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

Mcwane Pension Plan for Salaried Employees

Corporate pensionBirmingham, AL
Assets
$211M
Total assets, Dec 31, 2024 reported
Funded
115.9%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
0
2 managers on Schedule C
Plan sponsor: Mcwane, Inc.
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
  • Interest-bearing cash 1.4%
  • Non-interest-bearing cash 0.9%
  • Corporate debt instruments (other) 15.5%
  • U.S. Government securities 9.6%
  • Partnership/joint venture interests 8.8%
  • Registered investment companies 63.2%
Consultants and advisers
1 firms
People
No investment staff or executives have been read for this allocator yet.
Manager roster
8 managers on Schedule C
From Schedule C (investment management, code 28)
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
22 readings
Total assets
$211M Dec 31, 2024 reported Form 5500
$223M (2023-12)
Plan assets
$222M Jan 1, 2024 reported Form 5500
$221M (2023-01)
Net assets
$210M Dec 31, 2024 reported Form 5500
$222M (2023-12)
Funded ratio
115.9% Jan 1, 2024 reported Form 5500
117.4% (2023-01)
Funding target
$194M Jan 1, 2024 reported Form 5500
$198M (2023-01)
Discount rate
5.05% Jan 1, 2024 reported Form 5500
5.17% (2023-01)
Participants
2,144 Jan 1, 2024 reported Form 5500
2,238 (2023-01)
Contributions
$0 Dec 31, 2024 reported Form 5500
$0 (2023-12)
Benefits paid
$14.6M Dec 31, 2024 reported Form 5500
$14.7M (2023-12)
Net investment income
$-11.4M Dec 31, 2024 reported Form 5500
$505,533 (2023-12)
Investment management fees
$421,990 Dec 31, 2024 reported Form 5500
$254,354 (2023-12)
Form 5500 filings
2 plan years
Plan yearParticipantsAssets (SB market)Funding targetFTAPTotal assets (H)Partnerships / JVMaster trustReal estate
2024 to Dec 31, 20242,144$222M$194M115.9%$211M$18.6Mn/a$0
2023 to Dec 31, 20232,238$221M$198M117.4%$223M$23.6Mn/a$8.6M
Service providers and investment entities as filed (Schedule C and D, latest year first)
What changed
4 events
  • Dec 31, 2024Manager relationship endedinference
    Sterling Capital Management LLC no longer appears on Mcwane Pension Plan for Salaried Employees's Schedule C as investment manager (plan year 2024 vs 2023)
    with Sterling Capital Management LLCaskebsa.dol.gov
  • Dec 31, 2024Manager relationship started
    Harbert Mezzanine Partners III appears on Mcwane Pension Plan for Salaried Employees's Schedule C as investment manager (plan year 2024 vs 2023)
    with Harbert Mezzanine Partners IIIaskebsa.dol.gov
  • Dec 31, 2024Manager relationship endedinference
    Metlife Investment Management no longer appears on Mcwane Pension Plan for Salaried Employees's Schedule C as investment manager (plan year 2024 vs 2023)
    with Metlife Investment Managementaskebsa.dol.gov
  • Dec 31, 2024Manager relationship endedinference
    Wellington Trust Company, Na no longer appears on Mcwane Pension Plan for Salaried Employees's Schedule C as investment manager (plan year 2024 vs 2023)
    with Wellington Trust Company, Naaskebsa.dol.gov
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 630139000-035
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.