Intermountain Healthcare Pension Plan
Corporate pension, based in Salt Lake City, Utah, reporting $3.4B in assets, for 41,911 participants.
Composed from this allocator's classification, location and filed figures.
Nothing material in the last 90 days. Last change: 31 Dec 2024, Aksia LLC appears on Intermountain Healthcare Pension Plan's Schedule C as pension consultant (plan year 2024 vs 2023).
1 more adviser, 1 more manager, 9 more commitments and 39 more dated events
Every figure, date and source on this page is shown. The names behind them, and every related record, open with the complete profile.
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Capital path
who backs this record, through what, into what; each name opens its own path- WCM Focused International G Fd LP3 commitments
- Silchester Int'l Value Equity Trust3 commitments
- Sands Capital Coll Investment Trust3 commitments
- WCM Investment Management3 commitments
- Silchester International Investor3 commitments
- Grandeur Peak Global Advisors, LLC2 commitments
Relationship network
75 connected entities12 observed commitments8 repeat counterpartiescommitments 2022 to 2024
From board minutes, annual reports, Form 5500 filings and public records of commitments, consultants and staff in the allocator graph. Commitment amounts are those the allocator disclosed; many are not printed, and none is estimated.
Some relationships on this record are counted rather than named here. They open with the full profile.
Click any name or line for the commitments and sources behind it. Line weight is commitments together; dashed lines are inferred.
- Sponsor
- Fund or vehicle
- Service provider
- Organization
›How strength and recency are read
Managers, funds and consultants are read from the commitments: three or more is a strong observed relationship, two a repeat counterparty. No consultant link is marked current on the source, so none is labelled current or former here. Related plans, people and plan service providers are ordered by what the filing shows.
Darker lines were active in the last 24 months or are current; lighter lines are older or undated.
Size, funding, policy and commitments, with their basesCorporate pensionShowHide
Allocation policy
- 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
- Mercer Investments LLC Investment adviser (plan)Pension consultantthrough Dec 31, 2024 Form 5500
- Askia LLC Pension consultantthrough Dec 31, 2022 Form 5500
- Bank of New York Mellon ActuaryTrusteethrough Dec 31, 2024 Form 5500
+1 more consultant or adviser advise this allocator
Every name, record and relationship behind this count, with the source on each.
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People
Manager roster
- WCM Investment Management3 rows, latest Dec 31, 2024
- Silchester International Investor3 rows, latest Dec 31, 2024
- Grandeur Peak Global Advisors, LLC2 rows, latest Dec 31, 2023
+1 more manager received commitments
Every name, record and relationship behind this count, with the source on each.
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- WCM Investment Managementplan years
- Causeway Capital Mgmtplan years
- HPS Investment Partners, LLCplan years 2024
+49 more Schedule C managers
Every name, record and relationship behind this count, with the source on each.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
What changed
- Dec 31, 2024Holding endedinferenceIntermountain 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 startedColumbia 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 changedinferenceAksia 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 endedinferenceEuropean 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 startedHPS 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
+39 more dated events
Every name, record and relationship behind this count, with the source on each.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
Commitments
| Date | Fund | Manager | Bucket | Amount | Vintage | Status | Source |
|---|---|---|---|---|---|---|---|
| as of Dec 31, 2024 | WCM Focused International G Fd LPcollective trust | WCM Investment Management | Pooled vehicles | $129M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | Silchester Int'l Value Equity Trust103 12 ie | Silchester International Investor | Public equity | $208M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | Sands Capital Coll Investment Trustcollective trust | SEI Trust Company | Pooled vehicles | $17.8M held | Disclosed holding | askebsa.dol.gov |
+9 more commitments
Every fund and manager this allocator committed to, with the amount, date and source on each.
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Size and funding
Form 5500 filings
| Plan year | Participants | Assets (SB market) | Funding target | FTAP | Total assets (H) | Partnerships / JV | Master trust | Real estate |
|---|---|---|---|---|---|---|---|---|
| 2024 to Dec 31, 2024 | 41,911 | $3.1B | $2.8B | 89.5% | $3.4B | $778M | Not disclosed | Not disclosed |
| 2023 to Dec 31, 2023 | 43,114 | $2.9B | $2.6B | 91.2% | $3.2B | $768M | Not disclosed | Not disclosed |
| 2022 to Dec 31, 2022 | 44,933 | $3.6B | $2.5B | 92.8% | $3.0B | $771M | Not disclosed | Not disclosed |
- HIG Capital codes 28 $2.3M PY2024
- Catterton Management Company, LLC codes 28 51 $2.0M PY2024
- Charlesbank Capital Partners codes 28 52 $2.0M PY2024
+139 more service providers
Every name, record and relationship behind this count, with the source on each.
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Provenance
Provenance
Intermountain Healthcare Pension Plan sits on 9 traced paths of capital across the graphs.
DFX traced 9 paths of capital through this record
Every record on each path, what it committed or lent, and as of when.
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Derived from allocator disclosures, BDC schedules and SEC filings; confidence is the weakest hop.
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Record history
- Holding in a pooled vehicle ended2024-12-31source on record
- Manager relationship started2024-12-31source on record
- Consultant changed2024-12-31source on record
+41 more changes on this record's ledger
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The ledger records every merge, rename and reclassification this record went through and the dated filings observed on it, so the identity on this page can be traced to the records it was built from. The ledger's own sentences name other records, so they show with the names.
›Connections
every published relationship on the graph
+59 connections on the graph
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