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.
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Corporate pension
P•••••• P••• f•• S••••••• E•••••••• o• C••••••••• A••••••••• I••• • C•••••• A••••••••• C••••••••
Corporate pensionFort Mill, SC
Assets
n/a
Total assets, Dec 31, 2024 reported
Funded
81.6%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2023
Commitments
0
none on the tape
Plan sponsor: C••••••••• A••••••••• I•••
Allocation policy
Form 5500, as of Dec 31, 2023
Actual allocation lines without a target (as filed)
- Interest-bearing cash 0.6%
- Master trust investment accounts 99.4%
Consultants and advisers
4 firms
- P•••••• I••••••• M••••••••• C• L•• Investment adviser (plan)through Dec 31, 2022 Form 5500
- C•••••••• A••••••• Investment adviser (plan)through Dec 31, 2022 Form 5500
- M••••• Actuarythrough Dec 31, 2022 Form 5500
- S•••• S••••• B••• • T•••• C•••••• Directed trusteethrough Dec 31, 2022 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
33 readings
Investment management fees
$803,648 (2023-12) · $831,694 (2022-12)
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 Dec 31, 2024 | 2,732 | $336M | $323M | 81.6% | $0 | n/a | $0 | n/a |
| 2023 to Dec 31, 2023 | 2,768 | $336M | $331M | 85.3% | $336M | n/a | $334M | n/a |
| 2022 to Dec 31, 2022 | 2,813 | $451M | $330M | 115.7% | $336M | n/a | $334M | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- Pimco codes 27 $521,603 PY2024
- M••••• codes 11 15 17 62 $283,804 PY2024
- State S••••• B••• & Trust codes 25 28 62 99 $260,578 PY2024
- C•••••••• Group codes 27 $78,887 PY2024
- Nrs codes 15 $42,376 PY2024
- Keybank National Association codes 13 59 62 99 $20,100 PY2024
- Greerwalker, LLP codes 10 $16,095 PY2024
- C••••••••• A••••••••• I••• Mt Sched. D M PY2024
- M••••• codes 11 PY2024
- Pimco codes 27 $700,819 PY2023
- M••••• codes 11 15 17 62 $285,174 PY2023
- C•••••••• Group codes 27 $102,829 PY2023
- Nrs codes 15 $57,085 PY2023
- Keybank National Association codes 13 59 62 99 $33,928 PY2023
- State S••••• B••• & Trust codes 25 28 62 99 $24,901 PY2023
- Greerwalker, LLP codes 10 $15,278 PY2023
- C••••••••• A••••••••• I••• Mt Sched. D M $334M PY2023
- M••••• codes 11 PY2023
- Pimco codes 27 $731,694 PY2022
- M••••• codes 11 15 17 62 $283,712 PY2022
- C•••••••• Group codes 27 $100,000 PY2022
- State S••••• B••• & Trust codes 25 28 62 99 $90,028 PY2022
- Nrs codes 15 $56,277 PY2022
- Keybank National Association codes 13 59 62 99 $26,581 PY2022
- Greerwalker, LLP codes 10 $15,839 PY2022
- C••••••••• A••••••••• I••• Mt Sched. D M $334M PY2022
- M••••• codes 11 PY2022
What changed
4 events
- Dec 31, 2024Assets changedP•••••• P••• f•• S••••••• E•••••••• o• C••••••••• A••••••••• I••• • C•••••• A••••••••• C•••••••• total assets $336M -> $0 (-100.0%, 2023-12-31 to 2024-12-31)
- Jan 1, 2024Funded status changedP•••••• P••• f•• S••••••• E•••••••• o• C••••••••• A••••••••• I••• • C•••••• A••••••••• C•••••••• funded ratio 85.3% -> 81.6% (2023-01-01 to 2024-01-01)
- Jan 1, 2023Funded status changedP•••••• P••• f•• S••••••• E•••••••• o• C••••••••• A••••••••• I••• • C•••••• A••••••••• C•••••••• funded ratio 115.7% -> 85.3% (2022-01-01 to 2023-01-01)
- Jan 1, 2023Assets changedP•••••• P••• f•• S••••••• E•••••••• o• C••••••••• A••••••••• I••• • C•••••• A••••••••• C•••••••• plan assets $451M -> $336M (-25.6%, 2022-01-01 to 2023-01-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 510304065-002
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.