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

Idaho National Laboratory Employee Retirement Plan

Corporate pensionIdaho Falls, ID
Assets
$2.0B
Total assets, Sep 30, 2025 reported
Funded
90.9%
Oct 1, 2024
Private markets target
n/a
policy Sep 30, 2025
Commitments
0
2 managers on Schedule C
Plan sponsor: Battelle Energy Alliance, LLC
Allocation policy
Form 5500, as of Sep 30, 2025
Actual allocation lines without a target (as filed)
  • Interest-bearing cash 0.0%
  • Corporate debt instruments (other) 34.5%
  • U.S. Government securities 17.6%
  • Insurance company general account 2.2%
  • Other investments 8.3%
  • Partnership/joint venture interests 2.1%
  • Registered investment companies 20.9%
  • Common stock 9.2%
  • Real estate (other than employer real property) 3.0%
Consultants and advisers
4 firms
People
No investment staff or executives have been read for this allocator yet.
Manager roster
13 managers on Schedule C
From Schedule C (investment management, code 28)
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
33 readings
Total assets
$2.0B Sep 30, 2025 reported Form 5500
$2.1B (2024-09) · $1.8B (2023-09)
Plan assets
$1.9B Oct 1, 2024 reported Form 5500
$1.7B (2023-10) · $1.7B (2022-10)
Net assets
$1.9B Sep 30, 2025 reported Form 5500
$1.9B (2024-09) · $1.7B (2023-09)
Funded ratio
90.9% Oct 1, 2024 reported Form 5500
96.4% (2023-10) · 99.1% (2022-10)
Funding target
$1.7B Oct 1, 2024 reported Form 5500
$1.8B (2023-10) · $1.7B (2022-10)
Discount rate
5.34% Oct 1, 2024 reported Form 5500
5.22% (2023-10) · 5.40% (2022-10)
Participants
7,462 Oct 1, 2024 reported Form 5500
7,649 (2023-10) · 7,833 (2022-10)
Contributions
$0 Sep 30, 2025 reported Form 5500
$12.0M (2024-09) · $7.9M (2023-09)
Benefits paid
$121M Sep 30, 2025 reported Form 5500
$117M (2024-09) · $115M (2023-09)
Net investment income
$-69.2M Sep 30, 2025 reported Form 5500
$209M (2024-09) · $-20.9M (2023-09)
Investment management fees
$5.1M Sep 30, 2025 reported Form 5500
$4.1M (2024-09) · $5.1M (2023-09)
Form 5500 filings
3 plan years
Plan yearParticipantsAssets (SB market)Funding targetFTAPTotal assets (H)Partnerships / JVMaster trustReal estate
2024 to Sep 30, 20257,462$1.9B$1.7B90.9%$2.0B$42.0Mn/a$60.3M
2023 to Sep 30, 20247,649$1.7B$1.8B96.4%$2.1B$45.8Mn/a$55.7M
2022 to Sep 30, 20237,833$1.7B$1.7B99.1%$1.8B$52.1Mn/a$84.3M
Service providers and investment entities as filed (Schedule C and D, latest year first)
What changed
7 events
  • Oct 1, 2024Funded status changed
    Idaho National Laboratory Employee Retirement Plan funded ratio 96.4% -> 90.9% (2023-10-01 to 2024-10-01)
    askebsa.dol.gov
  • Oct 1, 2024Assets changed
    Idaho National Laboratory Employee Retirement Plan plan assets $1.7B -> $1.9B (+12.2%, 2023-10-01 to 2024-10-01)
    askebsa.dol.gov
  • Sep 30, 2024Assets changed
    Idaho National Laboratory Employee Retirement Plan total assets $1.8B -> $2.1B (+16.8%, 2023-09-30 to 2024-09-30)
    askebsa.dol.gov
  • Dec 31, 2023Manager relationship endedinference
    Blackrock no longer appears on Idaho National Laboratory Employee Retirement Plan's Schedule C as investment manager (plan year 2023 vs 2022)
    with Blackrockaskebsa.dol.gov
  • Dec 31, 2023Manager relationship started
    Capital Group appears on Idaho National Laboratory Employee Retirement Plan's Schedule C as investment manager (plan year 2023 vs 2022)
    with Capital Bank and Trust Companyaskebsa.dol.gov
  • Dec 31, 2023Consultant changedinference
    Curcio Webb appears on Idaho National Laboratory Employee Retirement Plan's Schedule C as general consultant (plan year 2023 vs 2022)
    with Curcio Webbaskebsa.dol.gov
  • Oct 1, 2023Funded status changed
    Idaho National Laboratory Employee Retirement Plan funded ratio 99.1% -> 96.4% (2022-10-01 to 2023-10-01)
    askebsa.dol.gov
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 680588324-002
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.