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
Durham Pension Plan
Corporate pensionCreedmoor, NC
Assets
$7.3M
Total assets, Dec 31, 2024 reported
Funded
107.7%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
0
none on the tape
Plan sponsor: Firstmark Aerospace Corporation
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
- Interest-bearing cash 1.2%
- Registered investment companies 98.8%
Consultants and advisers
3 firms
- Morgan Stanley Smith Barney, LLC Investment adviser (plan)through Dec 31, 2024 Form 5500
- Milliman, Inc. Actuarythrough Dec 31, 2022 Form 5500
- Truist Bank Trusteethrough Dec 31, 2022 Form 5500
People
No investment staff or executives have been read for this allocator yet.
Manager roster
No manager relationship is on the tape for this allocator.
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
$42,256 (2023-12) · $33,141 (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 | 175 | $7.1M | $6.8M | 107.7% | $7.3M | n/a | n/a | n/a |
| 2023 to Dec 31, 2023 | 182 | $6.8M | $7.0M | 106.7% | $7.1M | n/a | n/a | n/a |
| 2022 to Dec 31, 2022 | 187 | $8.8M | $7.1M | 114.4% | $6.8M | n/a | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- Milliman codes 11 27 $42,627 PY2024
- BDO USA, P.C. codes 10 $25,190 PY2024
- Truist codes 21 $15,000 PY2024
- Morgan Stanley codes 27 $11,250 PY2024
- Milliman, Inc. codes 11 PY2024
- Milliman codes 11 27 $53,939 PY2023
- BDO USA, P.C. codes 10 $16,000 PY2023
- Truist codes 21 $13,484 PY2023
- Milliman, Inc. codes 11 PY2023
- Milliman codes 11 27 $57,377 PY2022
- BDO USA, P.C. codes 10 $13,940 PY2022
- Truist codes 21 $12,915 PY2022
- Milliman Inc codes 11 PY2022
What changed
3 events
- Dec 31, 2024Consultant changedinferenceMorgan Stanley appears on Durham Pension Plan's Schedule C as investment adviser (plan) (plan year 2024 vs 2023)with Morgan Stanley Smith Barney, LLCaskebsa.dol.gov
- Jan 1, 2023Funded status changedDurham Pension Plan funded ratio 114.4% -> 106.7% (2022-01-01 to 2023-01-01)
- Jan 1, 2023Assets changedDurham Pension Plan plan assets $9M -> $7M (-22.3%, 2022-01-01 to 2023-01-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 300085548-001
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.