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
Sanford Health Employees' Pension Plan
Corporate pensionSioux Falls, SD
Assets
n/a
Total assets, Sep 30, 2024 reported
Funded
102.8%
Jan 1, 2023
Private markets target
n/a
policy Dec 31, 2023
Commitments
0
none on the tape
Plan sponsor: Sanford Health
Allocation policy
Form 5500, as of Dec 31, 2023
Actual allocation lines without a target (as filed)
- Interest-bearing cash 3.4%
- Corporate debt instruments (other) 11.7%
- U.S. Government securities 3.3%
- Other investments 0.7%
- Registered investment companies 80.5%
Consultants and advisers
8 firms
- Agilis Partners LLC Pension consultantthrough Sep 30, 2024 Form 5500
- American Portfolios Investment adviser (plan)through Dec 31, 2022 Form 5500
- Ryan Labs Investment adviser (plan)through Dec 31, 2022 Form 5500
- Principal Custody Solutions Custodianthrough Dec 31, 2023 Form 5500
- Willis Towers Watson US LLC Actuarythrough Dec 31, 2022 Form 5500
- BMO Harris Bank, N.A. Custodianthrough Dec 31, 2022 Form 5500
- Morgan Stanley Investment Mgt Inc. Custodianthrough Dec 31, 2022 Form 5500
- First National Bank in Sioux Falls Trusteethrough 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)
- Seiplan years 2023
Commitments
No fund commitments are on the tape for this allocator. The tape holds the plans that publish their own private-markets reports; a plan that publishes one and is not here is a gap we can close.
Size and funding
29 readings
Investment management fees
$2.1M (2023-12) · $798,108 (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 Sep 30, 2024 | 2,229 | n/a | n/a | n/a | $0 | n/a | n/a | n/a |
| 2023 to Dec 31, 2023 | 2,934 | $283M | $296M | 102.8% | $236M | n/a | n/a | n/a |
| 2022 to Dec 31, 2022 | 2,123 | $221M | $176M | 122.4% | $283M | n/a | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- First National Bank in Sioux Falls codes 21 28 51 64 $1.0M PY2024
- Faegre Drinker Biddle & Reath LLP codes 29 50 $39,088 PY2024
- Morgan Stanley Investment Mgt Inc. codes 19 25 28 50 $18,140 PY2024
- Agilis LLC codes 17 50 $17,500 PY2024
- Principal Custody Solutions codes 19 21 25 50 $14,063 PY2024
- BMO Harris Bank, N.A. codes 19 25 28 50 59 $11,196 PY2024
- Willis Towers Watson US LLC codes 11 17 30 $412,933 PY2023
- Sei codes 28 51 $258,243 PY2023
- First National Bank in Sioux Falls codes 21 28 51 64 $235,367 PY2023
- Ryan Labs Asset Management codes 27 28 50 51 $165,277 PY2023
- Principal Custody Solutions codes 19 21 25 50 $73,321 PY2023
- BMO Harris Bank, N.A. codes 19 25 28 50 59 $60,246 PY2023
- Morgan Stanley Investment Mgt Inc. codes 19 25 28 50 $44,968 PY2023
- American Portfolios codes 27 28 50 51 $32,995 PY2023
- Willis Towers Watson US LLC codes 11 PY2023
- Ryan Labs Asset Management codes 27 28 50 51 $279,311 PY2022
- First National Bank in Sioux Falls codes 21 28 51 64 $278,292 PY2022
- American Portfolios codes 27 28 50 51 $220,425 PY2022
- Willis Towers Watson US LLC codes 11 17 30 $86,308 PY2022
- BMO Harris Bank, N.A. codes 19 25 28 50 59 $51,903 PY2022
- Morgan Stanley Investment Mgt Inc. codes 19 25 28 50 $20,079 PY2022
- Willis Towers Watson US LLC codes 11 PY2022
What changed
10 events
- Dec 31, 2024Consultant changedinferenceAgilis LLC appears on Sanford Health Employees' Pension Plan's Schedule C as pension consultant (plan year 2024 vs 2023)with Agilis Partners LLCaskebsa.dol.gov
- Dec 31, 2024Consultant changedinferenceWillis Towers Watson US LLC no longer appears on Sanford Health Employees' Pension Plan's Schedule C as pension consultant (plan year 2024 vs 2023)with Willis Towers Watson US LLCaskebsa.dol.gov
- Dec 31, 2024Manager relationship endedinferenceSei no longer appears on Sanford Health Employees' Pension Plan's Schedule C as investment manager (plan year 2024 vs 2023)with Seiaskebsa.dol.gov
- Dec 31, 2024Manager relationship endedinferenceRyan Labs Asset Management no longer appears on Sanford Health Employees' Pension Plan's Schedule C as investment manager (plan year 2024 vs 2023)with Ryan Labsaskebsa.dol.gov
- Dec 31, 2024Manager relationship endedinferenceAmerican Portfolios no longer appears on Sanford Health Employees' Pension Plan's Schedule C as investment manager (plan year 2024 vs 2023)with American Portfoliosaskebsa.dol.gov
- Sep 30, 2024Assets changedSanford Health Employees' Pension Plan total assets $236M -> $0 (-100.0%, 2023-12-31 to 2024-09-30)
- Dec 31, 2023Manager relationship startedSei appears on Sanford Health Employees' Pension Plan's Schedule C as investment manager (plan year 2023 vs 2022)with Seiaskebsa.dol.gov
- Dec 31, 2023Assets changedSanford Health Employees' Pension Plan total assets $283M -> $236M (-16.6%, 2022-12-31 to 2023-12-31)
- Jan 1, 2023Funded status changedSanford Health Employees' Pension Plan funded ratio 122.4% -> 102.8% (2022-01-01 to 2023-01-01)
- Jan 1, 2023Assets changedSanford Health Employees' Pension Plan plan assets $221M -> $283M (+28.3%, 2022-01-01 to 2023-01-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 311527032-001
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.