DFX Intelligence

This allocator's name, 1 more manager, 18 more commitments and 10 more dated events

Every figure, date and source on this page is shown. The names behind them, and every related record, open with the complete profile.

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Corporate pension in Utah

Corporate pension· Draper, Utah

Corporate pension, based in Draper, Utah, reporting $209M in assets, for 1,680 participants.

Composed from this allocator's classification, location and filed figures.

As of 2024-12-31 · the latest dated event for this allocator; each figure carries its own filing or report date

Assets: $209M
Funded ratio: 113.1%
Fund commitments: 13
Managers: 3

Open searches Plans backing its top manager Similar plans, same strategy

Commitments (13)Allocation policy Managers

As of 2024-12-31 · the latest dated event for this allocator; each figure carries its own filing or report date

Nothing material in the last 90 days. Last change: 31 Dec 2024, Holding started.

Capital path

who backs this record, through what, into what; each name opens its own path

Corporate pension in Utah

Funds committed to

Principal/blackrock Intl Eqty Index3 commitments
Pfg/multi-Manager Small Cap Cit N2 commitments
Large Cap Value Index Cit N2 commitments

All 13

Managers

Blackrock10 commitments
Allspring2 commitments
Dodge & Cox2 commitments

All 4

Size, funding, policy and commitments, with their basesCorporate pensionShow

Corporate pension

Assets

$209M

Total assets, Dec 31, 2024 reported

Funded

113.1%

Jan 1, 2024

Private markets target

no policy read

policy Dec 31, 2024

Commitments

3 managers on Schedule C

Allocation policy

Form 5500, as of Dec 31, 2024

Actual allocation lines without a target (as filed)

Interest-bearing cash 1.0%
Non-interest-bearing cash 0.0%
Common/collective trusts 94.2%
Registered investment companies 3.4%

Consultants and advisers

2 firms

Principal Trust Co. Custodianthrough Dec 31, 2022 Form 5500
USI Consulting Group Actuarythrough Dec 31, 2022 Form 5500

People

No investment staff or executives have been read for this allocator yet.

Manager roster

4 managers on the commitment tape

From the plan’s own commitment disclosures

Blackrock10 rows, latest Dec 31, 2024
Allspring2 rows, latest Dec 31, 2023
Dodge & Cox2 rows, latest Dec 31, 2023

+1 more manager received commitments

Every name, record and relationship behind this count, with the source on each.

Includes 3 days of DFX Intelligence. Then $249/month unless canceled.

From Schedule C (investment management, code 28)

Blackrockplan years
Allspringplan years
Dodge & Coxplan years

What changed

15 events

Dec 31, 2024Holding started
with Liability Driven Solution Cit III N$12.1Maskebsa.dol.gov
Dec 31, 2024Holding started
with Russell 2000 Index Cit N$2.9Maskebsa.dol.gov
Dec 31, 2024Holding started
with Wells Fargo$3.4Maskebsa.dol.gov
Dec 31, 2024Holding started
with Principal/blackrock S&p 500 Index$20.1Maskebsa.dol.gov
Dec 31, 2024Holding endedinference
with Pfg/federated Total Return Bond Cit$19.0Maskebsa.dol.gov

+10 more dated events

Every name, record and relationship behind this count, with the source on each.

Includes 3 days of DFX Intelligence. Then $249/month unless canceled.

Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.

Commitments

21 rows, 0 dated closings

Date	Fund	Manager	Bucket	Amount	Status	Source
as of Dec 31, 2024	Principal/blackrock S&p 500 Indexcollective trust	Blackrock	Pooled vehicles	$20.1M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2024	Liability Driven Solution Cit Icollective trust	Wells Fargo	Pooled vehicles	$3.4M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2024	Liability Driven Solution Cit IIcollective trust	Principal Financial Group	Pooled vehicles	$146M held	Disclosed holding	askebsa.dol.gov

+18 more commitments

Every fund and manager this allocator committed to, with the amount, date and source on each.

Includes 3 days of DFX Intelligence. Then $249/month unless canceled.

Size and funding

30 readings

Total assets

$209M Dec 31, 2024 reported Form 5500

$202M (2023-12) · $192M (2022-12)

Plan assets

$202M Jan 1, 2024 reported Form 5500

$191M (2023-01) · $223M (2022-01)

Net assets

$209M Dec 31, 2024 reported Form 5500

$202M (2023-12) · $192M (2022-12)

Funded ratio

113.1% Jan 1, 2024 reported Form 5500

115.6% (2023-01) · 127.0% (2022-01)

Funding target

$184M Jan 1, 2024 reported Form 5500

$182M (2023-01) · $168M (2022-01)

Discount rate

5.24% Jan 1, 2024 reported Form 5500

5.38% (2023-01) · 5.56% (2022-01)

Participants

1,680 Jan 1, 2024 reported Form 5500

2,028 (2023-01) · 2,035 (2022-01)

Contributions

$3.0M Dec 31, 2024 reported Form 5500

$5.5M (2023-12) · $5.5M (2022-12)

Benefits paid

$6.6M Dec 31, 2024 reported Form 5500

$18.4M (2023-12) · $5.0M (2022-12)

Net investment income

$7.1M Dec 31, 2024 reported Form 5500

$10.3M (2023-12) · -$31.4M (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	1,680	$202M	$184M	113.1%	$209M	Not disclosed	Not disclosed	Not disclosed
2023 to Dec 31, 2023	2,028	$191M	$182M	115.6%	$202M	Not disclosed	Not disclosed	Not disclosed
2022 to Dec 31, 2022	2,035	$223M	$168M	127.0%	$192M	Not disclosed	Not disclosed	Not disclosed

Service providers and investment entities as filed (Schedule C and D, latest year first)

Principal Trust Company codes 15 19 21 38 50 $512,518 PY2024
Principal Trust Company codes 15 19 21 38 62 PY2024
Principal Trust Company codes 15 19 21 38 63 PY2024

+30 more service providers

Every name, record and relationship behind this count, with the source on each.

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Provenance

Identifiers: none on file

Cross-graph: no entry on another DFX graph

First observed Sep 15, 2026, last observed Sep 29, 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.

Record history

15 dated events on the change ledger, latest first

Holding in a pooled vehicle started
2024-12-31source
Holding in a pooled vehicle started
2024-12-31source
Holding in a pooled vehicle started
2024-12-31source

+12 more changes on this record's ledger

Includes 3 days of DFX Intelligence. Then $249/month unless canceled.

The ledger records every merge, rename and reclassification this record went through and the dated filings observed on it, so the identity on this page can be traced to the records it was built from. The ledger's own sentences name other records, so they show with the names.

›Connections

every published relationship on the graph

+6 connections on the graph

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