DFX Intelligence
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K••••• C••• D••••••• H••••• E••••••••• P•••••• P•••
Corporate pension· Charlotte, North Carolina
Corporate pension, based in Charlotte, North Carolina, reporting $382M in assets, for 2,569 participants.
Composed from this allocator's classification, location and filed figures.
As of · the latest dated event for this allocator; each figure carries its own filing or report date
- Assets
- $382M
- Funded ratio
- 124.3%
Total assets
Form 5500
As of · the latest dated event for this allocator; each figure carries its own filing or report date
Nothing material in the last 90 days. Last change: 1 Jan 2024, ••• Locked.
Size, funding, policy and commitments, with their basesCorporate pensionShowHide
Corporate pension
Assets
$382M
Total assets, Dec 31, 2024 reported
Funded
124.3%
Jan 1, 2024
Private markets target
no policy read
policy Dec 31, 2024
Commitments
0
none on the tape
Plan sponsor: H•••••••• F•••••• M••••••••• • T••••••••• L••
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
- Master trust investment accounts 100.0%
Consultants and advisers
1 firms
- A•• C••••••••• I••• Actuarythrough Dec 31, 2022 Form 5500
People
No investment staff or executives have been read for this allocator yet.
Manager roster
No manager relationship is on the tape for this allocator.
What changed
3 events
- Jan 1, 2024Funded status changed••• Locked
- Jan 1, 2023Funded status changed••• Locked
- Jan 1, 2023Assets changed••• Locked
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Commitments
No fund commitments are on the tape for this allocator. The tape holds the plans that publish their own private-markets reports; a plan that publishes one and is not here is a gap we can close.
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 | 2,569 | $381M | $267M | 124.3% | $382M | Not disclosed | $382M | Not disclosed |
| 2023 to Dec 31, 2023 | 2,697 | $378M | $275M | 127.1% | $381M | Not disclosed | $381M | Not disclosed |
| 2022 to Dec 31, 2022 | 2,799 | $446M | $277M | 129.2% | $378M | Not disclosed | $378M | Not disclosed |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- H•••••••• I••• M••••• R••••••••• T• Sched. D M $382M PY2024
- A•• C••••••••• I••• codes 11 PY2024
- H•••••••• I••• M••••• R••••••••• T• Sched. D M $381M PY2023
- A•• C••••••••• I••• codes 11 PY2023
- H•••••••• I••• M••••• R••••••••• T• Sched. D M $378M PY2022
- A•• C••••••••• I••• codes 11 PY2022
Provenance
Identifiers: EIN-PN 222640650-203
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.
Not yet on record: fund commitments, managers.