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
L••••••••• C••••• U•••• C••• B•••••• D•••••• B•••••• P••• a•• T••••
Corporate pensionMuscle Shoals, AL
Assets
$26.0M
Total assets, Dec 31, 2024 reported
Funded
123.2%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
3
none on the tape
Plan sponsor: L••••••••• C••••• U••••
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
- C•••on/collective trusts 100.0%
Consultants and advisers
6 firms
- F••••••• I••••••••• A•••• M••• Investment adviser (plan)through Dec 31, 2024 Form 5500
- T••••••• I••••••••• M••••••••• Investment adviser (plan)through Dec 31, 2022 Form 5500
- F••••••• I••••••••• Actuarythrough Dec 31, 2023 Form 5500
- F••••••• I••••••••• A•••• M••• T• Actuarythrough Dec 31, 2023 Form 5500
- C••• L••• I•••••••• C•••••• Actuarythrough Dec 31, 2022 Form 5500
- C••• M••••• G•••• Actuarythrough Dec 31, 2022 Form 5500
People
No investment staff or executives have been read for this allocator yet.
Manager roster
1 managers on the commitment tape
From the plan’s own commitment disclosures
- F••••••• I••••••••• A•••• M•••3 rows, latest Dec 31, 2024
From Schedule C (investment management, code 28)
- F••••••• I••••••••• A•••• M•••plan years 2023
Commitments
3 rows, 0 dated closings
Disclosed holdings (from the plan’s performance or holdings report, as of the report date)
| Date | Fund | Manager | Bucket | Amount | Vintage | Status | Source |
|---|---|---|---|---|---|---|---|
| as of Dec 31, 2024 | F••• P•••••• J•••••• 5•••• C••• P•collective trust | F••••••• I••••••••• A•••• M••• | Pooled vehicles | $26.0M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2023 | F••• P•••••• J•••••• 5•••• C••• P•collective trust | F••••••• I••••••••• A•••• M••• | Pooled vehicles | $26.4M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | F••• P•••••• J•••••• 5•••• C••• P•collective trust | F••••••• I••••••••• A•••• M••• | Pooled vehicles | $24.5M held | Disclosed holding | askebsa.dol.gov |
Size and funding
33 readings
Investment management fees
$98,040 (2023-12) · $22,739 (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 | 275 | $26.4M | $18.8M | 123.2% | $26.0M | n/a | n/a | n/a |
| 2023 to Dec 31, 2023 | 262 | $24.5M | $16.1M | 134.0% | $26.4M | n/a | n/a | n/a |
| 2022 to Dec 31, 2022 | 262 | $38.7M | $17.4M | 201.0% | $24.5M | n/a | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- FID Inst Asset M••• Co codes 27 51 $170,922 PY2024
- FID Inv Inst Ops Co codes 11 16 50 $33,338 PY2024
- F••• P•••••• J•••••• 5•••• C••• P• Sched. D C $26.0M PY2024
- F••••••• I••••••••• codes 11 PY2024
- FID Inst Asset M••• Co codes 28 51 $98,040 PY2023
- FID Inv Inst Ops Co codes 11 16 50 $65,131 PY2023
- F••• P•••••• J•••••• 5•••• C••• P• Sched. D C $26.4M PY2023
- F••••••• I••••••••• codes 11 PY2023
- Members Capital Advisors, Inc. codes 27 51 $22,738 PY2022
- C••• L••• I•••••••• C•••••• codes 11 15 17 38 50 $18,191 PY2022
- F••• P•••••• J•••••• 5•••• C••• P• Sched. D C $24.5M PY2022
- C••• M••••• G•••• codes 11 PY2022
What changed
7 events
- Jan 1, 2024Funded status changedL••••••••• C••••• U•••• C••• B•••••• D•••••• B•••••• P••• a•• T•••• funded ratio 134.0% -> 123.2% (2023-01-01 to 2024-01-01)
- Dec 31, 2023Consultant changedinferenceFID Inv Inst Ops Co appears on L••••••••• C••••• U•••• C••• B•••••• D•••••• B•••••• P••• a•• T••••'s Schedule C as general consultant (plan year 2023 vs 2022)with F••••••• I••••••••• A•••• M••• T•askebsa.dol.gov
- Dec 31, 2023Consultant changedinferenceMembers Capital Advisors, Inc. no longer appears on L••••••••• C••••• U•••• C••• B•••••• D•••••• B•••••• P••• a•• T••••'s Schedule C as investment adviser (plan) (plan year 2023 vs 2022)with T••••••• I••••••••• M•••••••••askebsa.dol.gov
- Dec 31, 2023Manager relationship startedFID Inst Asset M••• Co appears on L••••••••• C••••• U•••• C••• B•••••• D•••••• B•••••• P••• a•• T••••'s Schedule C as investment manager (plan year 2023 vs 2022)with F••••••• I••••••••• A•••• M•••askebsa.dol.gov
- Dec 31, 2023Consultant changedinferenceC••• L••• I•••••••• C•••••• no longer appears on L••••••••• C••••• U•••• C••• B•••••• D•••••• B•••••• P••• a•• T••••'s Schedule C as pension consultant (plan year 2023 vs 2022)with C••• L••• I•••••••• C••••••askebsa.dol.gov
- Jan 1, 2023Funded status changedL••••••••• C••••• U•••• C••• B•••••• D•••••• B•••••• P••• a•• T•••• funded ratio 201.0% -> 134.0% (2022-01-01 to 2023-01-01)
- Jan 1, 2023Assets changedL••••••••• C••••• U•••• C••• B•••••• D•••••• B•••••• P••• a•• T•••• plan assets $39M -> $24M (-36.8%, 2022-01-01 to 2023-01-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 630333902-001
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.