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
Wilkes Regional Medical Center Employees' Pension Plan
Corporate pensionWinston-Salem, NC
Assets
$28.4M
Total assets, Sep 30, 2025 reported
Funded
80.6%
Oct 1, 2024
Private markets target
n/a
policy Sep 30, 2025
Commitments
0
none on the tape
Plan sponsor: Wrmc Hospital Operating Corporation
Allocation policy
Form 5500, as of Sep 30, 2025
Actual allocation lines without a target (as filed)
- Non-interest-bearing cash 1.6%
- Registered investment companies 98.4%
Consultants and advisers
5 firms
- Aon Investment adviser (plan)through Sep 30, 2025 Form 5500
- Willis Towers Watson Actuarythrough Sep 30, 2025 Form 5500
- Willis Towers Watson US LLC Actuarythrough Sep 30, 2024 Form 5500
- Principal Custody Solutions Trusteethrough Sep 30, 2023 Form 5500
- AON Consulting, Inc. Actuarythrough Sep 30, 2023 Form 5500
People
No investment staff or executives have been read for this allocator yet.
Manager roster
No manager relationship is on the tape for this allocator.
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
31 readings
Investment management fees
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 Sep 30, 2025 | 703 | $29.3M | $27.5M | 80.6% | $28.4M | n/a | n/a | n/a |
| 2023 to Sep 30, 2024 | 720 | $26.1M | $28.6M | 81.0% | $29.3M | n/a | n/a | n/a |
| 2022 to Sep 30, 2023 | 729 | $27.1M | $28.4M | 84.3% | $26.1M | n/a | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- Aon codes 27 28 $100,712 PY2024
- Cliftonlarsonallen LLP codes 10 $65,760 PY2024
- Principal Custody Solutions codes 21 26 50 $36,616 PY2024
- Willis Towers Watson codes 11 $35,174 PY2024
- Willis Towers Watson US LLC codes 11 PY2024
- Principal Custody Solutions codes 21 26 50 $36,082 PY2023
- Willis Towers Watson US LLC codes 11 PY2023
- Principal Custody Solutions codes 21 26 50 $36,423 PY2022
- AON Consulting, Inc. codes 11 PY2022
What changed
4 events
- Dec 31, 2024Manager relationship startedAon appears on Wilkes Regional Medical Center Employees' Pension Plan's Schedule C as investment manager (plan year 2024 vs 2023)with Aonaskebsa.dol.gov
- Oct 1, 2024Assets changedWilkes Regional Medical Center Employees' Pension Plan plan assets $26M -> $29M (+12.0%, 2023-10-01 to 2024-10-01)
- Sep 30, 2024Assets changedWilkes Regional Medical Center Employees' Pension Plan total assets $26M -> $29M (+12.0%, 2023-09-30 to 2024-09-30)
- Oct 1, 2023Funded status changedWilkes Regional Medical Center Employees' Pension Plan funded ratio 84.3% -> 81.0% (2022-10-01 to 2023-10-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 830343789-001
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.