Intermountain Retail Store Employees Pension Plan
Taft-Hartley plan, based in Bothell, Washington, reporting $223M in assets, for 12,168 participants.
Composed from this allocator's classification, location and filed figures.
Nothing material in the last 90 days. Last change: 1 Sep 2024, Intermountain Retail Store Employees Pension Plan funded ratio 89.0% -> 91.3% (2023-09-01 to 2024-09-01).
3 more advisers and 3 more commitments
Every figure, date and source on this page is shown. The names behind them, and every related record, open with the complete profile.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
Capital path
who backs this record, through what, into what; each name opens its own path- Artisan Multiple Investment Trust3 commitments
- State Street Real Asset Non-Lending3 commitments
- Artisan Partners3 commitments
- State Street Global Advisors Trust3 commitments
Relationship network
21 connected entities6 observed commitments5 repeat counterpartiescommitments 2023 to 2025
From board minutes, annual reports, Form 5500 filings and public records of commitments, consultants and staff in the allocator graph. Commitment amounts are those the allocator disclosed; many are not printed, and none is estimated.
Some relationships on this record are counted rather than named here. They open with the full profile.
Click any name or line for the commitments and sources behind it. Line weight is commitments together; dashed lines are inferred.
- Sponsor
- Fund or vehicle
- Service provider
- Organization
›How strength and recency are read
Managers, funds and consultants are read from the commitments: three or more is a strong observed relationship, two a repeat counterparty. No consultant link is marked current on the source, so none is labelled current or former here. Related plans, people and plan service providers are ordered by what the filing shows.
Darker lines were active in the last 24 months or are current; lighter lines are older or undated.
Size, funding, policy and commitments, with their basesTaft-Hartley planShowHide
Allocation policy
- Interest-bearing cash 1.4%
- Partnership/joint venture interests 19.7%
- Common/collective trusts 10.9%
- Registered investment companies 66.5%
Consultants and advisers
- Frsecure General consultantthrough Aug 31, 2023 Form 5500
- RVK, Inc. Investment adviser (plan)through Aug 31, 2023 Form 5500
- Wells Fargo Custodianthrough Aug 31, 2024 Form 5500
+3 more consultants and advisers advise this allocator
Every name, record and relationship behind this count, with the source on each.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
People
Manager roster
- Artisan Partners3 rows, latest Aug 31, 2025
- State Street Global Advisors Trust3 rows, latest Aug 31, 2025
- Artisan Partnersplan years
- State Street Global Advisorsplan years 2024
- Pgim Real Estate - Prisa II LPplan years 2023
What changed
- Sep 1, 2024Funded status changedIntermountain Retail Store Employees Pension Plan funded ratio 89.0% -> 91.3% (2023-09-01 to 2024-09-01)
- Sep 1, 2024Assets changedIntermountain Retail Store Employees Pension Plan plan assets $187M -> $206M (+10.3%, 2023-09-01 to 2024-09-01)
- Aug 31, 2024Assets changedIntermountain Retail Store Employees Pension Plan total assets $187M -> $207M (+10.2%, 2023-08-31 to 2024-08-31)
- Dec 31, 2023Manager relationship startedState Street Global Advisors Trust appears on Intermountain Retail Store Employees Pension Plan's Schedule C as investment manager (plan year 2023 vs 2022)with State Street Global Advisorsaskebsa.dol.gov
Commitments
| Date | Fund | Manager | Bucket | Amount | Vintage | Status | Source |
|---|---|---|---|---|---|---|---|
| as of Aug 31, 2025 | Artisan Multiple Investment Trustcollective trust | Artisan Partners | Pooled vehicles | $13.9M held | Disclosed holding | askebsa.dol.gov | |
| as of Aug 31, 2025 | State Street Real Asset Non-Lendingcollective trust | State Street Global Advisors Trust | Real assets | $10.4M held | Disclosed holding | askebsa.dol.gov | |
| as of Aug 31, 2024 | State Street Real Asset Non-Lendingcollective trust | State Street Global Advisors Trust | Real assets | $9.3M held | Disclosed holding | askebsa.dol.gov |
+3 more commitments
Every fund and manager this allocator committed to, with the amount, date and source on each.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
Size and funding
Form 5500 filings
| Plan year | Participants | Assets (SB market) | Funding target | FTAP | Total assets (H) | Partnerships / JV | Master trust | Real estate |
|---|---|---|---|---|---|---|---|---|
| 2024 to Aug 31, 2025 | 12,168 | Not disclosed | Not disclosed | n/a | $223M | $43.9M | Not disclosed | Not disclosed |
| 2023 to Aug 31, 2024 | 12,191 | Not disclosed | Not disclosed | n/a | $207M | $40.1M | Not disclosed | Not disclosed |
| 2022 to Aug 31, 2023 | 12,218 | Not disclosed | Not disclosed | n/a | $187M | $40.0M | Not disclosed | Not disclosed |
- Zenith American Solutions codes 13 36 $370,496 PY2024
- Horizon Actuarial Services LLC codes 11 $204,074 PY2024
- Reinhart Boerner van Deuren Sc codes 29 $102,511 PY2024
+39 more service providers
Every name, record and relationship behind this count, with the source on each.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
Provenance
Provenance
Intermountain Retail Store Employees Pension Plan sits on 4 traced paths of capital across the graphs.
DFX traced 4 paths of capital through this record
Every record on each path, what it committed or lent, and as of when.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
Derived from allocator disclosures, BDC schedules and SEC filings; confidence is the weakest hop.
Checking your plan…
Record history
- Funded status changed2024-09-01source on record
- Total assets changed2024-09-01source on record
- Total assets changed2024-08-31source on record
+1 more change on this record's ledger
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
The ledger records every merge, rename and reclassification this record went through and the dated filings observed on it, so the identity on this page can be traced to the records it was built from. The ledger's own sentences name other records, so they show with the names.
›Connections
every published relationship on the graph
+10 connections on the graph
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.