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
Roseburg Forest Products Co. and Western States Regional Council of Carpenters Pension Plan
Corporate pensionDillard, OR
Assets
$237M
Total assets, Dec 31, 2024 reported
Funded
93.6%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
0
none on the tape
Plan sponsor: Roseburg Forest Products Co. and Western States Regional Council
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
- Other investments 0.7%
- Master trust investment accounts 99.3%
Consultants and advisers
3 firms
- Fidelity Institutional Asset Mgmt T Actuarythrough Dec 31, 2023 Form 5500
- Principal Spectrum Asset Management Trusteethrough Dec 31, 2023 Form 5500
- Fidelity Investments Actuarythrough Dec 31, 2022 Form 5500
People
No investment staff or executives have been read for this allocator yet.
Manager roster
1 managers on Schedule C
From Schedule C (investment management, code 28)
- Fidelity Investmentsplan years 2022
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
30 readings
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 | 3,667 | $245M | $276M | 93.6% | $237M | n/a | $235M | n/a |
| 2023 to Dec 31, 2023 | 3,770 | $250M | $283M | 94.0% | $251M | n/a | $249M | n/a |
| 2022 to Dec 31, 2022 | 3,887 | $317M | $285M | 95.6% | $253M | n/a | $251M | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- FID Inv Inst Ops Co codes 11 15 16 50 $855,242 PY2024
- Principal Financial Group Inc. codes 21 50 $115,538 PY2024
- Stoel Rives LLP codes 29 50 $10,233 PY2024
- Moss Adams, LLP codes 10 50 $8,064 PY2024
- Iron Mountain Inc. codes 49 50 $6,581 PY2024
- Master Trust for Roseburg Forest Pr Sched. D M $235M PY2024
- Fidelity Investments codes 11 PY2024
- FID Inv Inst Ops Co codes 11 15 16 50 $1.0M PY2023
- Principal Financial Group Inc. codes 21 50 $116,984 PY2023
- Moss Adams, LLP codes 10 50 $20,349 PY2023
- Stoel Rives LLP codes 29 50 $11,304 PY2023
- Iron Mountain Inc. codes 49 50 $5,820 PY2023
- Master Trust for Roseburg Forest Pr Sched. D M $249M PY2023
- Fidelity Investments codes 11 PY2023
- Fidelity codes 28 50 $1.2M PY2022
- Principal codes 15 50 $33,646 PY2022
- Kpmg codes 10 50 $20,000 PY2022
- Moss Adams codes 10 50 $18,080 PY2022
- Stoel Rives LLP codes 29 50 $12,722 PY2022
- Master Trust for Roseburg Forest Pr Sched. D M $251M PY2022
- Fidelity Investments codes 11 PY2022
What changed
3 events
- Dec 31, 2023Consultant changedinferenceFID Inv Inst Ops Co appears on Roseburg Forest Products Co. and Western States Regional Council of Carpenters Pension Plan's Schedule C as general consultant (plan year 2023 vs 2022)with Fidelity Institutional Asset Mgmt Taskebsa.dol.gov
- Dec 31, 2023Manager relationship endedinferenceFidelity no longer appears on Roseburg Forest Products Co. and Western States Regional Council of Carpenters Pension Plan's Schedule C as investment manager (plan year 2023 vs 2022)with Fidelity Investmentsaskebsa.dol.gov
- Jan 1, 2023Assets changedRoseburg Forest Products Co. and Western States Regional Council of Carpenters Pension Plan plan assets $317M -> $250M (-21.0%, 2022-01-01 to 2023-01-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 936021814-001
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.