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.
The names on this page are hidden. Create a free account and they fill in. No card, and every figure, date and source on this page is public either way.
Corporate pension
T•• R••••••••• P••• f•• L•••• A•••••••• E•••••••• i• P••••• R•••
Corporate pensionCarolina
Assets
$335M
Total assets, Dec 31, 2024 reported
Funded
96.3%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
0
none on the tape
Plan sponsor: L•••• D•• C•••••• I•••
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
- Master trust investment accounts 99.6%
Consultants and advisers
4 firms
- A••••• S•••••••• L•• Pension consultantthrough Dec 31, 2022 Form 5500
- A•• Actuarythrough Dec 31, 2022 Form 5500
- B•••• P•••••• d• P••••• R••• 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
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
30 readings
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 | 2,706 | $335M | $333M | 96.3% | $335M | n/a | $333M | n/a |
| 2023 to Dec 31, 2023 | 2,645 | $324M | $315M | 103.5% | $335M | n/a | $334M | n/a |
| 2022 to Dec 31, 2022 | 2,531 | $387M | $302M | 104.5% | $324M | n/a | $323M | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- A•• C••••••••• I••• codes 11 50 $146,740 PY2024
- A••••• S•••••••• L•• codes 15 17 50 $128,417 PY2024
- B•••• P•••••• d• P••••• R••• codes 21 50 $46,193 PY2024
- P•••te & Moran PLLC codes 10 50 $29,770 PY2024
- ELI L•••• and Company codes 13 50 $21,368 PY2024
- Ernst & Young LLP codes 10 50 $20,120 PY2024
- The L•••• Retirement P••• Master Tr Sched. D M $333M PY2024
- A•• C••••••••• I••• codes 11 PY2024
- A••••• S•••••••• L•• codes 15 17 50 $151,450 PY2023
- A•• C••••••••• I••• codes 11 50 $104,475 PY2023
- B•••• P•••••• d• P••••• R••• codes 21 50 $55,987 PY2023
- P•••te & Moran PLLC codes 10 50 $33,696 PY2023
- Ernst & Young LLP codes 10 50 $19,440 PY2023
- ELI L•••• and Company codes 13 50 $16,094 PY2023
- The L•••• Retirement P••• Master Tr Sched. D M $334M PY2023
- A•• C••••••••• I••• codes 11 PY2023
- A•• C••••••••• I••• codes 11 50 $172,450 PY2022
- A••••• S•••••••• L•• codes 15 17 50 $111,886 PY2022
- B•••• P•••••• d• P••••• R••• codes 21 50 $48,721 PY2022
- P•••te & Moran PLLC codes 10 50 $28,170 PY2022
- Ernst & Young LLP codes 10 50 $18,000 PY2022
- ELI L•••• and Company codes 13 50 $10,826 PY2022
- The L•••• Retirement P••• Master Tr Sched. D M $323M PY2022
- A•• C••••••••• I••• codes 11 PY2022
What changed
2 events
- Jan 1, 2024Funded status changedT•• R••••••••• P••• f•• L•••• A•••••••• E•••••••• i• P••••• R••• funded ratio 103.5% -> 96.3% (2023-01-01 to 2024-01-01)
- Jan 1, 2023Assets changedT•• R••••••••• P••• f•• L•••• A•••••••• E•••••••• i• P••••• R••• plan assets $387M -> $324M (-16.4%, 2022-01-01 to 2023-01-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 980167031-020
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.