SFB Casualty Ins Co Retirement Plan
Corporate pension, based in Ridgeland, Mississippi, reporting $446M in assets, for 2,188 participants.
Composed from this allocator's classification, location and filed figures.
Nothing material in the last 90 days. Last change: 1 Jul 2024, SFB Casualty Ins Co Retirement Plan funded ratio 134.1% -> 126.9% (2023-07-01 to 2024-07-01).
1 more manager and 6 more commitments
Every figure, date and source on this page is shown. The names behind them, and every related record, open with the complete profile.
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Capital path
who backs this record, through what, into what; each name opens its own path- Snyder Capital Small/mid Cap Value3 commitments
- NT Collective Short Term Investment3 commitments
- Commingled Pen Tr Fd of Jpm Chse Bk2 commitments
- Snyder Capital Management, LP3 commitments
- Northern Trust Investments, Inc.3 commitments
- JP Morgan Chase2 commitments
Relationship network
15 connected entities9 observed commitments6 repeat counterparties8 dated commitments shown here, 2023 to 2025
From board minutes, annual reports, Form 5500 filings and public records of commitments, consultants and staff in the allocator graph. Commitment amounts are those the allocator disclosed; many are not printed, and none is estimated.
Some relationships on this record are counted rather than named here. They open with the full profile.
Click any name or line for the commitments and sources behind it. Line weight is commitments together; dashed lines are inferred.
- Sponsor
- Fund or vehicle
- Service provider
- Organization
›How strength and recency are read
Managers, funds and consultants are read from the commitments: three or more is a strong observed relationship, two a repeat counterparty. No consultant link is marked current on the source, so none is labelled current or former here. Related plans, people and plan service providers are ordered by what the filing shows.
Darker lines were active in the last 24 months or are current; lighter lines are older or undated.
Size, funding, policy and commitments, with their basesCorporate pensionShowHide
Allocation policy
- Interest-bearing cash 0.8%
- Non-interest-bearing cash 0.0%
- Corporate debt instruments (other) 21.7%
- Corporate debt instruments (preferred) 0.4%
- U.S. Government securities 17.3%
- Other investments 0.0%
- Common/collective trusts 13.4%
- Registered investment companies 46.0%
Consultants and advisers
- AON Consulting, Inc. Actuarythrough Jun 30, 2023 Form 5500
People
Manager roster
- Snyder Capital Management, LP3 rows, latest Jun 30, 2025
- Northern Trust Investments, Inc.3 rows, latest Jun 30, 2025
- JP Morgan Chase2 rows, latest Jun 30, 2025
+1 more manager received commitments
Every name, record and relationship behind this count, with the source on each.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
- JP Morgan Chaseplan years
- Snyder Capital Management, LPplan years
What changed
- Jul 1, 2024Funded status changedSFB Casualty Ins Co Retirement Plan funded ratio 134.1% -> 126.9% (2023-07-01 to 2024-07-01)
- Jun 30, 2024Holding endedinferenceSFB Casualty Ins Co Retirement Plan no longer reports Jpmcb Strategic Property Fund (J.P. Morgan Chase) (last held $46M at 2023-06-30; absent from the 2024-06-30 filing)with J.P. Morgan Chaseaskebsa.dol.gov
- Jun 30, 2024Holding startedSFB Casualty Ins Co Retirement Plan first reports an interest in Commingled Pen Tr Fd of Jpm Chse Bk: $36M at 2024-06-30with Commingled Pen Tr Fd of Jpm Chse Bkaskebsa.dol.gov
- Jul 1, 2023Funded status changedSFB Casualty Ins Co Retirement Plan funded ratio 147.1% -> 134.1% (2022-07-01 to 2023-07-01)
Commitments
| Date | Fund | Manager | Bucket | Amount | Vintage | Status | Source |
|---|---|---|---|---|---|---|---|
| as of Jun 30, 2025 | Commingled Pen Tr Fd of Jpm Chse Bkcollective trust | JP Morgan Chase | Pooled vehicles | $31.7M held | Disclosed holding | askebsa.dol.gov | |
| as of Jun 30, 2025 | Snyder Capital Small/mid Cap Valuecollective trust | Snyder Capital Management, LP | Pooled vehicles | $28.0M held | Disclosed holding | askebsa.dol.gov | |
| as of Jun 30, 2025 | NT Collective Short Term Investmentcollective trust | Northern Trust Investments, Inc. | Cash | $3.7M held | Disclosed holding | askebsa.dol.gov |
+6 more commitments
Every fund and manager this allocator committed to, with the amount, date and source on each.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
Size and funding
Form 5500 filings
| Plan year | Participants | Assets (SB market) | Funding target | FTAP | Total assets (H) | Partnerships / JV | Master trust | Real estate |
|---|---|---|---|---|---|---|---|---|
| 2024 to Jun 30, 2025 | 2,188 | $430M | $339M | 126.9% | $446M | Not disclosed | Not disclosed | Not disclosed |
| 2023 to Jun 30, 2024 | 2,142 | $428M | $319M | 134.1% | $431M | Not disclosed | Not disclosed | Not disclosed |
| 2022 to Jun 30, 2023 | 2,086 | $445M | $303M | 147.1% | $429M | Not disclosed | Not disclosed | Not disclosed |
- Commingled Pen Tr Fd of Jpm Chse Bk Sched. D C $31.7M PY2024
- Snyder Capital Small/mid Cap Value Sched. D C $28.0M PY2024
- NT Collective (stif) Sched. D C $3.7M PY2024
+10 more service providers
Every name, record and relationship behind this count, with the source on each.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
Provenance
Provenance
Record history
- Funded status changed2024-07-01source on record
- Holding in a pooled vehicle ended2024-06-30source on record
- Holding in a pooled vehicle started2024-06-30source on record
+1 more change on this record's ledger
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The ledger records every merge, rename and reclassification this record went through and the dated filings observed on it, so the identity on this page can be traced to the records it was built from. The ledger's own sentences name other records, so they show with the names.
›Connections
every published relationship on the graph
+4 connections on the graph
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.