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
Employees' Pension Plan of Rgc Resources, Inc.
Corporate pensionRoanoke, VA
Assets
$29.1M
Total assets, Dec 31, 2024 reported
Funded
106.0%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
3
2 managers on Schedule C
Plan sponsor: RGC Resources, Inc.
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
- Interest-bearing cash 0.0%
- Common/collective trusts 62.6%
- Registered investment companies 37.4%
Consultants and advisers
1 firms
- USI Consulting Group Actuarythrough 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
- Fidelity Institutional Asset Mgmt3 rows, latest Dec 31, 2024
From Schedule C (investment management, code 28)
- Principal Trust Co.plan years 2024
- Fidelity Investmentsplan years 2024
Commitments
3 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 | Fiam Long Corp Comm Poolcollective trust | Fidelity Institutional Asset Mgmt | Pooled vehicles | $1.8M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2023 | Fiam Long Corp Comm Poolcollective trust | Fidelity Institutional Asset Mgmt | Pooled vehicles | $1.7M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | Fiam Long Corp Comm Poolcollective trust | Fidelity Institutional Asset Mgmt | Pooled vehicles | $1.6M held | Disclosed holding | askebsa.dol.gov |
Size and funding
32 readings
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 | 212 | $29.9M | $25.7M | 106.0% | $29.1M | n/a | n/a | n/a |
| 2023 to Dec 31, 2023 | 219 | $27.9M | $24.9M | 102.3% | $29.9M | n/a | n/a | n/a |
| 2022 to Dec 31, 2022 | 224 | $39.8M | $23.3M | 136.4% | $27.9M | n/a | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- Principal Trust Co codes 28 51 $30,684 PY2024
- FID Inv Ops Co codes 28 51 $10,968 PY2024
- Fiam Long Corp Comm Pool Sched. D C $14.9M PY2024
- Fiam Long US Treas Strips in Comm Sched. D C $1.5M PY2024
- Fiam 8-10 Corp Bd Comm Pool Sched. D C $1.8M PY2024
- USI Consulting Group codes 11 PY2024
- Fiam Long Corp Comm Pool Sched. D C $15.1M PY2023
- Fiam Long US Treas Strips in Comm Sched. D C $1.8M PY2023
- Fiam 8-10 Corp Bd Comm Pool Sched. D C $1.7M PY2023
- USI Consulting Group codes 11 PY2023
- Fiam 8-10 Corp Bd Comm Pool Sched. D C $1.6M PY2022
- Fiam Long Corp Comm Pool Sched. D C $13.7M PY2022
- Fiam Long US Treas Strips in Comm Sched. D C $1.8M PY2022
- USI Consulting Group codes 11 PY2022
What changed
3 events
- Jan 1, 2024Funded status changedEmployees' Pension Plan of Rgc Resources, Inc. funded ratio 102.3% -> 106.0% (2023-01-01 to 2024-01-01)
- Jan 1, 2023Funded status changedEmployees' Pension Plan of Rgc Resources, Inc. funded ratio 136.4% -> 102.3% (2022-01-01 to 2023-01-01)
- Jan 1, 2023Assets changedEmployees' Pension Plan of Rgc Resources, Inc. plan assets $40M -> $28M (-30.0%, 2022-01-01 to 2023-01-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 541909697-002
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.