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
Northside Hospital, Inc. Pension Plan
Corporate pensionAtlanta, GA
Assets
$1.7B
Total assets, Dec 31, 2024 reported
Funded
117.3%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
6
none on the tape
Plan sponsor: Northside Hospital, Inc.
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
- Interest-bearing cash 0.2%
- Corporate debt instruments (other) 9.8%
- U.S. Government securities 18.6%
- Common/collective trusts 70.7%
- Pooled separate accounts 0.4%
Consultants and advisers
1 firms
- Willis Towers Watson US LLC Actuarythrough Dec 31, 2022 Form 5500
People
No investment staff or executives have been read for this allocator yet.
Manager roster
2 managers on the commitment tape
Commitments
6 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, 2024 | Russell 3000 Index Non-Lendable Funcollective trust | Blackrock | Pooled vehicles | $1.2B held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | Prin Core Plus Bond Sep Acct-Zseparate account | Principal | Fixed income | $6.6M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2023 | Russell 3000 Index Non-Lendable Funcollective trust | Blackrock | Pooled vehicles | $994M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2023 | Prin Core Plus Bond Sep Acct-Zseparate account | Principal | Fixed income | $3.5M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | Russell 3000 Index Non-Lendable Funcollective trust | Blackrock | Pooled vehicles | $804M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | Prin Core Plus Bond Sep Acct-Zseparate account | Principal | Fixed income | $1.9M held | Disclosed holding | askebsa.dol.gov |
Size and funding
30 readings
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 Dec 31, 2024 | 29,984 | $1.4B | $1.1B | 117.3% | $1.7B | n/a | n/a | n/a |
| 2023 to Dec 31, 2023 | 27,738 | $1.2B | $937M | 121.2% | $1.4B | n/a | n/a | n/a |
| 2022 to Dec 31, 2022 | 25,849 | $1.3B | $808M | 127.1% | $1.2B | n/a | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- Blackrock Sched. D C $1.2B PY2024
- Prin Core Plus Bond Sep Acct-Z Sched. D P $6.6M PY2024
- Willis Towers Watson US LLC codes 11 PY2024
- Blackrock Sched. D C $994M PY2023
- Prin Core Plus Bond Sep Act-12 Sched. D P $3.5M PY2023
- Willis Towers Watson US LLC codes 11 PY2023
- Prin Core Plus Bond Sep Act-12 Sched. D P $1.9M PY2022
- Blackrock Sched. D C $804M PY2022
- Willis Towers Watson US LLC codes 11 PY2022
What changed
6 events
- Dec 31, 2024Assets changedNorthside Hospital, Inc. Pension Plan total assets $1.4B -> $1.7B (+18.2%, 2023-12-31 to 2024-12-31)
- Jan 1, 2024Funded status changedNorthside Hospital, Inc. Pension Plan funded ratio 121.2% -> 117.3% (2023-01-01 to 2024-01-01)
- Jan 1, 2024Assets changedNorthside Hospital, Inc. Pension Plan plan assets $1.2B -> $1.4B (+23.7%, 2023-01-01 to 2024-01-01)
- Dec 31, 2023Assets changedNorthside Hospital, Inc. Pension Plan total assets $1.2B -> $1.4B (+23.4%, 2022-12-31 to 2023-12-31)
- Jan 1, 2023Funded status changedNorthside Hospital, Inc. Pension Plan funded ratio 127.1% -> 121.2% (2022-01-01 to 2023-01-01)
- Jan 1, 2023Assets changedNorthside Hospital, Inc. Pension Plan plan assets $1.3B -> $1.2B (-12.4%, 2022-01-01 to 2023-01-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 581954432-001
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.