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

Retirement Plan for Pilots of Piedmont Airlines, Inc.

Corporate pensionSalisbury, MD
Assets
$71.1M
Total assets, Dec 31, 2024 reported
Funded
86.6%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
13
none on the tape
Plan sponsor: Piedmont Airlines, Inc.
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
  • Interest-bearing cash 0.5%
  • Common/collective trusts 81.0%
  • Registered investment companies 16.7%
Consultants and advisers
2 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
13 rows, 0 dated closings
Disclosed holdings (from the plan’s performance or holdings report, as of the report date)
DateFundManagerBucketAmountVintageStatusSource
as of Dec 31, 2024Fiam Emerging Markets Commingled Pocollective trustFidelity Institutional Asset MgmtPublic equity$1.7M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Fiam Emerging Markets Debt Comminglcollective trustFidelity Institutional Asset MgmtPrivate credit$2.1M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Fiam Floating Rate High Income Commcollective trustFidelity Institutional Asset MgmtFixed income$424,062 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Fiam International Growthcollective trustFidelity Institutional Asset MgmtPooled vehicles$787,334 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Fiam Long Corporate Commingled Poolcollective trustFidelity Institutional Asset MgmtPooled vehicles$16.2M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Fiam Select Canada Poolcollective trustFidelity Institutional Asset MgmtPooled vehicles$1.8M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Fiam Select Emerging Markets Equitycollective trustFidelity Institutional Asset MgmtPublic equity$1.7M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Fiam Select International Equity Cocollective trustFidelity Institutional Asset MgmtPublic equity$791,035 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Fiam Small Cap Core Poolcollective trustFidelity Institutional Asset MgmtPublic equity$992,166 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Fiam Reitcollective trustFidelity Institutional Asset MgmtReal estate$2.2M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Spartan 500 Index Poolcollective trustGeode Capital Management Trust Company, LLCPooled vehicles$15.3M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Spartan World Minimum Volatility incollective trustGeode Capital Management Trust Company, LLCPooled vehicles$11.7M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Fiam Small/mid Cap Opportunitiescollective trustFidelity Institutional Asset MgmtPooled vehicles$1.9M heldDisclosed holdingaskebsa.dol.gov
Size and funding
31 readings
Total assets
$71.1M Dec 31, 2024 reported Form 5500
$64.8M (2023-12) · $56.2M (2022-12)
Plan assets
$64.8M Jan 1, 2024 reported Form 5500
$56.2M (2023-01) · $73.4M (2022-01)
Net assets
$71.1M Dec 31, 2024 reported Form 5500
$64.8M (2023-12) · $56.2M (2022-12)
Funded ratio
86.6% Jan 1, 2024 reported Form 5500
82.9% (2023-01) · 97.6% (2022-01)
Funding target
$77.7M Jan 1, 2024 reported Form 5500
$74.6M (2023-01) · $70.6M (2022-01)
Discount rate
5.11% Jan 1, 2024 reported Form 5500
5.24% (2023-01) · 5.42% (2022-01)
Participants
959 Jan 1, 2024 reported Form 5500
963 (2023-01) · 970 (2022-01)
Contributions
$3.6M Dec 31, 2024 reported Form 5500
$3.3M (2023-12) · $1.5M (2022-12)
Benefits paid
$4.5M Dec 31, 2024 reported Form 5500
$3.8M (2023-12) · $3.4M (2022-12)
Net investment income
$6.2M Dec 31, 2024 reported Form 5500
$8.6M (2023-12) · $-17.2M (2022-12)
Investment management fees
$14,784 Dec 31, 2022 reported Form 5500
Form 5500 filings
3 plan years
Plan yearParticipantsAssets (SB market)Funding targetFTAPTotal assets (H)Partnerships / JVMaster trustReal estate
2024 to Dec 31, 2024959$64.8M$77.7M86.6%$71.1Mn/an/an/a
2023 to Dec 31, 2023963$56.2M$74.6M82.9%$64.8Mn/an/an/a
2022 to Dec 31, 2022970$73.4M$70.6M97.6%$56.2Mn/an/an/a
Service providers and investment entities as filed (Schedule C and D, latest year first)
  • Vanguard Fiduciary Trust Company codes 15 21 50 $15,366 PY2024
  • Fiam Emerging Markets Sched. D C $1.7M PY2024
  • Fiam Emerging Markets Debt Sched. D C $2.1M PY2024
  • Fiam Floating Rate High Income Sched. D C $424,062 PY2024
  • Fiam International Growth Sched. D C $787,334 PY2024
  • Fiam Long Corporate Sched. D C $16.2M PY2024
  • Fiam Selectt Canada Equity Sched. D C $1.8M PY2024
  • Fiam Select Emerging Mkts Equity Sched. D C $1.7M PY2024
  • Fiam Select International Equity Sched. D C $791,035 PY2024
  • Fiam Reit Commingld Pool Sched. D C $2.2M PY2024
  • Spartan 500 Index Pool Sched. D C $15.3M PY2024
  • Spartan World Minimum Volatility in Sched. D C $11.7M PY2024
  • Fiam Small/mid Cap Opportunities Sched. D C $1.9M PY2024
  • Fiam Small Cap Core Sched. D C $992,166 PY2024
  • USI Consulting Group codes 11 PY2024
  • Vanguard Fiduciary Trust Company codes 15 21 50 $15,082 PY2023
  • USI Consulting Group codes 11 PY2023
  • USI Consulting Group codes 11 PY2022
What changed
5 events
  • Jan 1, 2024Funded status changed
    Retirement Plan for Pilots of Piedmont Airlines, Inc. funded ratio 82.9% -> 86.6% (2023-01-01 to 2024-01-01)
  • Jan 1, 2024Assets changed
    Retirement Plan for Pilots of Piedmont Airlines, Inc. plan assets $56M -> $65M (+15.2%, 2023-01-01 to 2024-01-01)
  • Dec 31, 2023Assets changed
    Retirement Plan for Pilots of Piedmont Airlines, Inc. total assets $56M -> $65M (+15.3%, 2022-12-31 to 2023-12-31)
  • Jan 1, 2023Funded status changed
    Retirement Plan for Pilots of Piedmont Airlines, Inc. funded ratio 97.6% -> 82.9% (2022-01-01 to 2023-01-01)
  • Jan 1, 2023Assets changed
    Retirement Plan for Pilots of Piedmont Airlines, Inc. plan assets $73M -> $56M (-23.5%, 2022-01-01 to 2023-01-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 520970090-006
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.