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

Aedc Contractors Employee Pension Plan

Corporate pensionArnold Afb, TN
Assets
$165M
Total assets, Sep 30, 2025 reported
Funded
87.7%
Oct 1, 2024
Private markets target
n/a
policy Sep 30, 2025
Commitments
0
5 managers on Schedule C
Plan sponsor: Beyond New Horizons, LLC
Allocation policy
Form 5500, as of Sep 30, 2025
Actual allocation lines without a target (as filed)
  • Interest-bearing cash 2.5%
  • Other investments 39.9%
  • Registered investment companies 30.5%
  • Common stock 26.9%
Consultants and advisers
2 firms
People
No investment staff or executives have been read for this allocator yet.
Manager roster
14 managers on Schedule C
From Schedule C (investment management, code 28)
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
33 readings
Total assets
$165M Sep 30, 2025 reported Form 5500
$175M (2024-09) · $168M (2023-09)
Plan assets
$175M Oct 1, 2024 reported Form 5500
$167M (2023-10) · $153M (2022-10)
Net assets
$165M Sep 30, 2025 reported Form 5500
$175M (2024-09) · $167M (2023-09)
Funded ratio
87.7% Oct 1, 2024 reported Form 5500
89.4% (2023-10) · 91.7% (2022-10)
Funding target
$165M Oct 1, 2024 reported Form 5500
$170M (2023-10) · $166M (2022-10)
Discount rate
5.32% Oct 1, 2024 reported Form 5500
5.20% (2023-10) · 5.38% (2022-10)
Participants
610 Oct 1, 2024 reported Form 5500
646 (2023-10) · 699 (2022-10)
Contributions
$5.3M Sep 30, 2025 reported Form 5500
$1.3M (2024-09) · $20.4M (2023-09)
Benefits paid
$29.7M Sep 30, 2025 reported Form 5500
$26.2M (2024-09) · $20.9M (2023-09)
Net investment income
$-10.0M Sep 30, 2025 reported Form 5500
$7.5M (2024-09) · $14.3M (2023-09)
Investment management fees
$132,002 Sep 30, 2025 reported Form 5500
$113,288 (2024-09) · $107,207 (2023-09)
Form 5500 filings
3 plan years
Plan yearParticipantsAssets (SB market)Funding targetFTAPTotal assets (H)Partnerships / JVMaster trustReal estate
2024 to Sep 30, 2025610$175M$165M87.7%$165Mn/an/an/a
2023 to Sep 30, 2024646$167M$170M89.4%$175Mn/an/an/a
2022 to Sep 30, 2023699$153M$166M91.7%$168Mn/an/an/a
Service providers and investment entities as filed (Schedule C and D, latest year first)
What changed
10 events
  • Dec 31, 2024Manager relationship endedinference
    Mcconnell & Jones LLP no longer appears on Aedc Contractors Employee Pension Plan's Schedule C as investment manager (plan year 2024 vs 2023)
    with Mcconnell & Jones LLPaskebsa.dol.gov
  • Dec 31, 2024Manager relationship endedinference
    Allspring no longer appears on Aedc Contractors Employee Pension Plan's Schedule C as investment manager (plan year 2024 vs 2023)
    with Allspringaskebsa.dol.gov
  • Dec 31, 2024Manager relationship endedinference
    Robert W. Baird & Co. Incorporated no longer appears on Aedc Contractors Employee Pension Plan's Schedule C as investment manager (plan year 2024 vs 2023)
    with Robert W. Baird & Co.askebsa.dol.gov
  • Dec 31, 2024Manager relationship started
    Schroder Investment Mgt Na Inc. appears on Aedc Contractors Employee Pension Plan's Schedule C as investment manager (plan year 2024 vs 2023)
    with Schroder Investment Mgt Na Inc.askebsa.dol.gov
  • Dec 31, 2024Manager relationship endedinference
    Schroder Investment Management Nort no longer appears on Aedc Contractors Employee Pension Plan's Schedule C as investment manager (plan year 2024 vs 2023)
    with Schroder Investment Management Nortaskebsa.dol.gov
  • Dec 31, 2024Manager relationship started
    Allspring Funds appears on Aedc Contractors Employee Pension Plan's Schedule C as investment manager (plan year 2024 vs 2023)
    with Allspring Fundsaskebsa.dol.gov
  • Dec 31, 2023Manager relationship started
    Principal Funds appears on Aedc Contractors Employee Pension Plan's Schedule C as investment manager (plan year 2023 vs 2022)
    with Principal Fundsaskebsa.dol.gov
  • Dec 31, 2023Manager relationship endedinference
    Resources Invest Advisors LLC no longer appears on Aedc Contractors Employee Pension Plan's Schedule C as investment manager (plan year 2023 vs 2022)
    with Resources Invest Advisors LLCaskebsa.dol.gov
  • Dec 31, 2023Manager relationship started
    Mcconnell & Jones LLP appears on Aedc Contractors Employee Pension Plan's Schedule C as investment manager (plan year 2023 vs 2022)
    with Mcconnell & Jones LLPaskebsa.dol.gov
  • Oct 1, 2023Funded status changed
    Aedc Contractors Employee Pension Plan funded ratio 91.7% -> 89.4% (2022-10-01 to 2023-10-01)
    askebsa.dol.gov
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 923715267-001
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.