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
Chs/community Health Systems, Inc.retirement Income Plan
Corporate pensionFranklin, TN
Assets
n/a
Total assets, Sep 27, 2024 reported
Funded
104.0%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2023
Commitments
4
none on the tape
Plan sponsor: Chs/community Health Systems, Inc.
Allocation policy
Form 5500, as of Dec 31, 2023
Actual allocation lines without a target (as filed)
- Pooled separate accounts 7.5%
- Registered investment companies 91.0%
Consultants and advisers
1 firms
- Principal Financial 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
- Principal4 rows, latest Dec 31, 2023
Commitments
4 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, 2023 | Prin Liquid Assets Sep Acct-Zseparate account | Principal | Pooled vehicles | $286,565 held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2023 | Prin Lgcp S&p 500 Index Sa-Zseparate account | Principal | Pooled vehicles | $1.3M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | Prin Liquid Assets Sep Acct-Zseparate account | Principal | Pooled vehicles | $1.0M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | Prin Lgcp S&p 500 Index Sa-Zseparate account | Principal | Pooled vehicles | $1.2M held | Disclosed holding | askebsa.dol.gov |
Size and funding
33 readings
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 Sep 27, 2024 | 579 | $21.1M | $22.4M | 104.0% | $0 | n/a | n/a | n/a |
| 2023 to Dec 31, 2023 | 602 | $21.0M | $23.0M | 100.2% | $21.1M | n/a | n/a | n/a |
| 2022 to Dec 31, 2022 | 625 | $30.0M | $21.9M | 127.2% | $21.0M | n/a | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- Principal Life Insurance Company codes 13 50 64 $202,923 PY2024
- Prin Liquid Assets Sep Acct-Z Sched. D P PY2024
- Prin Lgcp S&p 500 Index Sa-Z Sched. D P PY2024
- Principal Financial Group codes 11 PY2024
- Principal Life Insurance Company codes 13 50 64 $186,810 PY2023
- Prin Lgcp S&p 500 Index Sa-Z Sched. D P $1.3M PY2023
- Prin Liquid Assets Sep Acct-Z Sched. D P $286,565 PY2023
- Principal Financial Group codes 11 PY2023
- Principal Life Insurance Company codes 13 50 64 $186,890 PY2022
- Prin Lgcp S&p 500 Index Sa-Z Sched. D P $1.2M PY2022
- Schwab Instl Fix Inc Cr Plus Sched. D C PY2022
- FUT Adv Intl Eq R Fd Sched. D C PY2022
- FUT Adv US Eq R Fd Sched. D C PY2022
- Prin Liquid Assets Sep Acct-Z Sched. D P $1.0M PY2022
- Principal Financial Group codes 11 PY2022
What changed
4 events
- Sep 27, 2024Assets changedChs/community Health Systems, Inc.retirement Income Plan total assets $21M -> $0 (-100.0%, 2023-12-31 to 2024-09-27)
- Jan 1, 2024Funded status changedChs/community Health Systems, Inc.retirement Income Plan funded ratio 100.2% -> 104.0% (2023-01-01 to 2024-01-01)
- Jan 1, 2023Funded status changedChs/community Health Systems, Inc.retirement Income Plan funded ratio 127.2% -> 100.2% (2022-01-01 to 2023-01-01)
- Jan 1, 2023Assets changedChs/community Health Systems, Inc.retirement Income Plan plan assets $30M -> $21M (-30.2%, 2022-01-01 to 2023-01-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 760137985-003
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.