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AllocatorsPlancorporate pension<100m

Colonial Pipeline Company Retirement Plan

Allocators

Alpharetta, GA

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Search this name across graphsid dfx:al:df6c31f6-7510-433d-9134-7463f67463f1

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, 1:05 PM 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: $78.8Mlatest reading; see basis
Assets as of: Dec 31, 2024
Assets basis: REPORTED
Funded ratio: 88%
Participants: 452
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
Long Term Credit Bond Index Fund	Northern Trust Investments, Inc.	Private credit	$47.7M	Dec 31, 2023	Collective trust	Dol form 5500 pension
Long Term Credit Bond Index Fund	Northern Trust Investments, Inc.	Private credit	$47.2M	Dec 31, 2024	Collective trust	Dol form 5500 pension
Long Term Credit Bond Index Fund	Northern Trust Investments, Inc.	Private credit	$42.0M	Dec 31, 2022	Collective trust	Dol form 5500 pension
NT Coll Long Term Gov Bnd Idx Fd Nl	Northern Trust Investments, Inc.	Pooled vehicle	$19.6M	Dec 31, 2024	Collective trust	Dol form 5500 pension
NT Coll Long Term Gov Bnd Idx Fd Nl	Northern Trust Investments, Inc.	Pooled vehicle	$19.0M	Dec 31, 2023	Collective trust	Dol form 5500 pension
NT Coll Long Term Gov Bnd Idx Fd Nl	Northern Trust Investments, Inc.	Pooled vehicle	$17.8M	Dec 31, 2022	Collective trust	Dol form 5500 pension
NT Collective All Country World Inv	Northern Trust Investments, Inc.	Pooled vehicle	$8.0M	Dec 31, 2024	Collective trust	Dol form 5500 pension
NT Collective All Country World Inv	Northern Trust Investments, Inc.	Pooled vehicle	$8.0M	Dec 31, 2023	Collective trust	Dol form 5500 pension
NT Collective All Country World Inv	Northern Trust Investments, Inc.	Pooled vehicle	$6.4M	Dec 31, 2022	Collective trust	Dol form 5500 pension
NT Collective Short Term Investment	Northern Trust Investments, Inc.	cash	$10,148	Dec 31, 2023	Collective trust	Dol form 5500 pension
NT Collective Short Term Investment	Northern Trust Investments, Inc.	cash	$6,804	Dec 31, 2022	Collective trust	Dol form 5500 pension
NT Collective Short Term Investment	Northern Trust Investments, Inc.	cash	$2,636	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; 6 rows folded into 2

Bucket	Target %	Range low	Range high	Actual %	Actual	Period end	Basis
Interest-bearing cash	n/a	n/a	n/a	1	$595,720	Dec 31, 2024	Derived
Common/collective trusts	n/a	n/a	n/a	95	$74.8M	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
Principal Trust Co.	custodian	Jan 1, 2023	Dec 31, 2023	no	fact	Dol form 5500 pension
Buck Global, LLC	actuary	Jan 1, 2022	Dec 31, 2022	no	fact	Dol form 5500 pension
Principal Custody Solutions	custodian	Jan 1, 2022	Dec 31, 2022	no	fact	Dol form 5500 pension
Mercer Investments LLC	Investment adviser	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
Northern Trust Co.	Investment management	Jan 1, 2022	Dec 31, 2022	no	fact

Relationships

Sponsors (1)

← Colonial Pipeline CompanyPlan sponsorPlan sponsor
Jan 1, 2022 to presentfactForm 5500

Advised by (4)

→ Buck Global, LLCInvestment consultantactuary
Jan 1, 2022 to Dec 31, 2022factForm 5500
→ Principal Custody SolutionsInvestment consultantcustodian
Jan 1, 2022 to Dec 31, 2022factForm 5500
→ Mercer Investments LLCInvestment consultantInvestment adviser
Jan 1, 2022 to Dec 31, 2022factForm 5500
→ Principal Trust Co.Investment consultantcustodian
Jan 1, 2023 to Dec 31, 2023factForm 5500

Manages for (1)

← Northern Trust Co.Investment consultantInvestment 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
Colonial Pipeline Company Retirement Plan funded ratio 80.0% -> 87.8% (2023-01-01 to 2024-01-01)
Occurred
Jan 1, 2023
Colonial Pipeline Company Retirement Plan plan assets $121M -> $72M (-40.7%, 2022-01-01 to 2023-01-01)
Occurred
Jan 1, 2023
Colonial Pipeline Company Retirement Plan funded ratio 95.9% -> 80.0% (2022-01-01 to 2023-01-01)

Provenance

Graph: Allocators
Canonical id: dfx:al:df6c31f6-7510-433d-9134-7463f67463f1
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.