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
Amalgamated Sugar Company Salaried Retirement Plan
Corporate pensionBoise, ID
Assets
n/a
Total assets, Dec 31, 2024 reported
Funded
91.6%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2023
Commitments
14
none on the tape
Plan sponsor: Amalgamated Sugar Company
Allocation policy
Form 5500, as of Dec 31, 2023
Actual allocation lines without a target (as filed)
- Insurance company general account 6.8%
- Common/collective trusts 27.1%
- Pooled separate accounts 41.1%
- Registered investment companies 25.0%
Consultants and advisers
3 firms
- Wealthspire Retirement Advisory Investment adviser (plan)through Dec 31, 2024 Form 5500
- Prudential Retirement & Annuity Ins Actuarythrough 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
2 managers on the commitment tape
From the plan’s own commitment disclosures
- Prudential Retirement & Annuity Ins5 rows, latest Dec 31, 2023
- Nuveen, LLC2 rows, latest Dec 31, 2023
From Schedule C (investment management, code 28)
- Nuveen Asset Managementplan years 2022
Commitments
14 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, 2023 | Small Cap Value/silvercrestseparate account | Prudential Retirement & Annuity Ins | Public equity | $2.1M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2023 | International Blend/wellingtonseparate account | Prudential Retirement & Annuity Ins | Pooled vehicles | $8.8M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2023 | Amalgamated Sugar Company Core Ficollective trust | Nuveen, LLC | Pooled vehicles | $7.9M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2023 | PRU Long Corporate Bondseparate account | Prudential Retirement & Annuity Ins | Fixed income | $17.0M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2023 | Mid Cap Gro II Class I1collective trust | Wilmington Trust, N.A. | Pooled vehicles | $1.7M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2023 | Large Cap Value Fund I1collective trust | Wilmington Trust, N.A. | Public equity | $3.4M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2023 | Small Cap Growth II Cl L1collective trust | Wilmington Trust, N.A. | Public equity | $2.1M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2023 | Large Cap Gro III Cl I1collective trust | Wilmington Trust, N.A. | Public equity | $3.4M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | Small Cap Value/silvercrestseparate account | Prudential Retirement & Annuity Ins | Public equity | $2.9M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | International Blend/wellingtonseparate account | Prudential Retirement & Annuity Ins | Pooled vehicles | $11.4M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | Amalgamated Sugar Company Core Ficollective trust | Nuveen, LLC | Pooled vehicles | $19.5M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | Large Cap Value Fund I1collective trust | Wilmington Trust, N.A. | Public equity | $4.8M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | Small Cap Growth II Cl L1collective trust | Wilmington Trust, N.A. | Public equity | $2.8M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | Large Cap Gro III Cl I1collective trust | Wilmington Trust, N.A. | Public equity | $4.5M held | Disclosed holding | askebsa.dol.gov |
Size and funding
33 readings
Investment management fees
$30,847 (2023-12) · $84,671 (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 | 418 | $68.0M | $76.8M | 91.6% | $0 | n/a | n/a | n/a |
| 2023 to Dec 31, 2023 | 427 | $65.4M | $77.7M | 90.4% | $68.0M | n/a | n/a | n/a |
| 2022 to Dec 31, 2022 | 428 | $84.5M | $77.2M | 99.0% | $65.4M | n/a | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- Empower Annuity Insurance Company codes 11 12 13 14 15 17 25 27 28 38 50 51 63 64 68 $301,282 PY2024
- NFP Retirement Inc codes 27 $25,781 PY2024
- Nuveen Asset Management codes 28 $10,462 PY2024
- Amalgamated Sugar Company Core Fi Sched. D C PY2024
- PRU Long Corp Bond Sched. D P PY2024
- MID Cap Gro II Class I1 Sched. D C PY2024
- Small Cap Growth II Ci I1 Sched. D C PY2024
- Large Cap Gro III Cl I1 Sched. D C PY2024
- Prudential Short-Term Sched. D P PY2024
- Long Duration Bond/ir&m Fund Sched. D P PY2024
- Large Cap Value Fund I1 Sched. D C PY2024
- Small Cap Value/silvercrest Sched. D P PY2024
- International Blend/wellington Sched. D P PY2024
- Empower codes 11 PY2024
- Empower Annuity Insurance Company codes 11 12 13 14 15 17 25 27 28 38 50 51 63 64 68 $77,589 PY2023
- Nuveen Asset Management codes 28 $30,847 PY2023
- International Blend/wellington Sched. D P $8.8M PY2023
- Small Cap Value/silvercrest Sched. D P $2.1M PY2023
- Amalgamated Sugar Company Core Fi Sched. D C $7.9M PY2023
- PRU Long Corp Bond Sched. D P $17.0M PY2023
- Mid Cap Gro II Class I1 Sched. D C $1.7M PY2023
- Large Cap Value Fund I1 Sched. D C $3.4M PY2023
- Small Cap Growth II Ci I1 Sched. D C $2.1M PY2023
- Large Cap Gro III Cl I1 Sched. D C $3.4M PY2023
- Empower codes 11 PY2023
- Nuveen Asset Management codes 28 $84,671 PY2022
- Prudential Retirement Ins codes 11 12 13 14 15 17 25 27 28 38 50 51 63 64 68 $67,511 PY2022
- Small Cap Growth II Ci I1 Sched. D C $2.8M PY2022
- Small Cap Value/silvercrest Sched. D P $2.9M PY2022
- International Blend/wellington Sched. D P $11.4M PY2022
- Large Cap Gro III Cl I1 Sched. D C $4.5M PY2022
- Amalgamated Sugar Company Div Value Sched. D C PY2022
- Amalgamated Sugar Company Lcg Sched. D C PY2022
- Amalgamated Sugar Company Core Fi Sched. D C $19.5M PY2022
- Large Cap Value Fund I1 Sched. D C $4.8M PY2022
- Empower codes 11 PY2022
What changed
6 events
- Dec 31, 2024Consultant changedinferenceNFP Retirement Inc appears on Amalgamated Sugar Company Salaried Retirement Plan's Schedule C as investment adviser (plan) (plan year 2024 vs 2023)with Wealthspire Retirement Advisoryaskebsa.dol.gov
- Dec 31, 2024Assets changedAmalgamated Sugar Company Salaried Retirement Plan total assets $68M -> $0 (-100.0%, 2023-12-31 to 2024-12-31)
- Dec 31, 2023Holding startedAmalgamated Sugar Company Salaried Retirement Plan first reports an interest in PRU Long Corporate Bond (Prudential Retirement & Annuity Ins): $17M at 2023-12-31with Prudential Retirement & Annuity Insaskebsa.dol.gov
- Dec 31, 2023Holding startedAmalgamated Sugar Company Salaried Retirement Plan first reports an interest in Mid Cap Gro II Class I1: $2M at 2023-12-31with Mid Cap Gro II Class I1askebsa.dol.gov
- Jan 1, 2023Funded status changedAmalgamated Sugar Company Salaried Retirement Plan funded ratio 99.0% -> 90.4% (2022-01-01 to 2023-01-01)
- Jan 1, 2023Assets changedAmalgamated Sugar Company Salaried Retirement Plan plan assets $85M -> $65M (-22.6%, 2022-01-01 to 2023-01-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 870568755-002
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.