DFX Intelligence

Allocator Intelligence

Pension Plan for the Employees of Charlotte Pipe and Foundry Company

Corporate pension· Charlotte, North Carolina

Corporate pension, based in Charlotte, North Carolina, for 1,551 participants.

Composed from this allocator's classification, location and filed figures.

Funded ratio
119.5%
View relationshipsAsk DFX about this allocator
More
Open searchesAllocation policy
As of · the latest dated event for this allocator; each figure carries its own filing or report date

Nothing material in the last 90 days. Last change: 31 Dec 2023, Legg 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).

Relationship network

6 connected entities

From board minutes, annual reports, Form 5500 filings and public records of commitments, consultants and staff in the allocator graph. Commitment amounts are those the allocator disclosed; many are not printed, and none is estimated.

Click any name or line for the commitments and sources behind it. Line weight is commitments together; dashed lines are inferred.

Reading the network
  • Sponsor
  • Service provider
  • Organization
›How strength and recency are read

Managers, funds and consultants are read from the commitments: three or more is a strong observed relationship, two a repeat counterparty. No consultant link is marked current on the source, so none is labelled current or former here. Related plans, people and plan service providers are ordered by what the filing shows.

Darker lines were active in the last 24 months or are current; lighter lines are older or undated.

Size, funding, policy and commitments, with their basesCorporate pensionShow
Corporate pension
Assets
not established
Total assets, Dec 29, 2023 reported
Funded
119.5%
Jan 1, 2022
Private markets target
no policy read
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

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)

What changed

3 events
  • Dec 31, 2023Consultant changedinference
    Legg 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 endedinference
    Brown 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 changed
    Pension Plan for the Employees of Charlotte Pipe and Foundry Company total assets $107M -> $0 (-100.0%, 2022-12-31 to 2023-12-29)
    askebsa.dol.gov
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.

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
Total assets
$0 Dec 29, 2023 reported Form 5500
$107M (2022-12)
Plan assets
$151M Jan 1, 2022 reported Form 5500
Net assets
$0 Dec 29, 2023 reported Form 5500
$107M (2022-12)
Funded ratio
119.5% Jan 1, 2022 reported Form 5500
Funding target
$108M Jan 1, 2022 reported Form 5500
Discount rate
5.49% Jan 1, 2022 reported Form 5500
Participants
1,551 Jan 1, 2023 reported Form 5500
1,583 (2022-01)
Contributions
$11.6M Dec 29, 2023 reported Form 5500
$0 (2022-12)
Benefits paid
$58.2M Dec 29, 2023 reported Form 5500
$5.1M (2022-12)
Net investment income
-$107M Dec 29, 2023 reported Form 5500
-$44.7M (2022-12)
Investment management fees
$190,027 Dec 29, 2023 reported Form 5500
$390,285 (2022-12)

Form 5500 filings

2 plan years
Plan yearParticipantsAssets (SB market)Funding targetFTAPTotal assets (H)Partnerships / JVMaster trustReal estate
2023 to Dec 29, 20231,551Not disclosedNot disclosedn/a$0Not disclosedNot disclosedNot disclosed
2022 to Dec 31, 20221,583$151M$108M119.5%$107MNot disclosedNot disclosedNot disclosed
Service providers and investment entities as filed (Schedule C and D, latest year first)

+4 more service providers

Every name, record and relationship behind this count, with the source on each.

Includes 3 days of DFX Intelligence. Then $199/month unless canceled.

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.

Not yet on record: assets, fund commitments, managers.

Record history

3 dated events on the change ledger, latest event first
  • Consultant changed
    2023-12-31source on record
  • Manager relationship ended
    2023-12-31source on record
  • Total assets changed
    2023-12-29source on record

The ledger records every merge, rename and reclassification this record went through and the dated filings observed on it, so the identity on this page can be traced to the records it was built from. The ledger's own sentences name other records, so they show with the names.

›Connections

every published relationship on the graph

+6 connections on the graph

Includes 3 days of DFX Intelligence. Then $199/month unless canceled.