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

West Valley Pension Plan

Corporate pensionWest Valley, NY

Assets

$126M

Total assets, Dec 31, 2024 reported

Funded

88.4%

Jan 1, 2024

Private markets target

n/a

policy Dec 31, 2024

Commitments

none on the tape

Plan sponsor: Ch2m Hill Bwxt West Valley, LLC

Allocation policy

Form 5500, as of Dec 31, 2024

Actual allocation lines without a target (as filed)

Interest-bearing cash 0.6%
Common/collective trusts 98.2%

Consultants and advisers

2 firms

Willis Towers Watson US LLC Actuarythrough Dec 31, 2022 Form 5500
State Street Corporation Custodianthrough 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)

Mercer Investments LLCplan years 2022

Commitments

27 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	Mercer Active Long Corporate Fixedcollective trust	Mercer Trust Company	Fixed income	$45.7M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2024	Mercer Emerging Markets Equity Portcollective trust	Mercer Trust Company	Public equity	$5.6M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2024	Mercer Global Low Volatility Equitycollective trust	Mercer Trust Company	Public equity	$2.2M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2024	Mercer Long Strips Fixed Incomecollective trust	Mercer Trust Company	Fixed income	$8.4M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2024	Mercer Non-Us Core Equity Portfoliocollective trust	Mercer Trust Company	Public equity	$12.3M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2024	Mercer Opportunistic Fixed Incomecollective trust	Mercer Trust Company	Hedge / diversifiers	$5.9M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2024	Mercer Passive Long Government Fixecollective trust	Mercer Trust Company	Pooled vehicles	$12.0M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2024	Mercer US Large Cap Core Passive Eqcollective trust	Mercer Trust Company	Public equity	$27.5M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2024	Mercer US Small/mid Cap Equity Portcollective trust	Mercer Trust Company	Public equity	$4.4M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2023	Mercer Long Strips Fixed Incomecollective trust	Mercer Trust Company	Fixed income	$9.7M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2023	Mercer Non-Us Core Equity Portfoliocollective trust	Mercer Trust Company	Public equity	$14.2M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2023	Mercer Opportunistic Fixed Incomecollective trust	Mercer Trust Company	Hedge / diversifiers	$5.7M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2023	Mercer Passive Long Government Fixecollective trust	Mercer Trust Company	Pooled vehicles	$12.8M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2023	Mercer US Large Cap Core Passive Eqcollective trust	Mercer Trust Company	Public equity	$17.7M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2023	Mercer US Small/mid Cap Equity Portcollective trust	Mercer Trust Company	Public equity	$5.5M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2023	Mercer Active Long Corporate Fixedcollective trust	Mercer Trust Company	Fixed income	$48.0M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2023	Mercer Emerging Markets Equity Portcollective trust	Mercer Trust Company	Public equity	$7.6M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2023	Mercer Global Low Volatility Equitycollective trust	Mercer Trust Company	Public equity	$6.5M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2022	Mercer Active Long Corporate Fixedcollective trust	Mercer Trust Compant	Fixed income	$30.0M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2022	Mercer Emerging Markets Equity Portcollective trust	Mercer Trust Compant	Public equity	$12.6M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2022	Mercer Global Low Volatility Equitycollective trust	Mercer Trust Compant	Public equity	$12.5M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2022	Mercer Long Strips Fixed Incomecollective trust	Mercer Trust Compant	Fixed income	$15.3M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2022	Mercer Non-Us Core Equity Portfoliocollective trust	Mercer Trust Compant	Public equity	$12.9M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2022	Mercer Opportunistic Fixed Incomecollective trust	Mercer Trust Compant	Hedge / diversifiers	$6.7M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2022	Mercer Passive Long Government Fixecollective trust	Mercer Trust Compant	Pooled vehicles	$7.6M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2022	Mercer US Large Cap Core Passive Eqcollective trust	Mercer Trust Compant	Public equity	$14.8M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2022	Mercer US Small/mid Cap Equity Portcollective trust	Mercer Trust Compant	Public equity	$8.7M held	Disclosed holding	askebsa.dol.gov

Size and funding

33 readings

Total assets

$126M Dec 31, 2024 reported Form 5500

$129M (2023-12) · $122M (2022-12)

Plan assets

$129M Jan 1, 2024 reported Form 5500

$122M (2023-01) · $151M (2022-01)

Net assets

$126M Dec 31, 2024 reported Form 5500

$128M (2023-12) · $122M (2022-12)

Funded ratio

88.4% Jan 1, 2024 reported Form 5500

85.7% (2023-01) · 105.6% (2022-01)

Funding target

$132M Jan 1, 2024 reported Form 5500

$129M (2023-01) · $124M (2022-01)

Discount rate

5.12% Jan 1, 2024 reported Form 5500

5.25% (2023-01) · 5.41% (2022-01)

Participants

766 Jan 1, 2024 reported Form 5500

774 (2023-01) · 782 (2022-01)

Contributions

$1.6M Dec 31, 2024 reported Form 5500

$169,189 (2023-12) · $13.9M (2022-12)

Benefits paid

$7.8M Dec 31, 2024 reported Form 5500

$7.1M (2023-12) · $6.9M (2022-12)

Net investment income

$-2.3M Dec 31, 2024 reported Form 5500

$6.8M (2023-12) · $-29.2M (2022-12)

Investment management fees

$333,783 Dec 31, 2024 reported Form 5500

$324,502 (2023-12) · $419,526 (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	766	$129M	$132M	88.4%	$126M	n/a	n/a	n/a
2023 to Dec 31, 2023	774	$122M	$129M	85.7%	$129M	n/a	n/a	n/a
2022 to Dec 31, 2022	782	$151M	$124M	105.6%	$122M	n/a	n/a	n/a

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

Mercer Investment Management codes $333,783 PY2024
Towers Watson codes 11 $171,540 PY2024
Milliman codes 38 $92,114 PY2024
State Street codes 18 $72,721 PY2024
Mercer Long Strips Fixed Income Por Sched. D C $8.4M PY2024
Mercer Non-Us Core Equity Portfolio Sched. D C $12.3M PY2024
Mercer Active Long Corporate Fixed Sched. D C $45.7M PY2024
Mercer Emerging Markets Equity Port Sched. D C $5.6M PY2024
Mercer Global Low Volatility Equity Sched. D C $2.2M PY2024
Mercer Opportunistic Fixed Income P Sched. D C $5.9M PY2024
Mercer Passive Long Government Fixe Sched. D C $12.0M PY2024
Mercer US Large Cap Core Passive Eq Sched. D C $27.5M PY2024
Mercer US Small/mid Cap Equity Port Sched. D C $4.4M PY2024
Willis Towers Watson US LLC codes 11 PY2024
Mercer Investment Management codes 51 52 $324,502 PY2023
Towers Watson codes 11 $123,859 PY2023
Milliman codes 38 $77,241 PY2023
State Street codes 18 $70,325 PY2023
Mercer Global Low Volatility Equity Sched. D C $6.5M PY2023
Mercer Long Strips Fixed Income Por Sched. D C $9.7M PY2023
Mercer Non-Us Core Equity Portfolio Sched. D C $14.2M PY2023
Mercer Opportunistic Fixed Income P Sched. D C $5.7M PY2023
Mercer Passive Long Government Fixe Sched. D C $12.8M PY2023
Mercer US Large Cap Core Passive Eq Sched. D C $17.7M PY2023
Mercer US Small/mid Cap Equity/port Sched. D C $5.5M PY2023
Mercer Active Long Corporate Fixed Sched. D C $48.0M PY2023
Mercer Emerging Markets Equity Port Sched. D C $7.6M PY2023
Willis Towers Watson US LLC codes 11 PY2023
Mercer Investment Management codes 51 52 $419,526 PY2022
Towers Watson codes 11 $201,957 PY2022
State Street codes 18 $73,833 PY2022
Milliman codes 38 $66,699 PY2022
Mercer Active Long Corporate Fixed Sched. D C $30.0M PY2022
Mercer Emerging Markets Equity Port Sched. D C $12.6M PY2022
Mercer Global Low Volatility Equit Sched. D C $12.5M PY2022
Mercer Long Strips Fixed Income Por Sched. D C $15.3M PY2022
Mercer Opportunistic Fixed Income P Sched. D C $6.7M PY2022
Mercer Passive Long Government Fixe Sched. D C $7.6M PY2022
Mercer US Large Cap Core Passive Eq Sched. D C $14.8M PY2022
Mercer US Small/mid Cap Equity Port Sched. D C $8.7M PY2022
Mercer Non-Us Core Equity Portfolio Sched. D C $12.9M PY2022
Willis Towers Watson US LLC codes 11 PY2022

What changed

3 events

Jan 1, 2024Funded status changed
West Valley Pension Plan funded ratio 85.7% -> 88.4% (2023-01-01 to 2024-01-01)
askebsa.dol.gov
Jan 1, 2023Funded status changed
West Valley Pension Plan funded ratio 105.6% -> 85.7% (2022-01-01 to 2023-01-01)
askebsa.dol.gov
Jan 1, 2023Assets changed
West Valley Pension Plan plan assets $151M -> $122M (-19.4%, 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 900629675-001

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.