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
Westmoreland Retirement Plan
Corporate pensionLone Tree, CO
Assets
$75.1M
Total assets, Dec 31, 2024 reported
Funded
110.7%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
4
none on the tape
Plan sponsor: Westmoreland Mining LLC
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
- Corporate debt instruments (other) 40.9%
- Corporate debt instruments (preferred) 13.9%
- U.S. Government securities 38.0%
- Insurance company general account 2.5%
- Other investments 0.1%
- Registered investment companies 3.1%
Consultants and advisers
2 firms
- Global Retirement Partners Investment adviser (plan)through Dec 31, 2022 Form 5500
- Empower 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
- Prudential Retirement & Annuity Ins4 rows, latest Dec 31, 2023
From Schedule C (investment management, code 28)
- Global Portfolio Strategies, Inc.plan years 2022
Commitments
4 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, 2023 | Pgim Quant Sol US Brd Mkt Idxseparate account | Prudential Retirement & Annuity Ins | Pooled vehicles | $16.8M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2023 | Intl Bld II Fd (mngd by Mfs)separate account | Prudential Retirement & Annuity Ins | Pooled vehicles | $3.0M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | Pgim Quant Sol US Brd Mkt Idxseparate account | Prudential Retirement & Annuity Ins | Pooled vehicles | $17.9M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | Intl Bld II Fd (mngd by Mfs)separate account | Prudential Retirement & Annuity Ins | Pooled vehicles | $3.5M held | Disclosed holding | askebsa.dol.gov |
Size and funding
32 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 | 1,111 | $139M | $138M | 110.7% | $75.1M | n/a | n/a | n/a |
| 2023 to Dec 31, 2023 | 1,370 | $147M | $154M | 104.8% | $139M | n/a | n/a | n/a |
| 2022 to Dec 31, 2022 | 1,335 | $202M | $150M | 127.9% | $147M | n/a | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- Empower Annuity Insurance Company codes 13 $521,456 PY2024
- Global Portfolio Strategies, Inc. codes 28 $129,272 PY2024
- Global Retirement codes 27 $18,750 PY2024
- Pgim Quant Sol US Brd Mkt Idx Sched. D P PY2024
- Intl Bld Fd (mngd by Mfs) Sched. D P PY2024
- Empower codes 11 PY2024
- Global Portfolio Strategies, Inc. codes 28 $324,771 PY2023
- Prudential Retirement Insurance and codes 13 $324,771 PY2023
- Global Retirement codes 27 $75,000 PY2023
- Pgim Quant Sol US Brd Mkt Idx Sched. D P $16.8M PY2023
- Intl Bld Fd (mngd by Mfs) Sched. D P $3.0M PY2023
- Empower codes 11 PY2023
- Prudential Retirement Insurance and codes 13 $329,065 PY2022
- Global Retirement codes 27 $75,000 PY2022
- Global Portfolio Strategies, Inc. codes 28 $8,967 PY2022
- PRU Long Corporate Bond Sched. D P PY2022
- QMA US Broad Market Index Sched. D P $17.9M PY2022
- Core Bond Enhanced Index/pgim Sched. D P PY2022
- Intl Bld/pictet Asset Mgmt Sched. D P $3.5M PY2022
- Long Duration Bond/ir&m Fund Sched. D P PY2022
- Empower codes 11 PY2022
What changed
4 events
- Dec 31, 2024Assets changedWestmoreland Retirement Plan total assets $139M -> $75M (-45.9%, 2023-12-31 to 2024-12-31)
- Jan 1, 2024Funded status changedWestmoreland Retirement Plan funded ratio 104.8% -> 110.7% (2023-01-01 to 2024-01-01)
- Jan 1, 2023Funded status changedWestmoreland Retirement Plan funded ratio 127.9% -> 104.8% (2022-01-01 to 2023-01-01)
- Jan 1, 2023Assets changedWestmoreland Retirement Plan plan assets $202M -> $147M (-27.3%, 2022-01-01 to 2023-01-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 833555130-006
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.