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AllocatorsPlancorporate pension<100m

Kayser-Roth Corporation Retirement Plan

Allocators

Greensboro, NC

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:e285aceb-5b7f-4aa7-9bfa-f61e3c87ae2b

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, 11:06 AM UTC and rebuilt at most every 15 minutes.

Relationships: 4
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: $8.0Mlatest reading; see basis
Assets as of: Dec 31, 2024
Assets basis: REPORTED
Funded ratio: 85%
Participants: 513
Commitments: 11with an amount; holdings are counted apart
Managers: 4
Funds: 5
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
Massmutual US Govt Mny Mkt R5	n/a	Pooled vehicle	$2.0M	Dec 31, 2024	Separate account	Dol form 5500 pension
Massmutual Mid Cap Growth I	n/a	Pooled vehicle	$989,148	Dec 31, 2022	Separate account	Dol form 5500 pension
Massmutual US Govt Mny Mkt R5	n/a	Pooled vehicle	$913,080	Dec 31, 2022	Separate account	Dol form 5500 pension
Massmutual Mid Cap Growth I	n/a	Pooled vehicle	$895,187	Dec 31, 2023	Separate account	Dol form 5500 pension
Massmutual US Govt Mny Mkt R5	n/a	Pooled vehicle	$864,268	Dec 31, 2023	Separate account	Dol form 5500 pension
Fidelity Advisor Focus Em	Fidelity Brokerage Service LLC	Pooled vehicle	$827,251	Dec 31, 2024	Separate account	Dol form 5500 pension
Massmutual Mid Cap Growth I	Mfs	Pooled vehicle	$773,903	Dec 31, 2024	Separate account	Dol form 5500 pension
Fidelity 500 Index	n/a	Pooled vehicle	$492,003	Dec 31, 2022	Separate account	Dol form 5500 pension
Fidelity 500 Index	n/a	Pooled vehicle	$452,346	Dec 31, 2023	Separate account	Dol form 5500 pension
Fidelity 500 Index	Dodge & Cox	Pooled vehicle	$393,231	Dec 31, 2024	Separate account	Dol form 5500 pension
Federated Hermes S-T Inc. a	Federated Investment Management Com	Pooled vehicle	$391,554	Dec 31, 2024	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; 3 rows folded into 1

Bucket	Target %	Range low	Range high	Actual %	Actual	Period end	Basis
Pooled separate accounts	n/a	n/a	n/a	99	$7.9M	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
Milliman, Inc.	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
Mfs	n/a	Dec 31, 2024	n/a	yes	fact
Dodge & Cox	n/a	Dec 31, 2024	n/a	yes	fact

Relationships

Manages for (2)

← MfsManager with allocator capital
Dec 31, 2024 to presentfactForm 5500
← Dodge & CoxInvestment consultant
Dec 31, 2024 to presentfactForm 5500

Sponsors (1)

← Kayser-Roth CorporationPlan sponsorPlan sponsor
Jan 1, 2022 to presentfactForm 5500

Advised by (1)

→ Milliman, Inc.Investment consultantactuary
Jan 1, 2022 to Dec 31, 2022factForm 5500

Dated events

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

Occurred
Dec 31, 2024
Holding in a pooled vehicle started
Kayser-Roth Corporation Retirement Plan first reports an interest in Fidelity Advisor Focus Em (Fidelity Brokerage Service LLC): $827,251 at 2024-12-31
Fidelity Brokerage Service LLC Form 5500observed 4 days ago
$827,251
Occurred
Dec 31, 2024
Holding in a pooled vehicle started
Kayser-Roth Corporation Retirement Plan first reports an interest in Federated Hermes S-T Inc. a (Federated Investment Management Com): $391,554 at 2024-12-31
Federated Investment Management Com Form 5500observed 4 days ago
$391,554

Show 4 bookkeeping events

Occurred
Dec 31, 2024
Kayser-Roth Corporation Retirement Plan total assets $9M -> $8M (-13.3%, 2023-12-31 to 2024-12-31)
Occurred
Jan 1, 2024
Kayser-Roth Corporation Retirement Plan funded ratio 81.4% -> 84.6% (2023-01-01 to 2024-01-01)
Occurred
Jan 1, 2023
Kayser-Roth Corporation Retirement Plan plan assets $13M -> $9M (-30.8%, 2022-01-01 to 2023-01-01)
Occurred
Jan 1, 2023
Kayser-Roth Corporation Retirement Plan funded ratio 105.7% -> 81.4% (2022-01-01 to 2023-01-01)

Provenance

Graph: Allocators
Canonical id: dfx:al:e285aceb-5b7f-4aa7-9bfa-f61e3c87ae2b
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.

Kayser-Roth Corporation Retirement Plan

Allocators

Greensboro, NC

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:e285aceb-5b7f-4aa7-9bfa-f61e3c87ae2b

Vehicle

Manager

Bucket

Value

As of

Kind

Source

Massmutual US Govt Mny Mkt R5

n/a

Pooled vehicle

$2.0M

Dec 31, 2024

Separate account

Dol form 5500 pension

Massmutual Mid Cap Growth I

n/a

Pooled vehicle

$989,148

Dec 31, 2022

Separate account

Dol form 5500 pension

Massmutual US Govt Mny Mkt R5

n/a

Pooled vehicle

$913,080

Dec 31, 2022

Separate account

Dol form 5500 pension

Massmutual Mid Cap Growth I

n/a

Pooled vehicle

$895,187

Dec 31, 2023

Separate account

Dol form 5500 pension

Massmutual US Govt Mny Mkt R5

n/a

Pooled vehicle

$864,268

Dec 31, 2023

Separate account

Dol form 5500 pension

Fidelity Advisor Focus Em

Fidelity Brokerage Service LLC

Pooled vehicle

$827,251

Dec 31, 2024

Separate account

Dol form 5500 pension

Massmutual Mid Cap Growth I

Mfs

Pooled vehicle

$773,903

Dec 31, 2024

Separate account

Dol form 5500 pension

Fidelity 500 Index

n/a

Pooled vehicle

$492,003

Dec 31, 2022

Separate account

Dol form 5500 pension

Fidelity 500 Index

n/a

Pooled vehicle

$452,346

Dec 31, 2023

Separate account

Dol form 5500 pension

Fidelity 500 Index

Dodge & Cox

Pooled vehicle

$393,231

Dec 31, 2024

Separate account

Dol form 5500 pension

Federated Hermes S-T Inc. a

Federated Investment Management Com

Pooled vehicle

$391,554

Dec 31, 2024

Separate account

Dol form 5500 pension

Bucket

Target %

Range low

Range high

Actual %

Actual

Period end

Basis

Pooled separate accounts

n/a

$7.9M

Dec 31, 2024

Derived

Consultant

Role

From

Current

Evidence

Source

Milliman, Inc.

actuary

Jan 1, 2022

Dec 31, 2022

fact

Dol form 5500 pension

Manager

Mandate

From

Current

Evidence

Mfs

n/a

Dec 31, 2024

n/a

yes

fact

Dodge & Cox

n/a

Dec 31, 2024

n/a

yes

fact