Pension Plan for the Employees of Mountainview Nursing Home
Corporate pension, based in Spartanburg, South Carolina, reporting $7.0M in assets, for 239 participants.
Composed from this allocator's classification, location and filed figures.
Nothing material in the last 90 days. Last change: 31 Dec 2024, Pension Plan for the Employees of Mountainview Nursing Home first reports an interest in AB US Large Cap Growth Cit W-Pi: $361,204 at 2024-12-31.
4 more managers and 25 more commitments
Every figure, date and source on this page is shown. The names behind them, and every related record, open with the complete profile.
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Capital path
who backs this record, through what, into what; each name opens its own path- Principal/blackrock S&p Mc Indx Cit3 commitments
- Blackrock S&p 500 Index Fund3 commitments
- Principal/dodge & Cox Intermediate3 commitments
Relationship network
35 connected entities28 observed commitments15 repeat counterparties12 dated commitments shown here, 2022 to 2024
From board minutes, annual reports, Form 5500 filings and public records of commitments, consultants and staff in the allocator graph. Commitment amounts are those the allocator disclosed; many are not printed, and none is estimated.
Some relationships on this record are counted rather than named here. They open with the full profile.
Click any name or line for the commitments and sources behind it. Line weight is commitments together; dashed lines are inferred.
- Sponsor
- Fund or vehicle
- Service provider
- Organization
›How strength and recency are read
Managers, funds and consultants are read from the commitments: three or more is a strong observed relationship, two a repeat counterparty. No consultant link is marked current on the source, so none is labelled current or former here. Related plans, people and plan service providers are ordered by what the filing shows.
Darker lines were active in the last 24 months or are current; lighter lines are older or undated.
Size, funding, policy and commitments, with their basesCorporate pensionShowHide
Allocation policy
- Interest-bearing cash 2.0%
- Common/collective trusts 76.3%
- Registered investment companies 21.7%
Consultants and advisers
- AON Consulting, Inc. Actuarythrough Dec 31, 2022 Form 5500
People
Manager roster
- Blackrock6 rows, latest Dec 31, 2024
- Dodge & Cox3 rows, latest Dec 31, 2024
- Allspring3 rows, latest Dec 31, 2024
+4 more managers received commitments
Every name, record and relationship behind this count, with the source on each.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
- Alliancebernstein L.P.plan years
- Mfsplan years
- T Rowe Priceplan years
+4 more Schedule C managers
Every name, record and relationship behind this count, with the source on each.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
What changed
- Dec 31, 2024Holding startedPension Plan for the Employees of Mountainview Nursing Home first reports an interest in AB US Large Cap Growth Cit W-Pi: $361,204 at 2024-12-31with AB US Large Cap Growth Cit W-Piaskebsa.dol.gov
- Jan 1, 2023Funded status changedPension Plan for the Employees of Mountainview Nursing Home funded ratio 111.9% -> 100.9% (2022-01-01 to 2023-01-01)
- Jan 1, 2023Assets changedPension Plan for the Employees of Mountainview Nursing Home plan assets $8M -> $6M (-20.5%, 2022-01-01 to 2023-01-01)
Commitments
| Date | Fund | Manager | Bucket | Amount | Vintage | Status | Source |
|---|---|---|---|---|---|---|---|
| as of Dec 31, 2024 | AB US Large Cap Growth Cit W-Picollective trust | Alliancebernstein L.P. | Public equity | $361,204 held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | Principal/blackrock S&p Mc Indx Citcollective trust | Blackrock | Pooled vehicles | $553,452 held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | Blackrock S&p 500 Index Fundcollective trust | Blackrock | Pooled vehicles | $712,065 held | Disclosed holding | askebsa.dol.gov |
+25 more commitments
Every fund and manager this allocator committed to, with the amount, date and source on each.
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Size and funding
Form 5500 filings
| Plan year | Participants | Assets (SB market) | Funding target | FTAP | Total assets (H) | Partnerships / JV | Master trust | Real estate |
|---|---|---|---|---|---|---|---|---|
| 2024 to Dec 31, 2024 | 239 | $6.7M | $6.5M | 102.7% | $7.0M | Not disclosed | Not disclosed | Not disclosed |
| 2023 to Dec 31, 2023 | 242 | $6.2M | $6.5M | 100.9% | $6.7M | Not disclosed | Not disclosed | Not disclosed |
| 2022 to Dec 31, 2022 | 222 | $7.8M | $6.2M | 111.9% | $6.2M | Not disclosed | Not disclosed | Not disclosed |
- Principal Custody Solutions codes 15 $43,618 PY2024
- T. Rowe Price Large Cap Growth Fund Sched. D C $374,455 PY2024
- Mutil-Managed Small Cap Fund Sched. D C $480,765 PY2024
+33 more service providers
Every name, record and relationship behind this count, with the source on each.
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Provenance
Provenance
Pension Plan for the Employees of Mountainview Nursing Home sits on 6 traced paths of capital across the graphs.
DFX traced 6 paths of capital through this record
Every record on each path, what it committed or lent, and as of when.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
Derived from allocator disclosures, BDC schedules and SEC filings; confidence is the weakest hop.
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Record history
- Holding in a pooled vehicle started2024-12-31source on record
- Funded status changed2023-01-01source on record
- Total assets changed2023-01-01source on record
The ledger records every merge, rename and reclassification this record went through and the dated filings observed on it, so the identity on this page can be traced to the records it was built from. The ledger's own sentences name other records, so they show with the names.
›Connections
every published relationship on the graph
+9 connections on the graph
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