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
The Mccallie School Retirement Plan
Corporate pensionChattanooga, TN
Assets
$13.3M
Total assets, Jun 30, 2025 reported
Funded
112.5%
Jul 1, 2024
Private markets target
n/a
policy Jun 30, 2025
Commitments
0
none on the tape
Plan sponsor: The Mccallie School
Allocation policy
Form 5500, as of Jun 30, 2025
Actual allocation lines without a target (as filed)
- Interest-bearing cash 77.5%
- Corporate debt instruments (preferred) 7.3%
- U.S. Government securities 15.1%
Consultants and advisers
2 firms
- Pinnacle Financial Partners, Inc. Custodianthrough Jun 30, 2023 Form 5500
- USI Consulting Group Actuarythrough Jun 30, 2023 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
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
32 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 Jun 30, 2025 | 173 | $26.7M | $23.3M | 112.5% | $13.3M | n/a | n/a | n/a |
| 2023 to Jun 30, 2024 | 173 | $26.1M | $23.5M | 119.3% | $26.7M | n/a | n/a | n/a |
| 2022 to Jun 30, 2023 | 175 | $23.6M | $22.1M | 117.6% | $26.1M | n/a | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- Pinnacle Financial Partners, Inc. codes 15 19 21 50 51 $143,049 PY2024
- USI Consulting Group codes 11 15 17 38 50 $31,520 PY2024
- Smith + Howard codes 10 50 $12,000 PY2024
- USI Consulting Group codes 11 PY2024
- Pinnacle Financial Partners, Inc. codes 15 19 21 50 51 $176,353 PY2023
- USI Consulting Group codes 11 15 17 38 50 $25,508 PY2023
- Smith + Howard codes 10 50 $11,500 PY2023
- USI Consulting Group codes 11 PY2023
- Pinnacle Financial Partners, Inc. codes 15 19 21 50 51 $168,383 PY2022
- USI Consulting Group codes 11 15 17 38 50 $46,350 PY2022
- Smith + Howard codes 10 50 $11,000 PY2022
- USI Consulting Group codes 11 PY2022
What changed
3 events
- Jun 30, 2025Assets changedThe Mccallie School Retirement Plan total assets $27M -> $13M (-50.3%, 2024-06-30 to 2025-06-30)
- Jul 1, 2024Funded status changedThe Mccallie School Retirement Plan funded ratio 119.3% -> 112.5% (2023-07-01 to 2024-07-01)
- Jul 1, 2023Assets changedThe Mccallie School Retirement Plan plan assets $24M -> $26M (+10.3%, 2022-07-01 to 2023-07-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 620475837-001
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.