Retirement Plan for Employees of Southern States
Corporate pension, based in Richmond, Virginia, reporting $195M in assets, for 3,113 participants.
Composed from this allocator's classification, location and filed figures.
Nothing material in the last 90 days. Last change: 30 Jun 2025, Retirement Plan for Employees of Southern States no longer reports Fiam Institutional Cash Comm Pl (Fidelity Institutional Asset Mgmt) (last held $1M at 2024-06-30; absent from the 2025-06-30 filing).
1 more adviser, 1 more manager, 26 more commitments and 8 more dated events
Every figure, date and source on this page is shown. The names behind them, and every related record, open with the complete profile.
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Capital path
who backs this record, through what, into what; each name opens its own path- Spartan World Minimum Volatility in2 commitments
- Spartan 500 Index Pool2 commitments
- Fiam Broad Market Duration Pool2 commitments
- Fidelity Institutional Asset Mgmt22 commitments
- Geode Capital Management Trust Company, LLC5 commitments
- MFS Heritage Trust Company1 commitment
Relationship network
51 connected entities29 observed commitments12 repeat counterparties28 dated commitments shown here, 2024 to 2025
From board minutes, annual reports, Form 5500 filings and public records of commitments, consultants and staff in the allocator graph. Commitment amounts are those the allocator disclosed; many are not printed, and none is estimated.
Some relationships on this record are counted rather than named here. They open with the full profile.
Click any name or line for the commitments and sources behind it. Line weight is commitments together; dashed lines are inferred.
- Sponsor
- Fund or vehicle
- Service provider
- Organization
›How strength and recency are read
Managers, funds and consultants are read from the commitments: three or more is a strong observed relationship, two a repeat counterparty. No consultant link is marked current on the source, so none is labelled current or former here. Related plans, people and plan service providers are ordered by what the filing shows.
Darker lines were active in the last 24 months or are current; lighter lines are older or undated.
Size, funding, policy and commitments, with their basesCorporate pensionShowHide
Allocation policy
- Interest-bearing cash 0.2%
- Common/collective trusts 74.6%
- Registered investment companies 25.1%
Consultants and advisers
- FID Mgmt Trust Co Pension consultantthrough Jun 30, 2025 Form 5500
- Fidelity Investments Actuarythrough Jun 30, 2025 Form 5500
- Aon Actuarythrough Jun 30, 2023 Form 5500
+1 more consultant or adviser advise this allocator
Every name, record and relationship behind this count, with the source on each.
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People
Manager roster
- Fidelity Institutional Asset Mgmt22 rows, latest Jun 30, 2025
- Geode Capital Management Trust Company, LLC5 rows, latest Jun 30, 2025
- MFS Heritage Trust Company1 row, latest Jun 30, 2025
+1 more manager received commitments
Every name, record and relationship behind this count, with the source on each.
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- Geode Capital Management Trust Company, LLCplan years
- Cohen & Steersplan years
- Fidelity Institutional Asset Mgmtplan years 2024
+2 more Schedule C managers
Every name, record and relationship behind this count, with the source on each.
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What changed
- Jun 30, 2025Holding endedinferenceRetirement Plan for Employees of Southern States no longer reports Fiam Institutional Cash Comm Pl (Fidelity Institutional Asset Mgmt) (last held $1M at 2024-06-30; absent from the 2025-06-30 filing)with Fidelity Institutional Asset Mgmtaskebsa.dol.gov
- Jun 30, 2025Holding endedinferenceRetirement Plan for Employees of Southern States no longer reports Fiam Small Cap Core Pool (Fidelity Institutional Asset Mgmt) (last held $3M at 2024-06-30; absent from the 2025-06-30 filing)with Fidelity Institutional Asset Mgmtaskebsa.dol.gov
- Jun 30, 2025Holding endedinferenceRetirement Plan for Employees of Southern States no longer reports Spartan Commodity Index Pool (last held $187,328 at 2024-06-30; absent from the 2025-06-30 filing)with Spartan Commodity Index Poolaskebsa.dol.gov
- Jun 30, 2025Holding startedRetirement Plan for Employees of Southern States first reports an interest in Fiam Long Corporate a Or Better (Fidelity Institutional Asset Mgmt): $189,851 at 2025-06-30with Fidelity Institutional Asset Mgmtaskebsa.dol.gov
- Jun 30, 2025Holding startedRetirement Plan for Employees of Southern States first reports an interest in Cohen & Steers Collective Invsstmnt: $3M at 2025-06-30with Cohen & Steers Collective Invsstmntaskebsa.dol.gov
+8 more dated events
Every name, record and relationship behind this count, with the source on each.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
Commitments
| Date | Fund | Manager | Bucket | Amount | Vintage | Status | Source |
|---|---|---|---|---|---|---|---|
| as of Jun 30, 2025 | MFS International Equity Fundcollective trust | MFS Heritage Trust Company | Public equity | $9.1M held | Disclosed holding | askebsa.dol.gov | |
| as of Jun 30, 2025 | Fiam Long Durationcollective trust | Fidelity Institutional Asset Mgmt | Fixed income | $197,858 held | Disclosed holding | askebsa.dol.gov | |
| as of Jun 30, 2025 | Cohen & Steers Collective Invsstmntcollective trust | Cohen & Steers | Pooled vehicles | $2.6M held | Disclosed holding | askebsa.dol.gov |
+26 more commitments
Every fund and manager this allocator committed to, with the amount, date and source on each.
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Size and funding
Form 5500 filings
| Plan year | Participants | Assets (SB market) | Funding target | FTAP | Total assets (H) | Partnerships / JV | Master trust | Real estate |
|---|---|---|---|---|---|---|---|---|
| 2024 to Jun 30, 2025 | 3,113 | $190M | $197M | 96.2% | $195M | Not disclosed | Not disclosed | Not disclosed |
| 2023 to Jun 30, 2024 | 3,247 | $192M | $208M | 91.9% | $192M | Not disclosed | Not disclosed | Not disclosed |
| 2022 to Jun 30, 2023 | 3,338 | $193M | $212M | 90.7% | $192M | Not disclosed | Not disclosed | Not disclosed |
- FID Inst Asset Mgmt Co. codes 28 51 $304,707 PY2024
- FID Mgmt Trust Co codes 17 50 $112,291 PY2024
- AON Consulting Inc codes 11 50 $74,084 PY2024
+45 more service providers
Every name, record and relationship behind this count, with the source on each.
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Provenance
Provenance
Retirement Plan for Employees of Southern States sits on 4 traced paths of capital across the graphs.
DFX traced 4 paths of capital through this record
Every record on each path, what it committed or lent, and as of when.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
Derived from allocator disclosures, BDC schedules and SEC filings; confidence is the weakest hop.
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Record history
- Holding in a pooled vehicle ended2025-06-30source on record
- Holding in a pooled vehicle ended2025-06-30source on record
- Holding in a pooled vehicle ended2025-06-30source on record
+10 more changes on this record's ledger
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The ledger records every merge, rename and reclassification this record went through and the dated filings observed on it, so the identity on this page can be traced to the records it was built from. The ledger's own sentences name other records, so they show with the names.
›Connections
every published relationship on the graph
+11 connections on the graph
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