This allocator's name and 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.

Corporate pension in North Carolina

Corporate pension· Garner, North Carolina

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.

As of Oct 1, 2024 · the latest dated event for this allocator; each figure carries its own filing or report date

$33.4M assets · 110.3% funded ratioAll 4

Assets: $33.4M
Funded ratio: 110.3%
Fund commitments: 7
Managers: 3

View relationships

View relationshipsOpen searches Plans backing its top manager Similar plans, same strategy Commitments (7)Allocation policy Managers

As of Oct 1, 2024 · the latest dated event for this allocator; each figure carries its own filing or report date

Suggest a correction

Nothing material in the last 90 days. Last change: Oct 1, 2024, Funded status changed.

This allocator's name and 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.

Capital path

who backs this record, through what, into what; each name opens its own path

Corporate pension in North Carolina

Funds committed to

Liability Driven Solution Cit II3 commitments
Large Cap Growth Index Cit N3 commitments
Principal/blackrock Intl Eqty Index3 commitments

All 7

Managers

Blackrock12 commitments
Wells Fargo3 commitments
Allspring3 commitments

Relationship network

20 connected entities21 observed commitments10 repeat counterpartiescommitments 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.

Reading the network

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 pensionShow

Corporate pension

Assets

$33.4M

Total assets, Sep 30, 2025 reported

Funded

110.3%

Oct 1, 2024

Private markets target

no policy read

policy Sep 30, 2025

Commitments

2 managers on Schedule C

Plan sponsor: this allocator

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

USI Consulting Group Actuarythrough Sep 30, 2023 Form 5500
Principal Trust Co. Custodianthrough Sep 30, 2023 Form 5500

People

No investment staff or executives have been read for this allocator yet.

Manager roster

3 managers on the commitment tape

From the plan’s own commitment disclosures

Blackrock12 rows, latest Sep 30, 2025
Wells Fargo3 rows, latest Sep 30, 2025
Allspring3 rows, latest Sep 30, 2025

From Schedule C (investment management, code 28)

Blackrockplan years
Allspringplan years

What changed

5 events

Oct 1, 2024Funded status changed
down 4 pointsaskebsa.dol.gov
Oct 1, 2024Assets changed
$4.0Maskebsa.dol.gov
Sep 30, 2024Assets changed
$4.0Maskebsa.dol.gov
Oct 1, 2023Funded status changed
down 5 pointsaskebsa.dol.gov
Oct 1, 2023Assets changed
down $8.3Maskebsa.dol.gov

Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.

Commitments

21 rows, 0 dated closings

Date	Fund	Manager	Bucket	Amount	Status	Source
as of Sep 30, 2025	Liability Driven Solution Cit IIcollective trust	Principal	Pooled vehicles	$18.6M held	Disclosed holding	askebsa.dol.gov
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

+18 more commitments

Every fund and manager this allocator committed to, with the amount, date and source on each.

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 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

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 II F Sched. D C $18.6M PY2024

+27 more service providers

Every name, record and relationship behind this count, with the source on each.

Provenance

Identifiers: none on file

Cross-graph: no entry on another DFX graph

First observed Sep 15, 2026, last observed Oct 6, 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.

Record history

5 dated events on the change ledger, latest event first

Funded status changed
2024-10-01source on record
Total assets changed
2024-10-01source on record
Total assets changed
2024-09-30source on record

+2 more changes on this record's ledger

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