Pooled vehicles | $3.7M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | Small Cap Value/integrityseparate account | Prudential Retirement & Annuity Ins | Public equity | $2.0M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | Small Cap Growth/timessquareseparate account | Prudential Retirement & Annuity Ins | Public equity | $2.0M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | Dryden S&p 500 Indexseparate account | Prudential Retirement & Annuity Ins | Pooled vehicles | $4.9M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | International Growth/artisanseparate account | Prudential Retirement & Annuity Ins | Pooled vehicles | $2.9M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | International Value/lsvseparate account | Prudential Retirement & Annuity Ins | Pooled vehicles | $3.0M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | Large Cap Growth/jp Morganseparate account | Prudential Retirement & Annuity Ins | Public equity | $3.1M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | Largecapgrowth / Mfs Fundseparate account | Prudential Retirement & Annuity Ins | Pooled vehicles | $3.0M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | Large Cap Value/lsv Asset Mgmtseparate account | Prudential Retirement & Annuity Ins | Public equity | $3.3M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | Robeco Bp Lgc Val Eq (is)separate account | Prudential Retirement & Annuity Ins | Pooled vehicles | $3.2M 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 | 710 | $260M | $228M | 105.9% | $330M | n/a | n/a | n/a |
| 2023 to Dec 31, 2023 | 722 | $240M | $215M | 104.9% | $315M | n/a | n/a | $0 |
| 2022 to Dec 31, 2022 | 749 | $319M | $183M | 112.9% | $301M | n/a | n/a | $2.2M |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- Pimco codes 28 $607,453 PY2024
- Empower Annuity Insurance Company codes 27 $282,925 PY2024
- Small Cap Growth/timessquare Sched. D P $2.8M PY2024
- Dryden S&p 500 Index Sched. D P $6.6M PY2024
- International Growth/artisan Sched. D P $3.3M PY2024
- International Value/lsv Sched. D P $3.3M PY2024
- Small Cap Value/integrity Sched. D P $2.6M PY2024
- Large Cap Growth/mfs Fund Sched. D P $4.1M PY2024
- Large Cap Value/lsv Asset Mgmt Sched. D P $4.0M PY2024
- Robeco Bp Lgc Val Eq (is) Sched. D P $4.0M PY2024
- Large Cap Growth/jp Morgan Sched. D P $4.4M PY2024
- Empower codes 11 PY2024
- Pimco codes 28 $532,960 PY2023
- Empower Annuity Insurance Company codes 27 $269,501 PY2023
- International Growth/artisan Sched. D P $3.1M PY2023
- Small Cap Value/integrity Sched. D P $2.4M PY2023
- Small Cap Growth/timessquare Sched. D P $2.4M PY2023
- Dryden S&p 500 Index Sched. D P $5.9M PY2023
- International Value/lsv Sched. D P $3.7M PY2023
- Large Cap Growth/jp Morgan Sched. D P $3.8M PY2023
- Large Cap Growth/mfs Fund Sched. D P $3.8M PY2023
- Large Cap Value/lsv Asset Mgmt Sched. D P $3.3M PY2023
- Robeco Bp Lgc Val Eq (is) Sched. D P $3.7M PY2023
- Empower codes 11 PY2023
- Pimco codes 28 $591,289 PY2022
- Prudential Insurance Co of America codes 27 $18,050 PY2022
- Dryden S&p 500 Index Sched. D P $4.9M PY2022
- International Growth/artisan Sched. D P $2.9M PY2022
- Large Cap Value/lsv Asset Mgmt Sched. D P $3.3M PY2022
- Small Cap Value/integrity Sched. D P $2.0M PY2022
- Small Cap Growth/timessquare Sched. D P $2.0M PY2022
- Robeco Bp Lgc Val Eq (is) Sched. D P $3.2M PY2022
- International Value/lsv Sched. D P $3.0M PY2022
- Large Cap Growth/jp Morgan Sched. D P $3.1M PY2022
- Large Cap Growth/mfs Fund Sched. D P $3.0M PY2022
- Empower codes 11 PY2022
What changed
2 events
- Jan 1, 2023Funded status changedRetirement Plan for Employees of Intermountain Power Service Corporation funded ratio 112.9% -> 104.9% (2022-01-01 to 2023-01-01)
- Jan 1, 2023Assets changedRetirement Plan for Employees of Intermountain Power Service Corporation plan assets $319M -> $240M (-24.8%, 2022-01-01 to 2023-01-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 870388573-001
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.