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 Salaried Employees of Rayonier Inc.
Corporate pensionWildlight, FL
Assets
n/a
Total assets, Sep 30, 2024 reported
Funded
94.7%
Jan 1, 2023
Private markets target
n/a
policy Dec 31, 2023
Commitments
5
none on the tape
Plan sponsor: Rayonier Inc.
Allocation policy
Form 5500, as of Dec 31, 2023
Actual allocation lines without a target (as filed)
- Pooled separate accounts 100.0%
Consultants and advisers
3 firms
- Wealthspire Retirement Advisory Investment adviser (plan)through Dec 31, 2023 Form 5500
- Empower Annuity Insurance Company Actuarythrough Dec 31, 2023 Form 5500
- Milliman, Inc. 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
5 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 | Fidelity 500 Indexseparate account | Allspring Global Investments | Pooled vehicles | $570,875 held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | Fidelity 500 Indexseparate account | Vanguard | Pooled vehicles | $1.2M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | Massmutual US Govt Mny Mkt R5separate account | Pimco | Pooled vehicles | $3.0M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | Long Duration Bond (empower)separate account | Empower Annuity Insurance Company of America | Fixed income | $19.7M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | Massmutual Mid Cap Growth Iseparate account | Massmutual | Pooled vehicles | $1.3M held | Disclosed holding | askebsa.dol.gov |
Size and funding
29 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 Sep 30, 2024 | 517 | n/a | n/a | n/a | $0 | n/a | n/a | n/a |
| 2023 to Dec 31, 2023 | 618 | $62.8M | $66.3M | 94.7% | $54.7M | n/a | n/a | n/a |
| 2022 to Dec 31, 2022 | 627 | $85.1M | $65.5M | 130.0% | $62.8M | 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 $262,173 PY2024
- NFP Retirement codes 27 $54,571 PY2024
- Empower Annuity Insurance Company codes 64 $20,654 PY2024
- Pimco Long-Term Credit Bond Instl Sched. D P PY2024
- Federated Hermes Kaufmann Small Cap Sched. D P PY2024
- Pimco Long Duration Total Return Sched. D P PY2024
- Vanguard Real Estate Index Admiral Sched. D P PY2024
- Allspring Special Small Cap Value a Sched. D P PY2024
- Vanguard Short-Term Bond Index Adm Sched. D P PY2024
- Fidelity Total International Index Sched. D P PY2024
- Fidelity 500 Index Sched. D P PY2024
- Pimco Investment Grade Credit Bond Sched. D P PY2024
- Empower Annuity Insurance Company codes 11 $286,928 PY2023
- NFP Retirement codes 27 $46,568 PY2023
- Empower Annuity Insurance Company codes 64 $38,366 PY2023
- Ennis Pellum & Associates CPA codes 10 $27,275 PY2023
- Fidelity 500 Index Sched. D P $7.2M PY2023
- Pimco Investement Grade Credit Bond Sched. D P $17.3M PY2023
- Pimco Long-Term Credit Bond Instl Sched. D P $7.1M PY2023
- Federated Hermes Kaufmann Small Cap Sched. D P $563,415 PY2023
- Fidelity Total International Index Sched. D P $5.0M PY2023
- Pimco Long Duration Total Return Sched. D P $16.4M PY2023
- Vanguard Real Estate Index Admiral Sched. D P $564,595 PY2023
- Wells Fargo Special Small Cap Value Sched. D P $570,875 PY2023
- Massmutual Mid Cap Growth I Sched. D P PY2023
- Pimco Income Instl Sched. D P PY2023
- Western Asset Core Plus Bond I Sched. D P PY2023
- Long Duration Bond (empower) Sched. D P PY2023
- Columbia Overseas Value a Sched. D P PY2023
- Vanguard International Growth Adm Sched. D P PY2023
- Pimco Extended Duration Instl Sched. D P PY2023
- Pimco Long-Term US Government a Sched. D P PY2023
- American Century Mid Cap Value Inv Sched. D P PY2023
- Vanguard Short-Term Bond Index Adm Sched. D P PY2023
- Milliman codes 11 PY2023
- Empower Annuity Insurance Company codes 13 $40,825 PY2022
- Ennis Pellum & Associates CPA codes 10 $12,750 PY2022
- Empower Annuity Insurance Company codes 64 PY2022
- Vanguard Real Estate Index Admiral Sched. D P $963,937 PY2022
- Vanguard International Growth Adm Sched. D P $2.3M PY2022
- Fidelity Total International Index Sched. D P $8.1M PY2022
- Pimco Income Instl Sched. D P $912,645 PY2022
- Columbia Overseas Value a Sched. D P $2.4M PY2022
- Federated Hermes Kaufmann Small Cap Sched. D P $1.5M PY2022
- Fidelity 500 Index Sched. D P $12.0M PY2022
- Wells Fargo Special Small Cap Value Sched. D P $1.6M PY2022
- Western Asset Core Plus Bond I Sched. D P $3.7M PY2022
- Vanguard Short-Term Bond Index Adm Sched. D P $1.2M PY2022
- Pimco Long-Term US Government a Sched. D P $3.0M PY2022
- Long Duration Bond (empower) Sched. D P $19.7M PY2022
- Massmutual Mid Cap Growth I Sched. D P $1.3M PY2022
- American Century Mid Cap Value Inv Sched. D P $1.3M PY2022
- Pimco Extended Duration Instl Sched. D P $3.0M PY2022
- Milliman codes 11 PY2022
What changed
8 events
- Sep 30, 2024Assets changedRetirement Plan for Salaried Employees of Rayonier Inc. total assets $55M -> $0 (-100.0%, 2023-12-31 to 2024-09-30)
- Dec 31, 2023Holding endedinferenceRetirement Plan for Salaried Employees of Rayonier Inc. no longer reports Long Duration Bond (empower) (last held $20M at 2022-12-31; absent from the 2023-12-31 filing)with Long Duration Bond (empower)askebsa.dol.gov
- Dec 31, 2023Holding endedinferenceRetirement Plan for Salaried Employees of Rayonier Inc. no longer reports Massmutual US Govt Mny Mkt R5 (last held $3M at 2022-12-31; absent from the 2023-12-31 filing)with Massmutual US Govt Mny Mkt R5askebsa.dol.gov
- Dec 31, 2023Holding endedinferenceRetirement Plan for Salaried Employees of Rayonier Inc. no longer reports Massmutual Mid Cap Growth I (last held $1M at 2022-12-31; absent from the 2023-12-31 filing)with Massmutual Mid Cap Growth Iaskebsa.dol.gov
- Dec 31, 2023Consultant changedinferenceNFP Retirement appears on Retirement Plan for Salaried Employees of Rayonier Inc.'s Schedule C as investment adviser (plan) (plan year 2023 vs 2022)with Wealthspire Retirement Advisoryaskebsa.dol.gov
- Dec 31, 2023Assets changedRetirement Plan for Salaried Employees of Rayonier Inc. total assets $63M -> $55M (-12.9%, 2022-12-31 to 2023-12-31)
- Jan 1, 2023Funded status changedRetirement Plan for Salaried Employees of Rayonier Inc. funded ratio 130.0% -> 94.7% (2022-01-01 to 2023-01-01)
- Jan 1, 2023Assets changedRetirement Plan for Salaried Employees of Rayonier Inc. plan assets $85M -> $63M (-26.1%, 2022-01-01 to 2023-01-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 132607329-040
Cross-graph: no entry on another DFX graph
First observed Sep 15, 2026, last observed Sep 16, 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.