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

Brightspeed Pension Plan

Corporate pensionCharlotte, NC
Assets
$1.7B
Total assets, Dec 31, 2024 reported
Funded
97.7%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
6
none on the tape
Plan sponsor: Connect Holding II LLC D/b/a Brightspeed
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
  • Non-interest-bearing cash 0.0%
  • Corporate debt instruments (other) 50.6%
  • Corporate debt instruments (preferred) 0.7%
  • U.S. Government securities 26.2%
  • Insurance company general account 0.0%
  • Other investments 2.5%
  • Common/collective trusts 10.1%
  • Common stock 8.6%
Consultants and advisers
4 firms
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
From Schedule C (investment management, code 28)
Commitments
6 rows, 0 dated closings
Disclosed holdings (from the plan’s performance or holdings report, as of the report date)
DateFundManagerBucketAmountVintageStatusSource
as of Dec 31, 2024NT Collective Short Term Investmentcollective trustNorthern Trust Collective Eafe IndeCash$66.7M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Blackrock Msci World Index Fundcollective trustBlackrockPooled vehicles$104M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023NT Collective Short Term Investmentcollective trustNorthern Trust Collective Eafe IndeCash$68.0M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Blackrock Msci World Index Fundcollective trustBlackrockPooled vehicles$99.1M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022NT Collective Short Term Investmentcollective trustNorthern Trust Collective Eafe IndeCash$38.3M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Blackrock Msci World Index Fundcollective trustBlackrockPooled vehicles$111M heldDisclosed holdingaskebsa.dol.gov
Size and funding
33 readings
Total assets
$1.7B Dec 31, 2024 reported Form 5500
$1.9B (2023-12) · $1.9B (2022-12)
Plan assets
$1.9B Jan 1, 2024 reported Form 5500
$1.9B (2023-01) · $2.5B (2022-01)
Net assets
$1.7B Dec 31, 2024 reported Form 5500
$1.9B (2023-12) · $1.9B (2022-12)
Funded ratio
97.7% Jan 1, 2024 reported Form 5500
97.5% (2023-01) · 103.2% (2022-01)
Funding target
$1.9B Jan 1, 2024 reported Form 5500
$2.0B (2023-01) · $2.1B (2022-01)
Discount rate
5.03% Jan 1, 2024 reported Form 5500
5.15% (2023-01) · 5.31% (2022-01)
Participants
19,242 Jan 1, 2024 reported Form 5500
20,111 (2023-01) · 20,964 (2022-01)
Contributions
$0 Dec 31, 2024 reported Form 5500
$0 (2023-12) · $319M (2022-12)
Benefits paid
$197M Dec 31, 2024 reported Form 5500
$192M (2023-12) · $254M (2022-12)
Net investment income
$-175M Dec 31, 2024 reported Form 5500
$-39.1M (2023-12) · $-337M (2022-12)
Investment management fees
$2.4M Dec 31, 2024 reported Form 5500
$2.9M (2023-12) · $51,613 (2022-12)
Form 5500 filings
3 plan years
Plan yearParticipantsAssets (SB market)Funding targetFTAPTotal assets (H)Partnerships / JVMaster trustReal estate
2024 to Dec 31, 202419,242$1.9B$1.9B97.7%$1.7Bn/an/an/a
2023 to Dec 31, 202320,111$1.9B$2.0B97.5%$1.9Bn/an/an/a
2022 to Dec 31, 202220,964$2.5B$2.1B103.2%$1.9Bn/an/an/a
Service providers and investment entities as filed (Schedule C and D, latest year first)
What changed
14 events
  • Dec 31, 2024Manager relationship endedinference
    Nisa Investment Advisors no longer appears on Brightspeed Pension Plan's Schedule C as investment manager (plan year 2024 vs 2023)
    with Nisa Investment Advisors, LLCaskebsa.dol.gov
  • Dec 31, 2024Manager relationship endedinference
    Prudential no longer appears on Brightspeed Pension Plan's Schedule C as investment manager (plan year 2024 vs 2023)
    with Prudential Insurance Company of Ameaskebsa.dol.gov
  • Dec 31, 2024Manager relationship endedinference
    Pimco no longer appears on Brightspeed Pension Plan's Schedule C as investment manager (plan year 2024 vs 2023)
    with Pacific Investmt Management Co LLCaskebsa.dol.gov
  • Dec 31, 2024Manager relationship started
    State Street Global Advisors appears on Brightspeed Pension Plan's Schedule C as investment manager (plan year 2024 vs 2023)
    with State Street Global Advisorsaskebsa.dol.gov
  • Dec 31, 2024Consultant changedinference
    AON Consulting no longer appears on Brightspeed Pension Plan's Schedule C as general consultant (plan year 2024 vs 2023)
    with Aonaskebsa.dol.gov
  • Dec 31, 2024Manager relationship endedinference
    Western Asset Management Company no longer appears on Brightspeed Pension Plan's Schedule C as investment manager (plan year 2024 vs 2023)
    with Western Asset Mgmt Company, LLCaskebsa.dol.gov
  • Dec 31, 2023Manager relationship endedinference
    State Street Global Advisors Trust no longer appears on Brightspeed Pension Plan's Schedule C as investment manager (plan year 2023 vs 2022)
    with State Street Global Advisorsaskebsa.dol.gov
  • Dec 31, 2023Manager relationship started
    Prudential appears on Brightspeed Pension Plan's Schedule C as investment manager (plan year 2023 vs 2022)
    with Prudential Insurance Company of Ameaskebsa.dol.gov
  • Dec 31, 2023Manager relationship started
    Western Asset Management Company appears on Brightspeed Pension Plan's Schedule C as investment manager (plan year 2023 vs 2022)
    with Western Asset Mgmt Company, LLCaskebsa.dol.gov
  • Dec 31, 2023Manager relationship started
    Nisa Investment Advisors appears on Brightspeed Pension Plan's Schedule C as investment manager (plan year 2023 vs 2022)
    with Nisa Investment Advisors, LLCaskebsa.dol.gov
  • Dec 31, 2023Consultant changedinference
    AON Consulting appears on Brightspeed Pension Plan's Schedule C as general consultant (plan year 2023 vs 2022)
    with Aonaskebsa.dol.gov
  • Dec 31, 2023Manager relationship started
    Pimco appears on Brightspeed Pension Plan's Schedule C as investment manager (plan year 2023 vs 2022)
    with Pacific Investmt Management Co LLCaskebsa.dol.gov
  • Jan 1, 2023Funded status changed
    Brightspeed Pension Plan funded ratio 103.2% -> 97.5% (2022-01-01 to 2023-01-01)
    askebsa.dol.gov
  • Jan 1, 2023Assets changed
    Brightspeed Pension Plan plan assets $2.5B -> $1.9B (-24.2%, 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 873811759-200
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.