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
Arclin Retirement Plan
Corporate pensionAlpharetta, GA
Assets
$47.5M
Total assets, Dec 31, 2024 reported
Funded
89.2%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
0
1 managers on Schedule C
Plan sponsor: Arclin USA LLC
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
- Interest-bearing cash 0.0%
- Registered investment companies 100.0%
Consultants and advisers
2 firms
- Schwab Retirment Plan Services, Inc Actuarythrough Dec 31, 2022 Form 5500
- Schwab Retirement Plan Services Actuarythrough Dec 31, 2022 Form 5500
People
No investment staff or executives have been read for this allocator yet.
Manager roster
1 managers on Schedule C
From Schedule C (investment management, code 28)
- Sageview Advisory Consulting Groupplan years 2024
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
29 readings
Contributions
Investment management fees
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 | 342 | $46.0M | $47.1M | 89.2% | $47.5M | n/a | n/a | n/a |
| 2023 to Dec 31, 2023 | 345 | $43.4M | $47.2M | 82.8% | $46.0M | n/a | n/a | n/a |
| 2022 to Dec 31, 2022 | 347 | $54.8M | $46.5M | 106.8% | $43.4M | n/a | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- Schwab Retirement Plan Services Inc codes 11 15 50 64 $77,308 PY2024
- Sage Advisory Group codes 28 50 $16,000 PY2024
- Charles Schwab & Co., Inc. codes 59 PY2024
- Schwab Retirement Plan Services Inc codes 11 PY2024
- Schwab Retirement Plan Services Inc codes 11 15 50 64 $33,975 PY2023
- Charles Schwab & Co., Inc. codes 59 PY2023
- Schwab Retirement Plan Services Inc codes 11 PY2023
- Schwab Retirement Plan Services Inc codes 11 15 50 64 $36,130 PY2022
- Charles Schwab & Co., Inc. codes 59 PY2022
- Schwab Retirement Plan Services Inc codes 11 PY2022
What changed
4 events
- Dec 31, 2024Manager relationship startedSage Advisory Group appears on Arclin Retirement Plan's Schedule C as investment manager (plan year 2024 vs 2023)with Sageview Advisory Consulting Groupaskebsa.dol.gov
- Jan 1, 2024Funded status changedArclin Retirement Plan funded ratio 82.8% -> 89.2% (2023-01-01 to 2024-01-01)
- Jan 1, 2023Funded status changedArclin Retirement Plan funded ratio 106.8% -> 82.8% (2022-01-01 to 2023-01-01)
- Jan 1, 2023Assets changedArclin Retirement Plan plan assets $55M -> $43M (-20.9%, 2022-01-01 to 2023-01-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 800633765-001
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.