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
Lewis Center Pension Plan
Corporate pensionGreensboro, NC
Assets
$16.8M
Total assets, Dec 31, 2024 reported
Funded
103.6%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
0
none on the tape
Plan sponsor: Volvo Group North America LLC
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
- Master trust investment accounts 100.0%
Consultants and advisers
1 firms
- Mercer Actuarythrough Dec 31, 2022 Form 5500
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
30 readings
Form 5500 filings
3 plan years
| Plan year | Participants | Assets (SB market) | Funding target | FTAP | Total assets (H) | Partnerships / JV | Master trust | Real estate |
|---|---|---|---|---|---|---|---|---|
| 2024 to Dec 31, 2024 | 285 | $17.8M | $15.8M | 103.7% | $16.8M | n/a | $16.8M | n/a |
| 2023 to Dec 31, 2023 | 287 | $17.4M | $15.6M | 105.1% | $17.8M | n/a | $17.8M | n/a |
| 2022 to Dec 31, 2022 | 292 | $22.8M | $15.1M | 112.5% | $17.5M | n/a | $17.4M | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- Mercer US Inc codes 11 $31,814 PY2024
- Cliftonlarsonallen LLP codes 10 $20,300 PY2024
- Telus Health codes 15 $17,020 PY2024
- Volvo Group Retirement Trust Sched. D M $16.8M PY2024
- Mercer codes 11 PY2024
- Mercer US Inc codes 11 $44,614 PY2023
- Cliftonlarsonallen LLP codes 10 $23,100 PY2023
- Telus Health codes 15 $17,224 PY2023
- Volvo Group Retirement Trust Sched. D M $17.8M PY2023
- Mercer codes 11 PY2023
- Mercer US Inc codes 11 $39,375 PY2022
- Morneau Shepell codes 15 $22,372 PY2022
- Cliftonlarsonallen LLP codes 10 $20,475 PY2022
- Volvo Group Retirement Trust Sched. D M $17.4M PY2022
- Mercer codes 11 PY2022
What changed
2 events
- Jan 1, 2023Funded status changedLewis Center Pension Plan funded ratio 112.5% -> 105.1% (2022-01-01 to 2023-01-01)
- Jan 1, 2023Assets changedLewis Center Pension Plan plan assets $23M -> $17M (-23.4%, 2022-01-01 to 2023-01-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 582431188-006
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.