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
Scana Corporation Retirement Plan
Corporate pensionRichmond, VA
Assets
$670M
Total assets, Dec 31, 2024 reported
Funded
95.5%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
4
1 managers on Schedule C
Plan sponsor: Scana Corporation
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
- Non-interest-bearing cash 99.4%
- Corporate debt instruments (other) 0.0%
- Corporate debt instruments (preferred) 0.0%
Consultants and advisers
4 firms
- Burgiss Group LLC Investment adviser (plan)through Dec 31, 2022 Form 5500
- BNY Mellon Trusteethrough Dec 31, 2024 Form 5500
- Willis Towers Watson US LLC Actuarythrough Dec 31, 2022 Form 5500
- Northern Trust Co. Trusteethrough 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
- Northern Trust Collective Eafe Inde2 rows, latest Dec 31, 2023
- Blackrock Long Term Govt Bond2 rows, latest Dec 31, 2023
From Schedule C (investment management, code 28)
- Msci Incplan years 2024
- Blackrock Institutional Trust Co,naplan years 2023
- Dodge & Coxplan years 2022
- Pacific Investmt Management Co LLCplan years 2022
Commitments
4 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, 2023 | NT All Country World Ex-Us Index Fdcollective trust | Northern Trust Collective Eafe Inde | Pooled vehicles | $16.8M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2023 | CF Blackrock Ld Corp Credit Fundcollective trust | Blackrock Long Term Govt Bond | Private credit | $20.6M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | NT All Country World Ex-Us Index Fdcollective trust | Northern Trust Collective Eafe Inde | Pooled vehicles | $11.0M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | CF Blackrock Ld Corp Credit Fundcollective trust | Blackrock Long Term Govt Bond | Private credit | $64.5M held | Disclosed holding | askebsa.dol.gov |
Size and funding
30 readings
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 | 5,914 | $639M | $714M | 95.5% | $670M | n/a | n/a | n/a |
| 2023 to Dec 31, 2023 | 6,387 | $583M | $693M | 92.3% | $647M | n/a | n/a | n/a |
| 2022 to Dec 31, 2022 | 6,113 | $817M | $685M | 117.1% | $602M | n/a | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- Pacific Investment Mgmt Co LLC codes 28 51 $376,992 PY2024
- Blackrock codes 28 51 $138,089 PY2024
- Willis Towers Watson US LLC codes 11 50 $57,957 PY2024
- BNY Mellon codes 21 51 $52,359 PY2024
- Dominion Energy Svcs, Inc codes 14 50 $39,901 PY2024
- Deloitte & Touche LLP codes 10 50 $32,710 PY2024
- Msci, Inc. codes 28 51 $11,467 PY2024
- Morgan Stanley and Co., LLC, New Yo codes 33 55 PY2024
- BNY Eb Temporary Investment Fund Sched. D C PY2024
- CF Blackrock Ld Corp Credit Fund Sched. D C PY2024
- COL All Cntry Wld Inv Mrkt Index Sched. D C PY2024
- Willis Towers Watson US LLC codes 11 PY2024
- Pacific Investment Mgmt Co LLC codes 28 51 $412,536 PY2023
- Northern Trust Co codes 21 51 $244,325 PY2023
- Blackrock codes 28 51 $173,660 PY2023
- Willis Towers Watson codes 11 50 $68,164 PY2023
- Dominion Energy Svcs, Inc codes 14 50 $48,190 PY2023
- Deloitte & Touche LLP codes 10 50 $32,708 PY2023
- Burgiss Group LLC codes 27 50 $13,232 PY2023
- CF Intermediate Duration Corpor-Cl1 Sched. D C $20.6M PY2023
- COL All Cntry Wld Inv Mrkt Index Sched. D C $281M PY2023
- CF Intermediate Govt Bnd Index Sched. D C $63.1M PY2023
- CF Blackrock Ld Corp Credit Fund Sched. D C $43.7M PY2023
- CF Blackrock Lt Govt Bond Index Sched. D C $30.6M PY2023
- NT Collective Short Term Inv Fund Sched. D C $16.8M PY2023
- Willis Towers Watson US LLC codes 11 PY2023
- Northern Trust Co codes 21 51 $371,123 PY2022
- Dodge & Cox codes 28 51 $355,771 PY2022
- Pacific Investment Mgmt Co LLC codes 28 51 $339,678 PY2022
- Willis Towers Watson codes 11 50 $129,494 PY2022
- Deloitte & Touche LLP codes 10 50 $34,238 PY2022
- Dominion Energy Svcs, Inc codes 14 50 $28,006 PY2022
- Burgiss Group LLC codes 27 50 $10,226 PY2022
- Pershing LLC codes 33 55 PY2022
- COL All Cntry Wld Inv Mrkt Index Sched. D C $275M PY2022
- CF Blackrock Ld Corp Credit Fund Sched. D C $82.7M PY2022
- CF Blackrock Lt Govt Bond Index Sched. D C $64.5M PY2022
- NT Collective Short Term Inv Fund Sched. D C $11.0M PY2022
- Willis Towers Watson US LLC codes 11 PY2022
What changed
7 events
- Dec 31, 2024Consultant changedinferenceBurgiss Group LLC no longer appears on Scana Corporation Retirement Plan's Schedule C as investment adviser (plan) (plan year 2024 vs 2023)with Burgiss Group LLCaskebsa.dol.gov
- Dec 31, 2024Manager relationship startedMsci, Inc. appears on Scana Corporation Retirement Plan's Schedule C as investment manager (plan year 2024 vs 2023)with Msci Incaskebsa.dol.gov
- Jan 1, 2024Funded status changedScana Corporation Retirement Plan funded ratio 92.2% -> 95.5% (2023-01-01 to 2024-01-01)
- Dec 31, 2023Manager relationship startedBlackrock appears on Scana Corporation Retirement Plan's Schedule C as investment manager (plan year 2023 vs 2022)with Blackrock Institutional Trust Co,naaskebsa.dol.gov
- Dec 31, 2023Manager relationship endedinferenceDodge & Cox no longer appears on Scana Corporation Retirement Plan's Schedule C as investment manager (plan year 2023 vs 2022)with Dodge & Coxaskebsa.dol.gov
- Jan 1, 2023Funded status changedScana Corporation Retirement Plan funded ratio 117.1% -> 92.2% (2022-01-01 to 2023-01-01)
- Jan 1, 2023Assets changedScana Corporation Retirement Plan plan assets $817M -> $583M (-28.6%, 2022-01-01 to 2023-01-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 570784499-001
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.