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
Pension Plan for the Employees of Charlotte Pipe and Foundry Company
Corporate pensionCharlotte, NC
Assets
n/a
Total assets, Dec 29, 2023 reported
Funded
119.5%
Jan 1, 2022
Private markets target
n/a
policy Dec 31, 2022
Commitments
0
none on the tape
Plan sponsor: Charlotte Pipe and Foundry Company
Allocation policy
Form 5500, as of Dec 31, 2022
Actual allocation lines without a target (as filed)
- Corporate debt instruments (preferred) 20.2%
- U.S. Government securities 79.0%
- Registered investment companies 0.1%
Consultants and advisers
3 firms
- Legg Mason Investment adviser (plan)through Dec 31, 2022 Form 5500
- BMO Harris Bank, N.A. Trusteethrough Dec 31, 2022 Form 5500
- AON Consulting, Inc. Actuarythrough Dec 31, 2022 Form 5500
People
No investment staff or executives have been read for this allocator yet.
Manager roster
2 managers on Schedule C
From Schedule C (investment management, code 28)
- SLC Managementplan years 2022
- Brown Brothers Harriman & Coplan years 2022
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
18 readings
Plan assets
Funded ratio
Funding target
Discount rate
Form 5500 filings
2 plan years
| Plan year | Participants | Assets (SB market) | Funding target | FTAP | Total assets (H) | Partnerships / JV | Master trust | Real estate |
|---|---|---|---|---|---|---|---|---|
| 2023 to Dec 29, 2023 | 1,551 | n/a | n/a | n/a | $0 | n/a | n/a | n/a |
| 2022 to Dec 31, 2022 | 1,583 | $151M | $108M | 119.5% | $107M | n/a | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- SLC Consulting codes 28 50 $190,027 PY2023
- Bmo codes 21 50 $68,221 PY2023
- SLC Consulting codes 28 50 $323,756 PY2022
- Bmo codes 21 50 $64,621 PY2022
- Brown Brothers Harriman & Co codes 28 50 51 $45,622 PY2022
- Legg Mason codes 27 50 $20,907 PY2022
- AON Consulting, Inc. codes 11 PY2022
What changed
3 events
- Dec 31, 2023Consultant changedinferenceLegg Mason no longer appears on Pension Plan for the Employees of Charlotte Pipe and Foundry Company's Schedule C as investment adviser (plan) (plan year 2023 vs 2022)with Legg Masonaskebsa.dol.gov
- Dec 31, 2023Manager relationship endedinferenceBrown Brothers Harriman & Co no longer appears on Pension Plan for the Employees of Charlotte Pipe and Foundry Company's Schedule C as investment manager (plan year 2023 vs 2022)with Brown Brothers Harriman & Coaskebsa.dol.gov
- Dec 29, 2023Assets changedPension Plan for the Employees of Charlotte Pipe and Foundry Company total assets $107M -> $0 (-100.0%, 2022-12-31 to 2023-12-29)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 560174030-001
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.