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AllocatorsPlantaft hartley100m-1b

Cic-Toc Pension Plan

Allocators

Seattle, WA

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Search this name across graphsid dfx:al:eeca0717-0678-4de6-9b6a-c8534341c9b8

Data as of Sep 15, 2026 (this record's last observation) from Government tapes; SEC filings; What the plans publish; Pending. Page built Sep 20, 2026, 4:20 AM UTC and rebuilt at most every 15 minutes.

Relationships: 12
Dated events: 4
On other graphs: 0
Observed: Sep 15, 2026 to Sep 15, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Total assets: $184Mlatest reading; see basis
Assets as of: Dec 31, 2024
Assets basis: REPORTED
Funded ratio: 98%
Participants: 6,007
Commitments: 23with an amount; holdings are counted apart
Managers: 5
Funds: 8
Re-ups: 0
First-time managers: 0
Latest commitment: Dec 31, 2024
Consultants: 0
Private markets target, %: 0latest policy, percent of assets
Private equity target, %: 0latest policy, percent of assets
Latest policy: Dec 31, 2024
People: 0

Holdings (a value, never a commitment)

a Schedule D plan interest or a 990-PF other investment: a value on a date, never an approval

Vehicle	Manager	Bucket	Value	As of	Kind	Source
Equity Index Fund	Wells Fargo	Public equity	$19.4M	Dec 31, 2024	Collective trust	Dol form 5500 pension
Equity Index Fund	Wells Fargo	Public equity	$18.6M	Dec 31, 2023	Collective trust	Dol form 5500 pension
Parametric Defensive Equity Fund	Parametric Portfolio Associates	Public equity	$16.4M	Dec 31, 2024	103 12 ie	Dol form 5500 pension
Blackrock Mid Cap Equity Index Fund	Blackrock Insti. Trust Company, N.A	Public equity	$15.2M	Dec 31, 2022	Collective trust	Dol form 5500 pension
Parametric Defensive Equity Fund	Parametric Portfolio Associates	Public equity	$14.9M	Dec 31, 2023	103 12 ie	Dol form 5500 pension
Parametric Defensive Equity Fund	Parametric Portfolio Associates	Public equity	$12.8M	Dec 31, 2022	103 12 ie	Dol form 5500 pension
Acwi Ex-Us Superfund	Blackrock Insti. Trust Company, N.A	Pooled vehicle	$6.8M	Dec 31, 2023	Collective trust	Dol form 5500 pension
MFS International Growth Fund	MFS Heritage Trust Company	Pooled vehicle	$6.7M	Dec 31, 2024	Collective trust	Dol form 5500 pension
MFS International Growth Fund	MFS Heritage Trust Company	Pooled vehicle	$6.6M	Dec 31, 2023	Collective trust	Dol form 5500 pension
Acwi Ex-Us Superfund	Blackrock Insti. Trust Company, N.A	Pooled vehicle	$6.4M	Dec 31, 2024	Collective trust	Dol form 5500 pension
Blackrock Mid Cap Equity Index Fund	Blackrock Insti. Trust Company, N.A	Public equity	$6.3M	Dec 31, 2023	Collective trust	Dol form 5500 pension
Blackrock Mid Cap Equity Index Fund	Blackrock Insti. Trust Company, N.A	Public equity	$6.0M	Dec 31, 2024	Collective trust	Dol form 5500 pension
MFS International Growth Fund	MFS Heritage Trust Company	Pooled vehicle	$4.7M	Dec 31, 2022	Collective trust	Dol form 5500 pension
Acwi Ex-Us Superfund	Blackrock Insti. Trust Company, N.A	Pooled vehicle	$4.5M	Dec 31, 2022	Collective trust	Dol form 5500 pension
Harbourvest Partners Viii-Venture	Harbourvest Partners LP	venture	$1.4M	Dec 31, 2022	103 12 ie	Dol form 5500 pension
Harbourvest Partners Viii-Venture	Harbourvest Partners LP	venture	$1.0M	Dec 31, 2024	103 12 ie	Dol form 5500 pension
Harbourvest Partners Viii-Venture	Harbourvest Partners LP	venture	$991,390	Dec 31, 2023	103 12 ie	Dol form 5500 pension
Harbourvest Part Viii Cayman Buyout	Harbourvest Partners LP	Private equity	$367,781	Dec 31, 2022	103 12 ie	Dol form 5500 pension
Harbourvest Partners Viii-Cayman Mz	Harbourvest Partners LP	Pooled vehicle	$120,993	Dec 31, 2022	103 12 ie	Dol form 5500 pension
Harbourvest Part Viii Cayman Buyout	Harbourvest Partners LP	Private equity	$88,131	Dec 31, 2023	103 12 ie	Dol form 5500 pension
Harbourvest Partners Viii-Cayman Mz	Harbourvest Partners LP	Pooled vehicle	$44,098	Dec 31, 2023	103 12 ie	Dol form 5500 pension
Harbourvest Partners Viii-Cayman Mz	Harbourvest Partners LP	Pooled vehicle	$27,599	Dec 31, 2024	103 12 ie	Dol form 5500 pension
Harbourvest Part Viii Cayman Buyout	Harbourvest Partners LP	Private equity	$24,129	Dec 31, 2024	103 12 ie	Dol form 5500 pension

Policy targets, latest period

the latest period this plan published, every item quoted from its own report; a target is never an actual; 15 rows folded into 5

Bucket	Target %	Range low	Range high	Actual %	Actual	Period end	Basis
Interest-bearing cash	n/a	n/a	n/a	0	$180,984	Dec 31, 2024	Derived
Other investments	n/a	n/a	n/a	26	$48.1M	Dec 31, 2024	Derived
Common/collective trusts	n/a	n/a	n/a	21	$38.5M	Dec 31, 2024	Derived
103-12 investment entities	n/a	n/a	n/a	20	$37.6M	Dec 31, 2024	Derived
Registered investment companies	n/a	n/a	n/a	32	$58.0M	Dec 31, 2024	Derived

Consultants

Form 5500 Schedule C, Form ADV and the plan's own reports; a Schedule C relationship is current for 24 months after the plan year end

Consultant	Role	From	To	Current	Evidence	Source
Milliman, Inc.	actuary	Jan 1, 2022	Dec 31, 2022	no	fact	Dol form 5500 pension
RV Kuhns & Associates	General consultant	Jan 1, 2022	Dec 31, 2022	no	fact	Dol form 5500 pension
Principal Spectrum Asset Management	custodian	Jan 1, 2022	Dec 31, 2022	no	fact	Dol form 5500 pension
Vigilant Services, Inc.	Discretionary trustee	Jan 1, 2022	Dec 31, 2022	no	fact	Dol form 5500 pension
Blackrock Institutional Trust Co,na	trustee	Jan 1, 2022	Dec 31, 2022	no	fact	Dol form 5500 pension
Wells Fargo Bank	custodian	Jan 1, 2022	Dec 31, 2022	no	fact	Dol form 5500 pension

Managers

managers this plan names on Schedule C or in its reports; a manager here is a reference node keyed to the private equity, venture and real estate fund graphs, never a new identity

Manager	Mandate	From	To	Current	Evidence
Parametric Portfolio Associates	n/a	Dec 31, 2024	n/a	yes	fact
MFS Heritage Trust Company	n/a	Dec 31, 2023	n/a	yes	fact
Harbourvest Partners LP	n/a	Dec 31, 2022	n/a	yes	fact
Blackrock Insti. Trust Company, N.A	n/a	Dec 31, 2022	n/a	yes	fact
MFS Heritage Trust Company	Investment management	Jan 1, 2022	Dec 31, 2022	no	fact

Relationships

Manages for (4)

← Harbourvest Partners LPManager with allocator capital
Dec 31, 2022 to presentfactForm 5500
← Parametric Portfolio AssociatesManager with allocator capital
Dec 31, 2024 to presentfactForm 5500
← Blackrock Insti. Trust Company, N.AManager with allocator capital
Dec 31, 2022 to presentfactForm 5500
← MFS Heritage Trust CompanyInvestment consultantInvestment management
Jan 1, 2022 to Dec 31, 2022factForm 5500

Sponsors (1)

← Board of Trustees, Cic-Forest Products RetirementPlan sponsorPlan sponsor
Jan 1, 2022 to presentfactForm 5500

Advised by (6)

→ Milliman, Inc.Investment consultantactuary
Jan 1, 2022 to Dec 31, 2022factForm 5500
→ RV Kuhns & AssociatesInvestment consultantGeneral consultant
Jan 1, 2022 to Dec 31, 2022factForm 5500
→ Principal Spectrum Asset ManagementInvestment consultantcustodian
Jan 1, 2022 to Dec 31, 2022factForm 5500
→ Vigilant Services, Inc.Investment consultantDiscretionary trustee
Jan 1, 2022 to Dec 31, 2022factForm 5500
→ Blackrock Institutional Trust Co,naInvestment consultanttrustee
Jan 1, 2022 to Dec 31, 2022factForm 5500
→ Wells Fargo BankInvestment consultantcustodian
Jan 1, 2022 to Dec 31, 2022factForm 5500

Dated events

3 bookkeeping events (roster, classification and holdings changes) folded below

Occurred
Dec 31, 2023
Holding in a pooled vehicle started
Cic-Toc Pension Plan first reports an interest in Equity Index Fund (Wells Fargo): $19M at 2023-12-31
Wells Fargo Form 5500observed 4 days ago
$18.6M

Show 3 bookkeeping events

Occurred
Jan 1, 2024
Cic-Toc Pension Plan funded ratio 91.0% -> 97.5% (2023-01-01 to 2024-01-01)
Occurred
Jan 1, 2023
Cic-Toc Pension Plan funded ratio 110.0% -> 91.0% (2022-01-01 to 2023-01-01)
Occurred
Jan 1, 2023
Cic-Toc Pension Plan plan assets $220M -> $177M (-19.5%, 2022-01-01 to 2023-01-01)

Provenance

Graph: Allocators
Canonical id: dfx:al:eeca0717-0678-4de6-9b6a-c8534341c9b8
First observed: Sep 15, 2026
Last observed: Sep 15, 2026 4 days ago
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.