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
The Springs Company Noncontributory Retirement Plan
Corporate pensionFort Mill, SC
Assets
$30.6M
Total assets, Sep 30, 2025 reported
Funded
83.8%
Oct 1, 2024
Private markets target
n/a
policy Sep 30, 2025
Commitments
0
none on the tape
Plan sponsor: The Springs Company
Allocation policy
Form 5500, as of Sep 30, 2025
Actual allocation lines without a target (as filed)
- Interest-bearing cash 1.5%
- Other investments 14.8%
- Registered investment companies 83.2%
Consultants and advisers
2 firms
- USI Consulting Group Actuarythrough Sep 30, 2023 Form 5500
- Principal Trust Co. Trusteethrough Sep 30, 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
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 Sep 30, 2025 | 223 | $26.8M | $28.8M | 83.8% | $30.6M | n/a | n/a | n/a |
| 2023 to Sep 30, 2024 | 224 | $21.6M | $29.0M | 79.6% | $26.8M | n/a | n/a | n/a |
| 2022 to Sep 30, 2023 | 228 | $19.2M | $27.0M | 78.1% | $21.6M | n/a | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- Principal codes 21 27 50 51 60 61 63 64 $32,129 PY2024
- Usi codes 11 17 50 $8,000 PY2024
- USI Consulting Group codes 11 PY2024
- Principal codes 21 27 50 51 60 61 63 64 $28,577 PY2023
- USI Consulting Group codes 11 17 50 $26,050 PY2023
- USI Consulting Group codes 11 PY2023
- USI Consulting Group codes 11 17 50 $47,462 PY2022
- Principal codes 21 27 50 51 60 61 63 64 $25,533 PY2022
- USI Consulting Group codes 11 PY2022
What changed
5 events
- Sep 30, 2025Assets changedThe Springs Company Noncontributory Retirement Plan total assets $27M -> $31M (+14.0%, 2024-09-30 to 2025-09-30)
- Oct 1, 2024Funded status changedThe Springs Company Noncontributory Retirement Plan funded ratio 79.6% -> 83.8% (2023-10-01 to 2024-10-01)
- Oct 1, 2024Assets changedThe Springs Company Noncontributory Retirement Plan plan assets $22M -> $27M (+23.9%, 2023-10-01 to 2024-10-01)
- Sep 30, 2024Assets changedThe Springs Company Noncontributory Retirement Plan total assets $22M -> $27M (+23.8%, 2023-09-30 to 2024-09-30)
- Oct 1, 2023Assets changedThe Springs Company Noncontributory Retirement Plan plan assets $19M -> $22M (+12.7%, 2022-10-01 to 2023-10-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 570145000-002
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.