AVX Pension Plan for Bargaining Unit and Hourly Employees
Corporate pension, based in Fountain Inn, South Carolina, reporting $25.0M in assets, for 1,201 participants.
Composed from this allocator's classification, location and filed figures.
Nothing material in the last 90 days. Last change: 1 Jan 2024, AVX Pension Plan for Bargaining Unit and Hourly Employees funded ratio 101.7% -> 105.5% (2023-01-01 to 2024-01-01).
9 more commitments
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- Fiam Long Corporate a Or Better3 commitments
- Fiam Long U.S. Treasury Strips Inde3 commitments
- Fiam Short Duration Pool3 commitments
- Fidelity Institutional Asset Mgmt12 commitments
Relationship network
14 connected entities12 observed commitments5 repeat counterpartiescommitments 2022 to 2024
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 1.9%
- Common/collective trusts 79.9%
- Registered investment companies 18.2%
Consultants and advisers
- Fidelity Investments Pension consultantGeneral consultantInvestment adviser (plan)through Dec 31, 2023 Form 5500
- Fidelity Investments Actuarythrough Dec 31, 2022 Form 5500
People
Manager roster
- Fidelity Institutional Asset Mgmt12 rows, latest Dec 31, 2024
- Fidelity Investmentsplan years 2022
What changed
- Jan 1, 2024Funded status changedAVX Pension Plan for Bargaining Unit and Hourly Employees funded ratio 101.7% -> 105.5% (2023-01-01 to 2024-01-01)
- Jan 1, 2023Funded status changedAVX Pension Plan for Bargaining Unit and Hourly Employees funded ratio 121.6% -> 101.7% (2022-01-01 to 2023-01-01)
- Jan 1, 2023Assets changedAVX Pension Plan for Bargaining Unit and Hourly Employees plan assets $38M -> $28M (-27.0%, 2022-01-01 to 2023-01-01)
Commitments
| Date | Fund | Manager | Bucket | Amount | Vintage | Status | Source |
|---|---|---|---|---|---|---|---|
| as of Dec 31, 2024 | Fiam Long Corporate a Or Bettercollective trust | Fidelity Institutional Asset Mgmt | Pooled vehicles | $9.0M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | Fiam Long U.S. Treasury Strips Indecollective trust | Fidelity Institutional Asset Mgmt | Fixed income | $220,378 held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | Fiam Short Duration Poolcollective trust | Fidelity Institutional Asset Mgmt | Pooled vehicles | $2.4M held | Disclosed holding | askebsa.dol.gov |
+9 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
Form 5500 filings
| 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 | Not disclosed | Not disclosed | Not disclosed |
| 2023 to Dec 31, 2023 | 1,283 | $27.9M | $27.7M | 101.7% | $26.9M | Not disclosed | Not disclosed | Not disclosed |
| 2022 to Dec 31, 2022 | 1,346 | $38.3M | $28.5M | 121.6% | $28.0M | Not disclosed | Not disclosed | Not disclosed |
- 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
+21 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 changed2024-01-01source on record
- Funded status changed2023-01-01source on record
- Total assets changed2023-01-01source on record
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
+6 connections on the graph
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.