Cotton Incorporated Pension Plan

Corporate pension· Cary, North Carolina

Corporate pension, based in Cary, North Carolina, reporting $38.8M in assets, for 208 participants.

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

Assets
$38.8M
Funded ratio
113.7%
Fund commitments
4
Managers
1
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: 1 Jan 2025, Cotton Incorporated Pension Plan funded ratio 120.3% -> 113.7% (2024-01-01 to 2025-01-01).

13 more commitments and 1 more dated event

Every figure, date and source on this page is shown. The names behind them, and every related record, open with the complete profile.

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Capital path

who backs this record, through what, into what; each name opens its own path
Cotton Incorporated Pension Plan
Managers

Relationship network

11 connected entities16 observed commitments5 repeat counterpartiescommitments 2022 to 2025

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.

Some relationships on this record are counted rather than named here. They open with the full profile.

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

What stands out
Reading the network
  • Sponsor
  • Fund or vehicle
  • 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
$38.8M
Total assets, Dec 31, 2025 reported
Funded
113.7%
Jan 1, 2025
Private markets target
no policy read
policy Dec 31, 2025
Commitments
4
none on the tape
Plan sponsor: Cotton Incorporated

Allocation policy

Form 5500, as of Dec 31, 2025
Actual allocation lines without a target (as filed)
  • Interest-bearing cash 0.0%
  • Non-interest-bearing cash 0.5%
  • Common/collective trusts 61.7%
  • Registered investment companies 33.9%

Consultants and advisers

1 firm
  • Cheiron Actuarythrough Dec 31, 2025 Form 5500

People

No investment staff or executives have been read for this allocator yet.

Manager roster

1 manager on the commitment tape
From the plan’s own commitment disclosures

What changed

6 events
  • Jan 1, 2025Funded status changed
    Cotton Incorporated Pension Plan funded ratio 120.3% -> 113.7% (2024-01-01 to 2025-01-01)
  • Jan 1, 2024Funded status changed
    Cotton Incorporated Pension Plan funded ratio 111.8% -> 120.3% (2023-01-01 to 2024-01-01)
  • Jan 1, 2024Assets changed
    Cotton Incorporated Pension Plan plan assets $31M -> $35M (+12.4%, 2023-01-01 to 2024-01-01)
  • Dec 31, 2023Assets changed
    Cotton Incorporated Pension Plan total assets $31M -> $35M (+12.5%, 2022-12-31 to 2023-12-31)
  • Jan 1, 2023Funded status changed
    Cotton Incorporated Pension Plan funded ratio 137.7% -> 111.8% (2022-01-01 to 2023-01-01)

+1 more dated event

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

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

Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.

Commitments

16 rows, 0 dated closings
DateFundManagerBucketAmountVintageStatusSource
as of Dec 31, 2025Long Liability Corporate Cit Fundcollective trustLegal and GeneralPooled vehicles$14.6M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2025L&g Long Liability Treasury Citcollective trustLegal and GeneralFixed income$1.4M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2025L&g Liability Treasury Cit Fundcollective trustLegal and GeneralFixed income$6.1M heldDisclosed holdingaskebsa.dol.gov

+13 more commitments

Every fund and manager this allocator committed to, with the amount, date and source on each.

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

Size and funding

40 readings
Total assets
$38.8M Dec 31, 2025 reported Form 5500
$36.5M (2024-12) · $35.2M (2023-12) · $31.3M (2022-12)
Plan assets
$36.5M Jan 1, 2025 reported Form 5500
$35.2M (2024-01) · $31.3M (2023-01) · $39.8M (2022-01)
Net assets
$38.8M Dec 31, 2025 reported Form 5500
$36.5M (2024-12) · $35.2M (2023-12) · $31.3M (2022-12)
Funded ratio
113.7% Jan 1, 2025 reported Form 5500
120.3% (2024-01) · 111.8% (2023-01) · 137.7% (2022-01)
Funding target
$28.6M Jan 1, 2025 reported Form 5500
$27.9M (2024-01) · $27.3M (2023-01) · $25.3M (2022-01)
Discount rate
5.40% Jan 1, 2025 reported Form 5500
5.22% (2024-01) · 5.36% (2023-01) · 5.54% (2022-01)
Participants
208 Jan 1, 2025 reported Form 5500
205 (2024-01) · 199 (2023-01) · 194 (2022-01)
Contributions
$1.5M Dec 31, 2025 reported Form 5500
$1.8M (2024-12) · $1.8M (2023-12) · $1.7M (2022-12)
Benefits paid
$2.4M Dec 31, 2025 reported Form 5500
$1.5M (2024-12) · $1.4M (2023-12) · $1.7M (2022-12)
Net investment income
$2.3M Dec 31, 2025 reported Form 5500
$1.3M (2024-12) · $3.9M (2023-12) · -$8.5M (2022-12)

Form 5500 filings

4 plan years
Plan yearParticipantsAssets (SB market)Funding targetFTAPTotal assets (H)Partnerships / JVMaster trustReal estate
2025 to Dec 31, 2025208$36.5M$28.6M113.7%$38.8MNot disclosedNot disclosedNot disclosed
2024 to Dec 31, 2024205$35.2M$27.9M120.3%$36.5MNot disclosedNot disclosedNot disclosed
2023 to Dec 31, 2023199$31.3M$27.3M111.8%$35.2MNot disclosedNot disclosedNot disclosed
2022 to Dec 31, 2022194$39.8M$25.3M137.7%$31.3MNot disclosedNot disclosedNot disclosed
Service providers and investment entities as filed (Schedule C and D, latest year first)
  • L&g Long Liability Corp Cit Fund Sched. D C $14.6M PY2025
  • L&g Long Liab. Treasury Cit Fund Sched. D C $1.4M PY2025
  • L&g Liability Treasury Cit Fund Sched. D C $6.1M PY2025

+17 more service providers

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

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Provenance

Identifiers: EIN-PN 620786018-001
Cross-graph: no entry on another DFX graph
First observed Sep 15, 2026, last observed Sep 29, 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.

Record history

6 dated events on the change ledger, latest event first
  • Funded status changed
    2025-01-01source on record
  • Funded status changed
    2024-01-01source on record
  • Total assets changed
    2024-01-01source on record

+3 more changes on this record's ledger

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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

+2 connections on the graph

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