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.
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Corporate pension
T•• H••••• C••••••••• B•••••••• R••••••••• P•••
Corporate pensionCharlotte, NC
Assets
$416M
Total assets, Dec 31, 2024 reported
Funded
130.8%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
0
none on the tape
Plan sponsor: T•• H••••• C•••••••••
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
- Master trust investment accounts 99.5%
- Registered investment companies 0.5%
Consultants and advisers
3 firms
- C••••• W••• Investment adviser (plan)through Dec 31, 2024 Form 5500
- A••••• S•••••••• L•• General consultantthrough Dec 31, 2022 Form 5500
- M••••• 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
31 readings
Investment management fees
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 | 4,865 | $414M | $316M | 130.8% | $416M | n/a | $414M | n/a |
| 2023 to Dec 31, 2023 | 5,054 | $374M | $317M | 125.7% | $414M | n/a | $412M | n/a |
| 2022 to Dec 31, 2022 | 5,178 | $495M | $314M | 141.1% | $375M | n/a | $373M | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- M••••• codes 11 50 $247,450 PY2024
- A••••• S•••••••• codes 15 16 50 99 $220,304 PY2024
- Deloitte & Touche LLP codes 10 50 $76,478 PY2024
- Truist Bank codes 12 13 50 $74,543 PY2024
- C••••• W••• codes 27 50 $20,500 PY2024
- The H••••• Corp. Master Trust Sched. D M $414M PY2024
- M••••• codes 11 PY2024
- M••••• codes 11 50 $231,800 PY2023
- A••••• S•••••••• codes 15 16 50 99 $215,163 PY2023
- Truist Bank codes 12 13 50 $73,600 PY2023
- Deloitte & Touche LLP codes 10 50 $71,523 PY2023
- The H••••• Corp. Master Trust Sched. D M $412M PY2023
- M••••• codes 11 PY2023
- M••••• codes 11 50 $259,150 PY2022
- A••••• S•••••••• codes 16 50 $212,748 PY2022
- Truist Bank codes 12 13 50 $73,463 PY2022
- Deloitte & Touche LLP codes 10 50 $69,000 PY2022
- The H••••• Corp. Master Trust Sched. D M $373M PY2022
- M••••• codes 11 PY2022
What changed
6 events
- Dec 31, 2024Consultant changedinferenceC••••• W••• appears on T•• H••••• C••••••••• B•••••••• R••••••••• P•••'s Schedule C as investment adviser (plan) (plan year 2024 vs 2023)with C••••• W•••askebsa.dol.gov
- Jan 1, 2024Funded status changedT•• H••••• C••••••••• B•••••••• R••••••••• P••• funded ratio 125.7% -> 130.8% (2023-01-01 to 2024-01-01)
- Jan 1, 2024Assets changedT•• H••••• C••••••••• B•••••••• R••••••••• P••• plan assets $374M -> $414M (+10.7%, 2023-01-01 to 2024-01-01)
- Dec 31, 2023Assets changedT•• H••••• C••••••••• B•••••••• R••••••••• P••• total assets $375M -> $414M (+10.5%, 2022-12-31 to 2023-12-31)
- Jan 1, 2023Funded status changedT•• H••••• C••••••••• B•••••••• R••••••••• P••• funded ratio 141.1% -> 125.7% (2022-01-01 to 2023-01-01)
- Jan 1, 2023Assets changedT•• H••••• C••••••••• B•••••••• R••••••••• P••• plan assets $495M -> $374M (-24.4%, 2022-01-01 to 2023-01-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 130433120-049
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.