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

Alpha Legacy Company Pension Plan

Corporate pensionBristol, TN
Assets
$369M
Total assets, Dec 31, 2024 reported
Funded
83.8%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
5
none on the tape
Plan sponsor: Alpha Natural Resources, LLC
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
  • Interest-bearing cash 0.3%
  • Insurance company general account 3.5%
  • Common/collective trusts 65.5%
  • Master trust investment accounts 26.0%
Consultants and advisers
4 firms
People
No investment staff or executives have been read for this allocator yet.
Manager roster
2 managers on the commitment tape
From the plan’s own commitment disclosures
Commitments
5 rows, 0 dated closings
Disclosed holdings (from the plan’s performance or holdings report, as of the report date)
DateFundManagerBucketAmountVintageStatusSource
as of Dec 31, 2024Russell Instl Multi Asset Core Pluscollective trustRussell Trust CompanyFixed income$123M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 202414 Year Ldi Fixed Income Fundcollective trustRussell Trust CompanyFixed income$36.8M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Russell 25 Plus Yr Strips Fixed Inccollective trustRussell Trust CompanyFixed income$55.6M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Russell 15-20 Yr Strips Fxd Inc Fdcollective trustRussell Trust CompanyPooled vehicles$26.6M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Comerica Short-Term Fundcollective trustComerica BankCash$1.3M heldDisclosed holdingaskebsa.dol.gov
Size and funding
10 readings
Total assets
$369M Dec 31, 2024 reported Form 5500
Plan assets
$388M Jan 1, 2024 reported Form 5500
Net assets
$368M Dec 31, 2024 reported Form 5500
Funded ratio
83.8% Jan 1, 2024 reported Form 5500
Funding target
$492M Jan 1, 2024 reported Form 5500
Discount rate
5.19% Jan 1, 2024 reported Form 5500
Participants
9,254 Jan 1, 2024 reported Form 5500
Contributions
$16.7M Dec 31, 2024 reported Form 5500
Benefits paid
$32.3M Dec 31, 2024 reported Form 5500
Net investment income
$-20.6M Dec 31, 2024 reported Form 5500
Form 5500 filings
1 plan years
Plan yearParticipantsAssets (SB market)Funding targetFTAPTotal assets (H)Partnerships / JVMaster trustReal estate
2024 to Dec 31, 20249,254$388M$492M83.8%$369Mn/a$96.0Mn/a
Service providers and investment entities as filed (Schedule C and D, latest year first)
  • Russell Trust Company codes 15 $1.4M PY2024
  • Milliman, Inc. codes 11 17 27 $533,908 PY2024
  • Willis Towers Watson codes 11 15 $264,325 PY2024
  • Comerica codes 19 49 59 $119,404 PY2024
  • Russell 25+ Strips Fixed Income Fd Sched. D C $55.6M PY2024
  • Russell 15 to 20 Yr Strips Fixed Sched. D C $26.6M PY2024
  • Comerica Short-Term Fund Sched. D C $1.3M PY2024
  • Foundation Coal Db Pl Master Trust Sched. D M $96.0M PY2024
  • Russell Multi-Asset Core Fund Sched. D C $123M PY2024
  • Russell 14-Yr Ldi Fixed Income Fund Sched. D C $36.8M PY2024
  • Willis Towers Watson US LLC codes 11 PY2024
What changed
No dated events yet.
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 562298262-005
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.