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
S••••• P•••• C••••••••• R••••••••• P•••
Corporate pensionHickory, NC
Assets
n/a
Total assets, Jul 31, 2025 reported
Funded
105.9%
Dec 1, 2022
Private markets target
n/a
policy Nov 30, 2024
Commitments
0
none on the tape
Plan sponsor: S••••• P•••• C•••••••••
Allocation policy
Form 5500, as of Nov 30, 2024
Actual allocation lines without a target (as filed)
- Interest-bearing cash 2.6%
- Other investments 97.4%
Consultants and advisers
4 firms
- S••••••• C•••••• M••••••••• L•• Investment adviser (plan)through Nov 30, 2023 Form 5500
- M••••••• a• M•••• • M••••••• C•••••• Actuarythrough Nov 30, 2024 Form 5500
- M•••••• I•••••••• S••••••• Actuarythrough Nov 30, 2023 Form 5500
- T••••• B••• Trusteethrough Nov 30, 2023 Form 5500
People
No investment staff or executives have been read for this allocator yet.
Manager roster
No manager relationship is on the tape for this allocator.
Commitments
No fund commitments are on the tape for this allocator. The tape holds the plans that publish their own private-markets reports; a plan that publishes one and is not here is a gap we can close.
Size and funding
25 readings
Plan assets
Funded ratio
Funding target
Discount rate
Net investment income
$-121,980 (2024-11) · $-938,934 (2023-11)
Investment management fees
$31,485 (2024-11) · $28,925 (2023-11)
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 Jul 31, 2025 | 285 | n/a | n/a | n/a | $0 | $0 | $0 | $0 |
| 2023 to Nov 30, 2024 | 286 | n/a | n/a | n/a | $20.5M | $0 | $0 | $0 |
| 2022 to Nov 30, 2023 | 294 | $21.6M | $21.6M | 105.9% | $20.7M | $0 | $0 | $0 |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- M•••• & M••••••• Agency LLC codes 11 $138,865 PY2024
- S••••••• C•••••• M••••••••• L•• codes 27 50 $26,562 PY2024
- T••••• B•••(fka Bb&t Company) codes 21 50 $11,250 PY2024
- M••••••, a M•••• & M••••••• Company codes 11 $87,812 PY2023
- S••••••• C•••••• M••••••••• L•• codes 27 50 $31,485 PY2023
- T••••• B•••(fka Bb&t Company) codes 21 50 $18,319 PY2023
- M•••••• I•••••••• S••••••• codes 11 $65,290 PY2022
- S••••••• C•••••• M••••••••• L•• codes 27 50 $28,925 PY2022
- T••••• B•••(fka Bb&t Company) codes 21 50 $20,422 PY2022
- M•••••• I•••••••• S•••••••, LLC codes 11 PY2022
What changed
1 events
- Jul 31, 2025Assets changedS••••• P•••• C••••••••• R••••••••• P••• total assets $21M -> $0 (-100.0%, 2024-11-30 to 2025-07-31)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 560484179-001
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.