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

Stoel Rives LLP Cash Balance Plan

Corporate pensionPortland, OR

Assets

$41.2M

Total assets, Dec 31, 2024 reported

Funded

122.9%

Jan 1, 2024

Private markets target

n/a

policy Dec 31, 2024

Commitments

none on the tape

Plan sponsor: Stoel Rives LLP

Allocation policy

Form 5500, as of Dec 31, 2024

Actual allocation lines without a target (as filed)

Interest-bearing cash 12.4%
Common/collective trusts 70.5%
Registered investment companies 17.0%

Consultants and advisers

2 firms

Principal Custody Solutions Custodianthrough Dec 31, 2022 Form 5500
October Three Consulting LLC Actuarythrough Dec 31, 2022 Form 5500

People

No investment staff or executives have been read for this allocator yet.

Manager roster

No manager relationship is on the tape for this allocator.

Commitments

37 rows, 0 dated closings

Disclosed holdings (from the plan’s performance or holdings report, as of the report date)

Date	Fund	Manager	Bucket	Amount	Status	Source
as of Dec 31, 2024	Allspring Growth Cit Ncollective trust	SEI Trust Company	Pooled vehicles	$4.4M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2024	Principal/ab Large Cap Growth Citcollective trust	SEI Trust Company	Public equity	$1.5M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2024	Principal/blackrock Intl Eqty Indexcollective trust	SEI Trust Company	Pooled vehicles	$1.5M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2024	Principal/blackrock S&p Mc Indx Citcollective trust	SEI Trust Company	Pooled vehicles	$2.5M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2024	Principal/blackrock S&p 500 Indexcollective trust	SEI Trust Company	Pooled vehicles	$3.9M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2024	Principal/causeway International Vacollective trust	SEI Trust Company	Pooled vehicles	$1.1M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2024	Principal/dodge & Cox Intermediatecollective trust	SEI Trust Company	Pooled vehicles	$4.4M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2024	Pfg/federated Total Return Bond Citcollective trust	SEI Trust Company	Fixed income	$4.4M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2024	Principal/mfs Value Cit Fcollective trust	SEI Trust Company	Pooled vehicles	$1.2M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2024	Pfg/multi-Manager Small Cap Cit Ncollective trust	SEI Trust Company	Public equity	$1.4M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2024	Principal/t. Rowe Price Institutioncollective trust	SEI Trust Company	Pooled vehicles	$1.2M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2024	Principal/trp Inst Lcg Mgd Cit Fcollective trust	SEI Trust Company	Pooled vehicles	$1.5M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2023	Principal/causeway International Vacollective trust	SEI Trust Company	Pooled vehicles	$927,119 held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2023	Allspring Growth Cit Ncollective trust	SEI Trust Company	Pooled vehicles	$3.6M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2023	Principal/ab Large Cap Growth Citcollective trust	SEI Trust Company	Public equity	$1.2M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2023	Principal/blackrock Intl Eqty Indexcollective trust	SEI Trust Company	Pooled vehicles	$1.2M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2023	Principal/blackrock S&p Mc Indx Citcollective trust	SEI Trust Company	Pooled vehicles	$2.2M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2023	Principal/blackrock S&p 500 Indexcollective trust	SEI Trust Company	Pooled vehicles	$3.2M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2023	Principal/dodge & Cox Intermediatecollective trust	SEI Trust Company	Pooled vehicles	$3.6M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2023	Pfg/federated Total Return Bond Citcollective trust	SEI Trust Company	Fixed income	$3.6M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2023	Principal/mfs Value Cit Fcollective trust	SEI Trust Company	Pooled vehicles	$990,789 held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2023	Pfg/multi-Manager Small Cap Cit Ncollective trust	SEI Trust Company	Public equity	$1.2M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2023	Principal/t. Rowe Price Institutioncollective trust	SEI Trust Company	Pooled vehicles	$1.0M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2023	Principal/trp Inst Lcg Mgd Cit Fcollective trust	SEI Trust Company	Pooled vehicles	$1.2M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2022	Principal/mfs Value Cit Fcollective trust	Principal Bank	Pooled vehicles	$1.1M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2022	Pfg/multi-Manager Small Cap Cit Ncollective trust	Principal Bank	Public equity	$1.3M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2022	Principal/t. Rowe Price Institutioncollective trust	Principal Bank	Pooled vehicles	$1.1M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2022	Principal/trp Inst Lcg Mgd Cit Fcollective trust	Principal Bank	Pooled vehicles	$1.0M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2022	Principal/blackrock S&p Mc Indx Citcollective trust	Principal Bank	Pooled vehicles	$2.4M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2022	Principal/blackrock S&p 500 Indexcollective trust	Principal Bank	Pooled vehicles	$3.5M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2022	Principal/causeway International Vacollective trust	Principal Bank	Pooled vehicles	$1.0M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2022	Allspring Core Bond II Citcollective trust	Principal Bank	Fixed income	$4.0M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2022	Pfg/federated Total Return Bond Citcollective trust	Principal Bank	Fixed income	$3.9M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2022	Principal/blackrock Intl Eqty Indexcollective trust	1371600	Pooled vehicles	$1.4M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2022	Voya Large Cap Growth Cit Ncollective trust	Principal Bank	Public equity	$1.1M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2022	Allspring Growth Cit Ncollective trust	SEI Trust Company	Pooled vehicles	$528,062 held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2022	Allspring Core Bond Cit Fcollective trust	SEI Trust Company	Fixed income	$4.0M held	Disclosed holding	askebsa.dol.gov

Size and funding

30 readings

Total assets

$41.2M Dec 31, 2024 reported Form 5500

$34.3M (2023-12) · $36.5M (2022-12)

Plan assets

$34.3M Jan 1, 2024 reported Form 5500

$36.5M (2023-01) · $50.2M (2022-01)

Net assets

$41.1M Dec 31, 2024 reported Form 5500

$34.2M (2023-12) · $36.4M (2022-12)

Funded ratio

122.9% Jan 1, 2024 reported Form 5500

118.8% (2023-01) · 118.8% (2022-01)

Funding target

$27.9M Jan 1, 2024 reported Form 5500

$30.7M (2023-01) · $42.3M (2022-01)

Discount rate

5.06% Jan 1, 2024 reported Form 5500

5.07% (2023-01) · 5.19% (2022-01)

Participants

203 Jan 1, 2024 reported Form 5500

237 (2023-01) · 255 (2022-01)

Contributions

$12.0M Dec 31, 2024 reported Form 5500

$6.0M (2023-12) · $5.5M (2022-12)

Benefits paid

$7.9M Dec 31, 2024 reported Form 5500

$12.2M (2023-12) · $12.3M (2022-12)

Net investment income

$6.8M Dec 31, 2024 reported Form 5500

$-2.2M (2023-12) · $-13.8M (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	203	$34.3M	$27.9M	122.9%	$41.2M	n/a	n/a	n/a
2023 to Dec 31, 2023	237	$36.5M	$30.7M	118.8%	$34.3M	n/a	n/a	n/a
2022 to Dec 31, 2022	255	$50.2M	$42.3M	118.8%	$36.5M	n/a	n/a	n/a

Service providers and investment entities as filed (Schedule C and D, latest year first)

Principal Bank codes 12 15 19 21 27 50 $106,438 PY2024
October Three Consulting LLC codes 11 $75,000 PY2024
Geffen Mesher & Co., PC codes 10 $24,825 PY2024
Principal/blackrock International E Sched. D C $1.5M PY2024
Principal/blackrock S&p Midcap Inde Sched. D C $2.5M PY2024
Principal/blackrock S&p 500 Index C Sched. D C $3.9M PY2024
Allspring Core Bond Cit N Sched. D C $4.4M PY2024
Principal/alliance Bernstein Large Sched. D C $1.5M PY2024
Principal/t. Rowe Price Institution Sched. D C $1.2M PY2024
Principal/t. Rowe Price Institution Sched. D C $1.5M PY2024
Principal/causeway International Va Sched. D C $1.1M PY2024
Principal/dodge & Cox Intermediate Sched. D C $4.4M PY2024
Principal/federated Total Return Bo Sched. D C $4.4M PY2024
Principal/mfs Value Cit Sched. D C $1.2M PY2024
Principal/multi-Manager Small Cap C Sched. D C $1.4M PY2024
October Three Consulting LLC codes 11 PY2024
Principal Bank codes 12 15 19 21 27 50 $97,583 PY2023
October Three Consulting LLC codes 11 $73,668 PY2023
Geffen Mesher & Co., PC codes 10 $23,650 PY2023
Allspring Core Bond Cit N Sched. D C $3.6M PY2023
Principal/ab Large Cap Growth Cit Sched. D C $1.2M PY2023
Principal/blackrock International E Sched. D C $1.2M PY2023
Principal/blackrock S&p Midcap Inde Sched. D C $2.2M PY2023
Principal/blackrock S&p 500 Index C Sched. D C $3.2M PY2023
Principal/causeway International Va Sched. D C $927,119 PY2023
Principal/dodge & Cox Intermediate Sched. D C $3.6M PY2023
Principal/federated Total Return Bo Sched. D C $3.6M PY2023
Principal/mfs Value Cit Sched. D C $990,789 PY2023
Principal/multi-Manager Small Cap C Sched. D C $1.2M PY2023
Principal/t. Rowe Price Institution Sched. D C $1.0M PY2023
Principal/t. Rowe Price Institution Sched. D C $1.2M PY2023
Principal/voya Large Cap Growth Cit Sched. D C PY2023
Allspring Growth Cit N Sched. D C PY2023
October Three Consulting LLC codes 11 PY2023
Principal Bank codes 12 15 19 21 27 50 $117,300 PY2022
October Three Consulting LLC codes 11 $68,040 PY2022
Geffen Mesher & Co., PC codes 10 $21,500 PY2022
Principal/mfs Value Cit Sched. D C $1.1M PY2022
Principal/multi-Manager Small Cap Sched. D C $1.3M PY2022
Principal/t.rowe Price Inst Eq Sched. D C $1.1M PY2022
Principal/t.rowe Price Inst Lg Sched. D C $1.0M PY2022
Principal/blackrock S&p Midcap in Sched. D C $2.4M PY2022
Principal/blackrock S&p 500 Index Sched. D C $3.5M PY2022
Principal/causeway Inter Value Sched. D C $1.0M PY2022
Principal/dodge & Cox Inter Bond Sched. D C $4.0M PY2022
Principal/federated Total Return Sched. D C $3.9M PY2022
Principal/bleckrock Intl Eq Index Sched. D C $1.4M PY2022
Principal/voya Lg Cap Growth Cit Sched. D C $1.1M PY2022
Alallspring Growth Cit Sched. D C $528,062 PY2022
Allspring Core Bond Cit Sched. D C $4.0M PY2022
Wells Fargo Core Bond Cit Sched. D C PY2022
Wells Fargo Growth Cit Sched. D C PY2022
October Three Consulting LLC codes 11 PY2022

What changed

8 events

Dec 31, 2024Assets changed
Stoel Rives LLP Cash Balance Plan total assets $34M -> $41M (+20.0%, 2023-12-31 to 2024-12-31)
askebsa.dol.gov
Jan 1, 2024Funded status changed
Stoel Rives LLP Cash Balance Plan funded ratio 118.8% -> 122.9% (2023-01-01 to 2024-01-01)
askebsa.dol.gov
Dec 31, 2023Holding endedinference
Stoel Rives LLP Cash Balance Plan no longer reports Allspring Core Bond II Cit (last held $4M at 2022-12-31; absent from the 2023-12-31 filing)
with Allspring Core Bond II Citaskebsa.dol.gov
Dec 31, 2023Holding endedinference
Stoel Rives LLP Cash Balance Plan no longer reports Voya Large Cap Growth Cit N (last held $1M at 2022-12-31; absent from the 2023-12-31 filing)
with Voya Large Cap Growth Cit Naskebsa.dol.gov
Dec 31, 2023Holding endedinference
Stoel Rives LLP Cash Balance Plan no longer reports Allspring Core Bond Cit F (last held $4M at 2022-12-31; absent from the 2023-12-31 filing)
with Allspring Core Bond Cit Faskebsa.dol.gov
Dec 31, 2023Holding started
Stoel Rives LLP Cash Balance Plan first reports an interest in Principal/ab Large Cap Growth Cit: $1M at 2023-12-31
with Principal/ab Large Cap Growth Citaskebsa.dol.gov
Dec 31, 2023Holding started
Stoel Rives LLP Cash Balance Plan first reports an interest in Principal/dodge & Cox Intermediate: $4M at 2023-12-31
with Principal/dodge & Cox Intermediateaskebsa.dol.gov
Jan 1, 2023Assets changed
Stoel Rives LLP Cash Balance Plan plan assets $50M -> $36M (-27.4%, 2022-01-01 to 2023-01-01)
askebsa.dol.gov

Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.

Provenance

Identifiers: EIN-PN 930408771-012

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.