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
Saint Luke's Health System, Inc. Retirement Plan
Corporate pensionKansas City, MO
Assets
$413,152
Total assets, Dec 31, 2022 reported
Funded
n/a
not filed
Private markets target
n/a
policy Dec 31, 2022
Commitments
0
none on the tape
Plan sponsor: Saint Lukes Health System
Allocation policy
Form 5500, as of Dec 31, 2022
Actual allocation lines without a target (as filed)
- Interest-bearing cash 99.1%
Consultants and advisers
1 firms
- Aon Actuarythrough Dec 31, 2022 Form 5500
People
No investment staff or executives have been read for this allocator yet.
Manager roster
7 managers on Schedule C
From Schedule C (investment management, code 28)
- JP Morgan Chase Bankplan years 2022
- Tortoise Capital Advisors LLCplan years 2022
- Silchester International Investorsplan years 2022
- 1607 Capital Partners LLCplan years 2022
- City National Bankplan years 2022
- Hood River Capital Managementplan years 2022
- Commerce Trustplan 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
7 readings
Total assets
Net assets
Participants
Contributions
Benefits paid
Net investment income
Investment management fees
Form 5500 filings
1 plan years
| Plan year | Participants | Assets (SB market) | Funding target | FTAP | Total assets (H) | Partnerships / JV | Master trust | Real estate |
|---|---|---|---|---|---|---|---|---|
| 2022 to Dec 31, 2022 | 3,241 | n/a | n/a | n/a | $413,152 | $0 | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- AON Consulting, Inc. codes 11 15 16 $955,008 PY2022
- Jpmorgan Chase codes 28 50 $538,459 PY2022
- Commerce Trust Co. codes 28 50 $47,941 PY2022
- Tortoise Capital Advisors LLC codes 28 50 $31,836 PY2022
- Silchester International Investors codes 28 51 $16,794 PY2022
- 1607 Capital Partners codes 28 50 $15,071 PY2022
- City National Bank codes 28 50 $8,408 PY2022
- Ernst & Young LLP codes 10 50 $7,416 PY2022
- Hood River Capital Management codes 28 50 51 $5,873 PY2022
- Cbiz, Inc. codes 49 50 $5,157 PY2022
- Long Dur Corp Cred Screened Nonlend Sched. D C PY2022
- Silchester International Value Eq Sched. D E PY2022
- Russell 1000r Indx Nl Fund Cmcq Sched. D C PY2022
- Segall Bryant & Hamill Intl Sm Cap Sched. D C PY2022
What changed
No dated events yet.
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 431747502-001
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.