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
Pension Plan for Birla Carbon USA
Corporate pensionMarietta, GA
Assets
$18.5M
Total assets, Mar 31, 2025 reported
Funded
84.3%
Apr 1, 2024
Private markets target
n/a
policy Mar 31, 2025
Commitments
0
none on the tape
Plan sponsor: Birla Carbon USA
Allocation policy
Form 5500, as of Mar 31, 2025
Actual allocation lines without a target (as filed)
- Interest-bearing cash 2.0%
- Non-interest-bearing cash 0.0%
- Corporate debt instruments (other) 22.0%
- Corporate debt instruments (preferred) 20.3%
- U.S. Government securities 28.1%
- Other investments 7.3%
- Common stock 16.1%
Consultants and advisers
2 firms
- Bank of America Trusteethrough Mar 31, 2023 Form 5500
- Milliman, Inc. Actuarythrough Mar 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)
- Blackrock Investment Managerplan 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
$58,331 (2024-03) · $56,680 (2023-03)
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 Mar 31, 2025 | 188 | $17.6M | $22.0M | 84.3% | $18.5M | n/a | n/a | n/a |
| 2023 to Mar 31, 2024 | 189 | $16.8M | $21.4M | 86.7% | $17.6M | n/a | n/a | n/a |
| 2022 to Mar 31, 2023 | 193 | $17.9M | $21.0M | 80.3% | $16.8M | n/a | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- Blackrock Investment Management codes 28 34 50 51 $67,333 PY2024
- Milliman codes 11 PY2024
- Blackrock Investment Management codes 28 34 50 51 $58,331 PY2023
- Milliman codes 11 PY2023
- Blackrock Investment Management codes 28 34 50 51 $60,095 PY2022
- Bank of America codes 21 33 49 PY2022
- Milliman codes 11 PY2022
What changed
2 events
- Apr 1, 2024Funded status changedPension Plan for Birla Carbon USA funded ratio 86.7% -> 84.3% (2023-04-01 to 2024-04-01)
- Apr 1, 2023Funded status changedPension Plan for Birla Carbon USA funded ratio 80.3% -> 86.7% (2022-04-01 to 2023-04-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 133230278-070
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.