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
Institute of Nuclear Power Operations Pension Plan
Corporate pensionAtlanta, GA
Assets
$59,014
Total assets, Dec 31, 2023 reported
Funded
107.5%
Jan 1, 2022
Private markets target
n/a
policy Dec 31, 2023
Commitments
0
none on the tape
Plan sponsor: Institute of Nuclear Power Operations
Allocation policy
Form 5500, as of Dec 31, 2023
Actual allocation lines without a target (as filed)
- Interest-bearing cash 0.0%
Consultants and advisers
1 firms
- Schwab Retirement Plan Services Actuarythrough Dec 31, 2022 Form 5500
People
No investment staff or executives have been read for this allocator yet.
Manager roster
5 managers on Schedule C
From Schedule C (investment management, code 28)
- Truist Bankplan years 2023
- Captrust Advisors, LLCplan years 2022
- Capfinancial Partners, LLCplan years 2022
- BCG Pension Risk Consultantsplan years 2022
- SLC Managementplan years 2022
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
17 readings
Plan assets
Funded ratio
Funding target
Discount rate
Investment management fees
Form 5500 filings
2 plan years
| Plan year | Participants | Assets (SB market) | Funding target | FTAP | Total assets (H) | Partnerships / JV | Master trust | Real estate |
|---|---|---|---|---|---|---|---|---|
| 2023 to Dec 31, 2023 | 185 | n/a | n/a | n/a | $59,014 | n/a | n/a | n/a |
| 2022 to Dec 31, 2022 | 559 | $190M | $152M | 107.5% | $62.4M | n/a | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- Schwab Retirement Plan Services Inc codes 15 50 64 $180,036 PY2023
- Truist Bank codes 28 50 $86,250 PY2023
- BCG Pension Risk Consultants codes 28 50 $70,000 PY2023
- Sun Life Investmentmanagement codes 28 50 $21,028 PY2023
- Charles Schwab & Co., Inc. codes 33 50 71 $3,336 PY2023
- Sun Life Investmentmanagement codes 28 50 $300,833 PY2022
- Schwab Retirement Plan Services Inc codes 15 50 64 $108,161 PY2022
- Captrust Advisors LLC codes 28 50 $96,161 PY2022
- BCG Pension Risk Consultants codes 28 50 $70,000 PY2022
- Capfinancial Partners, LLC codes 28 50 $29,423 PY2022
- Charles Schwab & Co., Inc. codes 33 50 71 $3,648 PY2022
- DB Growth Portfolio Institutional Sched. D C PY2022
- Schwab Retirement Plan Services codes 11 PY2022
What changed
4 events
- Dec 31, 2023Manager relationship startedTruist Bank appears on Institute of Nuclear Power Operations Pension Plan's Schedule C as investment manager (plan year 2023 vs 2022)with Truist Bankaskebsa.dol.gov
- Dec 31, 2023Manager relationship endedinferenceCapfinancial Partners, LLC no longer appears on Institute of Nuclear Power Operations Pension Plan's Schedule C as investment manager (plan year 2023 vs 2022)with Capfinancial Partners, LLCaskebsa.dol.gov
- Dec 31, 2023Manager relationship endedinferenceCaptrust Advisors LLC no longer appears on Institute of Nuclear Power Operations Pension Plan's Schedule C as investment manager (plan year 2023 vs 2022)with Captrust Advisors, LLCaskebsa.dol.gov
- Dec 31, 2023Assets changedInstitute of Nuclear Power Operations Pension Plan total assets $62M -> $59,014 (-99.9%, 2022-12-31 to 2023-12-31)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 581382198-002
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.