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
Coca-Cola Bottling Company United, Inc. Retirement Plan
Corporate pensionBirmingham, AL
Assets
$214M
Total assets, Dec 31, 2024 reported
Funded
123.9%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
21
none on the tape
Plan sponsor: Coca-Cola Bottling Company United, Inc
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
- Interest-bearing cash 0.7%
- Common/collective trusts 99.3%
Consultants and advisers
3 firms
- Mercer Investments LLC Actuarythrough Dec 31, 2023 Form 5500
- Mercer Actuarythrough Dec 31, 2022 Form 5500
- Regions Trusteethrough 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
- Northern Trust Collective Eafe Inde3 rows, latest Dec 31, 2024
From Schedule C (investment management, code 28)
- Mercerplan years 2023
- Mercer Investments LLCplan years 2022
Commitments
21 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 | NT Collective S&p 500 Index Fundcollective trust | Northern Trust Collective Eafe Inde | Pooled vehicles | $42.2M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | Mercer US Small/mid Cap Equity Portcollective trust | Mercer Trust Company | Public equity | $6.9M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | Mercer Active Long Corporate Fixedcollective trust | Mercer Trust Company | Fixed income | $81.3M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | Mercer Non-Us Core Equity Portfoliocollective trust | Mercer Trust Company | Public equity | $18.6M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | Mercer Long Strips Fixed Incomecollective trust | Mercer Trust Company | Fixed income | $53.2M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | Mercer Global Low Volatility Equitycollective trust | Mercer Trust Company | Public equity | $3.1M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | Mercer Emerging Markets Equity Portcollective trust | Mercer Trust Company | Public equity | $7.6M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2023 | NT Collective S&p 500 Index Fundcollective trust | Northern Trust Collective Eafe Inde | Pooled vehicles | $20.0M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2023 | Mercer US Small/mid Cap Equity Portcollective trust | Mercer Trust Company | Public equity | $11.7M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2023 | Mercer Active Long Corporate Fixedcollective trust | Mercer Trust Company | Fixed income | $95.1M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2023 | Mercer Non-Us Core Equity Portfoliocollective trust | Mercer Trust Company | Public equity | $19.9M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2023 | Mercer Long Strips Fixed Incomecollective trust | Mercer Trust Company | Fixed income | $48.2M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2023 | Mercer Global Low Volatility Equitycollective trust | Mercer Trust Company | Public equity | $10.4M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2023 | Mercer Emerging Markets Equity Portcollective trust | Mercer Trust Company | Public equity | $11.2M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | NT Collective S&p 500 Index Fundcollective trust | Northern Trust Collective Eafe Inde | Pooled vehicles | $26.7M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | Mercer US Small/mid Cap Equity Portcollective trust | Mercer Trust Company | Public equity | $14.8M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | Mercer Active Long Corporate Fixedcollective trust | Mercer Trust Company | Fixed income | $56.8M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | Mercer Non-Us Core Equity Portfoliocollective trust | Mercer Trust Company | Public equity | $28.1M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | Mercer Long Strips Fixed Incomecollective trust | Mercer Trust Company | Fixed income | $43.0M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | Mercer Global Low Volatility Equitycollective trust | Mercer Trust Company | Public equity | $16.1M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | Mercer Emerging Markets Equity Portcollective trust | Mercer Trust Company | Public equity | $15.4M held | Disclosed holding | askebsa.dol.gov |
Size and funding
33 readings
Investment management fees
$421,652 (2023-12) · $647,135 (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 | 2,181 | $220M | $190M | 123.9% | $214M | n/a | n/a | n/a |
| 2023 to Dec 31, 2023 | 2,431 | $211M | $181M | 128.2% | $220M | n/a | n/a | n/a |
| 2022 to Dec 31, 2022 | 2,452 | $269M | $168M | 150.2% | $211M | n/a | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- Mercer Investments, LLC codes 51 $362,881 PY2024
- Mercer codes 11 14 $343,926 PY2024
- Regions codes 21 $107,948 PY2024
- Warren Averett, LLC codes 10 $15,145 PY2024
- Mercer Investments, LLC codes 52 PY2024
- Active Long Corporate Fixed Income Sched. D C $81.3M PY2024
- Non-Us Core Equity Portfolio Sched. D C $18.6M PY2024
- Long Strips Fixed Income Portfolio Sched. D C $53.2M PY2024
- LOW Volatility Equity Portfolio Sched. D C $3.1M PY2024
- Emerging Markets Equity Portfolio Sched. D C $7.6M PY2024
- NT Collective S&p 500 Index Fund Sched. D C $42.2M PY2024
- US Small/mid Cap Equity Portfolio Sched. D C $6.9M PY2024
- Mercer codes 11 PY2024
- Mercer Investments, LLC codes 51 $421,652 PY2023
- Mercer codes 52 $334,721 PY2023
- Regions codes 21 $89,966 PY2023
- Warren Averett, LLC codes 10 $27,346 PY2023
- Mercer Investments, LLC codes 11 PY2023
- Active Long Corporate Fixed Income Sched. D C $95.1M PY2023
- NT Collective S&p 500 Index Fund Sched. D C $20.0M PY2023
- US Small/mid Cap Equity Portfolio Sched. D C $11.7M PY2023
- Non-Us Core Equity Portfolio Sched. D C $19.9M PY2023
- Long Strips Fixed Income Portfolio Sched. D C $48.2M PY2023
- LOW Volatility Equity Portfolio Sched. D C $10.4M PY2023
- Emerging Markets Equity Portfolio Sched. D C $11.2M PY2023
- Mercer codes 11 PY2023
- Mercer Investment Management codes 51 $536,922 PY2022
- Mercer codes 11 $285,192 PY2022
- Regions codes 21 $110,214 PY2022
- Mercer Investment Management codes 52 PY2022
- US Small/mid Cap Equity Portfolio Sched. D C $14.8M PY2022
- Active Long Corporate Fixed Income Sched. D C $56.8M PY2022
- Non-Us Core Equity Portfolio Sched. D C $28.1M PY2022
- Long Strips Fixed Income Portfolio Sched. D C $43.0M PY2022
- LOW Volatility Equity Portfolio Sched. D C $16.1M PY2022
- Emerging Markets Equity Portfolio Sched. D C $15.4M PY2022
- NT Collective S&p 500 Index Fund Sched. D C $26.7M PY2022
- Mercer codes 11 PY2022
What changed
3 events
- Jan 1, 2024Funded status changedCoca-Cola Bottling Company United, Inc. Retirement Plan funded ratio 128.2% -> 123.9% (2023-01-01 to 2024-01-01)
- Jan 1, 2023Funded status changedCoca-Cola Bottling Company United, Inc. Retirement Plan funded ratio 150.2% -> 128.2% (2022-01-01 to 2023-01-01)
- Jan 1, 2023Assets changedCoca-Cola Bottling Company United, Inc. Retirement Plan plan assets $269M -> $211M (-21.7%, 2022-01-01 to 2023-01-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 580148710-001
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.