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

C••••••• G•••• R••••••••• P•••

Corporate pensionConover, NC
Assets
n/a
Total assets, Oct 23, 2023 reported
Funded
104.0%
Jan 1, 2022
Private markets target
n/a
policy Dec 31, 2022
Commitments
4
none on the tape
Plan sponsor: C••••••• G•••• C••••••
Allocation policy
Form 5500, as of Dec 31, 2022
Actual allocation lines without a target (as filed)
  • Pooled separate accounts 71.4%
  • Registered investment companies 28.6%
Consultants and advisers
1 firms
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
Commitments
4 rows, 0 dated closings
Disclosed holdings (from the plan’s performance or holdings report, as of the report date)
DateFundManagerBucketAmountVintageStatusSource
as of Dec 31, 2022P••• M••••• S•• 4•• I•• S•••separate accountP••••••••Pooled vehicles$286,332 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022P••• L•• S•••• D•• S•• A•••••separate accountP••••••••Pooled vehicles$2.1M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022P••• L•• I•••• D•• S•• A•••••separate accountP••••••••Pooled vehicles$1.4M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022P••• L•• E•• D•• S•• A•••••separate accountP••••••••Pooled vehicles$798,184 heldDisclosed holdingaskebsa.dol.gov
Size and funding
16 readings
Total assets
$0 Oct 23, 2023 reported Form 5500
$6.3M (2022-12)
Plan assets
$8.7M Jan 1, 2022 reported Form 5500
Net assets
$0 Oct 23, 2023 reported Form 5500
$6.2M (2022-12)
Funded ratio
104.0% Jan 1, 2022 reported Form 5500
Funding target
$7.1M Jan 1, 2022 reported Form 5500
Discount rate
5.29% Jan 1, 2022 reported Form 5500
Participants
240 Jan 1, 2023 reported Form 5500
258 (2022-01)
Contributions
$323,517 Oct 23, 2023 reported Form 5500
$0 (2022-12)
Benefits paid
$6.8M Oct 23, 2023 reported Form 5500
$805,375 (2022-12)
Net investment income
$-6.2M Oct 23, 2023 reported Form 5500
$-2.5M (2022-12)
Form 5500 filings
2 plan years
Plan yearParticipantsAssets (SB market)Funding targetFTAPTotal assets (H)Partnerships / JVMaster trustReal estate
2023 to Oct 23, 2023240n/an/an/a$0n/an/an/a
2022 to Dec 31, 2022258$8.7M$7.1M104.0%$6.3Mn/an/an/a
Service providers and investment entities as filed (Schedule C and D, latest year first)
  • P•••••••• Life Insurance Company codes 13 50 64 $130,569 PY2023
  • S B H U Life Agency Inc codes 49 99 PY2023
  • P••• Liquid Assets Sep A••••• Sched. D P PY2023
  • P••• M••••• S•• 4•• I•• S••• Sched. D P PY2023
  • P••• L•• S•••• D•• S•• A••••• Sched. D P PY2023
  • P••• L•• I•••• D•• S•• A••••• Sched. D P PY2023
  • P••• L•• E•• D•• S•• A••••• Sched. D P PY2023
  • P•••••••• Life Insurance Company codes 13 50 58 64 $168,936 PY2022
  • S B H U Life Agency Inc codes 49 99 PY2022
  • P••• Ldi Long Duration S••• Sched. D P PY2022
  • P••• Lgcp S&p 500 Index S••• Sched. D P PY2022
  • P••• M••••• S•• 4•• I•• S••• Sched. D P $286,332 PY2022
  • P••• L•• E•• D•• S•• A••••• Sched. D P $798,184 PY2022
  • P••• L•• S•••• D•• S•• A••••• Sched. D P $2.1M PY2022
  • P••• L•• I•••• D•• S•• A••••• Sched. D P $1.4M PY2022
  • P•••••••• F•••••••• G•••• codes 11 PY2022
What changed
1 events
  • Oct 23, 2023Assets changed
    C••••••• G•••• R••••••••• P••• total assets $6M -> $0 (-100.0%, 2022-12-31 to 2023-10-23)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 560481693-001
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.