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
TN Americas Holdings, Inc. Defined Benefit Plan - Erwin Plant Employees
Corporate pensionCumming, GA
Assets
$297,357
Total assets, Dec 31, 2024 reported
Funded
111.9%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
6
none on the tape
Plan sponsor: TN Georgia, Inc.
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
- Pooled separate accounts 100.0%
Consultants and advisers
2 firms
- Wealthspire Retirement Advisory Investment adviser (plan)through Dec 31, 2023 Form 5500
- Principal Financial Group Actuarythrough Dec 31, 2022 Form 5500
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
- Principal6 rows, latest Dec 31, 2024
Commitments
6 rows, 0 dated closings
Disclosed holdings (from the plan’s performance or holdings report, as of the report date)
| Date | Fund | Manager | Bucket | Amount | Vintage | Status | Source |
|---|---|---|---|---|---|---|---|
| as of Dec 31, 2024 | Prin Liquid Assets Sep Acct-Zseparate account | Principal | Pooled vehicles | $297,357 held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2023 | Prin Lgcp S&p 500 Index Sa-Zseparate account | Principal | Pooled vehicles | $347,644 held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2023 | Prin Ldi Long Duration Sa-Zseparate account | Principal | Fixed income | $702,487 held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2023 | Prin Ldi Short Dur Sep Acct-Zseparate account | Principal | Pooled vehicles | $1.0M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2023 | Prin Ldi Intrm Dur Sep Acct-Zseparate account | Principal | Pooled vehicles | $1.1M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | Prin Liquid Assets Sep Acct-Zseparate account | Principal | Pooled vehicles | $356,605 held | Disclosed holding | askebsa.dol.gov |
Size and funding
32 readings
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 | 111 | $3.2M | $3.1M | 111.9% | $297,357 | n/a | n/a | n/a |
| 2023 to Dec 31, 2023 | 112 | $3.3M | $3.2M | 111.6% | $3.2M | n/a | n/a | n/a |
| 2022 to Dec 31, 2022 | 118 | $4.4M | $3.5M | 118.1% | $3.3M | n/a | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- Principal Life Insurance Company codes 13 50 64 $49,532 PY2024
- Prin Liquid Assets Sep Acct-Z Sched. D P $297,357 PY2024
- Prin Lgcap S&p 500 Index Sa-R6 Sched. D P PY2024
- Prin Ldi Long Duration Sa-R6 Sched. D P PY2024
- Prin Ldi Short Dur Sep Acct-R6 Sched. D P PY2024
- Prin Ldi Intrm Dur Sep Acct-R6 Sched. D P PY2024
- Principal Financial Group codes 11 PY2024
- Principal Life Insurance Company codes 13 50 64 $56,732 PY2023
- NFP Retirement Inc. codes 27 50 $7,619 PY2023
- Prin Liquid Assets Sep Acct-Z Sched. D P PY2023
- Prin Lgcap S&p 500 Index Sa-R6 Sched. D P $347,644 PY2023
- Prin Ldi Long Duration Sa-R6 Sched. D P $702,487 PY2023
- Prin Ldi Short Dur Sep Acct-R6 Sched. D P $1.0M PY2023
- Prin Ldi Intrm Dur Sep Acct-R6 Sched. D P $1.1M PY2023
- Principal Financial Group codes 11 PY2023
- Principal Life Insurance Company codes 13 50 64 $44,547 PY2022
- Prin Liquid Assets Sep Acct-Z Sched. D P $356,605 PY2022
- Principal Financial Group codes 11 PY2022
What changed
13 events
- Dec 31, 2024Holding endedinferenceTN Americas Holdings, Inc. Defined Benefit Plan - Erwin Plant Employees no longer reports Prin Lgcp S&p 500 Index Sa-Z (Principal) (last held $347,644 at 2023-12-31; absent from the 2024-12-31 filing)with Principalaskebsa.dol.gov
- Dec 31, 2024Holding endedinferenceTN Americas Holdings, Inc. Defined Benefit Plan - Erwin Plant Employees no longer reports Prin Ldi Short Dur Sep Acct-Z (Principal) (last held $1M at 2023-12-31; absent from the 2024-12-31 filing)with Principalaskebsa.dol.gov
- Dec 31, 2024Holding endedinferenceTN Americas Holdings, Inc. Defined Benefit Plan - Erwin Plant Employees no longer reports Prin Ldi Intrm Dur Sep Acct-Z (Principal) (last held $1M at 2023-12-31; absent from the 2024-12-31 filing)with Principalaskebsa.dol.gov
- Dec 31, 2024Holding endedinferenceTN Americas Holdings, Inc. Defined Benefit Plan - Erwin Plant Employees no longer reports Prin Ldi Long Duration Sa-Z (Principal) (last held $702,487 at 2023-12-31; absent from the 2024-12-31 filing)with Principalaskebsa.dol.gov
- Dec 31, 2024Consultant changedinferenceNFP Retirement Inc. no longer appears on TN Americas Holdings, Inc. Defined Benefit Plan - Erwin Plant Employees's Schedule C as investment adviser (plan) (plan year 2024 vs 2023)with Wealthspire Retirement Advisoryaskebsa.dol.gov
- Dec 31, 2024Assets changedTN Americas Holdings, Inc. Defined Benefit Plan - Erwin Plant Employees total assets $3M -> $297,357 (-90.8%, 2023-12-31 to 2024-12-31)
- Dec 31, 2023Holding startedTN Americas Holdings, Inc. Defined Benefit Plan - Erwin Plant Employees first reports an interest in Prin Lgcp S&p 500 Index Sa-Z (Principal): $347,644 at 2023-12-31with Principalaskebsa.dol.gov
- Dec 31, 2023Holding startedTN Americas Holdings, Inc. Defined Benefit Plan - Erwin Plant Employees first reports an interest in Prin Ldi Short Dur Sep Acct-Z (Principal): $1M at 2023-12-31with Principalaskebsa.dol.gov
- Dec 31, 2023Holding startedTN Americas Holdings, Inc. Defined Benefit Plan - Erwin Plant Employees first reports an interest in Prin Ldi Intrm Dur Sep Acct-Z (Principal): $1M at 2023-12-31with Principalaskebsa.dol.gov
- Dec 31, 2023Holding startedTN Americas Holdings, Inc. Defined Benefit Plan - Erwin Plant Employees first reports an interest in Prin Ldi Long Duration Sa-Z (Principal): $702,487 at 2023-12-31with Principalaskebsa.dol.gov
- Dec 31, 2023Consultant changedinferenceNFP Retirement Inc. appears on TN Americas Holdings, Inc. Defined Benefit Plan - Erwin Plant Employees's Schedule C as investment adviser (plan) (plan year 2023 vs 2022)with Wealthspire Retirement Advisoryaskebsa.dol.gov
- Jan 1, 2023Funded status changedTN Americas Holdings, Inc. Defined Benefit Plan - Erwin Plant Employees funded ratio 118.1% -> 111.6% (2022-01-01 to 2023-01-01)
- Jan 1, 2023Assets changedTN Americas Holdings, Inc. Defined Benefit Plan - Erwin Plant Employees plan assets $4M -> $3M (-25.5%, 2022-01-01 to 2023-01-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 581884128-009
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.