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
Piedmont Healthcare, Inc. Consolidated Retirement Plan
Corporate pensionAtlanta, GA
Assets
$1.3M
Total assets, Jun 30, 2025 reported
Funded
101.7%
Jul 1, 2023
Private markets target
n/a
policy Jun 30, 2025
Commitments
3
none on the tape
Plan sponsor: Piedmont Healthcare, Inc.
Allocation policy
Form 5500, as of Jun 30, 2025
Actual allocation lines without a target (as filed)
- Interest-bearing cash 98.6%
Consultants and advisers
5 firms
- Cannon Financial Services General consultantthrough Jun 30, 2025 Form 5500
- Aon General consultantthrough Jun 30, 2023 Form 5500
- AON Investments USA Inc General consultantthrough Jun 30, 2023 Form 5500
- Bank of New York Mellon Custodianthrough Jun 30, 2023 Form 5500
- AON Consulting, Inc. Actuarythrough Jun 30, 2023 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
- AON Trust Company LLC3 rows, latest Jun 30, 2024
From Schedule C (investment management, code 28)
- Legal & General Inv Mgmt Americaplan years 2024
- Reliance Trust Companyplan years 2023
- Pacific Investmt Management Co LLCplan years 2023
Commitments
3 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 Jun 30, 2024 | AON US Intermediate Governmentcollective trust | AON Trust Company LLC | Pooled vehicles | $11.3M held | Disclosed holding | askebsa.dol.gov | |
| as of Jun 30, 2024 | AON Long Government Bond Index Fundcollective trust | AON Trust Company LLC | Fixed income | $21.4M held | Disclosed holding | askebsa.dol.gov | |
| as of Jun 30, 2024 | AON Intermediate Credit Bond Fundcollective trust | AON Trust Company LLC | Private credit | $11.1M held | Disclosed holding | askebsa.dol.gov |
Size and funding
29 readings
Investment management fees
$369,208 (2024-06) · $364,803 (2023-06)
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 Jun 30, 2025 | 4,398 | n/a | n/a | n/a | $1.3M | $0 | n/a | n/a |
| 2023 to Jun 30, 2024 | 4,473 | $422M | $452M | 101.7% | $438M | $21.3M | n/a | n/a |
| 2022 to Jun 30, 2023 | 4,525 | $444M | $441M | 109.7% | $438M | $50.4M | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- AON Consulting, Inc. codes 16 50 65 $2.7M PY2024
- AON Investments USA Inc codes 16 50 $324,375 PY2024
- The Bank of New York Mellon codes 18 50 59 62 $129,315 PY2024
- Cannon Financial Services codes 16 50 $106,265 PY2024
- Pacific Investment Management codes 28 50 $102,195 PY2024
- Legal and General Investment codes 28 50 51 $79,152 PY2024
- Smith Gambrell & Russell LLP codes 29 50 $37,571 PY2024
- AON Intermediate Govt. Bond Index Sched. D C PY2024
- AON Long Government Bond Index Fund Sched. D C PY2024
- AON Intermediate Credit Bond Fund Sched. D C PY2024
- AON Consulting, Inc. codes 16 50 65 $1.4M PY2023
- AON Investments USA Inc codes 16 50 $318,256 PY2023
- Pacific Investment Management codes 28 50 $201,169 PY2023
- Legal and General Investment codes 28 50 51 $168,039 PY2023
- The Bank of New York Mellon codes 18 50 59 62 $91,291 PY2023
- Smith Gambrell & Russell LLP codes 29 50 $13,697 PY2023
- AON Intermediate Govt. Bond Index Sched. D C $11.3M PY2023
- AON Long Government Bond Index Fund Sched. D C $21.4M PY2023
- AON Intermediate Credit Bond Fund Sched. D C $11.1M PY2023
- AON Consulting, Inc. codes 11 PY2023
- AON Consulting, Inc. codes 16 50 65 $572,674 PY2022
- AON Investments USA Inc codes 16 50 $431,773 PY2022
- Legal and General Collective codes 28 50 $204,245 PY2022
- Pacific Investment Management codes 28 50 $160,557 PY2022
- The Bank of New York Mellon codes 18 50 $77,988 PY2022
- AON Consulting, Inc. codes 11 PY2022
What changed
3 events
- Jun 30, 2025Assets changedPiedmont Healthcare, Inc. Consolidated Retirement Plan total assets $438M -> $1M (-99.7%, 2024-06-30 to 2025-06-30)
- Dec 31, 2024Consultant changedinferenceCannon Financial Services appears on Piedmont Healthcare, Inc. Consolidated Retirement Plan's Schedule C as general consultant (plan year 2024 vs 2023)with Cannon Financial Servicesaskebsa.dol.gov
- Jul 1, 2023Funded status changedPiedmont Healthcare, Inc. Consolidated Retirement Plan funded ratio 109.7% -> 101.7% (2022-07-01 to 2023-07-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 581503902-004
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.