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
Hickory Springs Retirement Plan
Corporate pensionHickory, NC
Assets
$61.7M
Total assets, Dec 31, 2024 reported
Funded
67.1%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
0
1 managers on Schedule C
Plan sponsor: Hickory Springs Manufacturing Co
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
- Interest-bearing cash 0.4%
- Corporate debt instruments (other) 32.9%
- U.S. Government securities 11.8%
- Other loans 7.8%
- Registered investment companies 43.5%
Consultants and advisers
3 firms
- Trust Company of Tennessee Pension consultantCustodianthrough Dec 31, 2024 Form 5500
- Willis Towers Watson US LLC Actuarythrough Dec 31, 2022 Form 5500
- SLC Management Actuarythrough Dec 31, 2022 Form 5500
People
No investment staff or executives have been read for this allocator yet.
Manager roster
1 managers on Schedule C
From Schedule C (investment management, code 28)
- SLC Managementplan years 2024
Commitments
No fund commitments are on the tape for this allocator. The tape holds the plans that publish their own private-markets reports; a plan that publishes one and is not here is a gap we can close.
Size and funding
33 readings
Investment management fees
$371,482 (2023-12) · $348,928 (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 | 992 | $61.6M | $101M | 67.1% | $61.7M | n/a | n/a | n/a |
| 2023 to Dec 31, 2023 | 2,533 | $128M | $176M | 80.1% | $61.0M | $0 | $0 | $0 |
| 2022 to Dec 31, 2022 | 2,582 | $167M | $176M | 95.7% | $127M | n/a | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- Willis Towers Watson US LLC codes 11 17 50 $344,475 PY2024
- SUN Life Capital Management US LLC codes 51 $173,097 PY2024
- Trust Company of Tennessee codes 15 17 19 21 24 50 99 $79,499 PY2024
- Willis Towers Watson US LLC codes 11 PY2024
- Willis Towers Watson US LLC codes 11 17 50 $966,945 PY2023
- Sun Life Capital Management US LLC codes 11 17 50 $204,966 PY2023
- Trust Company of Tennessee codes 15 19 21 25 50 63 $166,516 PY2023
- Willis Towers Watson US LLC codes 11 PY2023
- Willis Towers Watson US LLC codes 11 17 50 $323,808 PY2022
- Trust Company of Tennessee codes 15 19 21 25 50 63 $225,612 PY2022
- Sun Life Capital Management US LLC codes 11 17 50 $123,316 PY2022
- Willis Towers Watson US LLC codes 11 PY2022
What changed
7 events
- Dec 31, 2024Consultant changedinferenceTrust Company of Tennessee appears on Hickory Springs Retirement Plan's Schedule C as pension consultant (plan year 2024 vs 2023)with Trust Company of Tennesseeaskebsa.dol.gov
- Dec 31, 2024Consultant changedinferenceSun Life Capital Management US LLC no longer appears on Hickory Springs Retirement Plan's Schedule C as pension consultant (plan year 2024 vs 2023)with SLC Managementaskebsa.dol.gov
- Jan 1, 2024Funded status changedHickory Springs Retirement Plan funded ratio 80.1% -> 67.1% (2023-01-01 to 2024-01-01)
- Jan 1, 2024Assets changedHickory Springs Retirement Plan plan assets $128M -> $62M (-51.9%, 2023-01-01 to 2024-01-01)
- Dec 31, 2023Assets changedHickory Springs Retirement Plan total assets $127M -> $61M (-51.9%, 2022-12-31 to 2023-12-31)
- Jan 1, 2023Funded status changedHickory Springs Retirement Plan funded ratio 95.7% -> 80.1% (2022-01-01 to 2023-01-01)
- Jan 1, 2023Assets changedHickory Springs Retirement Plan plan assets $167M -> $128M (-23.4%, 2022-01-01 to 2023-01-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 560494395-001
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.