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AllocatorsPlancorporate pension<100m

Retirement Plan for Pilots of Piedmont Airlines, Inc.

Allocators

Salisbury, MD

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Search this name across graphsid dfx:al:c512925f-861c-4e49-a64a-1dcbd6bdb048

Data as of Sep 15, 2026 (this record's last observation) from Government tapes; SEC filings; What the plans publish; Pending. Page built Sep 19, 2026, 4:08 AM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 5
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: $71.1Mlatest reading; see basis
Assets as of: Dec 31, 2024
Assets basis: REPORTED
Funded ratio: 87%
Participants: 959
Commitments: 13with an amount; holdings are counted apart
Managers: 1
Funds: 13
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 Commingled Pool	Fidelity Institutional Asset Mgmt	Pooled vehicle	$16.2M	Dec 31, 2024	Collective trust	Dol form 5500 pension
Spartan 500 Index Pool	n/a	Pooled vehicle	$15.3M	Dec 31, 2024	Collective trust	Dol form 5500 pension
Spartan World Minimum Volatility in	n/a	Pooled vehicle	$11.7M	Dec 31, 2024	Collective trust	Dol form 5500 pension
Fiam Reit	Fidelity Institutional Asset Mgmt	Real estate	$2.2M	Dec 31, 2024	Collective trust	Dol form 5500 pension
Fiam Emerging Markets Debt Commingl	Fidelity Institutional Asset Mgmt	Private credit	$2.1M	Dec 31, 2024	Collective trust	Dol form 5500 pension
Fiam Small/mid Cap Opportunities	Fidelity Institutional Asset Mgmt	Pooled vehicle	$1.9M	Dec 31, 2024	Collective trust	Dol form 5500 pension
Fiam Select Canada Pool	Fidelity Institutional Asset Mgmt	Pooled vehicle	$1.8M	Dec 31, 2024	Collective trust	Dol form 5500 pension
Fiam Emerging Markets Commingled Po	Fidelity Institutional Asset Mgmt	Public equity	$1.7M	Dec 31, 2024	Collective trust	Dol form 5500 pension
Fiam Select Emerging Markets Equity	Fidelity Institutional Asset Mgmt	Public equity	$1.7M	Dec 31, 2024	Collective trust	Dol form 5500 pension
Fiam Small Cap Core Pool	Fidelity Institutional Asset Mgmt	Public equity	$992,166	Dec 31, 2024	Collective trust	Dol form 5500 pension
Fiam Select International Equity Co	Fidelity Institutional Asset Mgmt	Public equity	$791,035	Dec 31, 2024	Collective trust	Dol form 5500 pension
Fiam International Growth	Fidelity Institutional Asset Mgmt	Pooled vehicle	$787,334	Dec 31, 2024	Collective trust	Dol form 5500 pension
Fiam Floating Rate High Income Comm	Fidelity Institutional Asset Mgmt	Fixed income	$424,062	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; 7 rows folded into 3

Bucket	Target %	Range low	Range high	Actual %	Actual	Period end	Basis
Interest-bearing cash	n/a	n/a	n/a	1	$358,495	Dec 31, 2024	Derived
Common/collective trusts	n/a	n/a	n/a	81	$57.6M	Dec 31, 2024	Derived
Registered investment companies	n/a	n/a	n/a	17	$11.8M	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
Vanguard Fiduciary Trust Company	trustee	Jan 1, 2023	Dec 31, 2023	no	fact	Dol form 5500 pension
USI Consulting Group	actuary	Jan 1, 2022	Dec 31, 2022	no	fact	Dol form 5500 pension

Relationships

Sponsors (1)

← Piedmont Airlines, Inc.Plan sponsorPlan sponsor
Jan 1, 2022 to presentfactForm 5500

Advised by (2)

→ USI Consulting GroupInvestment consultantactuary
Jan 1, 2022 to Dec 31, 2022factForm 5500
→ Vanguard Fiduciary Trust CompanyInvestment consultanttrustee
Jan 1, 2023 to Dec 31, 2023factForm 5500

Dated events

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

Show 5 bookkeeping events

Occurred
Jan 1, 2024
Retirement Plan for Pilots of Piedmont Airlines, Inc. plan assets $56M -> $65M (+15.2%, 2023-01-01 to 2024-01-01)
Occurred
Jan 1, 2024
Retirement Plan for Pilots of Piedmont Airlines, Inc. funded ratio 82.9% -> 86.6% (2023-01-01 to 2024-01-01)
Occurred
Dec 31, 2023
Retirement Plan for Pilots of Piedmont Airlines, Inc. total assets $56M -> $65M (+15.3%, 2022-12-31 to 2023-12-31)
Occurred
Jan 1, 2023
Retirement Plan for Pilots of Piedmont Airlines, Inc. plan assets $73M -> $56M (-23.5%, 2022-01-01 to 2023-01-01)
Occurred
Jan 1, 2023
Retirement Plan for Pilots of Piedmont Airlines, Inc. funded ratio 97.6% -> 82.9% (2022-01-01 to 2023-01-01)

Provenance

Graph: Allocators
Canonical id: dfx:al:c512925f-861c-4e49-a64a-1dcbd6bdb048
First observed: Sep 15, 2026
Last observed: Sep 15, 2026 3 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.