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
A•• P•••••• P••• f•• B••••••••• U••• a•• H••••• E••••••••
Corporate pensionFountain Inn, SC
Assets
$25.0M
Total assets, Dec 31, 2024 reported
Funded
105.5%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
12
none on the tape
Plan sponsor: K•••••• A•• C••••••••• C•••••••••
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
- Interest-bearing cash 1.9%
- Common/collective trusts 79.9%
- Registered investment companies 18.2%
Consultants and advisers
2 firms
- F••••••• I••••••••• Pension consultantGeneral consultantInvestment adviser (plan)through Dec 31, 2023 Form 5500
- F••••••• I••••••••• Actuarythrough Dec 31, 2022 Form 5500
People
No investment staff or executives have been read for this allocator yet.
Manager roster
1 managers on the commitment tape
From the plan’s own commitment disclosures
- F••••••• I••••••••• A•••• M•••12 rows, latest Dec 31, 2024
From Schedule C (investment management, code 28)
- F••••••• I•••••••••plan years 2022
Commitments
12 rows, 0 dated closings
Disclosed holdings (from the plan’s performance or holdings report, as of the report date)
| Date | Fund | Manager | Bucket | Amount | Vintage | Status | Source |
|---|---|---|---|---|---|---|---|
| as of Dec 31, 2024 | F••• L••• C•••••••• a• O• B•••••collective trust | F••••••• I••••••••• A•••• M••• | Pooled vehicles | $9.0M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | F••• L••• U••• T••••••• S••••• I•••collective trust | F••••••• I••••••••• A•••• M••• | Fixed income | $220,378 held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | F••• S•••• D••••••• P•••collective trust | F••••••• I••••••••• A•••• M••• | Pooled vehicles | $2.4M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | F••• 8••• Y••• C•••••••• B•••collective trust | F••••••• I••••••••• A•••• M••• | Fixed income | $8.3M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2023 | F••• L••• C•••••••• a• O• B•••••collective trust | F••••••• I••••••••• A•••• M••• | Pooled vehicles | $9.9M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2023 | F••• L••• U••• T••••••• S••••• I•••collective trust | F••••••• I••••••••• A•••• M••• | Fixed income | $812,044 held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2023 | F••• S•••• D••••••• P•••collective trust | F••••••• I••••••••• A•••• M••• | Pooled vehicles | $2.0M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2023 | F••• 8••• Y••• C•••••••• B•••collective trust | F••••••• I••••••••• A•••• M••• | Fixed income | $8.7M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | F••• L••• C•••••••• a• O• B•••••collective trust | F••••••• I••••••••• A•••• M••• | Pooled vehicles | $9.2M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | F••• L••• U••• T••••••• S••••• I•••collective trust | F••••••• I••••••••• A•••• M••• | Fixed income | $1.5M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | F••• S•••• D••••••• P•••collective trust | F••••••• I••••••••• A•••• M••• | Pooled vehicles | $1.3M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | F••• 8••• Y••• C•••••••• B•••collective trust | F••••••• I••••••••• A•••• M••• | Fixed income | $8.2M held | Disclosed holding | askebsa.dol.gov |
Size and funding
33 readings
Investment management fees
$67,560 (2023-12) · $100,607 (2022-12)
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 | 1,201 | $26.9M | $25.0M | 105.5% | $25.0M | n/a | n/a | n/a |
| 2023 to Dec 31, 2023 | 1,283 | $27.9M | $27.7M | 101.7% | $26.9M | n/a | n/a | n/a |
| 2022 to Dec 31, 2022 | 1,346 | $38.3M | $28.5M | 121.6% | $28.0M | n/a | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- FID Inv Inst Ops codes 16 17 50 $193,964 PY2024
- FID Inv Inst Ops codes 26 27 28 50 $71,553 PY2024
- FID Inv Inst Ops Cp codes 13 16 50 $10,868 PY2024
- F••• L••• U.S. T••••••• S••••• Indx Sched. D C $220,378 PY2024
- F••• L••• C•••••••• a• O• B••••• Sched. D C $9.0M PY2024
- F••• S•••• D••••••• P••• Sched. D C $2.4M PY2024
- F••• 8-10 Yr Crp Bd a Sched. D C $8.3M PY2024
- F••••••• I••••••••• codes 11 PY2024
- FID Inv Inst Ops Cp codes 15 16 50 $248,230 PY2023
- FID Inv Inst Ops codes 13 17 50 $75,480 PY2023
- FID Inv Inst Ops codes 26 27 28 50 $67,560 PY2023
- F••• L••• C•••••••• a• O• B••••• Com Sched. D C $9.9M PY2023
- F••• L••• U••• T••••••• S••••• I••• Sched. D C $812,044 PY2023
- F••• S•••• D••••••• P••• Sched. D C $2.0M PY2023
- F••• 8-10 Yr Crp Bd a Sched. D C $8.7M PY2023
- F••••••• I••••••••• codes 11 PY2023
- FID Inv Inst Ops Cp codes 15 16 50 $205,282 PY2022
- FID Inv Inst Ops codes 26 27 50 $100,607 PY2022
- FID Inv Inst Ops codes 28 50 $26,933 PY2022
- F••• 8-10 Yr Crp Bd a Sched. D C $8.2M PY2022
- F••• L••• C•••••••• a• O• B••••• Com Sched. D C $9.2M PY2022
- F••• S•••• D••••••• P••• Sched. D C $1.3M PY2022
- F••• L••• U••• T••••••• S••••• I••• Sched. D C $1.5M PY2022
- F••••••• I••••••••• codes 11 PY2022
What changed
3 events
- Jan 1, 2024Funded status changedA•• P•••••• P••• f•• B••••••••• U••• a•• H••••• E•••••••• funded ratio 101.7% -> 105.5% (2023-01-01 to 2024-01-01)
- Jan 1, 2023Funded status changedA•• P•••••• P••• f•• B••••••••• U••• a•• H••••• E•••••••• funded ratio 121.6% -> 101.7% (2022-01-01 to 2023-01-01)
- Jan 1, 2023Assets changedA•• P•••••• P••• f•• B••••••••• U••• a•• H••••• E•••••••• plan assets $38M -> $28M (-27.0%, 2022-01-01 to 2023-01-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 330379007-002
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.