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.

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Corporate pension

P•••••• P••• f•• t•• E•••••••• o• M••••••••• N•••••• H•••

Corporate pensionSpartanburg, SC
Assets
$7.0M
Total assets, Dec 31, 2024 reported
Funded
102.7%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
28
none on the tape
Plan sponsor: C•••••••• S••••••• f•• t•• A••••• I••
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
  • Interest-bearing cash 2.0%
  • Common/collective trusts 76.3%
  • Registered investment companies 21.7%
Consultants and advisers
1 firms
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
28 rows, 0 dated closings
Disclosed holdings (from the plan’s performance or holdings report, as of the report date)
DateFundManagerBucketAmountVintageStatusSource
as of Dec 31, 2024P••••••••• I••• L•• M•• C•• F•collective trustP•••••••• Custody SolutionsPooled vehicles$374,455 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024P••••••••• S•••• C•• C•• N•collective trustP•••••••• Custody SolutionsPublic equity$480,765 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024P••••••••• V•••• C•• F•collective trustP•••••••• Custody SolutionsPooled vehicles$537,358 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024P••••••••• T•••• R••••• B••• C••collective trustP•••••••• Custody SolutionsFixed income$663,860 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024P••••••••• • C•• I•••••••••collective trustP•••••••• Custody SolutionsPooled vehicles$630,642 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024B•••••••• S•• 5•• I•••• F•••collective trustP•••••••• Custody SolutionsPooled vehicles$712,065 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024P••••••••• S•• M• I••• C••collective trustP•••••••• Custody SolutionsPooled vehicles$553,452 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024A• U• L•••• C•• G••••• C•• W•••collective trustP•••••••• Custody SolutionsPublic equity$361,204 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024A•••••••• C••• B••• C•• F•collective trustP•••••••• Custody SolutionsFixed income$661,109 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024C••••••• I••••••••• V•••• F•••collective trustP•••••••• Custody SolutionsPooled vehicles$343,412 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023C••••••• I••••••••• V•••• F•••collective trustP•••••••• Custody SolutionsPooled vehicles$349,486 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023A•••••••• C••• B••• C•• F•collective trustP•••••••• Custody SolutionsFixed income$612,812 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023P••••••••• S•• M• I••• C••collective trustP•••••••• Custody SolutionsPooled vehicles$551,329 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023B•••••••• S•• 5•• I•••• F•••collective trustP•••••••• Custody SolutionsPooled vehicles$704,156 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023P••••••••• • C•• I•••••••••collective trustP•••••••• Custody SolutionsPooled vehicles$613,847 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023P••••••••• T•••• R••••• B••• C••collective trustP•••••••• Custody SolutionsFixed income$611,850 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023P••••••••• V•••• C•• F•collective trustP•••••••• Custody SolutionsPooled vehicles$512,414 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023P••••••••• S•••• C•• C•• N•collective trustP•••••••• Custody SolutionsPublic equity$498,364 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023P••••••••• I••• L•• M•• C•• F•collective trustP•••••••• Custody SolutionsPooled vehicles$335,565 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022C••••••• I••••••••• V•••• F•••collective trustP•••••••• Custody SolutionsPooled vehicles$315,679 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022A•••••••• C••• B••• C•• F•collective trustP•••••••• Custody SolutionsFixed income$576,600 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022P••••••••• S•• M• I••• C••collective trustP•••••••• Custody SolutionsPooled vehicles$511,679 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022B•••••••• S•• 5•• I•••• F•••collective trustP•••••••• Custody SolutionsPooled vehicles$625,045 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022P••••••••• • C•• I•••••••••collective trustP•••••••• Custody SolutionsPooled vehicles$568,205 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022P••••••••• T•••• R••••• B••• C••collective trustP•••••••• Custody SolutionsFixed income$580,703 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022P••••••••• V•••• C•• F•collective trustP•••••••• Custody SolutionsPooled vehicles$473,391 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022P••••••••• S•••• C•• C•• N•collective trustP•••••••• Custody SolutionsPublic equity$445,252 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022P••••••••• I••• L•• M•• C•• F•collective trustP•••••••• Custody SolutionsPooled vehicles$290,993 heldDisclosed holdingaskebsa.dol.gov
Size and funding
30 readings
Total assets
$7.0M Dec 31, 2024 reported Form 5500
$6.7M (2023-12) · $6.2M (2022-12)
Plan assets
$6.7M Jan 1, 2024 reported Form 5500
$6.2M (2023-01) · $7.8M (2022-01)
Net assets
$6.9M Dec 31, 2024 reported Form 5500
$6.7M (2023-12) · $6.2M (2022-12)
Funded ratio
102.7% Jan 1, 2024 reported Form 5500
100.9% (2023-01) · 111.9% (2022-01)
Funding target
$6.5M Jan 1, 2024 reported Form 5500
$6.5M (2023-01) · $6.2M (2022-01)
Discount rate
5.20% Jan 1, 2024 reported Form 5500
5.32% (2023-01) · 5.49% (2022-01)
Participants
239 Jan 1, 2024 reported Form 5500
242 (2023-01) · 222 (2022-01)
Contributions
$0 Dec 31, 2024 reported Form 5500
$0 (2023-12) · $0 (2022-12)
Benefits paid
$364,745 Dec 31, 2024 reported Form 5500
$369,637 (2023-12) · $356,407 (2022-12)
Net investment income
$256,552 Dec 31, 2024 reported Form 5500
$526,974 (2023-12) · $-1.6M (2022-12)
Form 5500 filings
3 plan years
Plan yearParticipantsAssets (SB market)Funding targetFTAPTotal assets (H)Partnerships / JVMaster trustReal estate
2024 to Dec 31, 2024239$6.7M$6.5M102.7%$7.0Mn/an/an/a
2023 to Dec 31, 2023242$6.2M$6.5M100.9%$6.7Mn/an/an/a
2022 to Dec 31, 2022222$7.8M$6.2M111.9%$6.2Mn/an/an/a
Service providers and investment entities as filed (Schedule C and D, latest year first)
  • P•••••••• Custody Solutions codes 15 $43,618 PY2024
  • T. Rowe Price L•••• Cap G••••• Fund Sched. D C $374,455 PY2024
  • Mutil-Managed S•••• Cap Fund Sched. D C $480,765 PY2024
  • MFS V•••• Fund Sched. D C $537,358 PY2024
  • Federated T•••• R••••• B••• Fund Sched. D C $663,860 PY2024
  • Dodge & Cox Income Fund Sched. D C $630,642 PY2024
  • A•••••••• C••• B••• Fund Sched. D C $661,109 PY2024
  • C••••••• I••••••••• V•••• F••• Sched. D C $343,412 PY2024
  • B•••••••• S•• 5•• I•••• F••• Sched. D C $712,065 PY2024
  • B•••••••• S&p Mid Cap I•••• Fund Sched. D C $553,452 PY2024
  • Alliance Bernstein L•••• Cap G••••• Sched. D C $361,204 PY2024
  • AON C•••••••••, Inc codes 11 PY2024
  • P•••••••• Custody Solutions codes 15 $41,283 PY2023
  • B•••••••• S•• 5•• I•••• F••• Sched. D C $704,156 PY2023
  • C••••••• I••••••••• V•••• F••• Sched. D C $349,486 PY2023
  • A•••••••• C••• B••• Fund Sched. D C $612,812 PY2023
  • A•••••••• G••••• Fund Sched. D C $364,042 PY2023
  • B•••••••• S&p Mid Cap I•••• Fund Sched. D C $551,329 PY2023
  • Dodge & Cox Income Fund Sched. D C $613,847 PY2023
  • Federated T•••• R••••• B••• Fund Sched. D C $611,850 PY2023
  • MFS V•••• Fund Sched. D C $512,414 PY2023
  • Multi-Managed S•••• Cap Fund Sched. D C $498,364 PY2023
  • T. Rowe Price L•••• Cap Groth Fund Sched. D C $335,565 PY2023
  • A•• C••••••••• I••• codes 11 PY2023
  • P•••••••• Custody Solutions codes 15 $43,945 PY2022
  • Wells Fargo Advantage C••• B••• Fun Sched. D C $576,600 PY2022
  • Wells Fargo G••••• Fund Sched. D C $297,386 PY2022
  • B•••••••• S&p Mid Cap I•••• Fund Sched. D C $511,679 PY2022
  • B•••••••• S•• 5•• I•••• F••• Sched. D C $625,045 PY2022
  • Multi-Managed S•••• Cap Fund Sched. D C $445,252 PY2022
  • C••••••• I••••••••• V•••• F••• Sched. D C $315,679 PY2022
  • T. Rowe Price L•••• Cap G••••• Fund Sched. D C $290,993 PY2022
  • Dodge & Cox Income Fund Sched. D C $568,205 PY2022
  • Federated T•••• R••••• B••• Fund Sched. D C $580,703 PY2022
  • MFS V•••• Fund Sched. D C $473,391 PY2022
  • A•• C••••••••• I••• codes 11 PY2022
What changed
3 events
  • Dec 31, 2024Holding started
    P•••••• P••• f•• t•• E•••••••• o• M••••••••• N•••••• H••• first reports an interest in A• U• L•••• C•• G••••• C•• W•••: $361,204 at 2024-12-31
    with A• U• L•••• C•• G••••• C•• W•••askebsa.dol.gov
  • Jan 1, 2023Funded status changed
    P•••••• P••• f•• t•• E•••••••• o• M••••••••• N•••••• H••• funded ratio 111.9% -> 100.9% (2022-01-01 to 2023-01-01)
    askebsa.dol.gov
  • Jan 1, 2023Assets changed
    P•••••• P••• f•• t•• E•••••••• o• M••••••••• N•••••• H••• plan assets $8M -> $6M (-20.5%, 2022-01-01 to 2023-01-01)
    askebsa.dol.gov
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 570360090-001
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.