Carolina Turkeys Employees' Pension Plan
Corporate pension, based in Garner, North Carolina, reporting $33.4M in assets, for 960 participants.
Composed from this allocator's classification, location and filed figures.
Nothing material in the last 90 days. Last change: 1 Oct 2024, Carolina Turkeys Employees' Pension Plan funded ratio 114.4% -> 110.3% (2023-10-01 to 2024-10-01).
18 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- Large Cap Growth Index Cit N3 commitments
- Principal/blackrock Intl Eqty Index3 commitments
- Russell 2000 Index Cit N3 commitments
- Blackrock12 commitments
- Allspring3 commitments
- Wells Fargo3 commitments
Relationship network
20 connected entities21 observed commitments10 repeat counterparties18 dated commitments shown here, 2023 to 2025
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 0.2%
- Common/collective trusts 96.6%
- Registered investment companies 2.6%
Consultants and advisers
- Principal Trust Co. Custodianthrough Sep 30, 2023 Form 5500
- USI Consulting Group Actuarythrough Sep 30, 2023 Form 5500
People
Manager roster
- Blackrock12 rows, latest Sep 30, 2025
- Allspring3 rows, latest Sep 30, 2025
- Wells Fargo3 rows, latest Sep 30, 2025
What changed
- Oct 1, 2024Funded status changedCarolina Turkeys Employees' Pension Plan funded ratio 114.4% -> 110.3% (2023-10-01 to 2024-10-01)
- Oct 1, 2024Assets changedCarolina Turkeys Employees' Pension Plan plan assets $31M -> $35M (+13.0%, 2023-10-01 to 2024-10-01)
- Sep 30, 2024Assets changedCarolina Turkeys Employees' Pension Plan total assets $31M -> $35M (+13.0%, 2023-09-30 to 2024-09-30)
- Oct 1, 2023Funded status changedCarolina Turkeys Employees' Pension Plan funded ratio 119.6% -> 114.4% (2022-10-01 to 2023-10-01)
- Oct 1, 2023Assets changedCarolina Turkeys Employees' Pension Plan plan assets $39M -> $31M (-21.4%, 2022-10-01 to 2023-10-01)
Commitments
| Date | Fund | Manager | Bucket | Amount | Vintage | Status | Source |
|---|---|---|---|---|---|---|---|
| as of Sep 30, 2025 | Large Cap Growth Index Cit Ncollective trust | Blackrock | Public equity | $832,600 held | Disclosed holding | askebsa.dol.gov | |
| as of Sep 30, 2025 | Principal/blackrock Intl Eqty Indexcollective trust | Blackrock | Pooled vehicles | $585,046 held | Disclosed holding | askebsa.dol.gov | |
| as of Sep 30, 2025 | Russell 2000 Index Cit Ncollective trust | Blackrock | Pooled vehicles | $681,032 held | Disclosed holding | askebsa.dol.gov |
+18 more commitments
Every fund and manager this allocator committed to, with the amount, date and source on each.
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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 Sep 30, 2025 | 960 | $34.5M | $29.3M | 110.3% | $33.4M | Not disclosed | Not disclosed | Not disclosed |
| 2023 to Sep 30, 2024 | 975 | $30.6M | $29.4M | 114.4% | $34.5M | Not disclosed | Not disclosed | Not disclosed |
| 2022 to Sep 30, 2023 | 1,291 | $38.9M | $35.8M | 119.6% | $30.6M | Not disclosed | Not disclosed | Not disclosed |
- 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
+27 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 changed2024-10-01source on record
- Total assets changed2024-10-01source on record
- Total assets changed2024-09-30source on record
+2 more changes on this record's ledger
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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
+5 connections on the graph
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