DFX Intelligence

Data Factory

AllocatorsPlancorporate pension<100m

Saint Augustines University Employees Pension Plan

Allocators

Raleigh, 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:e4d4653a-2039-4cab-a61d-c3670e90cd3d

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, 12:34 AM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 1
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: $13.8Mlatest reading; see basis
Assets as of: Jun 30, 2025
Assets basis: REPORTED
Funded ratio: 84%
Participants: 588
Commitments: 0with an amount; holdings are counted apart
Managers: 0
Funds: 0
Re-ups: 0
First-time managers: 0
Consultants: 1
Private markets target, %: 0latest policy, percent of assets
Private equity target, %: 0latest policy, percent of assets
Latest policy: Jun 30, 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; 4 rows folded into 2

Bucket	Target %	Range low	Range high	Actual %	Actual	Period end	Basis
Interest-bearing cash	n/a	n/a	n/a	2	$334,110	Jun 30, 2025	Derived
Registered investment companies	n/a	n/a	n/a	98	$13.5M	Jun 30, 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
Fund Direct Advisors	Investment adviser	Jul 1, 2024	Jun 30, 2025	no	fact	Dol form 5500 pension
Broadridge Financial Solutions	trustee	Jul 1, 2024	Jun 30, 2025	no	fact	Dol form 5500 pension
American Trust	actuary	Jul 1, 2023	Jun 30, 2024	no	fact	Dol form 5500 pension
Fund Direct Advisors	trustee	Jul 1, 2023	Jun 30, 2024	no	fact	Dol form 5500 pension

Relationships

Sponsors (1)

← Saint Augustines UniversityPlan sponsorPlan sponsor
Jul 1, 2023 to presentfactForm 5500

Advised by (3)

→ American TrustInvestment consultantactuary
Jul 1, 2023 to Jun 30, 2024factForm 5500
→ Fund Direct AdvisorsInvestment consultanttrustee
Jul 1, 2023 to Jun 30, 2024factForm 5500
→ Broadridge Financial SolutionsInvestment consultanttrustee
Jul 1, 2024 to Jun 30, 2025factForm 5500

Dated events

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

Show 1 bookkeeping events

Occurred
Jul 1, 2024
Saint Augustines University Employees Pension Plan funded ratio 81.0% -> 83.8% (2023-07-01 to 2024-07-01)

Provenance

Graph: Allocators
Canonical id: dfx:al:e4d4653a-2039-4cab-a61d-c3670e90cd3d
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.

Saint Augustines University Employees Pension Plan

Allocators

Raleigh, 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:e4d4653a-2039-4cab-a61d-c3670e90cd3d

Bucket

Target %

Range low

Range high

Actual %

Actual

Period end

Basis

Interest-bearing cash

n/a

$334,110

Jun 30, 2025

Derived

Registered investment companies

n/a

$13.5M

Jun 30, 2025

Derived

Consultant

Role

From

Current

Evidence

Source

Fund Direct Advisors

Investment adviser

Jul 1, 2024

Jun 30, 2025

fact

Dol form 5500 pension

Broadridge Financial Solutions

trustee

Jul 1, 2024

Jun 30, 2025

fact

Dol form 5500 pension

American Trust

actuary

Jul 1, 2023

Jun 30, 2024

fact

Dol form 5500 pension

Fund Direct Advisors

trustee

Jul 1, 2023

Jun 30, 2024

fact

Dol form 5500 pension