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

KSB Giw, Inc. Pension Plan

Corporate pensionGrovetown, GA
Assets
$16.7M
Total assets, Dec 31, 2024 reported
Funded
133.6%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
25
none on the tape
Plan sponsor: KSB Giw, Inc.
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
  • Pooled separate accounts 100.0%
Consultants and advisers
3 firms
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
Commitments
25 rows, 0 dated closings
Disclosed holdings (from the plan’s performance or holdings report, as of the report date)
DateFundManagerBucketAmountVintageStatusSource
as of Dec 31, 2024Prin Liquid Assets Sep Acct-Zseparate accountPrincipalPooled vehicles$80,931 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Prin Glbl Emerg Markets Sa-Zseparate accountPrincipalPooled vehicles$725,415 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Prin Lgcp S&p 500 Index Sa-Zseparate accountPrincipalPooled vehicles$8.6M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Prin Smcap S&p 600 Index Sa-Zseparate accountPrincipalPooled vehicles$2.6M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Prin Midcap S&p 400 Idx Sa-Zseparate accountPrincipalPooled vehicles$1.1M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Prin Real Estate Secs Sa-Zseparate accountPrincipalReal estate$362,838 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Prin Intl Equity Index Sa-Zseparate accountPrincipalPublic equity$902,946 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Prin Bond Market Index Sa-Zseparate accountPrincipalFixed income$2.3M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Prin Liquid Assets Sep Acct-Zseparate accountPrincipalPooled vehicles$11,935 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Prin Glbl Emerg Markets Sa-Zseparate accountPrincipalPooled vehicles$686,740 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Prin Lgcp S&p 500 Index Sa-Zseparate accountPrincipalPooled vehicles$6.9M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Prin Smcap S&p 600 Index Sa-Zseparate accountPrincipalPooled vehicles$2.4M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Prin Midcap S&p 400 Idx Sa-Zseparate accountPrincipalPooled vehicles$946,606 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Prin Real Estate Secs Sa-Zseparate accountPrincipalReal estate$344,925 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Prin Intl Equity Index Sa-Zseparate accountPrincipalPublic equity$1.9M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Prin Bond Market Index Sa-Zseparate accountPrincipalFixed income$2.3M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Prin Liquid Assets Sep Acct-Zseparate accountPrincipalPooled vehicles$29,547 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Prin Glbl Emerg Markets Sa-Zseparate accountPrincipalPooled vehicles$610,579 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Prin Lgcp S&p 500 Index Sa-Zseparate accountPrincipalPooled vehicles$5.5M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Prin Smcap S&p 600 Index Sa-Zseparate accountPrincipalPooled vehicles$2.1M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Prin Midcap S&p 400 Idx Sa-Zseparate accountPrincipalPooled vehicles$817,060 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Prin Real Estate Secs Sa-Zseparate accountPrincipalReal estate$305,111 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Prin Inflation Protect Sa-R6separate accountPrincipalPooled vehicles$46,398 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Prin Intl Equity Index Sa-Zseparate accountPrincipalPublic equity$2.5M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Prin Bond Market Index Sa-Zseparate accountPrincipalFixed income$2.2M heldDisclosed holdingaskebsa.dol.gov
Size and funding
30 readings
Total assets
$16.7M Dec 31, 2024 reported Form 5500
$15.6M (2023-12) · $14.1M (2022-12)
Plan assets
$15.6M Jan 1, 2024 reported Form 5500
$14.1M (2023-01) · $18.1M (2022-01)
Net assets
$16.7M Dec 31, 2024 reported Form 5500
$15.6M (2023-12) · $14.1M (2022-12)
Funded ratio
133.6% Jan 1, 2024 reported Form 5500
129.0% (2023-01) · 134.9% (2022-01)
Funding target
$10.5M Jan 1, 2024 reported Form 5500
$10.9M (2023-01) · $11.1M (2022-01)
Discount rate
4.98% Jan 1, 2024 reported Form 5500
5.11% (2023-01) · 5.27% (2022-01)
Participants
342 Jan 1, 2024 reported Form 5500
353 (2023-01) · 359 (2022-01)
Contributions
$0 Dec 31, 2024 reported Form 5500
$0 (2023-12) · $0 (2022-12)
Benefits paid
$957,583 Dec 31, 2024 reported Form 5500
$965,099 (2023-12) · $920,907 (2022-12)
Net investment income
$1.1M Dec 31, 2024 reported Form 5500
$1.4M (2023-12) · $-4.0M (2022-12)
Form 5500 filings
3 plan years
Plan yearParticipantsAssets (SB market)Funding targetFTAPTotal assets (H)Partnerships / JVMaster trustReal estate
2024 to Dec 31, 2024342$15.6M$10.5M133.6%$16.7Mn/an/an/a
2023 to Dec 31, 2023353$14.1M$10.9M129.0%$15.6Mn/an/an/a
2022 to Dec 31, 2022359$18.1M$11.1M134.9%$14.1Mn/an/an/a
Service providers and investment entities as filed (Schedule C and D, latest year first)
  • Principal Life Insurance Company codes 13 50 64 $30,763 PY2024
  • Wilshire Advisors LLC codes 27 72 PY2024
  • Prin Glbl Emerg Markets Sa-R6 Sched. D P $725,415 PY2024
  • Prin Lgcap S&p 500 Index Sa-R6 Sched. D P $8.6M PY2024
  • Prin Smcap S&p 600 Index Sa-R5 Sched. D P $2.6M PY2024
  • Prin Midcap S&p 400 Idx Sa-R4 Sched. D P $1.1M PY2024
  • Prin Real Estate Secs Sa-R6 Sched. D P $362,838 PY2024
  • Prin Intl Equity Index Sa-R4 Sched. D P $902,946 PY2024
  • Principal Bond Mkt Index Sa-R5 Sched. D P $2.3M PY2024
  • Prin Liquid Assets Sep Acct-I3 Sched. D P $80,931 PY2024
  • Principal Financial Group codes 11 PY2024
  • Principal Life Insurance Company codes 13 50 64 $48,090 PY2023
  • Edward Jones codes 27 99 PY2023
  • Wilshire Advisors LLC codes 27 72 PY2023
  • Prin Midcap S&p 400 Idx Sa-R4 Sched. D P $946,606 PY2023
  • Prin Liquid Assets Sep Acct-I3 Sched. D P $11,935 PY2023
  • Prin Glbl Emerg Markets Sa-R6 Sched. D P $686,740 PY2023
  • Prin Lgcap S&p 500 Index Sa-R6 Sched. D P $6.9M PY2023
  • Prin Smcap S&p 600 Index Sa-R5 Sched. D P $2.4M PY2023
  • Prin Real Estate Secs Sa-R6 Sched. D P $344,925 PY2023
  • Prin Inflation Protect Sa-R6 Sched. D P PY2023
  • Prin Intl Equity Index Sa-R4 Sched. D P $1.9M PY2023
  • Principal Bond Mkt Index Sa-R5 Sched. D P $2.3M PY2023
  • Principal Financial Group codes 11 PY2023
  • Principal Life Insurance Company codes 13 50 64 $33,773 PY2022
  • Edward Jones codes 27 99 PY2022
  • Wilshire Advisors LLC codes 27 72 PY2022
  • Prin Smcap S&p 600 Index Sa-R5 Sched. D P $2.1M PY2022
  • Prin Midcap S&p 400 Idx Sa-R4 Sched. D P $817,060 PY2022
  • Prin Real Estate Secs Sa-R6 Sched. D P $305,111 PY2022
  • Prin Inflation Protect Sa-R6 Sched. D P $46,398 PY2022
  • Prin Intl Equity Index Sa-R4 Sched. D P $2.5M PY2022
  • Principal Bond Mkt Index Sa-R5 Sched. D P $2.2M PY2022
  • Prin Liquid Assets Sep Acct-I3 Sched. D P $29,547 PY2022
  • Prin Glbl Emerg Markets Sa-R6 Sched. D P $610,579 PY2022
  • Prin Lgcap S&p 500 Index Sa-R6 Sched. D P $5.5M PY2022
  • Principal Financial Group codes 11 PY2022
What changed
7 events
  • Dec 31, 2024Consultant changedinference
    Edward Jones no longer appears on KSB Giw, Inc. Pension Plan's Schedule C as investment adviser (plan) (plan year 2024 vs 2023)
    with Edward Jonesaskebsa.dol.gov
  • Jan 1, 2024Funded status changed
    KSB Giw, Inc. Pension Plan funded ratio 129.0% -> 133.6% (2023-01-01 to 2024-01-01)
    askebsa.dol.gov
  • Jan 1, 2024Assets changed
    KSB Giw, Inc. Pension Plan plan assets $14M -> $16M (+10.3%, 2023-01-01 to 2024-01-01)
    askebsa.dol.gov
  • Dec 31, 2023Holding endedinference
    KSB Giw, Inc. Pension Plan no longer reports Prin Inflation Protect Sa-R6 (Principal) (last held $46,398 at 2022-12-31; absent from the 2023-12-31 filing)
    with Principalaskebsa.dol.gov
  • Dec 31, 2023Assets changed
    KSB Giw, Inc. Pension Plan total assets $14M -> $16M (+10.3%, 2022-12-31 to 2023-12-31)
    askebsa.dol.gov
  • Jan 1, 2023Funded status changed
    KSB Giw, Inc. Pension Plan funded ratio 134.9% -> 129.0% (2022-01-01 to 2023-01-01)
    askebsa.dol.gov
  • Jan 1, 2023Assets changed
    KSB Giw, Inc. Pension Plan plan assets $18M -> $14M (-21.9%, 2022-01-01 to 2023-01-01)
    askebsa.dol.gov
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 580912699-001
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.