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
BSS Retirement Plan
Corporate pensionSeattle, WA
Assets
$418M
Total assets, Dec 31, 2024 reported
Funded
106.8%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
0
none on the tape
Plan sponsor: The Boeing Co. and Consolidated Subsidiaries
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
- Master trust investment accounts 100.0%
Consultants and advisers
4 firms
- Conduent Hr Services LLC General consultantthrough Dec 31, 2022 Form 5500
- Pacific Resources Benefit General consultantthrough Dec 31, 2022 Form 5500
- Fidelity Institutional Asset Mgmt T General consultantthrough Dec 31, 2022 Form 5500
- 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 Schedule C
From Schedule C (investment management, code 28)
- The Boeing Co. and Consolidated Subsidiariesplan 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
31 readings
Investment management fees
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 | 2,380 | $490M | $446M | 106.8% | $418M | n/a | $418M | n/a |
| 2023 to Dec 31, 2023 | 2,567 | $549M | $528M | 103.6% | $490M | n/a | $490M | n/a |
| 2022 to Dec 31, 2022 | 3,082 | $868M | $677M | 113.0% | $549M | n/a | $549M | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- Willis Towers Watson US LLC codes 11 16 17 70 $229,222 PY2024
- Fidelity Inv Inst'l Op Co, LLC codes 13 15 49 61 $97,941 PY2024
- The Boeing Co and Consolidated Subs codes 10 14 28 $59,036 PY2024
- Deloitte & Touche LLP codes 10 $39,172 PY2024
- Foley & Lardner LLP codes 29 $12,382 PY2024
- Tbcerp Master Trust Sched. D M $418M PY2024
- Willis Towers Watson US LLC codes 11 PY2024
- Willis Towers Watson US LLC codes 11 17 $130,867 PY2023
- Fidelity Inv Inst'l Op Co, LLC codes 15 16 17 50 $77,859 PY2023
- The Boeing Co and Consolidated Subs codes 10 14 28 $63,205 PY2023
- Foley & Lardner LLP codes 29 $42,513 PY2023
- Deloitte & Touche LLP codes 10 $38,620 PY2023
- Tbcerp Master Trust Sched. D M $490M PY2023
- Willis Towers Watson US LLC codes 11 PY2023
- Conduent Hr Services, LLC codes 15 16 38 64 70 $154,560 PY2022
- Willis Towers Watson US LLC codes 11 16 17 50 70 $152,819 PY2022
- Herronpalmer codes 16 $65,028 PY2022
- Fidelity Inv Inst'l Op Co, LLC codes 15 16 17 50 $64,502 PY2022
- The Boeing Co and Consolidated Subs codes 10 14 28 $57,646 PY2022
- State Street Bank and Trust codes 13 15 49 62 $38,630 PY2022
- Deloitte & Touche LLP codes 10 $35,348 PY2022
- Foley & Lardner LLP codes 29 $24,933 PY2022
- Tbcerp Master Trust Sched. D M $549M PY2022
- Willis Towers Watson US LLC codes 11 PY2022
What changed
9 events
- Dec 31, 2024Consultant changedinferenceFidelity Inv Inst'l Op Co, LLC no longer appears on BSS Retirement Plan's Schedule C as general consultant (plan year 2024 vs 2023)with Fidelity Institutional Asset Mgmt Taskebsa.dol.gov
- Dec 31, 2024Assets changedBSS Retirement Plan total assets $490M -> $418M (-14.6%, 2023-12-31 to 2024-12-31)
- Jan 1, 2024Funded status changedBSS Retirement Plan funded ratio 103.6% -> 106.8% (2023-01-01 to 2024-01-01)
- Jan 1, 2024Assets changedBSS Retirement Plan plan assets $549M -> $490M (-10.8%, 2023-01-01 to 2024-01-01)
- Dec 31, 2023Consultant changedinferenceHerronpalmer no longer appears on BSS Retirement Plan's Schedule C as general consultant (plan year 2023 vs 2022)with Pacific Resources Benefitaskebsa.dol.gov
- Dec 31, 2023Consultant changedinferenceConduent Hr Services, LLC no longer appears on BSS Retirement Plan's Schedule C as general consultant (plan year 2023 vs 2022)with Conduent Hr Services LLCaskebsa.dol.gov
- Dec 31, 2023Assets changedBSS Retirement Plan total assets $549M -> $490M (-10.9%, 2022-12-31 to 2023-12-31)
- Jan 1, 2023Funded status changedBSS Retirement Plan funded ratio 113.0% -> 103.6% (2022-01-01 to 2023-01-01)
- Jan 1, 2023Assets changedBSS Retirement Plan plan assets $868M -> $549M (-36.7%, 2022-01-01 to 2023-01-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 910425694-060
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.