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
Thiele Kaolin Company Retirement Plan
Corporate pensionSandersville, GA
Assets
$100M
Total assets, Dec 31, 2024 reported
Funded
106.4%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
0
none on the tape
Plan sponsor: Thiele Kaolin Company
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
- Interest-bearing cash 2.2%
- Corporate debt instruments (other) 37.4%
- Corporate debt instruments (preferred) 42.3%
- U.S. Government securities 4.6%
- Other investments 7.4%
- Common stock 5.2%
Consultants and advisers
5 firms
- Gallagher Benefit Services, Inc. Actuarythrough Dec 31, 2024 Form 5500
- Agilis Partners LLC Actuarythrough Dec 31, 2023 Form 5500
- Bank of America Trusteethrough Dec 31, 2022 Form 5500
- River & Mercantile Actuarythrough Dec 31, 2022 Form 5500
- Agulis LLC 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.
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 | 426 | $111M | $113M | 106.4% | $100M | n/a | n/a | n/a |
| 2023 to Dec 31, 2023 | 435 | $108M | $114M | 103.8% | $111M | n/a | n/a | n/a |
| 2022 to Dec 31, 2022 | 441 | $144M | $114M | 121.3% | $108M | n/a | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- Bank of America codes 21 28 49 62 $312,900 PY2024
- Agilis Partners LLC codes 11 $111,200 PY2024
- Gallagher Benefit Services, Inc. codes 11 PY2024
- Bank of America codes 21 28 49 62 $283,073 PY2023
- Agilis Partners LLC codes 11 $61,975 PY2023
- Agilis codes 11 PY2023
- Bank of America codes 21 28 49 62 $510,084 PY2022
- River & Mercantile codes 11 $47,600 PY2022
- Agulis LLC codes 11 $6,300 PY2022
- Agilis codes 11 PY2022
What changed
3 events
- Jan 1, 2024Funded status changedThiele Kaolin Company Retirement Plan funded ratio 103.8% -> 106.4% (2023-01-01 to 2024-01-01)
- Jan 1, 2023Funded status changedThiele Kaolin Company Retirement Plan funded ratio 121.3% -> 103.8% (2022-01-01 to 2023-01-01)
- Jan 1, 2023Assets changedThiele Kaolin Company Retirement Plan plan assets $144M -> $108M (-24.9%, 2022-01-01 to 2023-01-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 580525495-001
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.