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
Lamb Weston, Inc. Pension Plan for Plant Hourly Employees
Corporate pensionEagle, ID
Assets
$37.8M
Total assets, Dec 31, 2024 reported
Funded
81.4%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
4
none on the tape
Plan sponsor: Lamb Weston, Inc.
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
- Interest-bearing cash 36.2%
- Registered investment companies 27.9%
Consultants and advisers
3 firms
- Mercer Investments LLC Investment adviser (plan)through Dec 31, 2022 Form 5500
- State Street Bank & Trust Company CustodianDirected trusteethrough Dec 31, 2023 Form 5500
- Mercer 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
- State Street Gbl Equity2 rows, latest Dec 31, 2023
From Schedule C (investment management, code 28)
- Mercer Investments LLCplan years 2023
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 | 20+ Year U.S. Treasury Strips Indexcollective trust | State Street Gbl Equity | Fixed income | $15.5M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2023 | Summit Global Equity Series Cifcollective trust | Mercer Strategic Solutions, LLC | Public equity | $3.1M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | 20+ Year U.S. Treasury Strips Indexcollective trust | State Street Gbl Equity | Fixed income | $14.3M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | Summit Global Equity Series Cifcollective trust | Mercer Strategic Solutions, LLC | Public equity | $2.7M 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 | 3,769 | $25.8M | $34.8M | 81.4% | $37.8M | n/a | n/a | n/a |
| 2023 to Dec 31, 2023 | 3,815 | $24.0M | $32.6M | 81.0% | $25.5M | n/a | n/a | n/a |
| 2022 to Dec 31, 2022 | 3,850 | $33.7M | $29.2M | 112.5% | $24.1M | n/a | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- Mercer (US) Inc. codes 11 50 $1.3M PY2024
- Eide Bailly LLP codes 10 50 $20,140 PY2024
- State Street Bank & Trust codes 19 25 50 99 $8,564 PY2024
- Comerica codes 15 49 $6,925 PY2024
- Summit Global Equity Series Cif Sched. D C PY2024
- 20+ Year U.S. Treasury Strips Index Sched. D C PY2024
- Mercer codes 11 PY2024
- Mercer codes 15 50 $2.0M PY2023
- Mercer (US) Inc. codes 11 50 $80,601 PY2023
- Seyfarth Shaw LLP codes 29 50 $54,000 PY2023
- Mercer Investments LLC codes 51 $50,933 PY2023
- Eide Bailly LLP codes 10 50 $14,950 PY2023
- State Street Bank & Trust codes 19 25 50 99 $13,210 PY2023
- RSM US LLP codes 10 50 $5,000 PY2023
- 20+ Year U.S. Treasury Strips Index Sched. D C $15.5M PY2023
- Summit Global Equity Series Cif Sched. D C $3.1M PY2023
- Mercer codes 11 PY2023
- Mercer codes 15 50 $253,565 PY2022
- Mercer Investments LLC codes 27 51 $79,340 PY2022
- Mercer codes 11 50 $43,754 PY2022
- RSM US LLP codes 10 50 $16,800 PY2022
- State Street Bank & Trust codes 25 50 $11,184 PY2022
- 20+ Year U.S. Treasury Strips Index Sched. D C $14.3M PY2022
- Summit Global Equity Series Cif Sched. D C $2.7M PY2022
- Mercer codes 11 PY2022
What changed
4 events
- Dec 31, 2024Assets changedLamb Weston, Inc. Pension Plan for Plant Hourly Employees total assets $26M -> $38M (+48.3%, 2023-12-31 to 2024-12-31)
- Dec 31, 2023Consultant changedinferenceMercer Investments LLC no longer appears on Lamb Weston, Inc. Pension Plan for Plant Hourly Employees's Schedule C as investment adviser (plan) (plan year 2023 vs 2022)with Mercer Investments LLCaskebsa.dol.gov
- Jan 1, 2023Funded status changedLamb Weston, Inc. Pension Plan for Plant Hourly Employees funded ratio 112.5% -> 81.0% (2022-01-01 to 2023-01-01)
- Jan 1, 2023Assets changedLamb Weston, Inc. Pension Plan for Plant Hourly Employees plan assets $34M -> $24M (-28.9%, 2022-01-01 to 2023-01-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 208865395-001
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.