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
A••••••• C••••• S••••••• I••• R••••••••• A•••••• P•••
Corporate pensionAtlanta, GA
Assets
$446M
Total assets, Dec 31, 2024 reported
Funded
84.9%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
12
none on the tape
Plan sponsor: A••••••• C••••• S••••••• I•••
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
- N•••interest-bearing cash 0.1%
- Corporate debt instruments (other) 50.7%
- U.S. Government securities 17.5%
- Insurance company general account 0.0%
- Other investments 8.0%
- Partnership/joint venture interests 6.0%
- Common/collective trusts 8.0%
- Common stock 9.6%
Consultants and advisers
2 firms
- A•• C••••••••• I••• Pension consultantActuarythrough Dec 31, 2022 Form 5500
- N••••••• T•••• C•• Trusteethrough 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
- N••••••• T•••• C••••••••• E••• I•••3 rows, latest Dec 31, 2024
From Schedule C (investment management, code 28)
- F•••• P•••••• A•••••••• L••plan years 2023
- N••• I••••••••• A•••••••• L••plan years 2022
- S•••• C•••••• M••••••••• L••plan years 2022
- I••••• R••••••• • M•••• I•••plan years 2022
- S•••• S••••• R••••••• • M•••••••••plan years 2022
- M•••••••• I•••plan years 2022
Commitments
12 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 | M•• I• S•••••••collective trust | Eaton Vance | Pooled vehicles | $4.9M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | N• C••••••••• S•• 5•• I•••• F•••collective trust | N••••••• T•••• C••••••••• E••• I••• | Pooled vehicles | $21.0M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | M••• A••• E• U•• I•• S••••••• N••••collective trust | State S••••• Global Advisors | Pooled vehicles | $2.9M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | R•••••• 3•••••• S••••••• I•••• N•••collective trust | State S••••• Global Adisors | Pooled vehicles | $6.8M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2023 | M•• I• S•••••••collective trust | Eaton Vance | Pooled vehicles | $29.9M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2023 | N• C••••••••• S•• 5•• I•••• F•••collective trust | N••••••• T•••• C••••••••• E••• I••• | Pooled vehicles | $28.8M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2023 | M••• A••• E• U•• I•• S••••••• N••••collective trust | State S••••• Global Advisors | Pooled vehicles | $8.7M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2023 | R•••••• 3•••••• S••••••• I•••• N•••collective trust | State S••••• Global Adisors | Pooled vehicles | $15.9M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | M•• I• S•••••••collective trust | Eaton Vance | Pooled vehicles | $33.1M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | N• C••••••••• S•• 5•• I•••• F•••collective trust | N••••••• T•••• C••••••••• E••• I••• | Pooled vehicles | $18.7M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | M••• A••• E• U•• I•• S••••••• N••••collective trust | State S••••• Global Advisors | Pooled vehicles | $11.6M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | R•••••• 3•••••• S••••••• I•••• N•••collective trust | State S••••• Global Adisors | Pooled vehicles | $14.1M held | Disclosed holding | askebsa.dol.gov |
Size and funding
32 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 | 5,426 | $472M | $459M | 84.9% | $446M | $26.8M | n/a | n/a |
| 2023 to Dec 31, 2023 | 5,525 | $377M | $459M | 80.0% | $475M | $31.8M | n/a | n/a |
| 2022 to Dec 31, 2022 | 5,658 | $530M | $442M | 95.4% | $378M | $37.8M | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- M••••••• USA codes 51 99 $278,904 PY2024
- F•••• P•••••• A•••••••• L•• codes 28 $247,233 PY2024
- N••• I••••••••• A•••••••• L•• codes 28 $199,621 PY2024
- S•••• C•••••• M••••••••• L•• codes 28 $157,698 PY2024
- AON Services Corporation codes 17 $88,456 PY2024
- N••••••• Trust Company codes 21 $54,893 PY2024
- S•••• S••••• R••••••• • M••••••••• codes 28 51 $11,992 PY2024
- Coltv Short Term Invt Fd Sched. D C $21.0M PY2024
- R•••••• 3•••••• S••••••• I•••• N••• Sched. D C $6.8M PY2024
- M••• A••• E• U•• I•• S••••••• N•••• Sched. D C $2.9M PY2024
- M•• I• S••••••• Sched. D C $4.9M PY2024
- A•• C••••••••• I••• codes 11 PY2024
- AON Services Corporation codes 17 $415,176 PY2023
- M••••••• USA codes 51 99 $282,853 PY2023
- N••••••• Trust Company codes 21 $174,249 PY2023
- N••• I••••••••• A•••••••• L•• codes 28 $164,950 PY2023
- S•••• C•••••• M••••••••• L•• codes 28 $104,441 PY2023
- F•••• P•••••• A•••••••• L•• codes 28 $47,945 PY2023
- S•••• S••••• R••••••• • M••••••••• codes 28 51 $14,692 PY2023
- M•• I• S••••••• Sched. D C $29.9M PY2023
- Coltv Short Term Invt Fd Sched. D C $28.8M PY2023
- M••• A••• E• U•• I•• S••••••• N•••• Sched. D C $8.7M PY2023
- R•••••• 3•••••• S••••••• I•••• N••• Sched. D C $15.9M PY2023
- A•• C••••••••• I••• codes 11 PY2023
- M••••••• USA codes 51 $309,113 PY2022
- AON Services Corporation codes 17 $297,682 PY2022
- N••• I••••••••• A•••••••• L•• codes 28 $99,364 PY2022
- S•••• C•••••• M••••••••• L•• codes 28 $43,349 PY2022
- N••••••• Trust Company codes 21 $33,026 PY2022
- I••••• R••••••• & M•••, Inc. codes 51 $19,220 PY2022
- State S••••• R••••••• & M••• Co codes 51 $15,530 PY2022
- Coltv Short Term Invt Fd Sched. D C $18.7M PY2022
- R•••••• 3•••••• S••••••• I•••• N••• Sched. D C $14.1M PY2022
- M••• A••• E• U•• I•• S••••••• N•••• Sched. D C $11.6M PY2022
- M•• I• S••••••• Sched. D C $33.1M PY2022
- A•• C••••••••• I••• codes 11 PY2022
What changed
7 events
- Jan 1, 2024Funded status changedA••••••• C••••• S••••••• I••• R••••••••• A•••••• P••• funded ratio 80.0% -> 84.9% (2023-01-01 to 2024-01-01)
- Jan 1, 2024Assets changedA••••••• C••••• S••••••• I••• R••••••••• A•••••• P••• plan assets $377M -> $472M (+25.2%, 2023-01-01 to 2024-01-01)
- Dec 31, 2023Manager relationship startedF•••• P•••••• A•••••••• L•• appears on A••••••• C••••• S••••••• I••• R••••••••• A•••••• P•••'s Schedule C as investment manager (plan year 2023 vs 2022)with F•••• P•••••• A•••••••• L••askebsa.dol.gov
- Dec 31, 2023Manager relationship startedS•••• S••••• R••••••• • M••••••••• appears on A••••••• C••••• S••••••• I••• R••••••••• A•••••• P•••'s Schedule C as investment manager (plan year 2023 vs 2022)with S•••• S••••• R••••••• • M•••••••••askebsa.dol.gov
- Dec 31, 2023Assets changedA••••••• C••••• S••••••• I••• R••••••••• A•••••• P••• total assets $378M -> $475M (+25.7%, 2022-12-31 to 2023-12-31)
- Jan 1, 2023Funded status changedA••••••• C••••• S••••••• I••• R••••••••• A•••••• P••• funded ratio 95.4% -> 80.0% (2022-01-01 to 2023-01-01)
- Jan 1, 2023Assets changedA••••••• C••••• S••••••• I••• R••••••••• A•••••• P••• plan assets $530M -> $377M (-28.9%, 2022-01-01 to 2023-01-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 131788491-012
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.