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 Multicare Health System
Corporate pensionTacoma, WA
Assets
$557M
Total assets, Dec 31, 2024 reported
Funded
107.8%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
6
none on the tape
Plan sponsor: Multicare Health System
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
- Interest-bearing cash 1.9%
- Corporate debt instruments (other) 31.9%
- U.S. Government securities 39.1%
- Other investments 1.6%
- Partnership/joint venture interests 0.5%
- Common/collective trusts 14.1%
- Registered investment companies 7.3%
Consultants and advisers
5 firms
- Pacific Investmt Management Co LLC Investment adviser (plan)through Dec 31, 2022 Form 5500
- Milliman, Inc. Pension consultantActuarythrough Dec 31, 2022 Form 5500
- Capital International, Inc. Investment adviser (plan)through Dec 31, 2022 Form 5500
- Principal Trust Co. Custodianthrough Dec 31, 2022 Form 5500
- Wells Fargo Bank Custodianthrough 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
- Legal and General3 rows, latest Dec 31, 2024
From Schedule C (investment management, code 28)
- Legal & General Inv Mgmt Americaplan years 2022
- Nisa Investment Advisors, LLCplan years 2022
Commitments
6 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 | Capital Group International Equitycollective trust | Capital Bank & Trust Company | Public equity | $9.5M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | Legal & General Long Duration U.S.collective trust | Legal and General | Fixed income | $69.2M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2023 | Capital Group International Equitycollective trust | Capital Bank & Trust Company | Public equity | $10.7M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2023 | Legal & General Long Duration U.S.collective trust | Legal and General | Fixed income | $70.4M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | Capital Group International Equitycollective trust | Capital Bank & Trust Company | Public equity | $12.7M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | Legal & General Long Duration U.S.collective trust | Legal and General | Fixed income | $63.8M 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 | 3,242 | $505M | $460M | 107.8% | $557M | $3.0M | n/a | n/a |
| 2023 to Dec 31, 2023 | 3,337 | $491M | $471M | 104.1% | $560M | $3.6M | n/a | n/a |
| 2022 to Dec 31, 2022 | 3,584 | $724M | $504M | 129.0% | $577M | $4.4M | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- Legal & General Investment Manageme codes 28 51 $377,415 PY2024
- Nisa Investment Advisors codes 28 50 52 $335,321 PY2024
- Milliman, Inc. codes 15 17 $303,855 PY2024
- Pimco Investment Management Co codes 27 28 50 51 52 $268,499 PY2024
- Principal Financial Group Inc codes 18 21 49 $115,205 PY2024
- Capital Group International Equity Sched. D C $9.5M PY2024
- Legal & General Long Duration US Cr Sched. D C $69.2M PY2024
- Milliman, Inc. codes 11 PY2024
- Nisa Investment Advisors codes 28 50 52 $316,573 PY2023
- Legal & General Investment Manageme codes 28 51 $281,635 PY2023
- Pimco Investment Management Co codes 27 28 50 51 52 $279,578 PY2023
- Milliman, Inc. codes 15 17 $278,603 PY2023
- Principal Financial Group Inc codes 18 21 49 $104,517 PY2023
- Capital International Inc codes 27 28 50 51 52 68 $76,769 PY2023
- Capital Group International Equity Sched. D C $10.7M PY2023
- Legal & General Long Duration US Cr Sched. D C $70.4M PY2023
- Milliman, Inc. codes 11 PY2023
- Nisa Investment Advisors codes 28 50 52 $443,998 PY2022
- Pimco Investment Management Co codes 27 28 50 51 52 $400,011 PY2022
- Milliman, Inc. codes 15 17 $357,291 PY2022
- Legal & General Investment Manageme codes 28 51 $311,701 PY2022
- Principal Financial Group Inc codes 18 21 49 $79,228 PY2022
- Capital International Inc codes 27 28 50 51 52 68 $75,733 PY2022
- Wells Fargo Bank codes 18 21 49 $25,761 PY2022
- Capital Group International Equity Sched. D C $12.7M PY2022
- Legal & General Long Duration US Cr Sched. D C $63.8M PY2022
- Milliman, Inc. codes 11 PY2022
What changed
4 events
- Dec 31, 2024Manager relationship endedinferenceCapital International Inc no longer appears on Retirement Plan for Employees of Multicare Health System's Schedule C as investment manager (plan year 2024 vs 2023)with Capital International, Inc.askebsa.dol.gov
- Jan 1, 2024Funded status changedRetirement Plan for Employees of Multicare Health System funded ratio 104.1% -> 107.8% (2023-01-01 to 2024-01-01)
- Jan 1, 2023Funded status changedRetirement Plan for Employees of Multicare Health System funded ratio 129.0% -> 104.1% (2022-01-01 to 2023-01-01)
- Jan 1, 2023Assets changedRetirement Plan for Employees of Multicare Health System plan assets $724M -> $491M (-32.2%, 2022-01-01 to 2023-01-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 911352172-001
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.