Cotton Incorporated Pension Plan
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.
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- Long Liability Corporate Cit Fund4 commitments
- L&g Long Liability Treasury Cit4 commitments
- L&g Liability Treasury Cit Fund4 commitments
- Legal and General16 commitments
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.
- 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 pensionShowHide
Allocation policy
- Interest-bearing cash 0.0%
- Non-interest-bearing cash 0.5%
- Common/collective trusts 61.7%
- Registered investment companies 33.9%
Consultants and advisers
- Cheiron Actuarythrough Dec 31, 2025 Form 5500
People
Manager roster
- Legal and General16 rows, latest Dec 31, 2025
What changed
- Jan 1, 2025Funded status changedCotton Incorporated Pension Plan funded ratio 120.3% -> 113.7% (2024-01-01 to 2025-01-01)
- Jan 1, 2024Funded status changedCotton Incorporated Pension Plan funded ratio 111.8% -> 120.3% (2023-01-01 to 2024-01-01)
- Jan 1, 2024Assets changedCotton Incorporated Pension Plan plan assets $31M -> $35M (+12.4%, 2023-01-01 to 2024-01-01)
- Dec 31, 2023Assets changedCotton Incorporated Pension Plan total assets $31M -> $35M (+12.5%, 2022-12-31 to 2023-12-31)
- Jan 1, 2023Funded status changedCotton 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.
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Commitments
| Date | Fund | Manager | Bucket | Amount | Vintage | Status | Source |
|---|---|---|---|---|---|---|---|
| as of Dec 31, 2025 | Long Liability Corporate Cit Fundcollective trust | Legal and General | Pooled vehicles | $14.6M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2025 | L&g Long Liability Treasury Citcollective trust | Legal and General | Fixed income | $1.4M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2025 | L&g Liability Treasury Cit Fundcollective trust | Legal and General | Fixed income | $6.1M held | Disclosed holding | askebsa.dol.gov |
+13 more commitments
Every fund and manager this allocator committed to, with the amount, date and source on each.
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Size and funding
Form 5500 filings
| Plan year | Participants | Assets (SB market) | Funding target | FTAP | Total assets (H) | Partnerships / JV | Master trust | Real estate |
|---|---|---|---|---|---|---|---|---|
| 2025 to Dec 31, 2025 | 208 | $36.5M | $28.6M | 113.7% | $38.8M | Not disclosed | Not disclosed | Not disclosed |
| 2024 to Dec 31, 2024 | 205 | $35.2M | $27.9M | 120.3% | $36.5M | Not disclosed | Not disclosed | Not disclosed |
| 2023 to Dec 31, 2023 | 199 | $31.3M | $27.3M | 111.8% | $35.2M | Not disclosed | Not disclosed | Not disclosed |
| 2022 to Dec 31, 2022 | 194 | $39.8M | $25.3M | 137.7% | $31.3M | Not disclosed | Not disclosed | Not disclosed |
- 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
Provenance
Record history
- Funded status changed2025-01-01source on record
- Funded status changed2024-01-01source on record
- Total assets changed2024-01-01source 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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