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
Retirement Plan for Employees of Piedmont Airlines, Inc.
Corporate pensionSalisbury, MD
Assets
$10.4M
Total assets, Dec 31, 2024 reported
Funded
75.1%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
1
none on the tape
Plan sponsor: Piedmont Airlines, Inc.
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
- Common/collective trusts 96.6%
Consultants and advisers
3 firms
- Vanguard Advisors Inc. Investment adviser (plan)through Dec 31, 2022 Form 5500
- Vanguard Fiduciary Trust Company Trusteethrough Dec 31, 2022 Form 5500
- USI Consulting Group Actuarythrough Dec 31, 2022 Form 5500
People
No investment staff or executives have been read for this allocator yet.
Manager roster
1 managers on the commitment tape
From the plan’s own commitment disclosures
- Fidelity Institutional Asset Mgmt1 rows, latest Dec 31, 2024
Commitments
1 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 Dec 31, 2024 | Fiam Pension Jrny 60/40collective trust | Fidelity Institutional Asset Mgmt | Pooled vehicles | $10.0M held | Disclosed holding | askebsa.dol.gov |
Size and funding
33 readings
Investment management fees
$11,271 (2023-12) · $9,354 (2022-12)
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 | 1,043 | $9.6M | $13.3M | 75.1% | $10.4M | n/a | n/a | n/a |
| 2023 to Dec 31, 2023 | 1,050 | $8.7M | $13.2M | 73.0% | $9.6M | n/a | n/a | n/a |
| 2022 to Dec 31, 2022 | 1,056 | $11.8M | $12.8M | 86.3% | $8.7M | n/a | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- Vanguard Fiduciary Trust Company codes 15 21 50 $14,921 PY2024
- Vanguard Advisors Inc. codes 27 50 $13,375 PY2024
- Fiam Group Trust for Employee Benef Sched. D C $10.0M PY2024
- USI Consulting Group codes 11 PY2024
- Vanguard Fiduciary Trust Company codes 15 21 50 $17,050 PY2023
- Vanguard Advisors Inc. codes 27 50 $11,271 PY2023
- USI Consulting Group codes 11 PY2023
- Vanguard Fiduciary Trust Company codes 15 21 50 $17,148 PY2022
- Vanguard Advisors Inc. codes 27 50 $9,354 PY2022
- USI Consulting Group codes 11 PY2022
What changed
3 events
- Jan 1, 2024Funded status changedRetirement Plan for Employees of Piedmont Airlines, Inc. funded ratio 73.0% -> 75.1% (2023-01-01 to 2024-01-01)
- Jan 1, 2023Funded status changedRetirement Plan for Employees of Piedmont Airlines, Inc. funded ratio 86.3% -> 73.0% (2022-01-01 to 2023-01-01)
- Jan 1, 2023Assets changedRetirement Plan for Employees of Piedmont Airlines, Inc. plan assets $12M -> $9M (-25.8%, 2022-01-01 to 2023-01-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 520970090-002
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.