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AllocatorsPlancorporate pension<100m

Cabell Huntington Hospital, Inc. Non-Union Employees' Retirement Plan

Allocators

Huntington, WV

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:c1a805e5-94ad-4541-b3f8-5e0ee90cccee

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, 3:55 AM UTC and rebuilt at most every 15 minutes.

Relationships: 5
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: $0latest reading; see basis
Assets as of: Dec 31, 2024
Assets basis: REPORTED
Funded ratio: 93%
Participants: 1,523
Commitments: 7with an amount; holdings are counted apart
Managers: 1
Funds: 4
Re-ups: 0
First-time managers: 0
Latest commitment: Dec 31, 2023
Consultants: 0
Private markets target, %: 0latest policy, percent of assets
Private equity target, %: 0latest policy, percent of assets
Latest policy: Dec 31, 2023
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
Prin Lgcp S&p 500 Index Sa-Z	Principal	Pooled vehicle	$64.4M	Dec 31, 2023	Separate account	Dol form 5500 pension
Prin Lgcp S&p 500 Index Sa-Z	Principal	Pooled vehicle	$54.6M	Dec 31, 2022	Separate account	Dol form 5500 pension
Prin Core Plus Bond Sep Acct-Z	Principal	Fixed income	$13.2M	Dec 31, 2022	Separate account	Dol form 5500 pension
Principal Smallcap Sep Acct-R6	Principal	Pooled vehicle	$13.0M	Dec 31, 2023	Separate account	Dol form 5500 pension
Principal Smallcap Sep Acct-R6	Principal	Pooled vehicle	$11.3M	Dec 31, 2022	Separate account	Dol form 5500 pension
Prin Core Plus Bond Sep Acct-Z	Principal	Fixed income	$5.6M	Dec 31, 2023	Separate account	Dol form 5500 pension
Prin Liquid Assets Sep Acct-Z	Principal	Pooled vehicle	$1.6M	Dec 31, 2023	Separate account	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; 13 rows folded into 6

Bucket	Target %	Range low	Range high	Actual %	Actual	Period end	Basis
Interest-bearing cash	n/a	n/a	n/a	1	$1.7M	Dec 31, 2023	Derived
U.S. Government securities	n/a	n/a	n/a	18	$32.5M	Dec 31, 2023	Derived
Corporate debt instruments (other)	n/a	n/a	n/a	8	$15.4M	Dec 31, 2023	Derived
Pooled separate accounts	n/a	n/a	n/a	46	$84.6M	Dec 31, 2023	Derived
Registered investment companies	n/a	n/a	n/a	6	$10.2M	Dec 31, 2023	Derived
Common stock	n/a	n/a	n/a	20	$37.0M	Dec 31, 2023	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
Morgan Stanley Smith Barney, LLC	Pension consultant	Jan 1, 2022	Dec 31, 2022	no	fact	Dol form 5500 pension
First State Trust Company	trustee	Jan 1, 2022	Dec 31, 2022	no	fact	Dol form 5500 pension
UBS Financial Services Inc.	Investment adviser	Jan 1, 2022	Dec 31, 2022	no	fact	Dol form 5500 pension
Principal Financial Group	actuary	Jan 1, 2022	Dec 31, 2022	no	fact	Dol form 5500 pension

Relationships

Sponsors (1)

← Cabell Huntington Hospital Inc.Plan sponsorPlan sponsor
Jan 1, 2022 to presentfactForm 5500

Advised by (4)

→ Morgan Stanley Smith Barney, LLCInvestment consultantPension consultant
Jan 1, 2022 to Dec 31, 2022factForm 5500
→ First State Trust CompanyInvestment consultanttrustee
Jan 1, 2022 to Dec 31, 2022factForm 5500
→ UBS Financial Services Inc.Plan sponsorInvestment adviser
Jan 1, 2022 to Dec 31, 2022factForm 5500
→ Principal Financial GroupInvestment consultantactuary
Jan 1, 2022 to Dec 31, 2022factForm 5500

Dated events

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

Occurred
Dec 31, 2024
Consultant changed
UBS Financial Services, Inc appears on Cabell Huntington Hospital, Inc. Non-Union Employees' Retirement Plan's Schedule C as investment adviser (plan) (plan year 2024 vs 2023)
UBS Financial Services Inc.Form 5500observed 4 days ago
Occurred
Dec 31, 2023
Consultant changed
UBS Financial Services Inc no longer appears on Cabell Huntington Hospital, Inc. Non-Union Employees' Retirement Plan's Schedule C as investment adviser (plan) (plan year 2023 vs 2022)
UBS Financial Services Inc.Form 5500observed 4 days ago
Occurred
Dec 31, 2023
Holding in a pooled vehicle started
Cabell Huntington Hospital, Inc. Non-Union Employees' Retirement Plan first reports an interest in Prin Liquid Assets Sep Acct-Z (Principal): $2M at 2023-12-31
Principal Form 5500observed 4 days ago
$1.6M

Show 3 bookkeeping events

Occurred
Dec 31, 2024
Cabell Huntington Hospital, Inc. Non-Union Employees' Retirement Plan total assets $184M -> $0 (-100.0%, 2023-12-31 to 2024-12-31)
Occurred
Jan 1, 2023
Cabell Huntington Hospital, Inc. Non-Union Employees' Retirement Plan plan assets $222M -> $171M (-22.8%, 2022-01-01 to 2023-01-01)
Occurred
Jan 1, 2023
Cabell Huntington Hospital, Inc. Non-Union Employees' Retirement Plan funded ratio 106.2% -> 93.2% (2022-01-01 to 2023-01-01)

Provenance

Graph: Allocators
Canonical id: dfx:al:c1a805e5-94ad-4541-b3f8-5e0ee90cccee
First observed: Sep 15, 2026
Last observed: Sep 15, 2026 4 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.

Cabell Huntington Hospital, Inc. Non-Union Employees' Retirement Plan

Allocators

Huntington, WV

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:c1a805e5-94ad-4541-b3f8-5e0ee90cccee

Vehicle

Manager

Bucket

Value

As of

Kind

Source

Prin Lgcp S&p 500 Index Sa-Z

Principal

Pooled vehicle

$64.4M

Dec 31, 2023

Separate account

Dol form 5500 pension

Prin Lgcp S&p 500 Index Sa-Z

Principal

Pooled vehicle

$54.6M

Dec 31, 2022

Separate account

Dol form 5500 pension

Prin Core Plus Bond Sep Acct-Z

Principal

Fixed income

$13.2M

Dec 31, 2022

Separate account

Dol form 5500 pension

Principal Smallcap Sep Acct-R6

Principal

Pooled vehicle

$13.0M

Dec 31, 2023

Separate account

Dol form 5500 pension

Principal Smallcap Sep Acct-R6

Principal

Pooled vehicle

$11.3M

Dec 31, 2022

Separate account

Dol form 5500 pension

Prin Core Plus Bond Sep Acct-Z

Principal

Fixed income

$5.6M

Dec 31, 2023

Separate account

Dol form 5500 pension

Prin Liquid Assets Sep Acct-Z

Principal

Pooled vehicle

$1.6M

Dec 31, 2023

Separate account

Dol form 5500 pension

Bucket

Target %

Range low

Range high

Actual %

Actual

Period end

Basis

Interest-bearing cash

n/a

$1.7M

Dec 31, 2023

Derived

U.S. Government securities

n/a

$32.5M

Dec 31, 2023

Derived

Corporate debt instruments (other)

n/a

$15.4M

Dec 31, 2023

Derived

Pooled separate accounts

n/a

$84.6M

Dec 31, 2023

Derived

Registered investment companies

n/a

$10.2M

Dec 31, 2023

Derived

Common stock

n/a

$37.0M

Dec 31, 2023

Derived

Consultant

Role

From

Current

Evidence

Source

Morgan Stanley Smith Barney, LLC

Pension consultant

Jan 1, 2022

Dec 31, 2022

fact

Dol form 5500 pension

First State Trust Company

trustee

Jan 1, 2022

Dec 31, 2022

fact

Dol form 5500 pension

UBS Financial Services Inc.

Investment adviser

Jan 1, 2022

Dec 31, 2022

fact

Dol form 5500 pension

Principal Financial Group

actuary

Jan 1, 2022

Dec 31, 2022

fact

Dol form 5500 pension