@mattblaze You're one of the first I've seen to analyze this in terms of the adversary's constraints. I am not a computer scientist, but in terms of constraints, resources, and targeting, this doesn't "feel" like a state actor.
So, this is highly targeted, and the social engineering tactics seemed personal. You're not getting that from a committee. And it was a long game, which would have meant supervisors coming and going, changes in priority, etc in government.