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
Teck American Incorporated Retirement Plan
Corporate pensionSpokane, WA
Assets
$94.0M
Total assets, Dec 31, 2024 reported
Funded
94.8%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
1
none on the tape
Plan sponsor: Teck American, Inc. & Subsidiaries
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
- Interest-bearing cash 1.9%
- Non-interest-bearing cash 0.2%
- Corporate debt instruments (other) 19.6%
- Corporate debt instruments (preferred) 17.1%
- U.S. Government securities 19.7%
- Other investments 5.6%
- Partnership/joint venture interests 5.9%
- Common/collective trusts 14.5%
- Common stock 14.7%
Consultants and advisers
4 firms
- Willis Towers Watson Actuarythrough Dec 31, 2024 Form 5500
- Towers Watson Investment Services, Actuarythrough Dec 31, 2022 Form 5500
- Bank of America Trusteethrough Dec 31, 2022 Form 5500
- Willis Towers Watson US LLC 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
- Artisan Global Value Trust1 rows, latest Dec 31, 2024
Commitments
1 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, 2024 | Artisan Multiple Investment Trustcollective trust | Artisan Global Value Trust | Pooled vehicles | $13.6M held | Disclosed holding | askebsa.dol.gov |
Size and funding
33 readings
Investment management fees
$361,675 (2023-12) · $592,108 (2022-12)
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 | 860 | $99.2M | $102M | 94.8% | $94.0M | $5.5M | n/a | n/a |
| 2023 to Dec 31, 2023 | 880 | $97.5M | $104M | 92.1% | $99.4M | $0 | n/a | n/a |
| 2022 to Dec 31, 2022 | 901 | $131M | $102M | 111.8% | $94.9M | $0 | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- Merril Lynch, Pierce Fenner & Smith codes 14 50 $372,946 PY2024
- Bank of America codes 21 50 $116,702 PY2024
- Willis Towers Watson codes 11 50 $93,713 PY2024
- Cliftonlarsonallen LLP codes 10 50 $25,384 PY2024
- Terumo Corp codes 49 50 $13,744 PY2024
- Artisan Global Opportunities Fund Sched. D C $13.6M PY2024
- Willis Towers Watson US LLC codes 11 PY2024
- Merril Lynch, Pierce Fenner & Smith codes 14 50 $361,675 PY2023
- Bank of America codes 21 50 $143,256 PY2023
- Towers Watson codes 11 50 $89,928 PY2023
- Willis Towers Watson US LLC codes 11 PY2023
- Merril Lynch, Pierce Fenner & Smith codes 14 50 $705,066 PY2022
- Bank of America codes 21 50 $145,793 PY2022
- Towers Watson codes 11 50 $112,958 PY2022
- BDO USA, LLP codes 10 50 $33,057 PY2022
- Willis Towers Watson US LLC codes 11 PY2022
What changed
3 events
- Jan 1, 2024Funded status changedTeck American Incorporated Retirement Plan funded ratio 92.1% -> 94.8% (2023-01-01 to 2024-01-01)
- Jan 1, 2023Funded status changedTeck American Incorporated Retirement Plan funded ratio 111.8% -> 92.1% (2022-01-01 to 2023-01-01)
- Jan 1, 2023Assets changedTeck American Incorporated Retirement Plan plan assets $131M -> $98M (-25.7%, 2022-01-01 to 2023-01-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 261974324-001
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.