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.
Corporate pension
The Retirement Plan for Employees of Bush Brothers & Company
Corporate pensionKnoxville, TN
Assets
$233M
Total assets, Dec 31, 2024 reported
Funded
184.1%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
0
none on the tape
Plan sponsor: Bush Brothers & Company
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
- Interest-bearing cash 2.1%
- Corporate debt instruments (other) 18.0%
- Corporate debt instruments (preferred) 1.7%
- U.S. Government securities 1.3%
- Partnership/joint venture interests 3.5%
- Common stock 73.1%
- Real estate (other than employer real property) 0.0%
Consultants and advisers
3 firms
- Mcgriff, a Marsh & Mclennan Company Actuarythrough Dec 31, 2024 Form 5500
- Regions Bank Trusteethrough Dec 31, 2022 Form 5500
- Mcgriff Insurance Services Actuarythrough Dec 31, 2022 Form 5500
People
No investment staff or executives have been read for this allocator yet.
Manager roster
1 managers on Schedule C
From Schedule C (investment management, code 28)
- Janney Montgomery Scott LLCplan years 2022
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
33 readings
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 | 736 | $219M | $88.7M | 184.1% | $233M | $8.2M | $0 | $5,300 |
| 2023 to Dec 31, 2023 | 725 | $196M | $86.5M | 170.3% | $219M | $11.7M | $0 | $5,348 |
| 2022 to Dec 31, 2022 | 739 | $235M | $87.5M | 205.8% | $196M | $13.4M | $0 | $5,447 |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- Janney Montgomery Scott, LLC codes 28 $1.5M PY2024
- Regions Morgan Keegan Trust codes 21 $130,967 PY2024
- Mcgriff, a Marsh & Mclennan Company codes 11 PY2024
- Janney Montgomery Scott, LLC codes 28 $1.3M PY2023
- Regions Morgan Keegan Trust codes 21 $114,968 PY2023
- Mcgriff Insurance Services, LLC codes 11 PY2023
- Janney Montgomery Scott, LLC codes 28 $893,235 PY2022
- Regions Morgan Keegan Trust codes 21 $117,803 PY2022
- Mcgriff Insurance Services, Inc. codes 11 PY2022
What changed
5 events
- Jan 1, 2024Funded status changedThe Retirement Plan for Employees of Bush Brothers & Company funded ratio 170.3% -> 184.1% (2023-01-01 to 2024-01-01)
- Jan 1, 2024Assets changedThe Retirement Plan for Employees of Bush Brothers & Company plan assets $196M -> $219M (+11.7%, 2023-01-01 to 2024-01-01)
- Dec 31, 2023Assets changedThe Retirement Plan for Employees of Bush Brothers & Company total assets $196M -> $219M (+11.7%, 2022-12-31 to 2023-12-31)
- Jan 1, 2023Funded status changedThe Retirement Plan for Employees of Bush Brothers & Company funded ratio 205.8% -> 170.3% (2022-01-01 to 2023-01-01)
- Jan 1, 2023Assets changedThe Retirement Plan for Employees of Bush Brothers & Company plan assets $235M -> $196M (-16.6%, 2022-01-01 to 2023-01-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 620145910-001
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.