Gchi Retirement Plan
Corporate pension, based in Harleyville, South Carolina, reporting $25.2M in assets, for 538 participants.
Composed from this allocator's classification, location and filed figures.
Nothing material in the last 90 days. Last change: 31 Dec 2024, Gchi Retirement Plan no longer reports Pfg/federated Total Return Bond Cit (last held $2M at 2023-12-31; absent from the 2024-12-31 filing).
5 more managers, 36 more commitments and 5 more dated events
Every figure, date and source on this page is shown. The names behind them, and every related record, open with the complete profile.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
Capital path
who backs this record, through what, into what; each name opens its own path- Principal/blackrock S&p Mc Indx Cit3 commitments
- Principal/mfs Value Cit F3 commitments
- Principal/t. Rowe Price Institution3 commitments
Relationship network
46 connected entities39 observed commitments20 repeat counterparties24 dated commitments shown here, 2022 to 2024
From board minutes, annual reports, Form 5500 filings and public records of commitments, consultants and staff in the allocator graph. Commitment amounts are those the allocator disclosed; many are not printed, and none is estimated.
Some relationships on this record are counted rather than named here. They open with the full profile.
Click any name or line for the commitments and sources behind it. Line weight is commitments together; dashed lines are inferred.
- Sponsor
- Fund or vehicle
- Service provider
- Organization
›How strength and recency are read
Managers, funds and consultants are read from the commitments: three or more is a strong observed relationship, two a repeat counterparty. No consultant link is marked current on the source, so none is labelled current or former here. Related plans, people and plan service providers are ordered by what the filing shows.
Darker lines were active in the last 24 months or are current; lighter lines are older or undated.
Size, funding, policy and commitments, with their basesCorporate pensionShowHide
Allocation policy
- Insurance company general account 8.9%
- Common/collective trusts 83.5%
- Registered investment companies 7.6%
Consultants and advisers
- Jpmorgan Investment Management Inc. Investment adviser (plan)through Dec 31, 2022 Form 5500
- Wells Fargo Bank Trusteethrough Dec 31, 2022 Form 5500
- AON Consulting, Inc. Actuarythrough Dec 31, 2022 Form 5500
People
Manager roster
- Blackrock9 rows, latest Dec 31, 2024
- T Rowe Price6 rows, latest Dec 31, 2024
- Allspring6 rows, latest Dec 31, 2024
+5 more managers received commitments
Every name, record and relationship behind this count, with the source on each.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
- T. Rowe Price Trust Companyplan years
- Dodge & Coxplan years
- T Rowe Priceplan years
+6 more Schedule C managers
Every name, record and relationship behind this count, with the source on each.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
What changed
- Dec 31, 2024Holding endedinferenceGchi Retirement Plan no longer reports Pfg/federated Total Return Bond Cit (last held $2M at 2023-12-31; absent from the 2024-12-31 filing)with Pfg/federated Total Return Bond Citaskebsa.dol.gov
- Dec 31, 2024Holding startedGchi Retirement Plan first reports an interest in Liability Driven Solution Cit I (Wells Fargo): $9M at 2024-12-31with Wells Fargoaskebsa.dol.gov
- Dec 31, 2024Holding endedinferenceGchi Retirement Plan no longer reports Allspring Core Bond Cit F (last held $2M at 2023-12-31; absent from the 2024-12-31 filing)with Allspring Core Bond Cit Faskebsa.dol.gov
- Dec 31, 2024Holding startedGchi Retirement Plan first reports an interest in Liability Driven Solution Cit II: $7M at 2024-12-31with Liability Driven Solution Cit IIaskebsa.dol.gov
- Dec 31, 2024Holding endedinferenceGchi Retirement Plan no longer reports Principal/dodge & Cox Intermediate (last held $2M at 2023-12-31; absent from the 2024-12-31 filing)with Principal/dodge & Cox Intermediateaskebsa.dol.gov
+5 more dated events
Every name, record and relationship behind this count, with the source on each.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
Commitments
| Date | Fund | Manager | Bucket | Amount | Vintage | Status | Source |
|---|---|---|---|---|---|---|---|
| as of Dec 31, 2024 | Principal/blackrock S&p Mc Indx Citcollective trust | Blackrock | Pooled vehicles | $623,314 held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | Principal/mfs Value Cit Fcollective trust | Mfs | Pooled vehicles | $284,632 held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | Principal/t. Rowe Price Institutioncollective trust | T Rowe Price | Pooled vehicles | $285,506 held | Disclosed holding | askebsa.dol.gov |
+36 more commitments
Every fund and manager this allocator committed to, with the amount, date and source on each.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
Size and funding
Form 5500 filings
| 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 | Not disclosed | Not disclosed | Not disclosed |
| 2023 to Dec 31, 2023 | 721 | $28.3M | $29.1M | 107.0% | $25.7M | Not disclosed | Not disclosed | Not disclosed |
| 2022 to Dec 31, 2022 | 748 | $34.2M | $29.4M | 110.2% | $28.3M | Not disclosed | Not disclosed | Not disclosed |
- AON Investment USA Inc. codes 28 50 $73,714 PY2024
- Wells Fargo codes 21 50 51 $59,178 PY2024
- Empower Annuity Insurance Company codes 15 23 50 $6,801 PY2024
+50 more service providers
Every name, record and relationship behind this count, with the source on each.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
Provenance
Provenance
Gchi Retirement Plan sits on 5 traced paths of capital across the graphs.
DFX traced 5 paths of capital through this record
Every record on each path, what it committed or lent, and as of when.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
Derived from allocator disclosures, BDC schedules and SEC filings; confidence is the weakest hop.
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Record history
- Holding in a pooled vehicle ended2024-12-31source on record
- Holding in a pooled vehicle started2024-12-31source on record
- Holding in a pooled vehicle ended2024-12-31source on record
+7 more changes on this record's ledger
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
The ledger records every merge, rename and reclassification this record went through and the dated filings observed on it, so the identity on this page can be traced to the records it was built from. The ledger's own sentences name other records, so they show with the names.
›Connections
every published relationship on the graph
+13 connections on the graph
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.