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
RTS Packaging, LLC Consolidated Pension Plan
Corporate pensionHartsville, SC
Assets
$36.9M
Total assets, Sep 30, 2024 reported
Funded
75.0%
Oct 1, 2023
Private markets target
n/a
policy Sep 30, 2024
Commitments
0
none on the tape
Plan sponsor: RTS Packaging, LLC
Allocation policy
Form 5500, as of Sep 30, 2024
Actual allocation lines without a target (as filed)
- Master trust investment accounts 97.3%
Consultants and advisers
5 firms
- Bank of New York Mellon Trusteethrough Sep 30, 2024 Form 5500
- AON Consulting, Inc. Actuarythrough Sep 30, 2024 Form 5500
- Aon Actuarythrough Sep 30, 2024 Form 5500
- Mercer Actuarythrough Sep 30, 2023 Form 5500
- Northern Trust Co. Trusteethrough Sep 30, 2023 Form 5500
People
No investment staff or executives have been read for this allocator yet.
Manager roster
2 managers on Schedule C
From Schedule C (investment management, code 28)
- Loomis Saylesplan years 2023
- Goldman Sachs Asset Managementplan years 2023
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
21 readings
Investment management fees
Form 5500 filings
2 plan years
| Plan year | Participants | Assets (SB market) | Funding target | FTAP | Total assets (H) | Partnerships / JV | Master trust | Real estate |
|---|---|---|---|---|---|---|---|---|
| 2023 to Sep 30, 2024 | 638 | $32.1M | $47.1M | 75.0% | $36.9M | n/a | $35.9M | n/a |
| 2022 to Sep 30, 2023 | 642 | $32.3M | $44.4M | 80.0% | $32.1M | n/a | $31.3M | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- AON Consulting, Inc. codes 11 $155,059 PY2023
- Mercer codes 11 $66,006 PY2023
- BDO USA, P.C. codes 10 $50,960 PY2023
- Alight Solutions LLC codes 13 $25,152 PY2023
- BNY Mellon codes 21 $8,799 PY2023
- Sonoco Products Company Master Trus Sched. D M $35.9M PY2023
- AON Consulting, Inc. codes 11 PY2023
- Mercer codes 11 $168,910 PY2022
- BDO USA, P.C. codes 10 $27,817 PY2022
- Lifeworks (US) Ltd. codes 13 $27,607 PY2022
- Goldman Sachs Asset Management codes 28 $11,512 PY2022
- Northern Trust Company codes 21 $9,149 PY2022
- Loomis Sayles codes 28 $6,227 PY2022
- Westrock Company Master Trust Sched. D M PY2022
- Sonoco Products Company Master Trus Sched. D M $31.3M PY2022
- Mercer codes 11 PY2022
What changed
4 events
- Sep 30, 2024Assets changedRTS Packaging, LLC Consolidated Pension Plan total assets $32M -> $37M (+15.0%, 2023-09-30 to 2024-09-30)
- Dec 31, 2023Manager relationship endedinferenceLoomis Sayles no longer appears on RTS Packaging, LLC Consolidated Pension Plan's Schedule C as investment manager (plan year 2023 vs 2022)with Loomis Saylesaskebsa.dol.gov
- Dec 31, 2023Manager relationship endedinferenceGoldman Sachs Asset Management no longer appears on RTS Packaging, LLC Consolidated Pension Plan's Schedule C as investment manager (plan year 2023 vs 2022)with Goldman Sachs Asset Managementaskebsa.dol.gov
- Oct 1, 2023Funded status changedRTS Packaging, LLC Consolidated Pension Plan funded ratio 80.0% -> 75.0% (2022-10-01 to 2023-10-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 582323235-004
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.