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

Intermountain Healthcare Pension Plan

Corporate pensionSalt Lake City, UT
Assets
$3.4B
Total assets, Dec 31, 2024 reported
Funded
89.5%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
12
4 managers on Schedule C
Plan sponsor: Intermountain Health Care, Inc.
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
  • Interest-bearing cash 2.3%
  • Corporate debt instruments (other) 8.3%
  • U.S. Government securities 11.5%
  • Other investments 8.1%
  • Partnership/joint venture interests 22.9%
  • 103-12 investment entities 6.1%
  • Common/collective trusts 4.3%
  • Registered investment companies 10.8%
  • Common stock 21.2%
Consultants and advisers
4 firms
People
No investment staff or executives have been read for this allocator yet.
Manager roster
2 managers on the commitment tape
From the plan’s own commitment disclosures
From Schedule C (investment management, code 28)
Commitments
12 rows, 0 dated closings
Disclosed holdings (from the plan’s performance or holdings report, as of the report date)
DateFundManagerBucketAmountVintageStatusSource
as of Dec 31, 2024Silchester Int'l Value Equity Trust103 12 ieSilchester International InvestorPublic equity$208M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024WCM Focused International G Fd LPcollective trustWCM Investment Management, LLCPooled vehicles$129M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Sands Capital Coll Investment Trustcollective trustSEI Trust CompanyPooled vehicles$17.8M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Silchester Int'l Value Equity Trust103 12 ieSilchester International InvestorPublic equity$231M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Grandeur Peak Global Oppportunitiescollective trustGrandeur Peak Global Advisors, LLCPooled vehicles$51.7M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023WCM Focused International G Fd LPcollective trustWCM Investment Management, LLCPooled vehicles$128M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Sands Capital Coll Investment Trustcollective trustSEI Trust CompanyPooled vehicles$17.2M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Silchester Int'l Value Equity Trust103 12 ieSilchester International InvestorPublic equity$237M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Grandeur Peak Global Oppportunitiescollective trustGrandeur Peak Global Advisors, LLCPooled vehicles$45.0M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022WCM Focused International G Fd LPcollective trustWCM Investment Management, LLCPooled vehicles$100M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Causeway Emerging Mkts Eqt Cit Cl 2103 12 ieCauseway Capital Management LLCPooled vehicles$24.8M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Sands Capital Coll Investment Trustcollective trustSEI Trust CompanyPooled vehicles$25.6M heldDisclosed holdingaskebsa.dol.gov
Size and funding
33 readings
Total assets
$3.4B Dec 31, 2024 reported Form 5500
$3.2B (2023-12) · $3.0B (2022-12)
Plan assets
$3.1B Jan 1, 2024 reported Form 5500
$2.9B (2023-01) · $3.6B (2022-01)
Net assets
$3.0B Dec 31, 2024 reported Form 5500
$3.1B (2023-12) · $2.9B (2022-12)
Funded ratio
89.5% Jan 1, 2024 reported Form 5500
91.2% (2023-01) · 92.8% (2022-01)
Funding target
$2.8B Jan 1, 2024 reported Form 5500
$2.6B (2023-01) · $2.5B (2022-01)
Discount rate
5.10% Jan 1, 2024 reported Form 5500
5.23% (2023-01) · 5.40% (2022-01)
Participants
41,911 Jan 1, 2024 reported Form 5500
43,114 (2023-01) · 44,933 (2022-01)
Contributions
$0 Dec 31, 2024 reported Form 5500
$0 (2023-12) · $0 (2022-12)
Benefits paid
$201M Dec 31, 2024 reported Form 5500
$174M (2023-12) · $194M (2022-12)
Net investment income
$-32.8M Dec 31, 2024 reported Form 5500
$184M (2023-12) · $-679M (2022-12)
Investment management fees
$17.6M Dec 31, 2024 reported Form 5500
$16.4M (2023-12) · $12.9M (2022-12)
Form 5500 filings
3 plan years
Plan yearParticipantsAssets (SB market)Funding targetFTAPTotal assets (H)Partnerships / JVMaster trustReal estate
2024 to Dec 31, 202441,911$3.1B$2.8B89.5%$3.4B$778Mn/an/a
2023 to Dec 31, 202343,114$2.9B$2.6B91.2%$3.2B$768Mn/an/a
2022 to Dec 31, 202244,933$3.6B$2.5B92.8%$3.0B$771Mn/an/a
Service providers and investment entities as filed (Schedule C and D, latest year first)
What changed
44 events
  • Dec 31, 2024Holding endedinference
    Intermountain Healthcare Pension Plan no longer reports Grandeur Peak Global Oppportunities (Grandeur Peak Global Advisors, LLC) (last held $52M at 2023-12-31; absent from the 2024-12-31 filing)
    with Grandeur Peak Global Advisors, LLCaskebsa.dol.gov
  • Dec 31, 2024Manager relationship started
    Columbia Capital, LP appears on Intermountain Healthcare Pension Plan's Schedule C as investment manager (plan year 2024 vs 2023)
    with Columbia Capital, LPaskebsa.dol.gov
  • Dec 31, 2024Consultant changedinference
    Aksia LLC appears on Intermountain Healthcare Pension Plan's Schedule C as pension consultant (plan year 2024 vs 2023)
    with Askia LLCaskebsa.dol.gov
  • Dec 31, 2024Manager relationship endedinference
    European Strategic Partners 2008b no longer appears on Intermountain Healthcare Pension Plan's Schedule C as investment manager (plan year 2024 vs 2023)
    with European Strategic Partners 2008baskebsa.dol.gov
  • Dec 31, 2024Manager relationship started
    HPS Investment Partners, LLC appears on Intermountain Healthcare Pension Plan's Schedule C as investment manager (plan year 2024 vs 2023)
    with HPS Investment Partners, LLCaskebsa.dol.gov
  • Dec 31, 2024Manager relationship started
    BNY Mellon appears on Intermountain Healthcare Pension Plan's Schedule C as investment manager (plan year 2024 vs 2023)
    with Bank of New York Mellonaskebsa.dol.gov
  • Dec 31, 2024Manager relationship endedinference
    ARA Europe V no longer appears on Intermountain Healthcare Pension Plan's Schedule C as investment manager (plan year 2024 vs 2023)
    with ARA Europe Vaskebsa.dol.gov
  • Dec 31, 2024Manager relationship started
    Performance Venture Capital II, LP appears on Intermountain Healthcare Pension Plan's Schedule C as investment manager (plan year 2024 vs 2023)
    with Performance Venture Capital II, LPaskebsa.dol.gov
  • Dec 31, 2024Manager relationship endedinference
    H.I.G. Capital, LLC no longer appears on Intermountain Healthcare Pension Plan's Schedule C as investment manager (plan year 2024 vs 2023)
    with H.I.G Capital, LLCaskebsa.dol.gov
  • Dec 31, 2024Manager relationship endedinference
    Infrared Capital Partners Limited no longer appears on Intermountain Healthcare Pension Plan's Schedule C as investment manager (plan year 2024 vs 2023)
    with Infrared Capital Partners Limitedaskebsa.dol.gov
  • Dec 31, 2024Manager relationship endedinference
    TA Associates no longer appears on Intermountain Healthcare Pension Plan's Schedule C as investment manager (plan year 2024 vs 2023)
    with TA Associatesaskebsa.dol.gov
  • Dec 31, 2024Manager relationship endedinference
    Meritech no longer appears on Intermountain Healthcare Pension Plan's Schedule C as investment manager (plan year 2024 vs 2023)
    with Meritechaskebsa.dol.gov
  • Dec 31, 2024Manager relationship endedinference
    Polar Multi-Strategy Fund no longer appears on Intermountain Healthcare Pension Plan's Schedule C as investment manager (plan year 2024 vs 2023)
    with Polar Multi-Strategy Fundaskebsa.dol.gov
  • Dec 31, 2024Manager relationship started
    HIG Capital appears on Intermountain Healthcare Pension Plan's Schedule C as investment manager (plan year 2024 vs 2023)
    with HIG Capitalaskebsa.dol.gov
  • Dec 31, 2024Manager relationship endedinference
    Solamere Capital, LLC no longer appears on Intermountain Healthcare Pension Plan's Schedule C as investment manager (plan year 2024 vs 2023)
    with Solamere Capital, LLCaskebsa.dol.gov
  • Dec 31, 2024Manager relationship endedinference
    Magnitude Capital, LLC no longer appears on Intermountain Healthcare Pension Plan's Schedule C as investment manager (plan year 2024 vs 2023)
    with Magnitude Capital, LLCaskebsa.dol.gov
  • Dec 31, 2024Manager relationship endedinference
    Castlelake, L.P. no longer appears on Intermountain Healthcare Pension Plan's Schedule C as investment manager (plan year 2024 vs 2023)
    with Castlelake L.P.askebsa.dol.gov
  • Dec 31, 2024Manager relationship endedinference
    Dimensional Fund Advisors, LP no longer appears on Intermountain Healthcare Pension Plan's Schedule C as investment manager (plan year 2024 vs 2023)
    with Dimensional Fund Advisors, LPaskebsa.dol.gov
  • Dec 31, 2023Holding endedinference
    Intermountain Healthcare Pension Plan no longer reports Causeway Emerging Mkts Eqt Cit Cl 2 (last held $25M at 2022-12-31; absent from the 2023-12-31 filing)
    with Causeway Emerging Mkts Eqt Cit Cl 2askebsa.dol.gov
  • Dec 31, 2023Manager relationship endedinference
    Performance Equity Management, LLC no longer appears on Intermountain Healthcare Pension Plan's Schedule C as investment manager (plan year 2023 vs 2022)
    with Performance Venture Capital II, LPaskebsa.dol.gov
  • Dec 31, 2023Manager relationship started
    Polar Multi-Strategy Fund appears on Intermountain Healthcare Pension Plan's Schedule C as investment manager (plan year 2023 vs 2022)
    with Polar Multi-Strategy Fundaskebsa.dol.gov
  • Dec 31, 2023Manager relationship started
    Crestline Portfolio Financing Fund appears on Intermountain Healthcare Pension Plan's Schedule C as investment manager (plan year 2023 vs 2022)
    with Crestline Portfolio Financing Fundaskebsa.dol.gov
  • Dec 31, 2023Manager relationship started
    AMP Capital Global Infrastructure F appears on Intermountain Healthcare Pension Plan's Schedule C as investment manager (plan year 2023 vs 2022)
    with AMP Capital Global Infrastructure Faskebsa.dol.gov
  • Dec 31, 2023Manager relationship started
    Magnitude Capital, LLC appears on Intermountain Healthcare Pension Plan's Schedule C as investment manager (plan year 2023 vs 2022)
    with Magnitude Capital, LLCaskebsa.dol.gov
  • Dec 31, 2023Manager relationship started
    Kohlberg Te Investors Viii LP appears on Intermountain Healthcare Pension Plan's Schedule C as investment manager (plan year 2023 vs 2022)
    with Kohlberg Te Investors Viii LPaskebsa.dol.gov
  • Dec 31, 2023Manager relationship started
    ARA Europe V appears on Intermountain Healthcare Pension Plan's Schedule C as investment manager (plan year 2023 vs 2022)
    with ARA Europe Vaskebsa.dol.gov
  • Dec 31, 2023Consultant changedinference
    Aksia LLC no longer appears on Intermountain Healthcare Pension Plan's Schedule C as pension consultant (plan year 2023 vs 2022)
    with Askia LLCaskebsa.dol.gov
  • Dec 31, 2023Manager relationship started
    European Strategic Partners 2008b appears on Intermountain Healthcare Pension Plan's Schedule C as investment manager (plan year 2023 vs 2022)
    with European Strategic Partners 2008baskebsa.dol.gov
  • Dec 31, 2023Manager relationship started
    Infrared Capital Partners Limited appears on Intermountain Healthcare Pension Plan's Schedule C as investment manager (plan year 2023 vs 2022)
    with Infrared Capital Partners Limitedaskebsa.dol.gov
  • Dec 31, 2023Manager relationship started
    TA Associates appears on Intermountain Healthcare Pension Plan's Schedule C as investment manager (plan year 2023 vs 2022)
    with TA Associatesaskebsa.dol.gov
  • Dec 31, 2023Manager relationship started
    GLP Capital Partners, LP appears on Intermountain Healthcare Pension Plan's Schedule C as investment manager (plan year 2023 vs 2022)
    with GLP Capital Partners, LPaskebsa.dol.gov
  • Dec 31, 2023Manager relationship started
    Paine Schwartz Partners, LLC appears on Intermountain Healthcare Pension Plan's Schedule C as investment manager (plan year 2023 vs 2022)
    with Paine Schwartz Partners, LLCaskebsa.dol.gov
  • Dec 31, 2023Manager relationship endedinference
    Voya Investment Management Co. LLC no longer appears on Intermountain Healthcare Pension Plan's Schedule C as investment manager (plan year 2023 vs 2022)
    with Voya Investment Trust Co.askebsa.dol.gov
  • Dec 31, 2023Manager relationship started
    Solamere Capital, LLC appears on Intermountain Healthcare Pension Plan's Schedule C as investment manager (plan year 2023 vs 2022)
    with Solamere Capital, LLCaskebsa.dol.gov
  • Dec 31, 2023Manager relationship started
    L Real Estate II S C a Sicar appears on Intermountain Healthcare Pension Plan's Schedule C as investment manager (plan year 2023 vs 2022)
    with L Real Estate II S C a Sicaraskebsa.dol.gov
  • Dec 31, 2023Manager relationship endedinference
    William Blair Investment Management no longer appears on Intermountain Healthcare Pension Plan's Schedule C as investment manager (plan year 2023 vs 2022)
    with William Blair Investment Managementaskebsa.dol.gov
  • Dec 31, 2023Manager relationship endedinference
    AMP Capital Investors Uk Limited no longer appears on Intermountain Healthcare Pension Plan's Schedule C as investment manager (plan year 2023 vs 2022)
    with AMP Capital Investors Uk Limitedaskebsa.dol.gov
  • Dec 31, 2023Manager relationship started
    Arctos Sports Partners appears on Intermountain Healthcare Pension Plan's Schedule C as investment manager (plan year 2023 vs 2022)
    with Arctos Sports Partnersaskebsa.dol.gov
  • Dec 31, 2023Manager relationship endedinference
    Kohlberg Investors no longer appears on Intermountain Healthcare Pension Plan's Schedule C as investment manager (plan year 2023 vs 2022)
    with Kohlberg Investorsaskebsa.dol.gov
  • Dec 31, 2023Manager relationship started
    Castlelake, L.P. appears on Intermountain Healthcare Pension Plan's Schedule C as investment manager (plan year 2023 vs 2022)
    with Castlelake L.P.askebsa.dol.gov
  • Dec 31, 2023Manager relationship started
    JMI Equity appears on Intermountain Healthcare Pension Plan's Schedule C as investment manager (plan year 2023 vs 2022)
    with JMI Equityaskebsa.dol.gov
  • Dec 31, 2023Manager relationship endedinference
    Columbia Capital, LP no longer appears on Intermountain Healthcare Pension Plan's Schedule C as investment manager (plan year 2023 vs 2022)
    with Columbia Capital, LPaskebsa.dol.gov
  • Dec 31, 2023Manager relationship started
    Meritech appears on Intermountain Healthcare Pension Plan's Schedule C as investment manager (plan year 2023 vs 2022)
    with Meritechaskebsa.dol.gov
  • Jan 1, 2023Assets changed
    Intermountain Healthcare Pension Plan plan assets $3.6B -> $2.9B (-18.9%, 2022-01-01 to 2023-01-01)
    askebsa.dol.gov
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 870269232-001
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.