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 Employees of Phoebe Putney Health System, Inc.
Corporate pensionAlbany, GA
Assets
$246M
Total assets, Dec 31, 2024 reported
Funded
94.9%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
1
2 managers on Schedule C
Plan sponsor: Phoebe Putney Health System, Inc.
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
- Interest-bearing cash 0.8%
- U.S. Government securities 17.4%
- Common/collective trusts 8.1%
- Registered investment companies 73.6%
Consultants and advisers
4 firms
- State Street Bank & Trust Company Custodianthrough Dec 31, 2022 Form 5500
- Transamerica Retirement Solutions Actuarythrough Dec 31, 2022 Form 5500
- AON Consulting, Inc. Actuarythrough Dec 31, 2022 Form 5500
- Aon Actuarythrough 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
- Income Research & Mgmt. Inc.1 rows, latest Dec 31, 2024
From Schedule C (investment management, code 28)
- Arrowstreetplan years 2024
- Blackrockplan years 2024
- Silchester Internationalplan years 2022
- Axiom Internationalplan years 2022
- Real Estate Managementplan years 2022
- Newsouth Capital Management, Inc.plan years 2022
- State Street Global Advisors Trustplan years 2022
Commitments
1 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 | IR M Intermediate Creditcollective trust | Income Research & Mgmt. Inc. | Private credit | $19.8M held | Disclosed holding | askebsa.dol.gov |
Size and funding
31 readings
Contributions
Investment management fees
$328,223 (2023-12) · $344,705 (2022-12)
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 | 2,463 | $247M | $247M | 94.9% | $246M | n/a | n/a | n/a |
| 2023 to Dec 31, 2023 | 2,606 | $220M | $254M | 93.6% | $248M | n/a | n/a | n/a |
| 2022 to Dec 31, 2022 | 2,680 | $274M | $248M | 101.4% | $220M | n/a | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- Transamerica Retirement Solutions codes 11 12 15 28 38 50 59 61 62 63 64 $160,570 PY2024
- AON Consulting codes 11 17 50 $150,187 PY2024
- Arrowstreet codes 28 50 51 $101,332 PY2024
- Silchester International codes 28 50 51 $78,352 PY2024
- State Street codes 18 19 50 51 $67,955 PY2024
- State Street Global Advisors codes 28 50 51 $37,120 PY2024
- Axiom International codes 28 50 51 $13,756 PY2024
- Blackrock codes 28 50 51 $6,811 PY2024
- IR M Intermediate Credit Sched. D C $19.8M PY2024
- AON Consulting, Inc. codes 11 PY2024
- Transamerica Retirement Solutions codes 11 12 15 28 38 50 59 61 62 63 64 $287,443 PY2023
- Silchester International codes 28 50 51 $149,023 PY2023
- AON Consulting codes 11 17 50 $141,012 PY2023
- State Street codes 18 19 50 51 $67,612 PY2023
- Newsouth Capital Management, Inc. codes 28 50 51 $34,016 PY2023
- State Street Global Advisors codes 28 50 51 $23,160 PY2023
- Axiom International codes 28 50 51 $19,571 PY2023
- AON Consulting, Inc. codes 11 PY2023
- Transamerica Retirement Solutions codes 11 12 15 28 38 50 59 61 62 63 64 $195,704 PY2022
- Silchester International codes 28 50 51 $167,318 PY2022
- AON Consulting codes 11 17 50 $115,345 PY2022
- State Street codes 18 19 50 51 $65,127 PY2022
- Axiom International codes 28 50 51 $40,752 PY2022
- Real Estate Management codes 28 50 51 $38,698 PY2022
- Newsouth Capital Management, Inc. codes 28 50 51 $34,440 PY2022
- State Street Global Advisors codes 28 50 51 $28,698 PY2022
- AON Consulting, Inc. codes 11 PY2022
What changed
8 events
- Dec 31, 2024Manager relationship endedinferenceNewsouth Capital Management, Inc. no longer appears on Retirement Plan for Employees of Phoebe Putney Health System, Inc.'s Schedule C as investment manager (plan year 2024 vs 2023)with Newsouth Capital Management, Inc.askebsa.dol.gov
- Dec 31, 2024Manager relationship startedBlackrock appears on Retirement Plan for Employees of Phoebe Putney Health System, Inc.'s Schedule C as investment manager (plan year 2024 vs 2023)with Blackrockaskebsa.dol.gov
- Dec 31, 2024Manager relationship startedArrowstreet appears on Retirement Plan for Employees of Phoebe Putney Health System, Inc.'s Schedule C as investment manager (plan year 2024 vs 2023)with Arrowstreetaskebsa.dol.gov
- Jan 1, 2024Assets changedRetirement Plan for Employees of Phoebe Putney Health System, Inc. plan assets $220M -> $247M (+12.4%, 2023-01-01 to 2024-01-01)
- Dec 31, 2023Manager relationship endedinferenceReal Estate Management no longer appears on Retirement Plan for Employees of Phoebe Putney Health System, Inc.'s Schedule C as investment manager (plan year 2023 vs 2022)with Real Estate Managementaskebsa.dol.gov
- Dec 31, 2023Assets changedRetirement Plan for Employees of Phoebe Putney Health System, Inc. total assets $220M -> $248M (+12.6%, 2022-12-31 to 2023-12-31)
- Jan 1, 2023Funded status changedRetirement Plan for Employees of Phoebe Putney Health System, Inc. funded ratio 101.4% -> 93.6% (2022-01-01 to 2023-01-01)
- Jan 1, 2023Assets changedRetirement Plan for Employees of Phoebe Putney Health System, Inc. plan assets $274M -> $220M (-19.7%, 2022-01-01 to 2023-01-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 582001014-001
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.