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
Retirement Income Plan for Nonbargaining Unit Employees of Young's Market Company, LLC
Corporate pensionAtlanta, GA
Assets
$52.1M
Total assets, Dec 31, 2024 reported
Funded
92.2%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
0
none on the tape
Plan sponsor: Young's Market Company, LLC
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
- Interest-bearing cash 2.7%
- Other investments 8.9%
- Registered investment companies 86.7%
Consultants and advisers
2 firms
- Gallagher Benefit Services, Inc. Actuarythrough Dec 31, 2024 Form 5500
- Agilis Partners LLC Actuarythrough Dec 31, 2022 Form 5500
People
No investment staff or executives have been read for this allocator yet.
Manager roster
2 managers on Schedule C
From Schedule C (investment management, code 28)
- U.S. Cities Industrial Fund GP LLCplan years 2023
- LCG Associatesplan 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
Investment management fees
$350,636 (2023-12) · $50,000 (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 | 702 | $54.6M | $62.3M | 92.2% | $52.1M | n/a | n/a | n/a |
| 2023 to Dec 31, 2023 | 816 | $55.5M | $68.2M | 89.5% | $54.6M | n/a | n/a | n/a |
| 2022 to Dec 31, 2022 | 836 | $69.6M | $67.9M | 98.0% | $55.5M | n/a | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- Agilis Partners LLC codes 11 14 17 $250,489 PY2024
- LCG Associates, Inc. codes 51 $50,000 PY2024
- U.S. Cities Industrial Fund GP LLC codes 51 $31,351 PY2024
- Windham Brannon, LLC codes 10 $17,500 PY2024
- Gallagher Benefit Services, Inc. codes 11 PY2024
- Agilis Partners LLC codes 11 14 17 $425,860 PY2023
- LCG Associates, Inc. codes 51 $50,000 PY2023
- U.S. Cities Industrial Fund GP LLC codes 51 $21,926 PY2023
- Windham Brannon, LLC codes 10 $17,250 PY2023
- Agilis codes 11 PY2023
- Agilis Partners LLC codes 11 14 17 $359,722 PY2022
- LCG Associates, Inc. codes 51 $50,000 PY2022
- Windham Brannon, LLC codes 10 $16,500 PY2022
- Agilis codes 11 PY2022
What changed
3 events
- Jan 1, 2024Funded status changedRetirement Income Plan for Nonbargaining Unit Employees of Young's Market Company, LLC funded ratio 89.5% -> 92.2% (2023-01-01 to 2024-01-01)
- Jan 1, 2023Funded status changedRetirement Income Plan for Nonbargaining Unit Employees of Young's Market Company, LLC funded ratio 98.0% -> 89.5% (2022-01-01 to 2023-01-01)
- Jan 1, 2023Assets changedRetirement Income Plan for Nonbargaining Unit Employees of Young's Market Company, LLC plan assets $70M -> $56M (-20.2%, 2022-01-01 to 2023-01-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 330780329-001
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.