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.
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Corporate pension
N••••• M•••••• R•••• • S••••••••• L•• C••• B•••••• R••••••••• P•••
Corporate pensionColumbia, SC
Assets
$152M
Total assets, Dec 31, 2024 reported
Funded
156.5%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
3
none on the tape
Plan sponsor: N••••• M•••••• R•••• • S••••••••• L••
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
- Interest-bearing cash 6.3%
- Common/collective trusts 10.9%
- Registered investment companies 82.7%
Consultants and advisers
5 firms
- A••••••• B••••••••• L••• Investment adviser (plan)through Dec 31, 2022 Form 5500
- P••••••••• L•• Pension consultantthrough Dec 31, 2022 Form 5500
- W••••• T••••• W••••• U• L•• Actuarythrough Dec 31, 2022 Form 5500
- P•••••••• T•••• C•• Directed trusteethrough Dec 31, 2022 Form 5500
- P•• B••• Trusteethrough 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
- A••••••• B••••••••• L•••3 rows, latest Dec 31, 2024
Commitments
3 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 | A• G••••• S•••••••• C••• E••••• C•collective trust | A••••••• B••••••••• L••• | Public equity | $16.6M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2023 | A• G••••• S•••••••• C••• E••••• C•collective trust | A••••••• B••••••••• L••• | Public equity | $13.3M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | A• G••••• S•••••••• C••• E••••• C•collective trust | A••••••• B••••••••• L••• | Public equity | $9.0M held | Disclosed holding | askebsa.dol.gov |
Size and funding
33 readings
Investment management fees
$86,226 (2023-12) · $101,725 (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 | 268 | $124M | $79.1M | 156.5% | $152M | n/a | n/a | n/a |
| 2023 to Dec 31, 2023 | 270 | $91.0M | $60.2M | 151.2% | $119M | n/a | n/a | n/a |
| 2022 to Dec 31, 2022 | 259 | $86.8M | $52.5M | 165.3% | $91.0M | n/a | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- W••••• T••••• W••••• U• L•• codes 11 17 50 $180,450 PY2024
- B•••••••• Private Wealth Management codes 27 70 $117,454 PY2024
- P•• B••• codes 21 50 $61,973 PY2024
- RSM US LLP codes 10 $24,255 PY2024
- Global Strat C••• Equity Col Inv Fd Sched. D C $16.6M PY2024
- W••••• T••••• W••••• U• L•• codes 11 PY2024
- W••••• T••••• W••••• U• L•• codes 11 17 50 $142,500 PY2023
- B•••••••• Private Wealth Management codes 27 70 $86,226 PY2023
- P•• B••• codes 21 50 $46,692 PY2023
- RSM US LLC codes 10 $22,050 PY2023
- Global Strat C••• Equity Col Inv Fd Sched. D C $13.3M PY2023
- W••••• T••••• W••••• U• L•• codes 11 PY2023
- W••••• T••••• W••••• U• L•• codes 11 17 50 $139,500 PY2022
- B•••••••• Private Wealth Management codes 27 70 $61,725 PY2022
- P••••••••• codes 17 50 $40,000 PY2022
- P•••••••• Trust Company codes 25 63 $23,647 PY2022
- RSM US LLC codes 10 $20,475 PY2022
- O'Melveny & Myers LLP codes 29 50 70 $16,482 PY2022
- P•• B••• codes 21 50 PY2022
- Global Strat C••• Equity Col Inv Fd Sched. D C $9.0M PY2022
- W••••• T••••• W••••• U• L•• codes 11 PY2022
What changed
6 events
- Dec 31, 2024Assets changedN••••• M•••••• R•••• • S••••••••• L•• C••• B•••••• R••••••••• P••• total assets $119M -> $152M (+27.1%, 2023-12-31 to 2024-12-31)
- Jan 1, 2024Funded status changedN••••• M•••••• R•••• • S••••••••• L•• C••• B•••••• R••••••••• P••• funded ratio 151.2% -> 156.5% (2023-01-01 to 2024-01-01)
- Jan 1, 2024Assets changedN••••• M•••••• R•••• • S••••••••• L•• C••• B•••••• R••••••••• P••• plan assets $91M -> $124M (+36.0%, 2023-01-01 to 2024-01-01)
- Dec 31, 2023Consultant changedinferenceP••••••••• no longer appears on N••••• M•••••• R•••• • S••••••••• L•• C••• B•••••• R••••••••• P•••'s Schedule C as pension consultant (plan year 2023 vs 2022)with P••••••••• L••askebsa.dol.gov
- Dec 31, 2023Assets changedN••••• M•••••• R•••• • S••••••••• L•• C••• B•••••• R••••••••• P••• total assets $91M -> $119M (+31.2%, 2022-12-31 to 2023-12-31)
- Jan 1, 2023Funded status changedN••••• M•••••• R•••• • S••••••••• L•• C••• B•••••• R••••••••• P••• funded ratio 165.3% -> 151.2% (2022-01-01 to 2023-01-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 570215445-004
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.