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AllocatorsPlancorporate pension<100m

AVX Pension Plan for Bargaining Unit and Hourly Employees

Allocators

Fountain Inn, SC

This is the graph view. The full profile, with its team, deals and sources, is on Allocators.Open the full profile →

Search this name across graphsid dfx:al:48720313-9b1b-468b-ba2e-d9ec9b88fd93

Data as of Sep 15, 2026 (this record's last observation) from Government tapes; SEC filings; What the plans publish; Pending. Page built Sep 21, 2026, 8:35 AM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 3
On other graphs: 0
Observed: Sep 15, 2026 to Sep 15, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Total assets: $25.0Mlatest reading; see basis
Assets as of: Dec 31, 2024
Assets basis: REPORTED
Funded ratio: 106%
Participants: 1,201
Commitments: 12with an amount; holdings are counted apart
Managers: 1
Funds: 4
Re-ups: 0
First-time managers: 0
Latest commitment: Dec 31, 2024
Consultants: 0
Private markets target, %: 0latest policy, percent of assets
Private equity target, %: 0latest policy, percent of assets
Latest policy: Dec 31, 2024
People: 0

Holdings (a value, never a commitment)

a Schedule D plan interest or a 990-PF other investment: a value on a date, never an approval

Vehicle	Manager	Bucket	Value	As of	Kind	Source
Fiam Long Corporate a Or Better	Fidelity Institutional Asset Mgmt	Pooled vehicle	$9.9M	Dec 31, 2023	Collective trust	Dol form 5500 pension
Fiam Long Corporate a Or Better	Fidelity Institutional Asset Mgmt	Pooled vehicle	$9.2M	Dec 31, 2022	Collective trust	Dol form 5500 pension
Fiam Long Corporate a Or Better	Fidelity Institutional Asset Mgmt	Pooled vehicle	$9.0M	Dec 31, 2024	Collective trust	Dol form 5500 pension
Fiam 8-10 Year Corporate Bond	Fidelity Institutional Asset Mgmt	Fixed income	$8.7M	Dec 31, 2023	Collective trust	Dol form 5500 pension
Fiam 8-10 Year Corporate Bond	Fidelity Institutional Asset Mgmt	Fixed income	$8.3M	Dec 31, 2024	Collective trust	Dol form 5500 pension
Fiam 8-10 Year Corporate Bond	Fidelity Institutional Asset Mgmt	Fixed income	$8.2M	Dec 31, 2022	Collective trust	Dol form 5500 pension
Fiam Short Duration Pool	Fidelity Institutional Asset Mgmt	Pooled vehicle	$2.4M	Dec 31, 2024	Collective trust	Dol form 5500 pension
Fiam Short Duration Pool	Fidelity Institutional Asset Mgmt	Pooled vehicle	$2.0M	Dec 31, 2023	Collective trust	Dol form 5500 pension
Fiam Long U.S. Treasury Strips Inde	Fidelity Institutional Asset Mgmt	Fixed income	$1.5M	Dec 31, 2022	Collective trust	Dol form 5500 pension
Fiam Short Duration Pool	Fidelity Institutional Asset Mgmt	Pooled vehicle	$1.3M	Dec 31, 2022	Collective trust	Dol form 5500 pension
Fiam Long U.S. Treasury Strips Inde	Fidelity Institutional Asset Mgmt	Fixed income	$812,044	Dec 31, 2023	Collective trust	Dol form 5500 pension
Fiam Long U.S. Treasury Strips Inde	Fidelity Institutional Asset Mgmt	Fixed income	$220,378	Dec 31, 2024	Collective trust	Dol form 5500 pension

Policy targets, latest period

the latest period this plan published, every item quoted from its own report; a target is never an actual; 9 rows folded into 3

Bucket	Target %	Range low	Range high	Actual %	Actual	Period end	Basis
Interest-bearing cash	n/a	n/a	n/a	2	$470,746	Dec 31, 2024	Derived
Common/collective trusts	n/a	n/a	n/a	80	$20.0M	Dec 31, 2024	Derived
Registered investment companies	n/a	n/a	n/a	18	$4.6M	Dec 31, 2024	Derived

Consultants

Form 5500 Schedule C, Form ADV and the plan's own reports; a Schedule C relationship is current for 24 months after the plan year end

Consultant	Role	From	To	Current	Evidence	Source
Fidelity Investments	Pension consultant	Jan 1, 2023	Dec 31, 2023	no	fact	Dol form 5500 pension
Fidelity Investments	General consultant	Jan 1, 2022	Dec 31, 2022	no	fact	Dol form 5500 pension
Fidelity Investments	Investment adviser	Jan 1, 2022	Dec 31, 2022	no	fact	Dol form 5500 pension
Fidelity Investments	actuary	Jan 1, 2022	Dec 31, 2022	no	fact	Dol form 5500 pension

Managers

managers this plan names on Schedule C or in its reports; a manager here is a reference node keyed to the private equity, venture and real estate fund graphs, never a new identity

Manager	Mandate	From	To	Current	Evidence
Fidelity Investments	Investment management	Jan 1, 2022	Dec 31, 2022	no	fact

Relationships

Sponsors (1)

← Kyocera Avx Components CorporationPlan sponsorPlan sponsor
Jan 1, 2022 to presentfactForm 5500

Advised by (2)

→ Fidelity InvestmentsManager with allocator capitalGeneral consultant
Jan 1, 2022 to Dec 31, 2022factForm 5500
→ Fidelity InvestmentsInvestment consultantactuary
Jan 1, 2022 to Dec 31, 2022factForm 5500

Manages for (1)

← Fidelity InvestmentsManager with allocator capitalInvestment management
Jan 1, 2022 to Dec 31, 2022factForm 5500

Dated events

3 bookkeeping events (roster, classification and holdings changes) folded below

Show 3 bookkeeping events

Occurred
Jan 1, 2024
AVX Pension Plan for Bargaining Unit and Hourly Employees funded ratio 101.7% -> 105.5% (2023-01-01 to 2024-01-01)
Occurred
Jan 1, 2023
AVX Pension Plan for Bargaining Unit and Hourly Employees plan assets $38M -> $28M (-27.0%, 2022-01-01 to 2023-01-01)
Occurred
Jan 1, 2023
AVX Pension Plan for Bargaining Unit and Hourly Employees funded ratio 121.6% -> 101.7% (2022-01-01 to 2023-01-01)

Provenance

Graph: Allocators
Canonical id: dfx:al:48720313-9b1b-468b-ba2e-d9ec9b88fd93
First observed: Sep 15, 2026
Last observed: Sep 15, 2026 5 days ago
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.