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

Fiber Industries, Inc. Retirement Income Plan

Corporate pensionCharlotte, NC
Assets
$234,258
Total assets, Dec 31, 2024 reported
Funded
106.8%
Jan 1, 2023
Private markets target
n/a
policy Dec 31, 2024
Commitments
17
none on the tape
Plan sponsor: Alpek Polyester Mississippi, Inc.
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
  • Pooled separate accounts 100.0%
Consultants and advisers
3 firms
People
No investment staff or executives have been read for this allocator yet.
Manager roster
4 managers on the commitment tape
From the plan’s own commitment disclosures
Commitments
17 rows, 0 dated closings
Disclosed holdings (from the plan’s performance or holdings report, as of the report date)
DateFundManagerBucketAmountVintageStatusSource
as of Dec 31, 2024Prin Liquid Assets Sep Acct-Zseparate accountPrincipalPooled vehicles$234,258 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Prin Liquid Assets Sep Acct-Zseparate accountPrincipalPooled vehicles$371,427 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Ssga Gl Ac Eq Exus Idx Sl IIcollective trustState Street - Russell 2000Pooled vehicles$36,985 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Ssga Sp 500 Idx Sec Lnd Ser IIcollective trustState Street - Russell 2000Pooled vehicles$26,636 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Ssga Sp Mcp Id Sec Lnd Srs Xivcollective trustState Street Global Advisors TrustPooled vehicles$13,461 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Ssga Russell Sc Idx Sec Lnd IIcollective trustState Street - Russell 2000Pooled vehicles$12,875 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Fiam Intermediate Duration Comm Plcollective trustFidelity Institutional Asset MgmtPooled vehicles$9.9M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Fiam Long Corporate a Or Bettercollective trustFidelity Institutional Asset MgmtPooled vehicles$6.3M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Fiam 8-10 Year Corporate Bondcollective trustFidelity Institutional Asset MgmtFixed income$11.2M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Prin Liquid Assets Sep Acct-Zseparate accountPrincipalPooled vehicles$1.0M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Ssga Gl Ac Eq Exus Idx Sl IIcollective trustState Street - Russell 2000Pooled vehicles$98,010 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Ssga Sp 500 Idx Sec Lnd Ser IIcollective trustState Street - Russell 2000Pooled vehicles$103,863 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Ssga Sp Mcp Id Sec Lnd Srs Xivcollective trustState Street Global Advisors TrustPooled vehicles$135,822 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Ssga Russell Sc Idx Sec Lnd IIcollective trustState Street - Russell 2000Pooled vehicles$127,100 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Fiam Long Corporate a Or Bettercollective trustFidelity Institutional Asset MgmtPooled vehicles$7.3M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Fiam 8-10 Year Corporate Bondcollective trustFidelity Institutional Asset MgmtFixed income$10.7M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Fiam Intermediate Duration Comm Plcollective trustFidelity Institutional Asset MgmtPooled vehicles$9.1M heldDisclosed holdingaskebsa.dol.gov
Size and funding
27 readings
Total assets
$234,258 Dec 31, 2024 reported Form 5500
$27.9M (2023-12) · $29.1M (2022-12)
Plan assets
$29.1M Jan 1, 2023 reported Form 5500
$38.8M (2022-01)
Net assets
$234,258 Dec 31, 2024 reported Form 5500
$27.9M (2023-12) · $29.1M (2022-12)
Funded ratio
106.8% Jan 1, 2023 reported Form 5500
117.9% (2022-01)
Funding target
$29.6M Jan 1, 2023 reported Form 5500
$30.8M (2022-01)
Discount rate
5.06% Jan 1, 2023 reported Form 5500
5.22% (2022-01)
Participants
512 Jan 1, 2024 reported Form 5500
524 (2023-01) · 539 (2022-01)
Contributions
$0 Dec 31, 2024 reported Form 5500
$24,500 (2023-12) · $0 (2022-12)
Benefits paid
$29.8M Dec 31, 2024 reported Form 5500
$4.0M (2023-12) · $4.0M (2022-12)
Net investment income
$-27.7M Dec 31, 2024 reported Form 5500
$-1.1M (2023-12) · $-9.8M (2022-12)
Investment management fees
$14,011 Dec 31, 2024 reported Form 5500
Form 5500 filings
3 plan years
Plan yearParticipantsAssets (SB market)Funding targetFTAPTotal assets (H)Partnerships / JVMaster trustReal estate
2024 to Dec 31, 2024512n/an/an/a$234,258n/an/an/a
2023 to Dec 31, 2023524$29.1M$29.6M106.8%$27.9Mn/an/an/a
2022 to Dec 31, 2022539$38.8M$30.8M117.9%$29.1Mn/an/an/a
Service providers and investment entities as filed (Schedule C and D, latest year first)
  • Principal Life Insurance Company codes 13 27 50 64 $168,655 PY2024
  • Fidelity Investment Instiutional codes 27 50 $10,872 PY2024
  • Ssga Gl Ac Eq Exus Idx Sl II Sched. D C PY2024
  • Ssga Sp 500 Idx Sec Lnd Ser II Sched. D C PY2024
  • Ssga Sp Mcp Id Sec Lnd Srs Xiv Sched. D C PY2024
  • Ssga Russell Sc Idx Sec Lnd II Sched. D C PY2024
  • Fiam Lg Corp a Ci a Sched. D C PY2024
  • Fiam 8-10 Corp Bd Cp Sched. D C PY2024
  • Fiam Inter Dur Ci a Sched. D C PY2024
  • Prin Liquid Assets Sep Acct-Z Sched. D P $234,258 PY2024
  • Principal Life Insurance Company codes 13 50 64 $188,874 PY2023
  • Long CPA, PLLC codes 10 50 $7,000 PY2023
  • Ssga Sp Mcp Id Sec Lnd Srs Xiv Sched. D C $13,461 PY2023
  • Prin Liquid Assets Sep Acct-Z Sched. D P $371,427 PY2023
  • Ssga Gl Ac Eq Exus Idx Sl II Sched. D C $36,985 PY2023
  • Ssga Sp 500 Idx Sec Lnd Ser II Sched. D C $26,636 PY2023
  • Ssga Russell Sc Idx Sec Lnd II Sched. D C $12,875 PY2023
  • Fiam Inter Dur Ci a Sched. D C $9.9M PY2023
  • Fiam Lg Corp a Ci a Sched. D C $6.3M PY2023
  • Fiam 8-10 Corp Bd Cp Sched. D C $11.2M PY2023
  • Principal Financial Group codes 11 PY2023
  • Principal Life Insurance Company codes 13 50 64 $157,503 PY2022
  • Long CPA, PLLC codes 10 50 $14,000 PY2022
  • Ssga Sp 500 Idx Sec Lnd Ser II Sched. D C $103,863 PY2022
  • Ssga Sp Mcp Id Sec Lnd Srs Xiv Sched. D C $135,822 PY2022
  • Fiam 8-10 Corp Bd Cp Sched. D C $10.7M PY2022
  • Prin Liquid Assets Sep Acct-Z Sched. D P $1.0M PY2022
  • Ssga Gl Ac Eq Exus Idx Sl II Sched. D C $98,010 PY2022
  • Fiam Inter Dur Ci a Sched. D C $9.1M PY2022
  • Ssga Russell Sc Idx Sec Lnd II Sched. D C $127,100 PY2022
  • Fiam Lg Corp a Ci a Sched. D C $7.3M PY2022
  • Principal Financial Group codes 11 PY2022
What changed
12 events
  • Dec 31, 2024Holding endedinference
    Fiber Industries, Inc. Retirement Income Plan no longer reports Ssga Gl Ac Eq Exus Idx Sl II (State Street - Russell 2000) (last held $36,985 at 2023-12-31; absent from the 2024-12-31 filing)
    with State Street - Russell 2000askebsa.dol.gov
  • Dec 31, 2024Holding endedinference
    Fiber Industries, Inc. Retirement Income Plan no longer reports Ssga Russell Sc Idx Sec Lnd II (State Street - Russell 2000) (last held $12,875 at 2023-12-31; absent from the 2024-12-31 filing)
    with State Street - Russell 2000askebsa.dol.gov
  • Dec 31, 2024Holding endedinference
    Fiber Industries, Inc. Retirement Income Plan no longer reports Fiam Intermediate Duration Comm Pl (Fidelity Institutional Asset Mgmt) (last held $10M at 2023-12-31; absent from the 2024-12-31 filing)
    with Fidelity Institutional Asset Mgmtaskebsa.dol.gov
  • Dec 31, 2024Holding endedinference
    Fiber Industries, Inc. Retirement Income Plan no longer reports Fiam Long Corporate a Or Better (Fidelity Institutional Asset Mgmt) (last held $6M at 2023-12-31; absent from the 2024-12-31 filing)
    with Fidelity Institutional Asset Mgmtaskebsa.dol.gov
  • Dec 31, 2024Holding endedinference
    Fiber Industries, Inc. Retirement Income Plan no longer reports Fiam 8-10 Year Corporate Bond (Fidelity Institutional Asset Mgmt) (last held $11M at 2023-12-31; absent from the 2024-12-31 filing)
    with Fidelity Institutional Asset Mgmtaskebsa.dol.gov
  • Dec 31, 2024Holding endedinference
    Fiber Industries, Inc. Retirement Income Plan no longer reports Ssga Sp 500 Idx Sec Lnd Ser II (State Street - Russell 2000) (last held $26,636 at 2023-12-31; absent from the 2024-12-31 filing)
    with State Street - Russell 2000askebsa.dol.gov
  • Dec 31, 2024Holding endedinference
    Fiber Industries, Inc. Retirement Income Plan no longer reports Ssga Sp Mcp Id Sec Lnd Srs Xiv (State Street Global Advisors Trust) (last held $13,461 at 2023-12-31; absent from the 2024-12-31 filing)
    with State Street Global Advisors Trustaskebsa.dol.gov
  • Dec 31, 2024Consultant changedinference
    Fidelity Investment Instiutional appears on Fiber Industries, Inc. Retirement Income Plan's Schedule C as investment adviser (plan) (plan year 2024 vs 2023)
    with Fidelity Institutional Asset Mgmtaskebsa.dol.gov
  • Dec 31, 2024Consultant changedinference
    Principal Life Insurance Company appears on Fiber Industries, Inc. Retirement Income Plan's Schedule C as investment adviser (plan) (plan year 2024 vs 2023)
    with Principalaskebsa.dol.gov
  • Dec 31, 2024Assets changed
    Fiber Industries, Inc. Retirement Income Plan total assets $28M -> $234,258 (-99.2%, 2023-12-31 to 2024-12-31)
    askebsa.dol.gov
  • Jan 1, 2023Funded status changed
    Fiber Industries, Inc. Retirement Income Plan funded ratio 117.9% -> 106.8% (2022-01-01 to 2023-01-01)
    askebsa.dol.gov
  • Jan 1, 2023Assets changed
    Fiber Industries, Inc. Retirement Income Plan plan assets $39M -> $29M (-25.1%, 2022-01-01 to 2023-01-01)
    askebsa.dol.gov
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 640877945-005
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.