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

Carolina Turkeys Employees' Pension Plan

Corporate pensionGarner, NC
Assets
$33.4M
Total assets, Sep 30, 2025 reported
Funded
110.3%
Oct 1, 2024
Private markets target
n/a
policy Sep 30, 2025
Commitments
21
none on the tape
Plan sponsor: Butterball, LLC
Allocation policy
Form 5500, as of Sep 30, 2025
Actual allocation lines without a target (as filed)
  • Interest-bearing cash 0.2%
  • Common/collective trusts 96.6%
  • Registered investment companies 2.6%
Consultants and advisers
2 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
21 rows, 0 dated closings
Disclosed holdings (from the plan’s performance or holdings report, as of the report date)
DateFundManagerBucketAmountVintageStatusSource
as of Sep 30, 2025Liability Driven Solution Cit IIcollective trustPrincipalPooled vehicles$18.6M heldDisclosed holdingaskebsa.dol.gov
as of Sep 30, 2025Liability Driven Solution Cit Icollective trustWells FargoPooled vehicles$10.9M heldDisclosed holdingaskebsa.dol.gov
as of Sep 30, 2025Large Cap Value Index Cit Ncollective trustPrincipalPublic equity$775,260 heldDisclosed holdingaskebsa.dol.gov
as of Sep 30, 2025Large Cap Growth Index Cit Ncollective trustPrincipalPublic equity$832,600 heldDisclosed holdingaskebsa.dol.gov
as of Sep 30, 2025Russell 2000 Index Cit Ncollective trustPrincipalPooled vehicles$681,032 heldDisclosed holdingaskebsa.dol.gov
as of Sep 30, 2025Principal/blackrock Intl Eqty Indexcollective trustPrincipalPooled vehicles$585,046 heldDisclosed holdingaskebsa.dol.gov
as of Sep 30, 2025Allspring St Investment Fund S1collective trustPrincipalPooled vehicles$59,513 heldDisclosed holdingaskebsa.dol.gov
as of Sep 30, 2024Liability Driven Solution Cit IIcollective trustPrincipalPooled vehicles$19.3M heldDisclosed holdingaskebsa.dol.gov
as of Sep 30, 2024Liability Driven Solution Cit Icollective trustWells FargoPooled vehicles$11.2M heldDisclosed holdingaskebsa.dol.gov
as of Sep 30, 2024Large Cap Growth Index Cit Ncollective trustPrincipalPublic equity$831,604 heldDisclosed holdingaskebsa.dol.gov
as of Sep 30, 2024Large Cap Value Index Cit Ncollective trustPrincipalPublic equity$765,292 heldDisclosed holdingaskebsa.dol.gov
as of Sep 30, 2024Principal/blackrock Intl Eqty Indexcollective trustPrincipalPooled vehicles$625,641 heldDisclosed holdingaskebsa.dol.gov
as of Sep 30, 2024Russell 2000 Index Cit Ncollective trustPrincipalPooled vehicles$606,741 heldDisclosed holdingaskebsa.dol.gov
as of Sep 30, 2024Allspring St Investment Fund S1collective trustPrincipalPooled vehicles$218,330 heldDisclosed holdingaskebsa.dol.gov
as of Sep 30, 2023Liability Driven Solution Cit IIcollective trustPrincipalPooled vehicles$16.9M heldDisclosed holdingaskebsa.dol.gov
as of Sep 30, 2023Liability Driven Solution Cit Icollective trustWells FargoPooled vehicles$10.2M heldDisclosed holdingaskebsa.dol.gov
as of Sep 30, 2023Large Cap Value Index Cit Ncollective trustPrincipalPublic equity$680,304 heldDisclosed holdingaskebsa.dol.gov
as of Sep 30, 2023Large Cap Growth Index Cit Ncollective trustPrincipalPublic equity$687,411 heldDisclosed holdingaskebsa.dol.gov
as of Sep 30, 2023Russell 2000 Index Cit Ncollective trustPrincipalPooled vehicles$549,613 heldDisclosed holdingaskebsa.dol.gov
as of Sep 30, 2023Principal/blackrock Intl Eqty Indexcollective trustPrincipalPooled vehicles$522,663 heldDisclosed holdingaskebsa.dol.gov
as of Sep 30, 2023Allspring St Investment Fund S1collective trustPrincipalPooled vehicles$226,238 heldDisclosed holdingaskebsa.dol.gov
Size and funding
31 readings
Total assets
$33.4M Sep 30, 2025 reported Form 5500
$34.5M (2024-09) · $30.6M (2023-09)
Plan assets
$34.5M Oct 1, 2024 reported Form 5500
$30.6M (2023-10) · $38.9M (2022-10)
Net assets
$33.4M Sep 30, 2025 reported Form 5500
$34.5M (2024-09) · $30.6M (2023-09)
Funded ratio
110.3% Oct 1, 2024 reported Form 5500
114.4% (2023-10) · 119.6% (2022-10)
Funding target
$29.3M Oct 1, 2024 reported Form 5500
$29.4M (2023-10) · $35.8M (2022-10)
Discount rate
5.37% Oct 1, 2024 reported Form 5500
5.27% (2023-10) · 5.42% (2022-10)
Participants
960 Oct 1, 2024 reported Form 5500
975 (2023-10) · 1,291 (2022-10)
Contributions
$0 Sep 30, 2025 reported Form 5500
$0 (2024-09) · $0 (2023-09)
Benefits paid
$1.2M Sep 30, 2025 reported Form 5500
$1.0M (2024-09) · $9.0M (2023-09)
Net investment income
$-1.1M Sep 30, 2025 reported Form 5500
$4.0M (2024-09) · $-8.3M (2023-09)
Investment management fees
$157,677 Sep 30, 2023 reported Form 5500
Form 5500 filings
3 plan years
Plan yearParticipantsAssets (SB market)Funding targetFTAPTotal assets (H)Partnerships / JVMaster trustReal estate
2024 to Sep 30, 2025960$34.5M$29.3M110.3%$33.4Mn/an/an/a
2023 to Sep 30, 2024975$30.6M$29.4M114.4%$34.5Mn/an/an/a
2022 to Sep 30, 20231,291$38.9M$35.8M119.6%$30.6Mn/an/an/a
Service providers and investment entities as filed (Schedule C and D, latest year first)
  • Principal Trust Company codes 15 19 21 38 50 $150,712 PY2024
  • Principal Trust Company codes 15 19 21 38 62 PY2024
  • Liability Driven Solution Cit I F Sched. D C $10.9M PY2024
  • Blackrock L Cap Value Index Cit N Sched. D C $775,260 PY2024
  • Blackrock L Cap Growth Index Cit N Sched. D C $832,600 PY2024
  • Liability Driven Solution Cit II F Sched. D C $18.6M PY2024
  • Blackrock Russell 2000 Index Cit N Sched. D C $681,032 PY2024
  • Blackrock International Equty Cit N Sched. D C $585,046 PY2024
  • Blackrock Shortterm Invstmnt Fund S Sched. D C $59,513 PY2024
  • USI Consulting Group codes 11 PY2024
  • Principal Trust Company codes 15 19 21 38 50 $148,268 PY2023
  • Principal Trust Company codes 15 19 21 38 62 PY2023
  • Blackrock L Cap Growth Index Cit N Sched. D C $831,604 PY2023
  • Liability Driven Solution Cit II F Sched. D C $19.3M PY2023
  • Liability Driven Solution Cit I F Sched. D C $11.2M PY2023
  • Blackrock L Cap Value Index Cit N Sched. D C $765,292 PY2023
  • Blackrock International Equty Cit N Sched. D C $625,641 PY2023
  • Blackrock Russell 2000 Index Cit N Sched. D C $606,741 PY2023
  • Blackrock Shortterm Invstmnt Fund S Sched. D C $218,330 PY2023
  • USI Consulting Group codes 11 PY2023
  • Principal Trust Company codes 15 19 21 38 50 $157,677 PY2022
  • Principal Trust Company codes 15 19 21 38 62 PY2022
  • Blackrock L Cap Value Index Cit N Sched. D C $680,304 PY2022
  • Blackrock International Equty Cit N Sched. D C $522,663 PY2022
  • Liability Driven Solution Cit II F Sched. D C $16.9M PY2022
  • Liability Driven Solution Cit I F Sched. D C $10.2M PY2022
  • Blackrock Shortterm Invstmnt Fund S Sched. D C $226,238 PY2022
  • Blackrock L Cap Growth Index Cit N Sched. D C $687,411 PY2022
  • Blackrock Russell 2000 Index Cit N Sched. D C $549,613 PY2022
  • USI Consulting Group codes 11 PY2022
What changed
5 events
  • Oct 1, 2024Funded status changed
    Carolina Turkeys Employees' Pension Plan funded ratio 114.4% -> 110.3% (2023-10-01 to 2024-10-01)
    askebsa.dol.gov
  • Oct 1, 2024Assets changed
    Carolina Turkeys Employees' Pension Plan plan assets $31M -> $35M (+13.0%, 2023-10-01 to 2024-10-01)
    askebsa.dol.gov
  • Sep 30, 2024Assets changed
    Carolina Turkeys Employees' Pension Plan total assets $31M -> $35M (+13.0%, 2023-09-30 to 2024-09-30)
    askebsa.dol.gov
  • Oct 1, 2023Funded status changed
    Carolina Turkeys Employees' Pension Plan funded ratio 119.6% -> 114.4% (2022-10-01 to 2023-10-01)
    askebsa.dol.gov
  • Oct 1, 2023Assets changed
    Carolina Turkeys Employees' Pension Plan plan assets $39M -> $31M (-21.4%, 2022-10-01 to 2023-10-01)
    askebsa.dol.gov
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 561458630-001
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.