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
Abarta Coca-Cola Beverages, LLC Teamsters Local 585 Pension Plan
Corporate pensionPittsburgh, PA
Assets
$4.4M
Total assets, Dec 31, 2024 reported
Funded
81.1%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
0
none on the tape
Plan sponsor: Abarta Coca-Cola Beverages, LLC
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
- Master trust investment accounts 97.6%
Consultants and advisers
2 firms
- Fidelity Management Trust Company Custodianthrough Dec 31, 2022 Form 5500
- Siegel Actuarial Consulting, Inc. Actuarythrough Dec 31, 2022 Form 5500
People
No investment staff or executives have been read for this allocator yet.
Manager roster
1 managers on Schedule C
From Schedule C (investment management, code 28)
- Fidelity Institutional Asset Mgmtplan 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
33 readings
Net investment income
$772,078 (2023-12) · $518,940 (2022-12)
Investment management fees
$80,449 (2023-12) · $25,804 (2022-12)
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 | 161 | $4.3M | $5.2M | 81.1% | $4.4M | n/a | $4.3M | n/a |
| 2023 to Dec 31, 2023 | 160 | $3.5M | $4.2M | 83.7% | $4.3M | n/a | $3.7M | n/a |
| 2022 to Dec 31, 2022 | 220 | $2.9M | $3.2M | 92.3% | $3.5M | n/a | $2.6M | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- Pyramis Global codes 28 PY2024
- Fidelity Management Trust Company codes 19 25 PY2024
- Abarta, Inc. Master Trust Agreement Sched. D M $4.3M PY2024
- Siegel Actuarial Consulting, Inc. codes 11 PY2024
- Pyramis Global codes 28 PY2023
- Fidelity Management Trust Company codes 19 25 PY2023
- Abarta, Inc. Master Trust Agreement Sched. D M $3.7M PY2023
- Siegel Actuarial Consulting, Inc. codes 11 PY2023
- Fidelity Management Trust Company codes 19 25 PY2022
- Pyramis Global codes 28 PY2022
- Abarta, Inc. Master Trust Agreement Sched. D M $2.6M PY2022
- Siegel Actuarial Consulting, Inc. codes 11 PY2022
What changed
5 events
- Jan 1, 2024Funded status changedAbarta Coca-Cola Beverages, LLC Teamsters Local 585 Pension Plan funded ratio 83.7% -> 81.1% (2023-01-01 to 2024-01-01)
- Jan 1, 2024Assets changedAbarta Coca-Cola Beverages, LLC Teamsters Local 585 Pension Plan plan assets $3M -> $4M (+22.3%, 2023-01-01 to 2024-01-01)
- Dec 31, 2023Assets changedAbarta Coca-Cola Beverages, LLC Teamsters Local 585 Pension Plan total assets $3M -> $4M (+22.2%, 2022-12-31 to 2023-12-31)
- Jan 1, 2023Funded status changedAbarta Coca-Cola Beverages, LLC Teamsters Local 585 Pension Plan funded ratio 92.2% -> 83.7% (2022-01-01 to 2023-01-01)
- Jan 1, 2023Assets changedAbarta Coca-Cola Beverages, LLC Teamsters Local 585 Pension Plan plan assets $3M -> $3M (+18.2%, 2022-01-01 to 2023-01-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 815335792-001
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.