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
Peter Pan Seafoods, Inc. Employees Retirement Plan
Corporate pensionBellevue, WA
Assets
$14.7M
Total assets, Dec 31, 2024 reported
Funded
104.8%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
3
none on the tape
Plan sponsor: PSF, Inc.
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
- Interest-bearing cash 1.4%
- Common/collective trusts 1.9%
- Registered investment companies 96.7%
Consultants and advisers
2 firms
- Principal Trust Co. Custodianthrough Dec 31, 2022 Form 5500
- USI Consulting Group 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
3 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 | Principal/blackrock S&p 500 Indexcollective trust | Principal Bank | Pooled vehicles | $286,380 held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2023 | Principal/blackrock S&p 500 Indexcollective trust | Principal Bank | Pooled vehicles | $325,060 held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | Principal/blackrock S&p 500 Indexcollective trust | Principal Bank | Pooled vehicles | $885,385 held | Disclosed holding | askebsa.dol.gov |
Size and funding
32 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 | 226 | $16.3M | $14.9M | 104.8% | $14.7M | n/a | n/a | n/a |
| 2023 to Dec 31, 2023 | 233 | $15.3M | $15.1M | 105.5% | $16.3M | n/a | n/a | n/a |
| 2022 to Dec 31, 2022 | 245 | $22.0M | $17.0M | 114.0% | $15.3M | n/a | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- Principal Trust Company codes 15 19 21 38 50 $53,670 PY2024
- Principal Trust Company codes 15 19 21 38 62 PY2024
- Principal Trust Company codes 15 19 21 38 59 63 PY2024
- Blackrock S&p 500 Index Cit N Sched. D C $286,380 PY2024
- USI Consulting Group codes 11 PY2024
- Principal Trust Company codes 15 19 21 38 50 $71,597 PY2023
- Principal Trust Company codes 15 19 21 38 59 63 PY2023
- Principal Trust Company codes 15 19 21 38 62 PY2023
- Blackrock S&p 500 Index Cit N Sched. D C $325,060 PY2023
- USI Consulting Group codes 11 PY2023
- Principal Trust Company codes 15 19 21 38 50 $73,300 PY2022
- Principal Trust Company codes 15 19 21 38 62 PY2022
- Principal Trust Company codes 15 19 21 38 59 63 PY2022
- Blackrock S&p 500 Index Cit N Sched. D C $885,385 PY2022
- USI Consulting Group codes 11 PY2022
What changed
2 events
- Jan 1, 2023Funded status changedPeter Pan Seafoods, Inc. Employees Retirement Plan funded ratio 114.0% -> 105.5% (2022-01-01 to 2023-01-01)
- Jan 1, 2023Assets changedPeter Pan Seafoods, Inc. Employees Retirement Plan plan assets $22M -> $15M (-30.4%, 2022-01-01 to 2023-01-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 910556456-001
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.