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

G••• R••••••••• P•••

Corporate pensionHarleyville, SC

Assets

$25.2M

Total assets, Dec 31, 2024 reported

Funded

109.0%

Jan 1, 2024

Private markets target

n/a

policy Dec 31, 2024

Commitments

1 managers on Schedule C

Plan sponsor: G•••• C••••• H••••••• I•••

Allocation policy

Form 5500, as of Dec 31, 2024

Actual allocation lines without a target (as filed)

Insurance company general account 8.9%
Common/collective trusts 83.5%
Registered investment companies 7.6%

Consultants and advisers

3 firms

J••••••• I••••••••• M••••••••• I••• Investment adviser (plan)through Dec 31, 2022 Form 5500
W•••• F•••• B••• Trusteethrough Dec 31, 2022 Form 5500
A•• C••••••••• I••• 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

W•••• F••••1 rows, latest Dec 31, 2024

From Schedule C (investment management, code 28)

A•• I••••••••• U•• I••plan years 2024

Commitments

39 rows, 0 dated closings

Disclosed holdings (from the plan’s performance or holdings report, as of the report date)

Date	Fund	Manager	Bucket	Amount	Status	Source
as of Dec 31, 2024	A•••••••• S• I••••••••• F••• S•collective trust	SEI Trust Company	Pooled vehicles	$711,759 held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2024	P••••••••• I••• E••• I••••collective trust	SEI Trust Company	Pooled vehicles	$290,928 held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2024	P••••••••• S•• M• I••• C••collective trust	SEI Trust Company	Pooled vehicles	$623,314 held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2024	P••••••••• S•• 5•• I••••collective trust	SEI Trust Company	Pooled vehicles	$950,340 held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2024	P••••••••• I••••••••• V•collective trust	SEI Trust Company	Pooled vehicles	$216,665 held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2024	P••••••••• V•••• C•• F•collective trust	SEI Trust Company	Pooled vehicles	$284,632 held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2024	P••••••••• S•••• C•• C•• N•collective trust	SEI Trust Company	Public equity	$352,042 held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2024	P••••••••• R••• P•••• I•••••••••collective trust	SEI Trust Company	Pooled vehicles	$285,506 held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2024	P••••••••• I••• L•• M•• C•• F•collective trust	SEI Trust Company	Pooled vehicles	$377,381 held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2024	V••• L•••• C•• G••••• C•• N•collective trust	SEI Trust Company	Public equity	$374,679 held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2024	L•••••••• D••••• S••••••• C•• I•collective trust	W•••• F••••	Pooled vehicles	$9.2M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2024	L•••••••• D••••• S••••••• C•• I•collective trust	SEI Trust Company	Pooled vehicles	$7.4M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2023	A•••••••• S• I••••••••• F••• S•collective trust	SEI Trust Company	Pooled vehicles	$559,655 held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2023	A•••••••• C••• B••• C•• F•collective trust	SEI Trust Company	Fixed income	$1.7M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2023	P••••••••• I••• E••• I••••collective trust	SEI Trust Company	Pooled vehicles	$742,446 held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2023	P••••••••• S•• M• I••• C••collective trust	SEI Trust Company	Pooled vehicles	$1.6M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2023	P••••••••• S•• 5•• I••••collective trust	SEI Trust Company	Pooled vehicles	$2.4M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2023	P••••••••• I••••••••• V•collective trust	SEI Trust Company	Pooled vehicles	$561,034 held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2023	P••••••••• • C•• I•••••••••collective trust	SEI Trust Company	Pooled vehicles	$1.7M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2023	P••••••••• T•••• R••••• B••• C••collective trust	SEI Trust Company	Fixed income	$1.7M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2023	P••••••••• V•••• C•• F•collective trust	SEI Trust Company	Pooled vehicles	$744,233 held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2023	P••••••••• S•••• C•• C•• N•collective trust	SEI Trust Company	Public equity	$909,850 held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2023	P••••••••• R••• P•••• I•••••••••collective trust	SEI Trust Company	Pooled vehicles	$721,112 held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2023	P••••••••• I••• L•• M•• C•• F•collective trust	SEI Trust Company	Pooled vehicles	$904,227 held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2023	V••• L•••• C•• G••••• C•• N•collective trust	SEI Trust Company	Public equity	$911,424 held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2022	A•••••••• S• I••••••••• F••• S•collective trust	SEI Trust Company	Pooled vehicles	$715,583 held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2022	A•••••••• C••• B••• C•• F•collective trust	SEI Trust Company	Fixed income	$1.8M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2022	A•••••••• G••••• C•• N•collective trust	SEI Trust Company	Pooled vehicles	$390,625 held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2022	P••••••••• I••• E••• I••••collective trust	SEI Trust Company	Pooled vehicles	$813,219 held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2022	P••••••••• S•• M• I••• C••collective trust	SEI Trust Company	Pooled vehicles	$1.7M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2022	P••••••••• S•• 5•• I••••collective trust	SEI Trust Company	Pooled vehicles	$2.6M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2022	P••••••••• I••••••••• V•collective trust	SEI Trust Company	Pooled vehicles	$616,192 held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2022	P••••••••• • C•• I•••••••••collective trust	SEI Trust Company	Pooled vehicles	$1.8M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2022	P••••••••• T•••• R••••• B••• C••collective trust	SEI Trust Company	Fixed income	$1.8M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2022	P••••••••• V•••• C•• F•collective trust	SEI Trust Company	Pooled vehicles	$798,800 held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2022	P••••••••• S•••• C•• C•• N•collective trust	SEI Trust Company	Public equity	$994,647 held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2022	P••••••••• R••• P•••• I•••••••••collective trust	SEI Trust Company	Pooled vehicles	$799,538 held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2022	P••••••••• I••• L•• M•• C•• F•collective trust	SEI Trust Company	Pooled vehicles	$778,446 held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2022	V••• L•••• C•• G••••• C•• N•collective trust	SEI Trust Company	Public equity	$753,407 held	Disclosed holding	askebsa.dol.gov

Size and funding

31 readings

Total assets

$25.2M Dec 31, 2024 reported Form 5500

$25.7M (2023-12) · $28.3M (2022-12)

Plan assets

$25.7M Jan 1, 2024 reported Form 5500

$28.3M (2023-01) · $34.2M (2022-01)

Net assets

$25.2M Dec 31, 2024 reported Form 5500

$25.7M (2023-12) · $28.3M (2022-12)

Funded ratio

109.0% Jan 1, 2024 reported Form 5500

107.0% (2023-01) · 110.2% (2022-01)

Funding target

$24.3M Jan 1, 2024 reported Form 5500

$29.1M (2023-01) · $29.4M (2022-01)

Discount rate

5.04% Jan 1, 2024 reported Form 5500

5.18% (2023-01) · 5.35% (2022-01)

Participants

538 Jan 1, 2024 reported Form 5500

721 (2023-01) · 748 (2022-01)

Contributions

$0 Dec 31, 2024 reported Form 5500

$0 (2023-12) · $716,000 (2022-12)

Benefits paid

$2.1M Dec 31, 2024 reported Form 5500

$5.8M (2023-12) · $2.2M (2022-12)

Net investment income

$-529,264 Dec 31, 2024 reported Form 5500

$-2.6M (2023-12) · $-5.7M (2022-12)

Investment management fees

$73,714 Dec 31, 2024 reported Form 5500

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	538	$25.7M	$24.3M	109.0%	$25.2M	n/a	n/a	n/a
2023 to Dec 31, 2023	721	$28.3M	$29.1M	107.0%	$25.7M	n/a	n/a	n/a
2022 to Dec 31, 2022	748	$34.2M	$29.4M	110.2%	$28.3M	n/a	n/a	n/a

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

AON Investment USA Inc. codes 28 50 $73,714 PY2024
W•••• F•••• codes 21 50 51 $59,178 PY2024
Empower Annuity Insurance Company codes 15 23 50 $6,801 PY2024
Blackrock International Eq I•••• Sched. D C $290,928 PY2024
Blackrock S&p Midcap I•••• Cit Fund Sched. D C $623,314 PY2024
Blackrock S&p 500 I•••• Cit Fund Sched. D C $950,340 PY2024
Causeway International V•••• Cit Fd Sched. D C $216,665 PY2024
Dodge & Cox Inter B••• Cit Fund Sched. D C PY2024
Federated T•••• R••••• B••• Cit Fd Sched. D C PY2024
MFS V•••• Cit Fund Sched. D C $284,632 PY2024
Multi Manager S•••• Cap Cit Fund Sched. D C $352,042 PY2024
T.ROWE P•••• I••• Eq Income Managed Sched. D C $285,506 PY2024
T.ROWE P•••• I••• L•••• Cap G••••• Sched. D C $377,381 PY2024
V••• L••••-Cap G••••• Cit Fund Sched. D C $374,679 PY2024
Multi-Manager L•••••••• D••••• Solu Sched. D C $9.2M PY2024
Multi-Manager L•••••••• D••••• Solu Sched. D C $7.4M PY2024
Blackrock Short Term Invst Fund Sched. D C $711,759 PY2024
C••• B••• Cit Fund Sched. D C PY2024
AON C•••••••••,inc. codes 11 PY2024
W•••• F•••• codes 21 50 51 $71,013 PY2023
JP Morgan codes 27 50 $10,571 PY2023
G••••• Cit Fund Sched. D C PY2023
Blackrock International Eq I•••• Sched. D C $742,446 PY2023
Blackrock S&p Midcap I•••• Cit Fund Sched. D C $1.6M PY2023
Blackrock S&p 500 I•••• Cit Fund Sched. D C $2.4M PY2023
Causeway International V•••• Cit Fd Sched. D C $561,034 PY2023
Dodge & Cox Inter B••• Cit Fund Sched. D C $1.7M PY2023
Federated T•••• R••••• B••• Cit Fd Sched. D C $1.7M PY2023
MFS V•••• Cit Fund Sched. D C $744,233 PY2023
Multi Manager S•••• Cap Cit Fund Sched. D C $909,850 PY2023
T.ROWE P•••• I••• Eq Income Managed Sched. D C $721,112 PY2023
T.ROWE P•••• I••• L•••• Cap G••••• Sched. D C $904,227 PY2023
V••• L••••-Cap G••••• Cit Fund Sched. D C $911,424 PY2023
Blackrock Short Term Invst Fund Sched. D C $559,655 PY2023
C••• B••• Cit Fund Sched. D C $1.7M PY2023
AON C•••••••••,inc. codes 11 PY2023
W•••• F•••• codes 21 50 51 $71,187 PY2022
JP Morgan codes 27 50 $10,518 PY2022
C••• B••• Cit Fund Sched. D C $1.8M PY2022
G••••• Cit Fund Sched. D C $390,625 PY2022
Blackrock International Eq I•••• Sched. D C $813,219 PY2022
Blackrock S&p Midcap I•••• Cit Fund Sched. D C $1.7M PY2022
Blackrock S&p 500 I•••• Cit Fund Sched. D C $2.6M PY2022
Causeway International V•••• Cit Fd Sched. D C $616,192 PY2022
Dodge & Cox Inter B••• Cit Fund Sched. D C $1.8M PY2022
Federated T•••• R••••• B••• Cit Fd Sched. D C $1.8M PY2022
MFS V•••• Cit Fund Sched. D C $798,800 PY2022
Multi Manager S•••• Cap Cit Fund Sched. D C $994,647 PY2022
T.ROWE P•••• I••• Eq Income Managed Sched. D C $799,538 PY2022
T.ROWE P•••• I••• L•••• Cap G••••• Sched. D C $778,446 PY2022
V••• L••••-Cap G••••• Cit Fund Sched. D C $753,407 PY2022
Blackrock Short Term Invst Fund Sched. D C $715,583 PY2022
AON C•••••••••,inc. codes 11 PY2022

What changed

10 events

Dec 31, 2024Holding endedinference
G••• R••••••••• P••• no longer reports P••••••••• T•••• R••••• B••• C•• (last held $2M at 2023-12-31; absent from the 2024-12-31 filing)
with P••••••••• T•••• R••••• B••• C••askebsa.dol.gov
Dec 31, 2024Holding started
G••• R••••••••• P••• first reports an interest in L•••••••• D••••• S••••••• C•• I• (W•••• F••••): $9M at 2024-12-31
with W•••• F••••askebsa.dol.gov
Dec 31, 2024Holding endedinference
G••• R••••••••• P••• no longer reports A•••••••• C••• B••• C•• F• (last held $2M at 2023-12-31; absent from the 2024-12-31 filing)
with A•••••••• C••• B••• C•• F•askebsa.dol.gov
Dec 31, 2024Holding started
G••• R••••••••• P••• first reports an interest in L•••••••• D••••• S••••••• C•• I•: $7M at 2024-12-31
with L•••••••• D••••• S••••••• C•• I•askebsa.dol.gov
Dec 31, 2024Holding endedinference
G••• R••••••••• P••• no longer reports P••••••••• • C•• I••••••••• (last held $2M at 2023-12-31; absent from the 2024-12-31 filing)
with P••••••••• • C•• I•••••••••askebsa.dol.gov
Dec 31, 2024Consultant changedinference
JP Morgan no longer appears on G••• R••••••••• P•••'s Schedule C as investment adviser (plan) (plan year 2024 vs 2023)
with J••••••• I••••••••• M••••••••• I•••askebsa.dol.gov
Dec 31, 2024Manager relationship started
AON Investment USA Inc. appears on G••• R••••••••• P•••'s Schedule C as investment manager (plan year 2024 vs 2023)
with A•• I••••••••• U•• I••askebsa.dol.gov
Dec 31, 2023Holding endedinference
G••• R••••••••• P••• no longer reports A•••••••• G••••• C•• N• (last held $390,625 at 2022-12-31; absent from the 2023-12-31 filing)
with A•••••••• G••••• C•• N•askebsa.dol.gov
Jan 1, 2023Funded status changed
G••• R••••••••• P••• funded ratio 110.2% -> 107.0% (2022-01-01 to 2023-01-01)
askebsa.dol.gov
Jan 1, 2023Assets changed
G••• R••••••••• P••• plan assets $34M -> $28M (-17.3%, 2022-01-01 to 2023-01-01)
askebsa.dol.gov

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

Provenance

Identifiers: EIN-PN 570997411-006

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.