DFX Intelligence

Allocator Intelligence

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Corporate pension

N•••• M••••••••• H••••• S•••••••• I••• R••••••••• P••• • T•••• A••••••••

Corporate pensionTupelo, MS

Assets

$12.4M

Total assets, Sep 30, 2025 reported

Funded

102.1%

Oct 1, 2023

Private markets target

n/a

policy Sep 30, 2025

Commitments

none on the tape

Plan sponsor: N•••• M••••••••• H••••• S•••••••• I•••

Allocation policy

Form 5500, as of Sep 30, 2025

Actual allocation lines without a target (as filed)

Interest-bearing cash 70.1%

Consultants and advisers

3 firms

A•• H••••• I••••••••• C••••••••• I• Actuarythrough Sep 30, 2023 Form 5500
C•••••• B••• Trusteethrough Sep 30, 2023 Form 5500
A•• C••••••••• I••• Actuarythrough Sep 30, 2023 Form 5500

People

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

Manager roster

No manager relationship is on the tape for this allocator.

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

29 readings

Total assets

$12.4M Sep 30, 2025 reported Form 5500

$492M (2024-09) · $425M (2023-09)

Plan assets

$438M Oct 1, 2023 reported Form 5500

$444M (2022-10)

Net assets

$12.4M Sep 30, 2025 reported Form 5500

$492M (2024-09) · $425M (2023-09)

Funded ratio

102.1% Oct 1, 2023 reported Form 5500

103.7% (2022-10)

Funding target

$472M Oct 1, 2023 reported Form 5500

$448M (2022-10)

Discount rate

5.27% Oct 1, 2023 reported Form 5500

5.45% (2022-10)

Participants

4,868 Oct 1, 2024 reported Form 5500

4,893 (2023-10) · 4,932 (2022-10)

Contributions

$0 Sep 30, 2025 reported Form 5500

$13.3M (2024-09) · $13.4M (2023-09)

Benefits paid

$472M Sep 30, 2025 reported Form 5500

$21.7M (2024-09) · $20.2M (2023-09)

Net investment income

$-479M Sep 30, 2025 reported Form 5500

$66.5M (2024-09) · $-6.8M (2023-09)

Investment management fees

$2.3M Sep 30, 2025 reported Form 5500

$1.4M (2024-09) · $1.5M (2023-09)

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	4,868	n/a	n/a	n/a	$12.4M	n/a	n/a	n/a
2023 to Sep 30, 2024	4,893	$438M	$472M	102.1%	$492M	n/a	n/a	n/a
2022 to Sep 30, 2023	4,932	$444M	$448M	103.7%	$425M	n/a	n/a	n/a

Service providers and investment entities as filed (Schedule C and D, latest year first)

AON H••••• codes 11 27 28 51 $2.8M PY2024
C•••••• B••• codes 21 50 $121,693 PY2024
Forvis Mazars, LLP codes 10 50 $28,665 PY2024
AON H••••• codes 11 27 28 51 $1.3M PY2023
C•••••• B••• codes 21 50 $62,950 PY2023
Forvis Mazars, LLP codes 10 50 $30,775 PY2023
A•• C••••••••• I••• codes 11 PY2023
AON H••••• codes 11 27 28 51 $873,601 PY2022
C•••••• B••• codes 21 50 $60,270 PY2022
Forvis Mazars, LLP codes 10 50 $25,415 PY2022
A•• C••••••••• I••• codes 11 PY2022

What changed

2 events

Sep 30, 2025Assets changed
N•••• M••••••••• H••••• S•••••••• I••• R••••••••• P••• • T•••• A•••••••• total assets $492M -> $12M (-97.5%, 2024-09-30 to 2025-09-30)
askebsa.dol.gov
Sep 30, 2024Assets changed
N•••• M••••••••• H••••• S•••••••• I••• R••••••••• P••• • T•••• A•••••••• total assets $425M -> $492M (+15.7%, 2023-09-30 to 2024-09-30)
askebsa.dol.gov

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

Provenance

Identifiers: EIN-PN 640653269-001

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.