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

N••••• E•••••••• P•••••• P•••

Corporate pensionAlpharetta, GA
Assets
n/a
Total assets, Dec 31, 2022 reported
Funded
106.4%
Jan 1, 2022
Private markets target
n/a
no policy read
Commitments
0
none on the tape
Plan sponsor: N•••••• I•••
Allocation policy
No allocation policy has been read for this allocator yet. Public systems get theirs from the ACFR; corporate plans from the sponsor’s 10-K; plans from Schedule H lines.
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)
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
10 readings
Total assets
$0 Dec 31, 2022 reported Form 5500
Plan assets
$92.3M Jan 1, 2022 reported Form 5500
Net assets
$0 Dec 31, 2022 reported Form 5500
Funded ratio
106.4% Jan 1, 2022 reported Form 5500
Funding target
$64.2M Jan 1, 2022 reported Form 5500
Discount rate
5.50% Jan 1, 2022 reported Form 5500
Participants
618 Jan 1, 2022 reported Form 5500
Contributions
$0 Dec 31, 2022 reported Form 5500
Benefits paid
$2.6M Dec 31, 2022 reported Form 5500
Net investment income
$-22.3M Dec 31, 2022 reported Form 5500
Form 5500 filings
1 plan years
Plan yearParticipantsAssets (SB market)Funding targetFTAPTotal assets (H)Partnerships / JVMaster trustReal estate
2022 to Dec 31, 2022618$92.3M$64.2M106.4%$0n/an/an/a
Service providers and investment entities as filed (Schedule C and D, latest year first)
  • M••••• Investments codes 51 52 $579,340 PY2022
  • M••••• Human Resource Consulting codes 11 $222,871 PY2022
  • Cbiz Retirement P••• Services codes 13 $45,353 PY2022
  • W•••• F•••• codes 21 $18,045 PY2022
  • MGI Emerging Mkts Equity Sched. D C PY2022
  • MGI Global Low Volatility Equity Sched. D C PY2022
  • Principal Short Term Inv Fund N Sched. D C PY2022
  • MGI Long Duration Inv Grade Credit Sched. D C PY2022
  • MGI US Large Cap Passive Equity Ct Sched. D C PY2022
  • MGI US Long Duration Passive Fixed Sched. D C PY2022
  • MGI US Active Fixed Income Sched. D C PY2022
  • Opportunity Fixed Income Sched. D C PY2022
  • MGI US Small/mid Cap Growth Equity Sched. D C PY2022
  • MGI Active Long Corp Investment Sched. D C PY2022
  • MGI Non-Us Core Equity Sched. D C PY2022
  • M••••• codes 11 PY2022
What changed
No dated events yet.
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 201308307-001
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.