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
Pension Plan for the Employees of Caromont Health
Corporate pensionGastonia, NC
Assets
$58.4M
Total assets, Dec 31, 2024 reported
Funded
117.3%
Jan 1, 2023
Private markets target
n/a
policy Dec 31, 2024
Commitments
0
none on the tape
Plan sponsor: Caromont Health, Inc.
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
- Interest-bearing cash 1.3%
- Non-interest-bearing cash 0.0%
- Corporate debt instruments (other) 26.6%
- U.S. Government securities 65.8%
- Other investments 3.4%
- Registered investment companies 1.8%
Consultants and advisers
3 firms
- Mcgriff, a Marsh & Mclennan Compnay Actuarythrough Dec 31, 2024 Form 5500
- Truist 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
6 managers on Schedule C
From Schedule C (investment management, code 28)
- Diamond Hill Capital Management Incplan years 2022
- Conestoga Capital Advisorsplan years 2022
- Silvercrest Asset Managementplan years 2022
- Sterling Capital Management LLCplan years 2022
- DSM Capital Partners LLCplan years 2022
- Insight North America 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
29 readings
Investment management fees
$125,771 (2023-12) · $372,298 (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 | 956 | n/a | n/a | n/a | $58.4M | $0 | $0 | $0 |
| 2023 to Dec 31, 2023 | 2,475 | $213M | $171M | 117.3% | $113M | $0 | $0 | $0 |
| 2022 to Dec 31, 2022 | 2,509 | $252M | $167M | 120.6% | $213M | $0 | $0 | $0 |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- Mcgriff, a Marsh & Mclennan Company codes 11 17 $229,311 PY2024
- Insight North America codes 28 $149,730 PY2024
- Truist codes 21 $50,445 PY2024
- Mcgriff Insurance Services codes 11 17 $351,575 PY2023
- Truist codes 21 $99,349 PY2023
- Forvis, LLP codes 10 $56,571 PY2023
- Insight North America codes 28 $51,270 PY2023
- Diamond Hill Capital Management codes 28 $30,418 PY2023
- Conestoga Capital Advisors LLC codes 28 $20,208 PY2023
- Silvercrest Asset Management Group codes 28 $19,622 PY2023
- Mcgriff Insurance Services, Inc. codes 11 PY2023
- Insight North America codes 28 $139,000 PY2022
- Truist codes 21 $100,201 PY2022
- Diamond Hill Capital Management codes 28 $83,000 PY2022
- Mcgriff Insurance Services codes 11 17 $63,501 PY2022
- DSM Capital Partners LLC codes 28 $45,949 PY2022
- Conestoga Capital Advisors LLC codes 28 $45,714 PY2022
- Silvercrest Asset Management Group codes 28 $38,348 PY2022
- Sterling Capital Management LLC codes 28 $20,288 PY2022
- Mcgriff Insurance Services, Inc. codes 11 PY2022
What changed
11 events
- Dec 31, 2024Manager relationship endedinferenceConestoga Capital Advisors LLC no longer appears on Pension Plan for the Employees of Caromont Health's Schedule C as investment manager (plan year 2024 vs 2023)with Conestoga Capital Advisorsaskebsa.dol.gov
- Dec 31, 2024Consultant changedinferenceMcgriff, a Marsh & Mclennan Company appears on Pension Plan for the Employees of Caromont Health's Schedule C as pension consultant (plan year 2024 vs 2023)with Mcgriff, a Marsh & Mclennan Compnayaskebsa.dol.gov
- Dec 31, 2024Manager relationship endedinferenceDiamond Hill Capital Management no longer appears on Pension Plan for the Employees of Caromont Health's Schedule C as investment manager (plan year 2024 vs 2023)with Diamond Hill Capital Management Incaskebsa.dol.gov
- Dec 31, 2024Manager relationship endedinferenceSilvercrest Asset Management Group no longer appears on Pension Plan for the Employees of Caromont Health's Schedule C as investment manager (plan year 2024 vs 2023)with Silvercrest Asset Managementaskebsa.dol.gov
- Dec 31, 2024Consultant changedinferenceMcgriff Insurance Services no longer appears on Pension Plan for the Employees of Caromont Health's Schedule C as pension consultant (plan year 2024 vs 2023)with Mcgriff Insurance Servicesaskebsa.dol.gov
- Dec 31, 2024Assets changedPension Plan for the Employees of Caromont Health total assets $113M -> $58M (-48.1%, 2023-12-31 to 2024-12-31)
- Dec 31, 2023Manager relationship endedinferenceDSM Capital Partners LLC no longer appears on Pension Plan for the Employees of Caromont Health's Schedule C as investment manager (plan year 2023 vs 2022)with DSM Capital Partners LLCaskebsa.dol.gov
- Dec 31, 2023Manager relationship endedinferenceSterling Capital Management LLC no longer appears on Pension Plan for the Employees of Caromont Health's Schedule C as investment manager (plan year 2023 vs 2022)with Sterling Capital Management LLCaskebsa.dol.gov
- Dec 31, 2023Assets changedPension Plan for the Employees of Caromont Health total assets $213M -> $113M (-47.0%, 2022-12-31 to 2023-12-31)
- Jan 1, 2023Funded status changedPension Plan for the Employees of Caromont Health funded ratio 120.6% -> 117.3% (2022-01-01 to 2023-01-01)
- Jan 1, 2023Assets changedPension Plan for the Employees of Caromont Health plan assets $252M -> $213M (-15.7%, 2022-01-01 to 2023-01-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 581636959-001
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.