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

S•• T••••••••• I••• P•••••• P••••

Corporate pensionCharlotte, NCcomponent of a larger system
Assets
$236M
Plan assets, Dec 31, 2025 reported
Funded
n/a
not filed
Private markets target
0.0%
policy Dec 31, 2025
Commitments
0
none on the tape
Allocation policy
10-K XBRL, as of Dec 31, 2025
Asset class (as printed)BucketTargetRangeActualGapBasis
Short Term Investments (foreign)Cash0.0%17.0%+17.0reported sec.gov
Short Term Investments And OtherCash0.0%4.0%+4.0reported sec.gov
Fixed Income FundsFixed income66.0%63.0%-3.0reported sec.gov
Fixed Income Funds (foreign)Fixed income80.0%57.0%-23.0reported sec.gov
US Government Debt SecuritiesFixed income9.0%9.0%+0.0reported sec.gov
Commingled Global Fund AllocationsMulti-asset5.0%5.0%+0.0reported sec.gov
Commingled Global Fund Allocations (foreign)Multi-asset12.0%19.0%+7.0reported sec.gov
Equity Securities Common StockPublic equity20.0%19.0%-1.0reported sec.gov
Equity Securities Common Stock (foreign)Public equity8.0%7.0%-1.0reported sec.gov
Consultants and advisers
No adviser relationship is on the tape for this allocator. Public systems name theirs in the ACFR; plans list them on Schedule C.
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
35 readings
Plan assets
$236M Dec 31, 2025 reported 10-K XBRL
$256M (2024-12) · $171M (2023-12)
Benefit obligation
$220M Dec 31, 2025 reported 10-K XBRL
$226M (2024-12) · $246M (2023-12)
Funded status (10-K)
$-72.6M Dec 31, 2025 reported 10-K XBRL
$-73.6M (2024-12)
Discount rate
5.15% Dec 31, 2025 reported 10-K XBRL
5.57% (2024-12) · 5.18% (2023-12)
Expected return
5.71% Dec 31, 2025 reported 10-K XBRL
5.47% (2024-12) · 5.23% (2023-12)
Expected contributions next year
$7.2M Dec 31, 2025 reported 10-K XBRL
What changed
1 events
  • Dec 31, 2024Assets changed
    S•• T••••••••• I••• P•••••• P•••• plan assets $171M -> $256M (+49.3%, 2023-12-31 to 2024-12-31)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: CIK 88205
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.