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
New South Companies, Inc. Pension Plan
Corporate pensionMyrtle Beach, SC
Assets
$1.1M
Total assets, May 31, 2023 reported
Funded
n/a
not filed
Private markets target
n/a
policy May 31, 2023
Commitments
0
none on the tape
Plan sponsor: New South Companies, Inc.
Allocation policy
Form 5500, as of May 31, 2023
Actual allocation lines without a target (as filed)
- Interest-bearing cash 99.6%
Consultants and advisers
3 firms
- BCG Pension Risk Consultants Pension consultantthrough May 31, 2023 Form 5500
- Willis Towers Watson US LLC Actuarythrough May 31, 2023 Form 5500
- Principal Trust Co. Trusteethrough May 31, 2023 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
6 readings
Total assets
Net assets
Participants
Contributions
Benefits paid
Net investment income
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 May 31, 2023 | 572 | n/a | n/a | n/a | $1.1M | n/a | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- BCG Pension Risk Consultants codes 17 50 $137,311 PY2022
- Willis Towers Watson US LLC codes 11 50 $89,890 PY2022
- Principal Trust Company codes 21 24 28 50 $36,288 PY2022
- Troutman Pepper Hamilton Sanders Ll codes 29 50 $17,728 PY2022
- Principal Multi-Manager Lds Cit I Sched. D C PY2022
- Principal Multi-Manager Lds Cit II 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 571128614-003
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.