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
T•• S••••• S••••• I••• P•••••• P•••
Corporate pensionBlythewood, SC
Assets
$58.3M
Total assets, Dec 31, 2024 reported
Funded
93.0%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
1
none on the tape
Plan sponsor: S••••• S••••• I•••
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
- Interest-bearing cash 2.1%
- Partnership/joint venture interests 12.1%
- Common/collective trusts 7.7%
- Registered investment companies 77.1%
Consultants and advisers
4 firms
- H•••••• C••••••••• • C•• Investment adviser (plan)through Dec 31, 2022 Form 5500
- C••• R•• Actuarythrough Dec 31, 2022 Form 5500
- W••••••••• T•••• Trusteethrough Dec 31, 2022 Form 5500
- C••• Actuarythrough Dec 31, 2022 Form 5500
People
No investment staff or executives have been read for this allocator yet.
Manager roster
No manager relationship is on the tape for this allocator.
Commitments
1 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 | D• G••••• P••••••••collective trust | Great Gray Trust Company, LLC | Pooled vehicles | $4.5M held | Disclosed holding | askebsa.dol.gov |
Size and funding
33 readings
Investment management fees
$223,688 (2023-12) · $190,337 (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 | 539 | $55.6M | $62.3M | 93.0% | $58.3M | $7.1M | n/a | n/a |
| 2023 to Dec 31, 2023 | 783 | $59.1M | $70.0M | 92.7% | $55.7M | $6.7M | n/a | n/a |
| 2022 to Dec 31, 2022 | 796 | $73.7M | $68.6M | 98.9% | $59.1M | $9.3M | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- C••• codes 11 17 $176,699 PY2024
- H•••••• C••••••••• • C•• codes 27 $118,468 PY2024
- W••••••••• T•••• codes 15 21 $94,814 PY2024
- D• G••••• P•••••••• Inst Cl Sched. D C $4.5M PY2024
- C••• codes 11 PY2024
- H•••••, C•••••••• & Co. codes 27 $223,688 PY2023
- C••• codes 11 PY2023
- H•••••, C•••••••• & Co. codes 27 $155,977 PY2022
- C••• codes 11 17 $138,248 PY2022
- W••••••••• T•••• codes 15 21 $34,360 PY2022
- C••• codes 11 PY2022
What changed
4 events
- Dec 31, 2024Consultant changedinferenceC••• appears on T•• S••••• S••••• I••• P•••••• P•••'s Schedule C as pension consultant (plan year 2024 vs 2023)with C••• R••askebsa.dol.gov
- Dec 31, 2023Consultant changedinferenceC••• no longer appears on T•• S••••• S••••• I••• P•••••• P•••'s Schedule C as pension consultant (plan year 2023 vs 2022)with C••• R••askebsa.dol.gov
- Jan 1, 2023Funded status changedT•• S••••• S••••• I••• P•••••• P••• funded ratio 98.9% -> 92.7% (2022-01-01 to 2023-01-01)
- Jan 1, 2023Assets changedT•• S••••• S••••• I••• P•••••• P••• plan assets $74M -> $59M (-19.9%, 2022-01-01 to 2023-01-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 232239452-028
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.