This allocator's name, 3 more advisers, 3 more managers, 13 more commitments and 5 more dated events
Every figure, date and source on this page is shown. The names behind them, and every related record, open with the complete profile.
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Corporate pension in Alabama
Corporate pension, based in Birmingham, Alabama, reporting $708M in assets, for 2,789 participants.
Composed from this allocator's classification, location and filed figures.
- Assets
- $708M
- Funded ratio
- 109.9%
- Fund commitments
- 7
- Managers
- 4
Nothing material in the last 90 days. Last change: 31 Dec 2024, Holding ended.
Capital path
who backs this record, through what, into what; each name opens its own path- Msci US Equity Index Fund B3 commitments
- Wtc-Cif II Long Bond Portfolio3 commitments
- BNY Mellon Newton Global Real Retur3 commitments
- Blackrock Institutional Trust Company, N.A.3 commitments
- Wellington Trust Company, Na3 commitments
- BNY Mellon3 commitments
Size, funding, policy and commitments, with their basesCorporate pensionShowHide
- Interest-bearing cash 1.2%
- Corporate debt instruments (other) 13.6%
- U.S. Government securities 12.4%
- Employer securities 3.5%
- Other investments 0.5%
- Partnership/joint venture interests 5.4%
- Common/collective trusts 43.1%
- Registered investment companies 6.1%
- Common stock 3.6%
- Real estate (other than employer real property) 10.2%
- Dimensional Fund Advisors, LP Investment adviser (plan)through Dec 31, 2024 Form 5500
- Callan LLC General consultantthrough Dec 31, 2022 Form 5500
- Atlanta Capital Management Co., LLC Custodianthrough Dec 31, 2024 Form 5500
+3 more consultants and advisers advise this allocator
Every name, record and relationship behind this count, with the source on each.
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- Blackrock Institutional Trust Company, N.A.3 rows, latest Dec 31, 2024
- Wellington Trust Company, Na3 rows, latest Dec 31, 2024
- BNY Mellon3 rows, latest Dec 31, 2024
+3 more managers received commitments
Every name, record and relationship behind this count, with the source on each.
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- Harding Loevner LPplan years
- Castleark Management LLCplan years
- Blackrock Insti. Trust Company, N.Aplan years
+4 more Schedule C managers
Every name, record and relationship behind this count, with the source on each.
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- Dec 31, 2024Holding endedinference
- Dec 31, 2024Holding endedinference
- Dec 31, 2024Holding endedinference
- Dec 31, 2024Manager relationship endedinferencewith BNY Mellonaskebsa.dol.gov
- Jan 1, 2024Funded status changeddown 11 pointsaskebsa.dol.gov
+5 more dated events
Every name, record and relationship behind this count, with the source on each.
Includes 3 days of DFX Intelligence. Then $249/month unless canceled.
| Date | Fund | Manager | Bucket | Amount | Vintage | Status | Source |
|---|---|---|---|---|---|---|---|
| as of Dec 31, 2024 | Msci US Equity Index Fund Bcollective trust | Blackrock Institutional Trust Company, N.A. | Public equity | $126M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | Harding Loevner International Equitcollective trust | Harding Loevner LP | Pooled vehicles | $36.6M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | Wtc-Cif II Long Bond Portfoliocollective trust | Wellington Trust Company, Na | Fixed income | $106M held | Disclosed holding | askebsa.dol.gov |
+13 more commitments
Every fund and manager this allocator committed to, with the amount, date and source on each.
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| Plan year | Participants | Assets (SB market) | Funding target | FTAP | Total assets (H) | Partnerships / JV | Master trust | Real estate |
|---|---|---|---|---|---|---|---|---|
| 2024 to Dec 31, 2024 | 2,789 | $716M | $571M | 109.9% | $708M | $38.5M | Not disclosed | $72.5M |
| 2023 to Dec 31, 2023 | 2,887 | $711M | $540M | 121.4% | $716M | $45.5M | Not disclosed | $86.5M |
| 2022 to Dec 31, 2022 | 3,031 | $887M | $506M | 132.2% | $700M | $50.0M | Not disclosed | $105M |
- Newton Investment Management codes 36 50 $281,285 PY2024
- Telus Health codes 38 50 $249,318 PY2024
- Legal & General Investment Manageme codes 28 50 $203,034 PY2024
+51 more service providers
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Provenance
This record sits on 10 traced paths of capital across the graphs.
DFX traced 10 paths of capital through this record
Every record on each path, what it committed or lent, and as of when.
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Derived from allocator disclosures, BDC schedules and SEC filings; confidence is the weakest hop.
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Record history
- Holding in a pooled vehicle started2023-12-31source
- Holding in a pooled vehicle started2023-12-31source
- Holding in a pooled vehicle ended2024-12-31source
+7 more changes on this record's ledger
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The ledger records every merge, rename and reclassification this record went through and the dated filings observed on it, so the identity on this page can be traced to the records it was built from. The ledger's own sentences name other records, so they show with the names.
›Connections
every published relationship on the graph
+15 connections on the graph
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