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
Pension Plan for Employees of Central Service Association
Corporate pensionTupelo, MS
Assets
$187M
Total assets, Sep 30, 2025 reported
Funded
88.0%
Oct 1, 2024
Private markets target
n/a
policy Sep 30, 2025
Commitments
6
none on the tape
Plan sponsor: Central Service Association
Allocation policy
Form 5500, as of Sep 30, 2025
Actual allocation lines without a target (as filed)
- Interest-bearing cash 2.8%
- Non-interest-bearing cash 0.4%
- Insurance company general account 6.3%
- Pooled separate accounts 0.1%
- Registered investment companies 90.0%
Consultants and advisers
2 firms
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)
- Cbiz Iasplan years 2023
Commitments
6 rows, 0 dated closings
Disclosed holdings (from the plan’s performance or holdings report, as of the report date)
| Date | Fund | Manager | Bucket | Amount | Vintage | Status | Source |
|---|---|---|---|---|---|---|---|
| as of Sep 30, 2025 | Fidelity 500 Indexseparate account | Massachusetts Mutual | Pooled vehicles | $102,564 held | Disclosed holding | askebsa.dol.gov | |
| as of Sep 30, 2024 | Massmutual US Govt Mny Mkt R5separate account | Massmutual | Pooled vehicles | $53,399 held | Disclosed holding | askebsa.dol.gov | |
| as of Sep 30, 2023 | Fidelity 500 Indexseparate account | Massachusetts Mutual | Pooled vehicles | $2.6M held | Disclosed holding | askebsa.dol.gov | |
| as of Sep 30, 2023 | Massmutual Mid Cap Growth Iseparate account | Massachusetts Mutual | Pooled vehicles | $6.1M held | Disclosed holding | askebsa.dol.gov | |
| as of Sep 30, 2023 | Long Duration Bond (empower)separate account | Massachusetts Mutual | Fixed income | $15.6M held | Disclosed holding | askebsa.dol.gov | |
| as of Sep 30, 2023 | Massmutual US Govt Mny Mkt R5separate account | Massmutual | Pooled vehicles | $119,222 held | Disclosed holding | askebsa.dol.gov |
Size and funding
33 readings
Investment management fees
$102,000 (2024-09) · $93,500 (2023-09)
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 | 938 | $175M | $184M | 88.0% | $187M | n/a | n/a | n/a |
| 2023 to Sep 30, 2024 | 909 | $150M | $177M | 91.2% | $175M | n/a | n/a | n/a |
| 2022 to Sep 30, 2023 | 884 | $140M | $166M | 92.4% | $150M | n/a | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- Cbiz Retirement and Investment Serv codes 10 11 17 50 $170,275 PY2024
- Cbiz Ias codes 51 $102,000 PY2024
- Benefit Trust codes 64 $45,490 PY2024
- Central Service Association codes 14 50 $27,049 PY2024
- Alexander Thompson Arnold PLLC codes 10 $11,775 PY2024
- Massmutual Short Duration Bd I Sched. D P PY2024
- Dreyfus Government Secs Cash Mgmt Sched. D P $102,564 PY2024
- Cbiz codes 11 PY2024
- Cbiz Retirement and Investment Serv codes 10 11 17 50 $128,957 PY2023
- Cbiz Ias codes 51 $102,000 PY2023
- Central Service Association codes 14 50 $15,680 PY2023
- Empower Annuity Ins. Co. of America codes 64 $14,984 PY2023
- Alexander Thompson Arnold PLLC codes 10 $11,275 PY2023
- Long Duration Bond (empower) Sched. D P PY2023
- Massmutual Strat Emerg Mkts I Sched. D P PY2023
- Massmutual Total Return Bond I Sched. D P PY2023
- Massmutual Mid Cap Grth I Sched. D P PY2023
- Massmutual Small Co Value I Sched. D P PY2023
- Massmutual US Govt Mny Mkt R5 Sched. D P $53,399 PY2023
- Massmutual Growth Opps I Sched. D P PY2023
- Massmutal Mid Cap Value I Sched. D P PY2023
- Massmutual Blue Chip Growth I Sched. D P PY2023
- Massmutual Disciplined Value I Sched. D P PY2023
- Invesco Real Estate R6 Sched. D P PY2023
- Massmutual Short Duration Bd I Sched. D P PY2023
- Massmutual Overseas I Sched. D P PY2023
- Fidelity Total Int'l Index Sched. D P PY2023
- Partnerselect Alt Strats Instl Sched. D P PY2023
- T. Rowe Price New Horizons I Sched. D P PY2023
- Massmutual Fundamental Value I Sched. D P PY2023
- Massmutual Diversified Bond I Sched. D P PY2023
- Cbiz codes 11 PY2023
- Cbiz Retirement and Investment Serv codes 10 11 17 50 $136,813 PY2022
- Cbiz Ias codes 51 $93,500 PY2022
- Central Service Association codes 14 50 $39,251 PY2022
- Empower Annuity Ins. Co. of America codes 64 $27,970 PY2022
- Alexander Thompson Arnold PLLC codes 10 $10,750 PY2022
- Invesco Real Estate R6 Sched. D P $2.8M PY2022
- Massmutual Short Duration Bd I Sched. D P $835,685 PY2022
- Massmutual Overseas I Sched. D P $7.3M PY2022
- Fidelity Total Int'l Index Sched. D P $7.0M PY2022
- Partnerselect Alt Strats Instl Sched. D P $8.1M PY2022
- T. Rowe Price New Horizons I Sched. D P $4.7M PY2022
- Massmutual Fundamental Value I Sched. D P $9.3M PY2022
- Massmutual Diversified Bond I Sched. D P $17.9M PY2022
- Long Duration Bond (empower) Sched. D P $15.6M PY2022
- Massmutual Strat Emerg Mkts I Sched. D P $2.6M PY2022
- Massmutual Total Return Bond I Sched. D P $13.1M PY2022
- Massmutual Mid Cap Grth I Sched. D P $7.4M PY2022
- Massmutual Small Co Value I Sched. D P $6.1M PY2022
- Massmutual US Govt Mny Mkt R5 Sched. D P $119,222 PY2022
- Massmutual Growth Opps I Sched. D P $5.7M PY2022
- Massmutal Mid Cap Value I Sched. D P $9.2M PY2022
- Massmutual Blue Chip Growth I Sched. D P $7.9M PY2022
- Massmutual Disciplined Value I Sched. D P $8.9M PY2022
- Cbiz codes 11 PY2022
What changed
6 events
- Sep 30, 2025Holding endedinferencePension Plan for Employees of Central Service Association no longer reports Massmutual US Govt Mny Mkt R5 (last held $53,399 at 2024-09-30; absent from the 2025-09-30 filing)with Massmutual US Govt Mny Mkt R5askebsa.dol.gov
- Oct 1, 2024Funded status changedPension Plan for Employees of Central Service Association funded ratio 91.2% -> 88.0% (2023-10-01 to 2024-10-01)
- Oct 1, 2024Assets changedPension Plan for Employees of Central Service Association plan assets $150M -> $175M (+16.9%, 2023-10-01 to 2024-10-01)
- Sep 30, 2024Holding endedinferencePension Plan for Employees of Central Service Association no longer reports Long Duration Bond (empower) (last held $16M at 2023-09-30; absent from the 2024-09-30 filing)with Long Duration Bond (empower)askebsa.dol.gov
- Sep 30, 2024Holding endedinferencePension Plan for Employees of Central Service Association no longer reports Massmutual Mid Cap Growth I (last held $6M at 2023-09-30; absent from the 2024-09-30 filing)with Massmutual Mid Cap Growth Iaskebsa.dol.gov
- Sep 30, 2024Assets changedPension Plan for Employees of Central Service Association total assets $150M -> $175M (+16.9%, 2023-09-30 to 2024-09-30)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 640132815-333
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.