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
American & Efird Employees' Pension Plan
Corporate pensionCharlotte, NC
Assets
$36.1M
Total assets, Dec 31, 2024 reported
Funded
80.0%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
0
none on the tape
Plan sponsor: American & Efird LLC
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
- Interest-bearing cash 2.6%
- Corporate debt instruments (other) 43.6%
- U.S. Government securities 9.2%
- Registered investment companies 39.6%
Consultants and advisers
4 firms
- LPL Financial General consultantthrough Dec 31, 2022 Form 5500
- Principal Trusteethrough Dec 31, 2023 Form 5500
- Wells Fargo Bank Trusteethrough Dec 31, 2022 Form 5500
- AON Consulting, Inc. Actuarythrough Dec 31, 2022 Form 5500
People
No investment staff or executives have been read for this allocator yet.
Manager roster
2 managers on Schedule C
From Schedule C (investment management, code 28)
- SLC Managementplan years 2023
- Bank of Americaplan years 2022
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
33 readings
Investment management fees
$93,337 (2023-12) · $53,676 (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 | 530 | $35.6M | $47.0M | 80.0% | $36.1M | n/a | n/a | n/a |
| 2023 to Dec 31, 2023 | 548 | $34.2M | $47.0M | 80.0% | $35.6M | n/a | n/a | n/a |
| 2022 to Dec 31, 2022 | 569 | $41.0M | $47.3M | 85.1% | $34.2M | n/a | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- AON Consulting, Inc. codes 11 17 28 50 $143,394 PY2024
- MMA Securities LLC codes 13 50 $41,300 PY2024
- SLC Management codes 28 50 $40,783 PY2024
- Principal codes 21 50 51 52 57 61 $18,388 PY2024
- Smith Leonard PLLC codes 10 50 $11,000 PY2024
- AON Consulting, Inc. codes 11 PY2024
- AON Consulting, Inc. codes 11 17 50 $117,424 PY2023
- SLC Management codes 28 50 $52,037 PY2023
- MMA Securities LLC codes 13 50 $30,975 PY2023
- Principal codes 21 50 51 52 57 61 $20,007 PY2023
- RSM US LLP codes 10 50 $13,750 PY2023
- LPL Financial codes 16 50 $10,325 PY2023
- AON Consulting, Inc. codes 11 PY2023
- AON Consulting, Inc. codes 11 17 50 $115,059 PY2022
- Bank of America codes 28 50 $53,676 PY2022
- LPL Financial codes 16 50 $30,975 PY2022
- Wells Fargo Bank N.A. codes 21 50 51 52 57 61 $21,465 PY2022
- RSM US LLP codes 10 50 $12,500 PY2022
- AON Consulting, Inc. codes 11 PY2022
What changed
5 events
- Dec 31, 2024Consultant changedinferenceLPL Financial no longer appears on American & Efird Employees' Pension Plan's Schedule C as general consultant (plan year 2024 vs 2023)with LPL Financialaskebsa.dol.gov
- Dec 31, 2023Manager relationship startedSLC Management appears on American & Efird Employees' Pension Plan's Schedule C as investment manager (plan year 2023 vs 2022)with SLC Managementaskebsa.dol.gov
- Dec 31, 2023Manager relationship endedinferenceBank of America no longer appears on American & Efird Employees' Pension Plan's Schedule C as investment manager (plan year 2023 vs 2022)with Bank of Americaaskebsa.dol.gov
- Jan 1, 2023Funded status changedAmerican & Efird Employees' Pension Plan funded ratio 85.1% -> 80.0% (2022-01-01 to 2023-01-01)
- Jan 1, 2023Assets changedAmerican & Efird Employees' Pension Plan plan assets $41M -> $34M (-16.6%, 2022-01-01 to 2023-01-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 453709699-002
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.