DFX Intelligence

5 more dated events

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Aedc Contractors Employee Pension Plan

Corporate pension· Arnold Afb, Tennessee

Corporate pension, based in Arnold Afb, Tennessee, reporting $165M in assets, for 610 participants.

Composed from this allocator's classification, location and filed figures.

As of Dec 31, 2024 · the latest dated event for this allocator; each figure carries its own filing or report date

Assets: $165M
Funded ratio: 87.7%
Managers: 3

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Open searches Allocation policy Managers

As of Dec 31, 2024 · the latest dated event for this allocator; each figure carries its own filing or report date

Suggest a correction

Nothing material in the last 90 days. Last change: Dec 31, 2024, Mcconnell & Jones LLP no longer appears on Aedc Contractors Employee Pension Plan's Schedule C as investment manager (plan year 2024 vs 2023).

5 more dated events

Every figure, date and source on this page is shown. The names behind them, and every related record, open with the complete profile.

Relationship network

20 connected entities

From board minutes, annual reports, Form 5500 filings and public records of commitments, consultants and staff in the allocator graph. Commitment amounts are those the allocator disclosed; many are not printed, and none is estimated.

Some relationships on this record are counted rather than named here. They open with the full profile.

Click any name or line for the commitments and sources behind it. Line weight is commitments together; dashed lines are inferred.

Reading the network

Sponsor
Service provider
Organization

›How strength and recency are read

Managers, funds and consultants are read from the commitments: three or more is a strong observed relationship, two a repeat counterparty. No consultant link is marked current on the source, so none is labelled current or former here. Related plans, people and plan service providers are ordered by what the filing shows.

Darker lines were active in the last 24 months or are current; lighter lines are older or undated.

Ask DFX about this network

Size, funding, policy and commitments, with their basesCorporate pensionShow

Corporate pension

Assets

$165M

Total assets, Sep 30, 2025 reported

Funded

87.7%

Oct 1, 2024

Private markets target

no policy read

policy Sep 30, 2025

Commitments

3 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

Willis Towers Watson US LLC Actuarythrough Sep 30, 2023 Form 5500
Bank of America Trusteethrough Sep 30, 2023 Form 5500

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)

Columbia Mgt Invst Services Corpplan years 2025
Allspring Fundsplan years 2025
Schroder Investment Mgt Na Inc.plan years 2025

+11 more Schedule C managers

Every name, record and relationship behind this count, with the source on each.

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

+5 more dated events

Every name, record and relationship behind this count, with the source on each.

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

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 year	Participants	Assets (SB market)	Funding target	FTAP	Total assets (H)	Partnerships / JV	Master trust	Real estate
2024 to Sep 30, 2025	610	$175M	$165M	87.7%	$165M	Not disclosed	Not disclosed	Not disclosed
2023 to Sep 30, 2024	646	$167M	$170M	89.4%	$175M	Not disclosed	Not disclosed	Not disclosed
2022 to Sep 30, 2023	699	$153M	$166M	91.7%	$168M	Not disclosed	Not disclosed	Not disclosed

Service providers and investment entities as filed (Schedule C and D, latest year first)

Willis Towers Watson US LLC codes 11 50 $370,964 PY2024
Bank of America codes 21 28 51 52 $210,138 PY2024
Smith, Gambrell, & Russell LLP codes 29 50 $46,201 PY2024

+37 more service providers

Every name, record and relationship behind this count, with the source on each.

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.

Not yet on record: fund commitments.

Record history

10 dated events on the change ledger, latest event first

Manager relationship ended
2024-12-31source on record
Manager relationship started
2024-12-31source on record
Manager relationship ended
2024-12-31source on record

+7 more changes on this record's ledger

The ledger records every merge, rename and reclassification this record went through and the dated filings observed on it, so the identity on this page can be traced to the records it was built from. The ledger's own sentences name other records, so they show with the names.

›Connections

every published relationship on the graph

+18 connections on the graph