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.

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Corporate pension

S•••••• P•••••• P•••

Corporate pensionMebane, NC

Assets

$589M

Total assets, Dec 31, 2024 reported

Funded

114.8%

Jan 1, 2024

Private markets target

n/a

policy Dec 31, 2024

Commitments

none on the tape

Plan sponsor: S••••••• I•••

Allocation policy

Form 5500, as of Dec 31, 2024

Actual allocation lines without a target (as filed)

Common/collective trusts 99.4%
Registered investment companies 0.5%

Consultants and advisers

2 firms

B••• G•••••• L•• Investment adviser (plan)through Dec 31, 2022 Form 5500
M••••• Actuarythrough Dec 31, 2022 Form 5500

People

No investment staff or executives have been read for this allocator yet.

Manager roster

2 managers on the commitment tape

From the plan’s own commitment disclosures

S•••• S••••• • R•••••• 2•••6 rows, latest Dec 31, 2024
S•••• S••••• G••••• A••••••• T••••3 rows, latest Dec 31, 2024

From Schedule C (investment management, code 28)

M••••• I••••••••• L••plan years 2022
S•••• S••••• • R•••••• 2•••plan years 2022
S•••• S••••• G••••• A••••••• T••••plan years 2022

Commitments

25 rows, 0 dated closings

Disclosed holdings (from the plan’s performance or holdings report, as of the report date)

Date	Fund	Manager	Bucket	Amount	Status	Source
as of Dec 31, 2024	M••••• U• S•••••••• C•• E••••• P•••collective trust	M•••••	Public equity	$5.2M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2024	M••••• N••••• C••• E••••• P••••••••collective trust	M•••••	Public equity	$14.3M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2024	M••••• U• L•••• C•• C••• P•••••• E•collective trust	M•••••	Public equity	$33.1M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2024	S•••• S••••• I••••••••• U••• C•••collective trust	S•••• S••••• • R•••••• 2•••	Pooled vehicles	$226M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2024	C• S••• U••••••• G••• B••• I••• S•collective trust	S•••• S••••• G••••• A••••••• T••••	Fixed income	$132M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2024	S••• E••••••• M••• E••••• I••• a•collective trust	S•••• S••••• • R•••••• 2•••	Public equity	$6.1M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2024	M••••• A••••• L••• C•••••••• F••••collective trust	M•••••	Fixed income	$169M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2023	M••••• U• S•••••••• C•• E••••• P•••collective trust	M•••••	Public equity	$10.5M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2023	M••••• N••••• C••• E••••• P••••••••collective trust	M•••••	Public equity	$10.0M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2023	M••••• G••••• L•• V••••••••• E•••••collective trust	M•••••	Public equity	$8.7M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2023	M••••• U• L•••• C•• C••• P•••••• E•collective trust	M•••••	Public equity	$24.1M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2023	S•••• S••••• I••••••••• U••• C•••collective trust	S•••• S••••• • R•••••• 2•••	Pooled vehicles	$223M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2023	C• S••• U••••••• G••• B••• I••• S•collective trust	S•••• S••••• G••••• A••••••• T••••	Fixed income	$146M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2023	S••• E••••••• M••• E••••• I••• a•collective trust	S•••• S••••• • R•••••• 2•••	Public equity	$7.5M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2023	M••••• A••••• L••• C•••••••• F••••collective trust	M•••••	Fixed income	$185M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2022	M••••• P•••••• L••• C••••• F•••• i•collective trust	M•••••	Private credit	$37.1M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2022	M••••• U• S•••••••• C•• E••••• P•••collective trust	M•••••	Public equity	$10.6M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2022	M••••• N••••• C••• E••••• P••••••••collective trust	M•••••	Public equity	$11.0M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2022	M••••• G••••• L•• V••••••••• E•••••collective trust	M•••••	Public equity	$9.4M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2022	M••••• U• L•••• C•• C••• P•••••• E•collective trust	M•••••	Public equity	$23.9M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2022	M••••• L••• S••••• F•••• I•••••collective trust	M•••••	Fixed income	$40.3M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2022	S•••• S••••• I••••••••• U••• C•••collective trust	S•••• S••••• • R•••••• 2•••	Pooled vehicles	$162M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2022	C• S••• U••••••• G••• B••• I••• S•collective trust	S•••• S••••• G••••• A••••••• T••••	Fixed income	$94.7M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2022	S••• E••••••• M••• E••••• I••• a•collective trust	S•••• S••••• • R•••••• 2•••	Public equity	$6.9M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2022	M••••• A••••• L••• C•••••••• F••••collective trust	M•••••	Fixed income	$206M held	Disclosed holding	askebsa.dol.gov

Size and funding

33 readings

Total assets

$589M Dec 31, 2024 reported Form 5500

$618M (2023-12) · $615M (2022-12)

Plan assets

$618M Jan 1, 2024 reported Form 5500

$615M (2023-01) · $897M (2022-01)

Net assets

$589M Dec 31, 2024 reported Form 5500

$618M (2023-12) · $615M (2022-12)

Funded ratio

114.8% Jan 1, 2024 reported Form 5500

113.2% (2023-01) · 135.6% (2022-01)

Funding target

$529M Jan 1, 2024 reported Form 5500

$537M (2023-01) · $570M (2022-01)

Discount rate

5.12% Jan 1, 2024 reported Form 5500

5.25% (2023-01) · 5.43% (2022-01)

Participants

4,723 Jan 1, 2024 reported Form 5500

4,853 (2023-01) · 5,197 (2022-01)

Contributions

$0 Dec 31, 2024 reported Form 5500

$0 (2023-12) · $0 (2022-12)

Benefits paid

$35.1M Dec 31, 2024 reported Form 5500

$38.2M (2023-12) · $81.4M (2022-12)

Net investment income

$-29.6M Dec 31, 2024 reported Form 5500

$3.9M (2023-12) · $-283M (2022-12)

Investment management fees

$613,801 Dec 31, 2024 reported Form 5500

$1.0M (2023-12) · $56,353 (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	4,723	$618M	$529M	114.8%	$589M	n/a	n/a	n/a
2023 to Dec 31, 2023	4,853	$615M	$537M	113.2%	$618M	n/a	n/a	n/a
2022 to Dec 31, 2022	5,197	$897M	$570M	135.6%	$615M	n/a	n/a	n/a

Service providers and investment entities as filed (Schedule C and D, latest year first)

M••••• I••••••••• L•• codes 51 52 $519,646 PY2024
M••••• codes 11 $462,737 PY2024
State S••••• Global Advisors codes 51 $44,866 PY2024
Crowe LLP codes 10 $33,240 PY2024
B••• G•••••• L•• codes 27 $26,375 PY2024
State S••••• Global Advisors codes 51 $20,701 PY2024
M••••• Actlong Corp Invst P•••••••• Sched. D C $169M PY2024
M••••• G••••• L•• V••••••••• E••••• Sched. D C PY2024
S••• I••••••••• U.S. C•••it Index Sched. D C $226M PY2024
M••••• US S••••/mid Cap Growth Equi Sched. D C $5.2M PY2024
M••••• N••••• C••• E••••• P•••••••• Sched. D C $14.3M PY2024
M••••• U• L•••• C•• C••• P•••••• E• Sched. D C $33.1M PY2024
S••• U.S. L••• Government B••• Inde Sched. D C $132M PY2024
S••• E••••••• Markets Index Nl Fund Sched. D C $6.1M PY2024
M••••• codes 11 PY2024
M••••• I••••••••• L•• codes 51 52 $941,294 PY2023
M••••• codes 11 $611,980 PY2023
State S••••• Global Advisors codes 51 $32,836 PY2023
Crowe LLP codes 10 $31,686 PY2023
B••• G•••••• L•• codes 27 $26,375 PY2023
State S••••• Global Advisors codes 51 $14,431 PY2023
M••••• N••••• C••• E••••• P•••••••• Sched. D C $10.0M PY2023
M••••• G••••• L•• V••••••••• E••••• Sched. D C $8.7M PY2023
M••••• U• L•••• C•• C••• P•••••• E• Sched. D C $24.1M PY2023
S••• I••••••••• U.S. C•••it Index Sched. D C $223M PY2023
S••• U.S. L••• Government B••• Inde Sched. D C $146M PY2023
S••• E••••••• Markets Index Nl Fund Sched. D C $7.5M PY2023
M••••• Actlong Corp Invst P•••••••• Sched. D C $185M PY2023
M••••• P•••••• L••• C••••• F•••• i• Sched. D C PY2023
M••••• L••• S••••• F•••• I••••• Por Sched. D C PY2023
M••••• US S••••/mid Cap Growth Equi Sched. D C $10.5M PY2023
M••••• codes 11 PY2023
M••••• I••••••••• L•• codes 51 52 $1.3M PY2022
M••••• codes 11 $932,165 PY2022
B••• G•••••• L•• codes 27 $46,600 PY2022
Crowe LLP codes 10 $43,095 PY2022
State S••••• Global Advisors codes 51 $34,426 PY2022
State S••••• Global Advisors codes 51 $18,800 PY2022
M••••• P•••••• L••• C••••• F•••• i• Sched. D C $37.1M PY2022
M••••• N••••• C••• E••••• P•••••••• Sched. D C $11.0M PY2022
M••••• G••••• L•• V••••••••• E••••• Sched. D C $9.4M PY2022
M••••• U• L•••• C•• C••• P•••••• E• Sched. D C $23.9M PY2022
S••• I••••••••• U.S. C•••it Index Sched. D C $162M PY2022
S••• U.S. L••• Government B••• Inde Sched. D C $94.7M PY2022
S••• E••••••• Markets Index Nl Fund Sched. D C $6.9M PY2022
M••••• Actlong Corp Invst P•••••••• Sched. D C $206M PY2022
M••••• L••• S••••• F•••• I••••• Por Sched. D C $40.3M PY2022
M••••• US S••••/mid Cap Growth Equi Sched. D C $10.6M PY2022
M••••• codes 11 PY2022

What changed

5 events

Dec 31, 2024Holding endedinference
S•••••• P•••••• P••• no longer reports M••••• G••••• L•• V••••••••• E••••• (last held $9M at 2023-12-31; absent from the 2024-12-31 filing)
with M••••• G••••• L•• V••••••••• E•••••askebsa.dol.gov
Dec 31, 2023Holding endedinference
S•••••• P•••••• P••• no longer reports M••••• L••• S••••• F•••• I••••• (last held $40M at 2022-12-31; absent from the 2023-12-31 filing)
with M••••• L••• S••••• F•••• I•••••askebsa.dol.gov
Dec 31, 2023Holding endedinference
S•••••• P•••••• P••• no longer reports M••••• P•••••• L••• C••••• F•••• i• (last held $37M at 2022-12-31; absent from the 2023-12-31 filing)
with M••••• P•••••• L••• C••••• F•••• i•askebsa.dol.gov
Jan 1, 2023Funded status changed
S•••••• P•••••• P••• funded ratio 135.6% -> 113.2% (2022-01-01 to 2023-01-01)
askebsa.dol.gov
Jan 1, 2023Assets changed
S•••••• P•••••• P••• plan assets $897M -> $615M (-31.5%, 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 221717737-004

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.