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
Southern Star Retirement Plan (union)
Corporate pensionOwensboro, KY
Assets
$13.1M
Total assets, Dec 31, 2024 reported
Funded
117.7%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
0
1 managers on Schedule C
Plan sponsor: Southern Star Central Gas Pipeline, Inc.
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
- Interest-bearing cash 4.7%
- Corporate debt instruments (preferred) 0.0%
- Registered investment companies 85.7%
Consultants and advisers
2 firms
- Rudd and Wisdom Inc Actuarythrough Dec 31, 2022 Form 5500
- US Bank Trusteethrough Dec 31, 2022 Form 5500
People
No investment staff or executives have been read for this allocator yet.
Manager roster
2 managers on Schedule C
From Schedule C (investment management, code 28)
- Sageview Advisory Consulting Groupplan years 2024
- Advanced Capital Group Iplan years 2022
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
Investment management fees
$13,546 (2023-12) · $21,191 (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 | 155 | $11.6M | $10.0M | 117.7% | $13.1M | n/a | n/a | n/a |
| 2023 to Dec 31, 2023 | 166 | $10.5M | $9.6M | 119.9% | $11.7M | n/a | n/a | n/a |
| 2022 to Dec 31, 2022 | 179 | $12.8M | $9.5M | 130.4% | $10.6M | n/a | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- Rudd & Wisdom, Inc. codes 11 50 $142,358 PY2024
- Frost Brown Todd, LLP codes 29 50 70 $18,186 PY2024
- Dean Dorton Allen Ford, PLLC codes 10 50 $15,000 PY2024
- Advanced Capital Group codes 28 51 $7,745 PY2024
- US Bank, N.A. codes 21 50 51 52 $7,559 PY2024
- Sageview Advisory Investment codes 28 51 $5,780 PY2024
- Rudd and Wisdom, Inc. codes 11 PY2024
- Rudd & Wisdom, Inc. codes 11 50 $121,582 PY2023
- Dean Dorton Allen Ford, PLLC codes 10 50 $14,500 PY2023
- Advanced Capital Group codes 28 51 $13,546 PY2023
- US Bank, N.A. codes 21 50 51 52 $7,500 PY2023
- Rudd and Wisdom, Inc. codes 11 PY2023
- Rudd & Wisdom, Inc. codes 11 50 $124,986 PY2022
- Dean Dorton Allen Ford, PLLC codes 10 50 $13,750 PY2022
- Advanced Capital Group codes 28 51 $13,317 PY2022
- US Bank, N.A. codes 21 50 51 52 $7,875 PY2022
- Rudd and Wisdom, Inc. codes 11 PY2022
What changed
7 events
- Dec 31, 2024Manager relationship startedSageview Advisory Investment appears on Southern Star Retirement Plan (union)'s Schedule C as investment manager (plan year 2024 vs 2023)with Sageview Advisory Consulting Groupaskebsa.dol.gov
- Dec 31, 2024Assets changedSouthern Star Retirement Plan (union) total assets $12M -> $13M (+12.5%, 2023-12-31 to 2024-12-31)
- Jan 1, 2024Funded status changedSouthern Star Retirement Plan (union) funded ratio 119.9% -> 117.7% (2023-01-01 to 2024-01-01)
- Jan 1, 2024Assets changedSouthern Star Retirement Plan (union) plan assets $11M -> $12M (+10.8%, 2023-01-01 to 2024-01-01)
- Dec 31, 2023Assets changedSouthern Star Retirement Plan (union) total assets $11M -> $12M (+10.5%, 2022-12-31 to 2023-12-31)
- Jan 1, 2023Funded status changedSouthern Star Retirement Plan (union) funded ratio 130.4% -> 119.9% (2022-01-01 to 2023-01-01)
- Jan 1, 2023Assets changedSouthern Star Retirement Plan (union) plan assets $13M -> $11M (-17.9%, 2022-01-01 to 2023-01-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 730183220-005
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.