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
Pension Plan for Employees of St. Lukes Hospital of Duluth
Corporate pensionDuluth, MN
Assets
$129M
Total assets, Dec 31, 2024 reported
Funded
95.9%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
3
none on the tape
Plan sponsor: ST. Lukes Hospital of Duluth
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
- Other investments 53.3%
- Common/collective trusts 45.2%
- Registered investment companies 1.0%
Consultants and advisers
3 firms
- SLC Management Investment adviser (plan)through Dec 31, 2024 Form 5500
- SLC Management Investment adviser (plan)through Dec 31, 2022 Form 5500
- Fidelity Investments 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 | DB Growth Portfoliocollective trust | Great Gray Trust Company, LLC | Pooled vehicles | $58.3M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2023 | DB Growth Portfoliocollective trust | Wilmington Trust, N.A. | Pooled vehicles | $58.7M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | DB Growth Portfoliocollective trust | Wilmington Trust, N.A. | Pooled vehicles | $57.6M 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 | 1,287 | $132M | $145M | 95.9% | $129M | n/a | n/a | n/a |
| 2023 to Dec 31, 2023 | 1,309 | $128M | $147M | 94.0% | $132M | n/a | n/a | n/a |
| 2022 to Dec 31, 2022 | 1,548 | $171M | $149M | 106.6% | $128M | n/a | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- SLC Management codes 27 50 $224,336 PY2024
- DB Growth Portfolio Sched. D C $58.3M PY2024
- Fidelity Investments codes 11 PY2024
- SLC Management codes 27 50 $348,280 PY2023
- Wilmington Trust Cit Db Growth Port Sched. D C $58.7M PY2023
- Fidelity Investments codes 11 PY2023
- SLC Management codes 27 50 $303,516 PY2022
- Wilmington Trust Cit Db Growth Port Sched. D C $57.6M PY2022
- Fidelity Investments codes 11 PY2022
What changed
2 events
- Jan 1, 2023Funded status changedPension Plan for Employees of St. Lukes Hospital of Duluth funded ratio 106.6% -> 94.0% (2022-01-01 to 2023-01-01)
- Jan 1, 2023Assets changedPension Plan for Employees of St. Lukes Hospital of Duluth plan assets $171M -> $128M (-25.4%, 2022-01-01 to 2023-01-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 410714079-002
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.