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
R••••• C••••••••• L•• D•••••• B•••••• P•••••• P•••
Corporate pensionMount Airy, NC
Assets
$8.4M
Total assets, Jan 31, 2025 reported
Funded
93.0%
Feb 1, 2024
Private markets target
n/a
policy Jan 31, 2025
Commitments
0
none on the tape
Plan sponsor: R••••• C•••••••••
Allocation policy
Form 5500, as of Jan 31, 2025
Actual allocation lines without a target (as filed)
- Interest-bearing cash 3.1%
- Non-interest-bearing cash 0.0%
- Corporate debt instruments (other) 24.3%
- U.S. Government securities 12.7%
- Common stock 58.3%
Consultants and advisers
2 firms
- S••••••• C••••••••• G•••• Actuarythrough Jan 31, 2023 Form 5500
- B••• o• A•••••• Trusteethrough Jan 31, 2023 Form 5500
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)
- M•••••• L••••••••• • S••••plan years 2023
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
$38,327 (2024-01) · $56,177 (2023-01)
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 Jan 31, 2025 | 665 | $8.0M | $8.8M | 93.0% | $8.4M | n/a | n/a | n/a |
| 2023 to Jan 31, 2024 | 828 | $9.0M | $10.6M | 90.7% | $8.0M | n/a | n/a | n/a |
| 2022 to Jan 31, 2023 | 843 | $10.0M | $10.5M | 92.4% | $9.0M | n/a | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- Merrill Lynch codes 28 $34,639 PY2024
- Sageview Consulting Group codes 11 $28,305 PY2024
- Bank of America codes 21 $15,885 PY2024
- Butler + Burke LLP codes 10 $8,000 PY2024
- Sageview Consulting Group codes 11 PY2024
- Sageview Consulting Group codes 11 $69,825 PY2023
- Merrill Lynch codes 28 $38,359 PY2023
- Bank of America codes 21 $15,911 PY2023
- Butler + Burke LLP codes 10 $7,750 PY2023
- Sageview Consulting Group codes 11 PY2023
- Merrill Lynch codes 28 $40,276 PY2022
- Sageview Consulting Group codes 11 $39,405 PY2022
- Bank of America codes 21 $15,901 PY2022
- Sageview Consulting Group codes 11 PY2022
What changed
3 events
- Feb 1, 2024Funded status changedRenfro Charleston, LLC Defined Benefit Pension Plan funded ratio 90.7% -> 93.0% (2023-02-01 to 2024-02-01)
- Feb 1, 2024Assets changedRenfro Charleston, LLC Defined Benefit Pension Plan plan assets $9M -> $8M (-11.5%, 2023-02-01 to 2024-02-01)
- Jan 31, 2024Assets changedRenfro Charleston, LLC Defined Benefit Pension Plan total assets $9M -> $8M (-11.5%, 2023-01-31 to 2024-01-31)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 560375140-004
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.