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AllocatorsPlancorporate pension<100m

National Bankshares, Inc. Retirement Income Plan

Allocators

Blacksburg, VA

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:6eff1e2a-3043-4a13-a5cc-d17a23e3f8db

Data as of Sep 15, 2026 (this record's last observation) from Government tapes; SEC filings; What the plans publish; Pending. Page built Sep 20, 2026, 12:50 PM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 6
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: $40.4Mlatest reading; see basis
Assets as of: Dec 31, 2025
Assets basis: REPORTED
Funded ratio: 165%
Participants: 346
Commitments: 0with an amount; holdings are counted apart
Managers: 0
Funds: 0
Re-ups: 0
First-time managers: 0
Consultants: 0
Private markets target, %: 0latest policy, percent of assets
Private equity target, %: 0latest policy, percent of assets
Latest policy: Dec 31, 2025
People: 0

Policy targets, latest period

the latest period this plan published, every item quoted from its own report; a target is never an actual; 24 rows folded into 6

Bucket	Target %	Range low	Range high	Actual %	Actual	Period end	Basis
Interest-bearing cash	n/a	n/a	n/a	4	$1.5M	Dec 31, 2025	Derived
Non-interest-bearing cash	n/a	n/a	n/a	1	$281,406	Dec 31, 2025	Derived
U.S. Government securities	n/a	n/a	n/a	0	$50,020	Dec 31, 2025	Derived
Corporate debt instruments (other)	n/a	n/a	n/a	22	$8.8M	Dec 31, 2025	Derived
Registered investment companies	n/a	n/a	n/a	17	$7.0M	Dec 31, 2025	Derived
Common stock	n/a	n/a	n/a	56	$22.6M	Dec 31, 2025	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
Sageview Consulting Group	actuary	Jan 1, 2025	Dec 31, 2025	no	fact	Dol form 5500 pension
Creative Planning Instl Consulting	actuary	Jan 1, 2025	Dec 31, 2025	no	fact	Dol form 5500 pension

Relationships

Sponsors (1)

← National Bankshares, Inc.Plan sponsorPlan sponsor
Jan 1, 2025 to presentfactForm 5500

Advised by (2)

→ Sageview Consulting GroupInvestment consultantactuary
Jan 1, 2025 to Dec 31, 2025factForm 5500
→ Creative Planning Instl ConsultingInvestment consultantactuary
Jan 1, 2025 to Dec 31, 2025factForm 5500

Dated events

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

Show 6 bookkeeping events

Occurred
Jan 1, 2025
National Bankshares, Inc. Retirement Income Plan funded ratio 155.4% -> 164.8% (2024-01-01 to 2025-01-01)
Occurred
Jan 1, 2025
National Bankshares, Inc. Retirement Income Plan plan assets $33M -> $39M (+20.6%, 2024-01-01 to 2025-01-01)
Occurred
Dec 31, 2024
National Bankshares, Inc. Retirement Income Plan total assets $33M -> $39M (+20.6%, 2023-12-31 to 2024-12-31)
Occurred
Jan 1, 2024
National Bankshares, Inc. Retirement Income Plan funded ratio 163.4% -> 155.4% (2023-01-01 to 2024-01-01)
Occurred
Jan 1, 2023
National Bankshares, Inc. Retirement Income Plan plan assets $36M -> $30M (-17.7%, 2022-01-01 to 2023-01-01)
Occurred
Jan 1, 2023
National Bankshares, Inc. Retirement Income Plan funded ratio 168.9% -> 163.4% (2022-01-01 to 2023-01-01)

Provenance

Graph: Allocators
Canonical id: dfx:al:6eff1e2a-3043-4a13-a5cc-d17a23e3f8db
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.

National Bankshares, Inc. Retirement Income Plan

Allocators

Blacksburg, VA

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:6eff1e2a-3043-4a13-a5cc-d17a23e3f8db

Bucket

Target %

Range low

Range high

Actual %

Actual

Period end

Basis

Interest-bearing cash

n/a

$1.5M

Dec 31, 2025

Derived

Non-interest-bearing cash

n/a

$281,406

Dec 31, 2025

Derived

U.S. Government securities

n/a

$50,020

Dec 31, 2025

Derived

Corporate debt instruments (other)

n/a

$8.8M

Dec 31, 2025

Derived

Registered investment companies

n/a

$7.0M

Dec 31, 2025

Derived

Common stock

n/a

$22.6M

Dec 31, 2025

Derived

Consultant

Role

From

Current

Evidence

Source

Sageview Consulting Group

actuary

Jan 1, 2025

Dec 31, 2025

fact

Dol form 5500 pension

Creative Planning Instl Consulting

actuary

Jan 1, 2025

Dec 31, 2025

fact

Dol form 5500 pension