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
Gridiron Fiber Retirement Plan
Corporate pensionWaynesboro, VA
Assets
$76.0M
Total assets, Jun 30, 2025 reported
Funded
78.0%
Jul 1, 2024
Private markets target
n/a
policy Jun 30, 2025
Commitments
3
1 managers on Schedule C
Plan sponsor: Gridiron Fiber Corp.
Allocation policy
Form 5500, as of Jun 30, 2025
Actual allocation lines without a target (as filed)
- Interest-bearing cash 3.0%
- Corporate debt instruments (other) 51.2%
- Common/collective trusts 43.5%
- Registered investment companies 0.7%
Consultants and advisers
5 firms
- BCG Pension Risk Consultants Inc Pension consultantthrough Jun 30, 2023 Form 5500
- Capfinancial Partners, LLC Investment adviser (plan)through Jun 30, 2023 Form 5500
- Manulife John Hancock Actuarythrough Jun 30, 2025 Form 5500
- Loomis US Custodianthrough Jun 30, 2024 Form 5500
- John Hancock Actuarythrough Jun 30, 2023 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)
- John Hancock Life Insurance Coplan years 2025
- John Hancockplan years 2023
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 Jun 30, 2025 | DB Growth Portfoliocollective trust | Great Gray Trust Company | Pooled vehicles | $33.1M held | Disclosed holding | askebsa.dol.gov | |
| as of Jun 30, 2024 | DB Growth Portfoliocollective trust | Great Gray Trust Company | Pooled vehicles | $32.2M held | Disclosed holding | askebsa.dol.gov | |
| as of Jun 30, 2023 | DB Growth Portfoliocollective trust | Wilmington Trust, N.A. | Pooled vehicles | $34.1M held | Disclosed holding | askebsa.dol.gov |
Size and funding
33 readings
Investment management fees
$178,599 (2024-06) · $70,750 (2023-06)
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 Jun 30, 2025 | 605 | $76.3M | $94.6M | 78.0% | $76.0M | n/a | n/a | n/a |
| 2023 to Jun 30, 2024 | 618 | $78.5M | $99.4M | 82.5% | $76.3M | n/a | n/a | n/a |
| 2022 to Jun 30, 2023 | 1,012 | $131M | $148M | 93.0% | $78.5M | n/a | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- John Hancock codes 15 51 62 64 $126,363 PY2024
- Loomis US codes 19 $101,051 PY2024
- Capfinancial Partners, LLC codes 27 $55,000 PY2024
- Forvis codes 10 $17,204 PY2024
- DB Growth Portfolio Sched. D C $33.1M PY2024
- Manulife John Hancock codes 11 PY2024
- John Hancock codes 15 51 62 64 $144,940 PY2023
- Loomis US codes 19 $123,599 PY2023
- Capfinancial Partners, LLC codes 27 $55,000 PY2023
- Forvis codes 10 $16,538 PY2023
- DB Growth Portfolio Sched. D C $32.2M PY2023
- John Hancock codes 11 PY2023
- John Hancock codes 15 51 62 64 $122,850 PY2022
- BCG Pension Risk Consultants, Inc codes 17 $62,500 PY2022
- Capfinancial Partners, LLC codes 27 $55,000 PY2022
- Forvis codes 10 $15,750 PY2022
- DB Growth Portfolio Sched. D C $34.1M PY2022
- John Hancock codes 11 PY2022
What changed
4 events
- Jul 1, 2024Funded status changedGridiron Fiber Retirement Plan funded ratio 82.5% -> 78.0% (2023-07-01 to 2024-07-01)
- Dec 31, 2023Consultant changedinferenceBCG Pension Risk Consultants, Inc no longer appears on Gridiron Fiber Retirement Plan's Schedule C as pension consultant (plan year 2023 vs 2022)with BCG Pension Risk Consultants Incaskebsa.dol.gov
- Jul 1, 2023Funded status changedGridiron Fiber Retirement Plan funded ratio 93.0% -> 82.5% (2022-07-01 to 2023-07-01)
- Jul 1, 2023Assets changedGridiron Fiber Retirement Plan plan assets $131M -> $79M (-40.1%, 2022-07-01 to 2023-07-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 863776842-001
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.