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.
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Corporate pension
W••• F•••••• I••• P•••••• P•••
Corporate pensionCordova, TN
Assets
$58.6M
Total assets, Dec 31, 2024 reported
Funded
100.1%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
19
none on the tape
Plan sponsor: W••• F•••••• I•••
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
- Interest-bearing cash 3.4%
- Corporate debt instruments (other) 40.0%
- Corporate debt instruments (preferred) 36.3%
- Other investments 0.7%
- Partnership/joint venture interests 5.4%
- Registered investment companies 10.3%
- Common stock 3.3%
Consultants and advisers
3 firms
- F•• M••• T•••• C• General consultantthrough Dec 31, 2022 Form 5500
- F••••••• I••••••••• A•••• M••• T• Actuarythrough Dec 31, 2023 Form 5500
- F••••••• I••••••••• Actuarythrough Dec 31, 2022 Form 5500
People
No investment staff or executives have been read for this allocator yet.
Manager roster
1 managers on the commitment tape
From the plan’s own commitment disclosures
- F••••••• I••••••••• A•••• M•••17 rows, latest Dec 31, 2022
From Schedule C (investment management, code 28)
- M••••• S•••••• S•••• B•••••• L••plan years 2023
- F••••••• I••••••••• A•••• M•••plan years 2022
Commitments
19 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, 2022 | F••• R•••collective trust | F••••••• I••••••••• A•••• M••• | Real estate | $2.0M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | F••• S•••• C•• C••• P•••collective trust | F••••••• I••••••••• A•••• M••• | Public equity | $1.2M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | F••• H••• Y•••• B••• C••• P•collective trust | F••••••• I••••••••• A•••• M••• | Fixed income | $446,823 held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | F••• I••••••••• G•••••collective trust | F••••••• I••••••••• A•••• M••• | Pooled vehicles | $5.6M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | F••• S••••• I••••••••• E••••• C•collective trust | F••••••• I••••••••• A•••• M••• | Public equity | $1.9M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | F••• E••••••• M•••••• D••• C•••••••collective trust | F••••••• I••••••••• A•••• M••• | Private credit | $2.8M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | F••• S•••••••• C•• C••• P•••collective trust | F••••••• I••••••••• A•••• M••• | Pooled vehicles | $1.2M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | F••• S••••• I••••••••• S•••• C••collective trust | F••••••• I••••••••• A•••• M••• | Public equity | $672,953 held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | F••• L••• D••••••• C••••••••• P•••collective trust | F••••••• I••••••••• A•••• M••• | Fixed income | $11.3M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | F••• I••••••••• C••• C••• P•collective trust | F••••••• I••••••••• A•••• M••• | Cash | $1.0M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | F••• F••••••• R••• H••• I••••• C•••collective trust | F••••••• I••••••••• A•••• M••• | Fixed income | $1.9M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | F••• S••••• E••••••• M•••••• E•••••collective trust | F••••••• I••••••••• A•••• M••• | Public equity | $6.1M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | F••• S••••• C••••• P•••collective trust | F••••••• I••••••••• A•••• M••• | Pooled vehicles | $1.5M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | F••• L••• C•••••••• a• O• B•••••collective trust | F••••••• I••••••••• A•••• M••• | Pooled vehicles | $14.7M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | F••• I••••••••• I•••••••••collective trust | F••••••• I••••••••• A•••• M••• | Pooled vehicles | $112,232 held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | F••• L••• U••• T••••••• S••••• I•••collective trust | F••••••• I••••••••• A•••• M••• | Fixed income | $5.5M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | F••• G••••• L•• V••••••••• E••••• C•collective trust | F••••••• I••••••••• A•••• M••• | Public equity | $15.3M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | S•••••• 5•• I•••• P•••collective trust | Geode Capital Management Trust Company, LLC | Pooled vehicles | $14.6M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | S•••••• C•••••••• I•••• P•••collective trust | Geode Capital Management Trust Company, LLC | Natural resources | $3.1M held | Disclosed holding | askebsa.dol.gov |
Size and funding
33 readings
Investment management fees
$185,452 (2023-12) · $418,603 (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 | 969 | $63.1M | $52.9M | 100.1% | $58.6M | $3.2M | n/a | n/a |
| 2023 to Dec 31, 2023 | 2,117 | $93.0M | $94.8M | 100.9% | $47.9M | n/a | n/a | n/a |
| 2022 to Dec 31, 2022 | 2,249 | $129M | $94.8M | 121.0% | $93.1M | n/a | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- Morgan Stanley codes 28 50 51 $120,561 PY2024
- Fidelity Investments codes 11 PY2024
- FID Mgmt Trust Co codes 15 16 50 $382,903 PY2023
- FID Inv Inst Ops Co codes 11 16 50 $181,810 PY2023
- FID Inst Asset Mgmt Co codes 28 50 51 $179,417 PY2023
- Mcdermott Will & Emery codes 29 50 $6,812 PY2023
- Morgan Stanley codes 28 50 51 $6,035 PY2023
- Fiam Select Intl Small Cap Comm Pl Sched. D C PY2023
- Fiam Long Duration Comm Pl Sched. D C PY2023
- Fiam Institutional Cash Comm Pl Sched. D C PY2023
- Fiam Floating Rt High Inc Comm Pl Sched. D C PY2023
- Fiam Sel Emerging Mkts Eq Comm Pl Sched. D C PY2023
- Fiam Sel Canada Eq Comm Pl Sched. D C PY2023
- Fiam Long Corp a Or Better Comm Pl Sched. D C PY2023
- Fiam Int Infl-Prot Bd Idx Comm Pl Sched. D C PY2023
- Fiam Long US Treas Strips Comm Pool Sched. D C PY2023
- Fiam Global Low Vol Eq Comm Pl Sched. D C PY2023
- Spartan 500 Index Pool Sched. D C PY2023
- Spartan Commodity Index Pool Sched. D C PY2023
- Fiam Emerging Markets Debt Comm Pl Sched. D C PY2023
- Fiam Reit Comm Pl Sched. D C PY2023
- Fiam Small Cap Core Comm Pl Sched. D C PY2023
- Fiam High Yield Bond Comm Pl Sched. D C PY2023
- Fiam Intl Growth Comm Pl Sched. D C PY2023
- Fiam Sel Intl Eq Comm Pl Sched. D C PY2023
- Fiam Small Mid Cap Core Comm Pl Sched. D C PY2023
- Fidelity Investments codes 11 PY2023
- FID Inst Asset Mgmt Co codes 28 50 51 $418,603 PY2022
- FID Mgmt Trust Co codes 15 16 50 $380,562 PY2022
- Fiam Reit Comm Pl Sched. D C $2.0M PY2022
- Fiam Small Cap Core Comm Pl Sched. D C $1.2M PY2022
- Fiam High Yield Bond Comm Pl Sched. D C $446,823 PY2022
- Fiam Intl Growth Comm Pl Sched. D C $5.6M PY2022
- Fiam Sel Intl Eq Comm Pl Sched. D C $1.9M PY2022
- Fiam Emerging Markets Debt Comm Pl Sched. D C $2.8M PY2022
- Fiam Small Mid Cap Core Comm Pl Sched. D C $1.2M PY2022
- Fiam Select Intl Small Cap Comm Pl Sched. D C $672,953 PY2022
- Fiam Long Duration Comm Pl Sched. D C $11.3M PY2022
- Fiam Floating Rt High Inc Comm Pl Sched. D C $1.9M PY2022
- Fiam Sel Emerging Mkts Eq Comm Pl Sched. D C $6.1M PY2022
- Fiam Sel Canada Eq Comm Pl Sched. D C $1.5M PY2022
- Fiam Long Corp a Or Better Comm Pl Sched. D C $14.7M PY2022
- Fiam Int Infl-Prot Bd Idx Comm Pl Sched. D C $112,232 PY2022
- Fiam Long US Treas Strips Comm Pool Sched. D C $5.5M PY2022
- Fiam Global Low Vol Eq Comm Pl Sched. D C $15.3M PY2022
- Spartan 500 Index Pool Sched. D C $14.6M PY2022
- Spartan Commodity Index Pool Sched. D C $3.1M PY2022
- Fiam Institutional Cash Comm Pl Sched. D C $1.0M PY2022
- Fidelity Investments codes 11 PY2022
What changed
10 events
- Dec 31, 2024Consultant changedinferenceFID Inv Inst Ops Co no longer appears on West Fraser, Inc. Pension Plan's Schedule C as general consultant (plan year 2024 vs 2023)with F••••••• I••••••••• A•••• M••• T•askebsa.dol.gov
- Dec 31, 2024Manager relationship endedinferenceFID Inst Asset Mgmt Co no longer appears on West Fraser, Inc. Pension Plan's Schedule C as investment manager (plan year 2024 vs 2023)with F••••••• I••••••••• A•••• M•••askebsa.dol.gov
- Dec 31, 2024Consultant changedinferenceFID Mgmt Trust Co no longer appears on West Fraser, Inc. Pension Plan's Schedule C as general consultant (plan year 2024 vs 2023)with F•• M••• T•••• C•askebsa.dol.gov
- Dec 31, 2024Assets changedWest Fraser, Inc. Pension Plan total assets $48M -> $59M (+22.5%, 2023-12-31 to 2024-12-31)
- Jan 1, 2024Assets changedWest Fraser, Inc. Pension Plan plan assets $93M -> $63M (-32.1%, 2023-01-01 to 2024-01-01)
- Dec 31, 2023Manager relationship startedMorgan Stanley appears on West Fraser, Inc. Pension Plan's Schedule C as investment manager (plan year 2023 vs 2022)with M••••• S•••••• S•••• B•••••• L••askebsa.dol.gov
- Dec 31, 2023Consultant changedinferenceFID Inv Inst Ops Co appears on West Fraser, Inc. Pension Plan's Schedule C as general consultant (plan year 2023 vs 2022)with F••••••• I••••••••• A•••• M••• T•askebsa.dol.gov
- Dec 31, 2023Assets changedWest Fraser, Inc. Pension Plan total assets $93M -> $48M (-48.6%, 2022-12-31 to 2023-12-31)
- Jan 1, 2023Funded status changedWest Fraser, Inc. Pension Plan funded ratio 121.0% -> 100.9% (2022-01-01 to 2023-01-01)
- Jan 1, 2023Assets changedWest Fraser, Inc. Pension Plan plan assets $129M -> $93M (-27.7%, 2022-01-01 to 2023-01-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 721489951-002
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.