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

Southwire Company Hourly Pension Plan

Corporate pensionCarrollton, GA
Assets
$145M
Total assets, Dec 31, 2024 reported
Funded
114.8%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
35
none on the tape
Plan sponsor: Southwire Company, LLC
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
  • Interest-bearing cash 1.1%
  • Common/collective trusts 85.5%
  • Registered investment companies 13.4%
Consultants and advisers
3 firms
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
Commitments
35 rows, 0 dated closings
Disclosed holdings (from the plan’s performance or holdings report, as of the report date)
DateFundManagerBucketAmountVintageStatusSource
as of Dec 31, 2024Principal/blackrock Intl Eqty Indexcollective trustPrincipalPooled vehicles$11.5M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Large Cap Growth Index Cit Ncollective trustPrincipalPublic equity$2.2M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Principal/blackrock S&p Mc Indx Citcollective trustPrincipalPooled vehicles$10.7M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Principal/blackrock S&p 500 Indexcollective trustPrincipalPooled vehicles$20.6M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Principal/mfs Value Cit Fcollective trustPrincipalPooled vehicles$4.3M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Liability Driven Solution Cit IIcollective trustPrincipalPooled vehicles$28.4M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Liability Driven Solution Cit III Ncollective trustPrincipalPooled vehicles$21.5M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Pfg/multi-Manager Small Cap Cit Ncollective trustPrincipalPublic equity$6.0M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Principal/t. Rowe Price Institutioncollective trustPrincipalPooled vehicles$4.2M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Principal/trp Inst Lcg Mgd Cit Fcollective trustPrincipalPooled vehicles$4.3M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Principal/ab Large Cap Growth Cit Ncollective trustPrincipalPublic equity$4.2M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Liability Driven Solution Cit Icollective trustWells FargoPooled vehicles$5.7M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Principal/blackrock Intl Eqty Indexcollective trustPrincipalPooled vehicles$11.1M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Large Cap Growth Index Cit Ncollective trustPrincipalPublic equity$2.0M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Principal/blackrock S&p Mc Indx Citcollective trustPrincipalPooled vehicles$10.4M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Principal/blackrock S&p 500 Indexcollective trustPrincipalPooled vehicles$19.5M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Principal/mfs Value Cit Fcollective trustPrincipalPooled vehicles$4.1M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Liability Driven Solution Cit IIcollective trustPrincipalPooled vehicles$26.9M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Liability Driven Solution Cit III Ncollective trustPrincipalPooled vehicles$20.9M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Pfg/multi-Manager Small Cap Cit Ncollective trustPrincipalPublic equity$5.9M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Principal/t. Rowe Price Institutioncollective trustPrincipalPooled vehicles$4.0M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Principal/trp Inst Lcg Mgd Cit Fcollective trustPrincipalPooled vehicles$4.0M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Principal/ab Large Cap Growth Cit Ncollective trustPrincipalPublic equity$4.0M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Liability Driven Solution Cit Icollective trustWells FargoPooled vehicles$5.2M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Voya Large Cap Growth Cit Ncollective trustPrincipalPublic equity$3.4M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Principal/blackrock Intl Eqty Indexcollective trustPrinicipalPooled vehicles$10.3M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Large Cap Growth Index Cit Ncollective trustPrincipalPublic equity$1.7M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Principal/blackrock S&p Mc Indx Citcollective trustPrincipalPooled vehicles$9.4M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Principal/blackrock S&p 500 Indexcollective trustPrincipalPooled vehicles$17.3M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Principal/mfs Value Cit Fcollective trustPrincipalPooled vehicles$3.9M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Liability Driven Solution Cit IIcollective trustPrincipalPooled vehicles$18.3M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Liability Driven Solution Cit III Ncollective trustPrincipalPooled vehicles$25.8M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Pfg/multi-Manager Small Cap Cit Ncollective trustPrincipalPublic equity$5.4M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Principal/t. Rowe Price Institutioncollective trustPrincipalPooled vehicles$3.9M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Principal/trp Inst Lcg Mgd Cit Fcollective trustPrincipalPooled vehicles$3.3M heldDisclosed holdingaskebsa.dol.gov
Size and funding
33 readings
Total assets
$145M Dec 31, 2024 reported Form 5500
$138M (2023-12) · $122M (2022-12)
Plan assets
$138M Jan 1, 2024 reported Form 5500
$122M (2023-01) · $163M (2022-01)
Net assets
$145M Dec 31, 2024 reported Form 5500
$138M (2023-12) · $122M (2022-12)
Funded ratio
114.8% Jan 1, 2024 reported Form 5500
106.7% (2023-01) · 148.3% (2022-01)
Funding target
$112M Jan 1, 2024 reported Form 5500
$107M (2023-01) · $102M (2022-01)
Discount rate
5.29% Jan 1, 2024 reported Form 5500
5.43% (2023-01) · 5.61% (2022-01)
Participants
5,856 Jan 1, 2024 reported Form 5500
5,769 (2023-01) · 5,303 (2022-01)
Contributions
$5.8M Dec 31, 2024 reported Form 5500
$6.7M (2023-12) · $9.0M (2022-12)
Benefits paid
$7.8M Dec 31, 2024 reported Form 5500
$7.4M (2023-12) · $13.1M (2022-12)
Net investment income
$6.7M Dec 31, 2024 reported Form 5500
$15.7M (2023-12) · $-40.8M (2022-12)
Investment management fees
$175,000 Dec 31, 2024 reported Form 5500
$175,000 (2023-12) · $175,000 (2022-12)
Form 5500 filings
3 plan years
Plan yearParticipantsAssets (SB market)Funding targetFTAPTotal assets (H)Partnerships / JVMaster trustReal estate
2024 to Dec 31, 20245,856$138M$112M114.8%$145Mn/an/an/a
2023 to Dec 31, 20235,769$122M$107M106.7%$138Mn/an/an/a
2022 to Dec 31, 20225,303$163M$102M148.3%$122Mn/an/an/a
Service providers and investment entities as filed (Schedule C and D, latest year first)
  • Futureplan codes 11 12 15 16 50 65 $303,239 PY2024
  • Principal codes 15 21 27 28 49 50 51 52 61 63 64 99 $175,000 PY2024
  • Blackrock Lc Growth Index Cit N Sched. D C $2.2M PY2024
  • Blackrock S&p Midcap Index Cit N Sched. D C $10.7M PY2024
  • Blackrock S&p 500 Index Cit N Sched. D C $20.6M PY2024
  • MFS Value Cit N Sched. D C $4.3M PY2024
  • Multi-Manager Lds Cit II N Sched. D C $28.4M PY2024
  • Blackrock Intl Eq Index Cit N Sched. D C $11.5M PY2024
  • Trowe Price Inst Lcg Mgd Cit N Sched. D C $4.3M PY2024
  • AB Large Cap Growth Cit N Sched. D C $4.2M PY2024
  • Multi-Manager Lds Cit I Sched. D C $5.7M PY2024
  • Multi-Manager Lds Cit III N Sched. D C $21.5M PY2024
  • Multi-Manager Small Cap Cit N Sched. D C $6.0M PY2024
  • Trowe Price Inst Eq Inc Mgd Cit N Sched. D C $4.2M PY2024
  • Newport Group, Inc. codes 11 PY2024
  • Newport Group, Inc. codes 11 12 15 16 50 65 $292,106 PY2023
  • Principal codes 15 21 27 28 49 50 51 52 61 63 64 99 $175,000 PY2023
  • Blackrock S&p 500 Index Cit N Sched. D C $19.5M PY2023
  • Blackrock Intl Eq Index Cit N Sched. D C $11.1M PY2023
  • Blackrock Lc Growth Index Cit N Sched. D C $2.0M PY2023
  • Blackrock S&p Midcap Index Cit N Sched. D C $10.4M PY2023
  • MFS Value Cit N Sched. D C $4.1M PY2023
  • Multi-Manager Lds Cit II N Sched. D C $26.9M PY2023
  • Multi-Manager Lds Cit III N Sched. D C $20.9M PY2023
  • Multi-Manager Small Cap Cit N Sched. D C $5.9M PY2023
  • Trowe Price Inst Eq Inc Mgd Cit N Sched. D C $4.0M PY2023
  • Trowe Price Inst Lcg Mgd Cit N Sched. D C $4.0M PY2023
  • Voya Large Cap Growth Cit N Sched. D C PY2023
  • AB Large Cap Growth Cit N Sched. D C $4.0M PY2023
  • Multi-Manager Lds Cit I Sched. D C $5.2M PY2023
  • Newport Group, Inc. codes 11 PY2023
  • Newport Group, Inc. codes 11 12 15 16 50 65 $330,700 PY2022
  • Principal codes 15 21 27 28 49 50 51 52 61 63 64 99 $175,000 PY2022
  • Blkrock Large Cap Growth Index Citf Sched. D C PY2022
  • Multi Manager Small Cap Cit F Sched. D C PY2022
  • MFS Value Cit F Sched. D C PY2022
  • T Rowe Price Instl. Lcg Mgd Cit F Sched. D C PY2022
  • T Rowe Price Instl. Eq Mgd Cit F Sched. D C PY2022
  • Blackrock S&p Midcap Index Cit F Sched. D C PY2022
  • Blackrock S&p 500 Index Cit F Sched. D C PY2022
  • Blackrock Intl Eq Index Cit F Sched. D C PY2022
  • Voya Large Cap Growth Cit F Sched. D C PY2022
  • Blackrock Intl Eq Index Cit N Sched. D C $10.3M PY2022
  • Blackrock Lc Growth Index Cit N Sched. D C $1.7M PY2022
  • Trowe Price Inst Lcg Mgd Cit N Sched. D C $3.3M PY2022
  • Liability Driven Solution Cit II F Sched. D C PY2022
  • Liability Driven Solution Cit III F Sched. D C PY2022
  • Voya Large Cap Growth Cit N Sched. D C $3.4M PY2022
  • Blackrock S&p Midcap Index Cit N Sched. D C $9.4M PY2022
  • Blackrock S&p 500 Index Cit N Sched. D C $17.3M PY2022
  • MFS Value Cit N Sched. D C $3.9M PY2022
  • Multi-Manager Lds Cit II N Sched. D C $18.3M PY2022
  • Multi-Manager Lds Cit III N Sched. D C $25.8M PY2022
  • Multi-Manager Small Cap Cit N Sched. D C $5.4M PY2022
  • Trowe Price Inst Eq Inc Mgd Cit N Sched. D C $3.9M PY2022
  • Newport Group, Inc. codes 11 PY2022
What changed
10 events
  • Dec 31, 2024Consultant changedinference
    Newport Group, Inc. no longer appears on Southwire Company Hourly Pension Plan's Schedule C as general consultant (plan year 2024 vs 2023)
    with Newport Group, Incaskebsa.dol.gov
  • Dec 31, 2024Consultant changedinference
    Futureplan appears on Southwire Company Hourly Pension Plan's Schedule C as general consultant (plan year 2024 vs 2023)
    with Ascensusaskebsa.dol.gov
  • Jan 1, 2024Funded status changed
    Southwire Company Hourly Pension Plan funded ratio 106.7% -> 114.8% (2023-01-01 to 2024-01-01)
    askebsa.dol.gov
  • Jan 1, 2024Assets changed
    Southwire Company Hourly Pension Plan plan assets $122M -> $138M (+12.8%, 2023-01-01 to 2024-01-01)
    askebsa.dol.gov
  • Dec 31, 2023Holding started
    Southwire Company Hourly Pension Plan first reports an interest in Liability Driven Solution Cit I (Wells Fargo): $5M at 2023-12-31
    with Wells Fargoaskebsa.dol.gov
  • Dec 31, 2023Holding endedinference
    Southwire Company Hourly Pension Plan no longer reports Voya Large Cap Growth Cit N (last held $3M at 2022-12-31; absent from the 2023-12-31 filing)
    with Voya Large Cap Growth Cit Naskebsa.dol.gov
  • Dec 31, 2023Holding started
    Southwire Company Hourly Pension Plan first reports an interest in Principal/ab Large Cap Growth Cit N: $4M at 2023-12-31
    with Principal/ab Large Cap Growth Cit Naskebsa.dol.gov
  • Dec 31, 2023Assets changed
    Southwire Company Hourly Pension Plan total assets $122M -> $138M (+12.8%, 2022-12-31 to 2023-12-31)
    askebsa.dol.gov
  • Jan 1, 2023Funded status changed
    Southwire Company Hourly Pension Plan funded ratio 148.3% -> 106.7% (2022-01-01 to 2023-01-01)
    askebsa.dol.gov
  • Jan 1, 2023Assets changed
    Southwire Company Hourly Pension Plan plan assets $163M -> $122M (-25.0%, 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 582020515-013
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.