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
Blue Cross and Blue Shield of North Carolina Retirement Plan
Corporate pensionDurham, NC
Assets
$315,737
Total assets, Dec 31, 2022 reported
Funded
n/a
not filed
Private markets target
n/a
policy Dec 31, 2022
Commitments
0
none on the tape
Plan sponsor: Blue Cross and Blue Shield of North Carolina
Allocation policy
Form 5500, as of Dec 31, 2022
Actual allocation lines without a target (as filed)
- Interest-bearing cash 26.8%
Consultants and advisers
2 firms
- Mercer Actuarythrough Dec 31, 2022 Form 5500
- Bank of New York Mellon Trusteethrough Dec 31, 2022 Form 5500
People
No investment staff or executives have been read for this allocator yet.
Manager roster
5 managers on Schedule C
From Schedule C (investment management, code 28)
- Ryan Labsplan years 2022
- Capfinancial Partners, LLCplan years 2022
- Wellington Managementplan years 2022
- River & Mercantileplan years 2022
- Allspring Global Investments LLCplan 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
7 readings
Total assets
Net assets
Participants
Contributions
Benefits paid
Net investment income
Investment management fees
Form 5500 filings
1 plan years
| Plan year | Participants | Assets (SB market) | Funding target | FTAP | Total assets (H) | Partnerships / JV | Master trust | Real estate |
|---|---|---|---|---|---|---|---|---|
| 2022 to Dec 31, 2022 | 2,778 | n/a | n/a | n/a | $315,737 | $0 | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- Mercer (US) Inc codes 11 $1.7M PY2022
- Wellington Group Holdings LLP codes 28 $192,402 PY2022
- The Bank of New York Mellon codes 21 $175,173 PY2022
- Ryan Labs Inc codes 28 $143,392 PY2022
- Capfinancial Partners LLC codes 28 $22,500 PY2022
- Greerwalker codes 10 $20,800 PY2022
- River and Mercantile LLC codes 28 $16,000 PY2022
- Wells Capital Management codes 28 $14,455 PY2022
- CIF II US Inv Grade Corp Long Bond Sched. D C PY2022
What changed
No dated events yet.
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 560894904-001
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.