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
Retirement Plan for Employees of South Jersey Industries, Inc.
Corporate pensionFolsom, NJ
Assets
$90.9M
Total assets, Sep 30, 2025 reported
Funded
98.9%
Oct 1, 2024
Private markets target
n/a
policy Sep 30, 2025
Commitments
0
1 managers on Schedule C
Plan sponsor: South Jersey Industries, Inc.
Allocation policy
Form 5500, as of Sep 30, 2025
Actual allocation lines without a target (as filed)
- Interest-bearing cash 3.5%
- Corporate debt instruments (other) 54.3%
- U.S. Government securities 17.1%
- Other investments 6.3%
- Registered investment companies 8.3%
- Common stock 7.5%
Consultants and advisers
4 firms
- Graystone Consulting Investment adviser (plan)through Sep 30, 2023 Form 5500
- Willis Towers Watson US LLC Actuarythrough Sep 30, 2023 Form 5500
- Bank of America Custodianthrough Sep 30, 2023 Form 5500
- Matrix Directed trusteethrough Sep 30, 2023 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)
- SLC Managementplan years 2025
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
Investment management fees
$191,905 (2024-09) · $205,350 (2023-09)
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 Sep 30, 2025 | 391 | $92.1M | $84.7M | 98.9% | $90.9M | n/a | n/a | n/a |
| 2023 to Sep 30, 2024 | 395 | $83.2M | $87.5M | 102.0% | $92.5M | n/a | n/a | n/a |
| 2022 to Sep 30, 2023 | 397 | $82.4M | $85.9M | 105.5% | $83.5M | n/a | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- Polsinelli codes 29 $282,496 PY2024
- Towers Watson codes 11 $280,274 PY2024
- Graystone Consulting codes 27 $138,826 PY2024
- Bank of America codes 19 $88,273 PY2024
- Matrix codes 25 $51,679 PY2024
- BDO USA, P.C. codes 10 $41,193 PY2024
- SUN Life Capital Management codes 28 $17,731 PY2024
- Willis Towers Watson US LLC codes 11 PY2024
- Graystone Consulting codes 27 $191,905 PY2023
- Towers Watson codes 11 $137,391 PY2023
- Bank of America codes 19 $83,677 PY2023
- Matrix codes 25 $42,510 PY2023
- BDO USA, P.C. codes 10 $39,677 PY2023
- Holland & Knight codes 29 $12,330 PY2023
- Willis Towers Watson US LLC codes 11 PY2023
- Graystone Consulting codes 27 $205,350 PY2022
- Towers Watson codes 11 $104,651 PY2022
- Bank of America codes 19 $65,125 PY2022
- Matrix codes 25 $43,032 PY2022
- BDO USA, P.C. codes 10 15 $39,180 PY2022
- Willis Towers Watson US LLC codes 11 PY2022
What changed
5 events
- Dec 31, 2024Manager relationship startedSUN Life Capital Management appears on Retirement Plan for Employees of South Jersey Industries, Inc.'s Schedule C as investment manager (plan year 2024 vs 2023)with SLC Managementaskebsa.dol.gov
- Oct 1, 2024Funded status changedRetirement Plan for Employees of South Jersey Industries, Inc. funded ratio 102.0% -> 98.9% (2023-10-01 to 2024-10-01)
- Oct 1, 2024Assets changedRetirement Plan for Employees of South Jersey Industries, Inc. plan assets $83M -> $92M (+10.7%, 2023-10-01 to 2024-10-01)
- Sep 30, 2024Assets changedRetirement Plan for Employees of South Jersey Industries, Inc. total assets $83M -> $93M (+10.8%, 2023-09-30 to 2024-09-30)
- Oct 1, 2023Funded status changedRetirement Plan for Employees of South Jersey Industries, Inc. funded ratio 105.5% -> 102.0% (2022-10-01 to 2023-10-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 221901645-001
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.