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 Fiber & Finishing, Inc. Retirement Plan for Non-Salaried Employees
Corporate pensionAlbemarle, NC
Assets
$489,028
Total assets, Dec 31, 2023 reported
Funded
96.3%
Jan 1, 2023
Private markets target
n/a
policy Dec 31, 2023
Commitments
1
none on the tape
Plan sponsor: American Fiber & Finishing, Inc.
Allocation policy
Form 5500, as of Dec 31, 2023
Actual allocation lines without a target (as filed)
- Interest-bearing cash 6.9%
- Insurance company general account 40.6%
- Other investments 36.4%
- Registered investment companies 16.2%
Consultants and advisers
3 firms
- American Trust Actuarythrough Dec 31, 2023 Form 5500
- Reliance Trust Company Trusteethrough Dec 31, 2022 Form 5500
- Stanley Benefit Services, Inc. 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
- The Vanguard Group1 rows, latest Dec 31, 2022
Commitments
1 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, 2022 | Vanguard Ftse Developed Markets Etfseparate account | The Vanguard Group | Pooled vehicles | $121,769 held | Disclosed holding | askebsa.dol.gov |
Size and funding
21 readings
Investment management fees
Form 5500 filings
2 plan years
| Plan year | Participants | Assets (SB market) | Funding target | FTAP | Total assets (H) | Partnerships / JV | Master trust | Real estate |
|---|---|---|---|---|---|---|---|---|
| 2023 to Dec 31, 2023 | 359 | $6.0M | $6.0M | 96.3% | $489,028 | $0 | n/a | n/a |
| 2022 to Dec 31, 2022 | 387 | $7.5M | $6.2M | 115.9% | $6.5M | $218,127 | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- American Trust codes 11 $75,325 PY2023
- Greerwalker, LLC codes 10 $13,600 PY2023
- Reliance Trust Company codes 21 28 $10,907 PY2023
- Vanguard Short-Term Govt Bd Idx Etf Sched. D P PY2023
- Vanguard Ftse Developed Markets Etf Sched. D P PY2023
- Vanguard S&p 500 Etf Sched. D P PY2023
- American Trust codes 11 PY2023
- Reliance Trust Company codes 21 28 $52,296 PY2022
- Stanley Benefit Services, Inc. codes 11 $31,400 PY2022
- Greerwalker, LLP codes 10 $11,000 PY2022
- Vanguard Ftse Developed Markets Etf Sched. D P $235,032 PY2022
- Vanguard S&p 500 Etf Sched. D P $375,231 PY2022
- Vanguard Short-Term Govt Bd Idx Etf Sched. D P $121,769 PY2022
- Stanley Benefit Services, Inc. codes 11 PY2022
What changed
3 events
- Dec 31, 2023Assets changedAmerican Fiber & Finishing, Inc. Retirement Plan for Non-Salaried Employees total assets $6M -> $489,028 (-92.4%, 2022-12-31 to 2023-12-31)
- Jan 1, 2023Funded status changedAmerican Fiber & Finishing, Inc. Retirement Plan for Non-Salaried Employees funded ratio 115.9% -> 96.2% (2022-01-01 to 2023-01-01)
- Jan 1, 2023Assets changedAmerican Fiber & Finishing, Inc. Retirement Plan for Non-Salaried Employees plan assets $7M -> $6M (-19.0%, 2022-01-01 to 2023-01-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 274574529-001
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.