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
Potlatchdeltic Retirement Plan
Corporate pensionSpokane, WA
Assets
$173M
Total assets, Dec 31, 2024 reported
Funded
94.6%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
3
1 managers on Schedule C
Plan sponsor: Potlatchdeltic Corporation
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
- Common/collective trusts 98.0%
- Registered investment companies 1.0%
Consultants and advisers
5 firms
- Mercer ActuaryPension consultantthrough Dec 31, 2022 Form 5500
- US Bank Trusteethrough Dec 31, 2024 Form 5500
- Principal Custody Solutions Trusteethrough Dec 31, 2022 Form 5500
- Allspring Mid Cap Value Trusteethrough Dec 31, 2022 Form 5500
- Milliman, Inc. 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
- State Street Global Advisors Trust1 rows, latest Dec 31, 2024
From Schedule C (investment management, code 28)
- Mercer Investments LLCplan years 2024
- Metlife Investment Managementplan years 2022
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 | Mercer Active Long Corporate Fixedcollective trust | Mercer Trust Company LLC | Fixed income | $127M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | State Street Msci Acwi Index Non-Lecollective trust | State Street Global Advisors Trust Company | Pooled vehicles | $34.3M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | Real Asset Nl Series - Class acollective trust | State Street Global Advisors Trust | Real assets | $8.0M held | Disclosed holding | askebsa.dol.gov |
Size and funding
33 readings
Investment management fees
$231,576 (2023-12) · $639,571 (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 | 1,344 | $182M | $204M | 94.6% | $173M | n/a | n/a | n/a |
| 2023 to Dec 31, 2023 | 1,351 | $172M | $202M | 88.3% | $182M | n/a | n/a | n/a |
| 2022 to Dec 31, 2022 | 2,232 | $330M | $263M | 113.6% | $172M | n/a | $0 | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- Metlife Investment Management codes 28 51 52 $251,972 PY2024
- Mercer codes 17 27 50 $234,254 PY2024
- Milliman codes 11 13 50 $225,440 PY2024
- Mercer Investments LLC codes 51 52 $75,000 PY2024
- US Bank National Association codes 21 $40,382 PY2024
- Principal Financial Group codes 21 $9,774 PY2024
- Mercer Act. Long Corp. Fi Portfolio Sched. D C $127M PY2024
- Ssga Msci Acwi Index Nl Ctf Sched. D C $34.3M PY2024
- Ssga Real Asset Nl Cit Sched. D C $8.0M PY2024
- Mercer codes 11 PY2024
- Mercer codes 17 27 50 $272,379 PY2023
- Metlife Investment Management codes 28 51 52 $231,576 PY2023
- Milliman codes 11 13 50 $189,283 PY2023
- Principal Financial Group codes 21 $31,568 PY2023
- Mercer codes 11 PY2023
- Mercer codes 17 27 50 $387,951 PY2022
- Milliman codes 11 13 50 $260,541 PY2022
- Metlife Investment Management codes 28 51 52 $249,703 PY2022
- Principal Financial Group codes 21 $33,242 PY2022
- Wells Fargo Funds Management codes 21 $14,586 PY2022
- Potlatch Corporation Master Trust Sched. D M PY2022
- Mercer codes 11 PY2022
What changed
3 events
- Jan 1, 2024Funded status changedPotlatchdeltic Retirement Plan funded ratio 88.3% -> 94.6% (2023-01-01 to 2024-01-01)
- Jan 1, 2023Funded status changedPotlatchdeltic Retirement Plan funded ratio 113.6% -> 88.3% (2022-01-01 to 2023-01-01)
- Jan 1, 2023Assets changedPotlatchdeltic Retirement Plan plan assets $330M -> $172M (-47.8%, 2022-01-01 to 2023-01-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 820156045-101
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.