SBA Cash Balance Pension Plan for Citizens & Farmers Bank
Corporate pension, based in West Point, Virginia, reporting $23.6M in assets, for 303 participants.
Composed from this allocator's classification, location and filed figures.
Nothing material in the last 90 days. Last change: 31 Dec 2025, SBA Cash Balance Pension Plan for Citizens & Farmers Bank total assets $21M -> $24M (+11.4%, 2024-12-31 to 2025-12-31).
Capital path
who backs this record, through what, into what; each name opens its own path- MFS Growth Equity Fund2 commitments
- Mfs2 commitments
Relationship network
8 connected entities2 observed commitments2 repeat counterpartiescommitments 2024 to 2025
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.
- Sponsor
- Fund or vehicle
- 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.
Size, funding, policy and commitments, with their basesCorporate pensionShowHide
Allocation policy
- Interest-bearing cash 0.1%
- Common/collective trusts 8.7%
- Registered investment companies 91.2%
Consultants and advisers
- Sageview Consulting Group Actuarythrough Dec 31, 2025 Form 5500
- CP Institutional Consulting Group Actuarythrough Dec 31, 2025 Form 5500
People
Manager roster
What changed
- Dec 31, 2025Assets changedSBA Cash Balance Pension Plan for Citizens & Farmers Bank total assets $21M -> $24M (+11.4%, 2024-12-31 to 2025-12-31)
- Jan 1, 2025Funded status changedSBA Cash Balance Pension Plan for Citizens & Farmers Bank funded ratio 108.0% -> 116.4% (2024-01-01 to 2025-01-01)
- Jan 1, 2023Assets changedSBA Cash Balance Pension Plan for Citizens & Farmers Bank plan assets $23M -> $18M (-21.8%, 2022-01-01 to 2023-01-01)
Commitments
| Date | Fund | Manager | Bucket | Amount | Vintage | Status | Source |
|---|---|---|---|---|---|---|---|
| as of Dec 31, 2025 | MFS Growth Equity Fundcollective trust | Mfs | Venture | $2.0M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | MFS Growth Equity Fundcollective trust | Mfs | Venture | $2.0M held | Disclosed holding | askebsa.dol.gov |
Size and funding
Form 5500 filings
| Plan year | Participants | Assets (SB market) | Funding target | FTAP | Total assets (H) | Partnerships / JV | Master trust | Real estate |
|---|---|---|---|---|---|---|---|---|
| 2025 to Dec 31, 2025 | 303 | $21.2M | $17.4M | 116.4% | $23.6M | Not disclosed | Not disclosed | Not disclosed |
| 2024 to Dec 31, 2024 | 336 | $19.6M | $16.3M | 108.0% | $21.2M | Not disclosed | Not disclosed | Not disclosed |
| 2023 to Dec 31, 2023 | 364 | $18.4M | $15.0M | 108.6% | $19.6M | Not disclosed | Not disclosed | Not disclosed |
| 2022 to Dec 31, 2022 | 398 | $23.5M | $14.6M | 110.5% | $18.4M | Not disclosed | Not disclosed | Not disclosed |
- VBA Benefits Corporation codes 49 50 $32,996 PY2025
- Sageview Consulting Group codes 11 50 $19,375 PY2025
- MFS Growth Equity Fund Sched. D C $2.0M PY2025
+11 more service providers
Every name, record and relationship behind this count, with the source on each.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
Provenance
Provenance
Record history
- Total assets changed2025-12-31source on record
- Funded status changed2025-01-01source on record
- Total assets changed2023-01-01source on record
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
+4 connections on the graph
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.