This allocator's name, 6 more advisers, 3 more managers, 22 more commitments and 3 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 South Carolina
Corporate pension, based in Greenville, South Carolina, reporting $2.1B in assets, for 18,855 participants.
Composed from this allocator's classification, location and filed figures.
- Assets
- $2.1B
- Funded ratio
- 83.6%
- Fund commitments
- 9
- Managers
- 3
Nothing material in the last 90 days. Last change: 31 Dec 2024, Changed investment consultant to The Townsend Group.
Capital path
who backs this record, through what, into what; each name opens its own path- Treasury US 15 Yr Key Rate Duration3 commitments
- Treasury U.S. 5 Year Key Rate Durat3 commitments
- Short-Term Investment Fund3 commitments
- Blackrock Institutional Trust Company, N.A.7 commitments
- Blackrock Institutional Trust6 commitments
- Northern Trust Investments, Inc.3 commitments
Size, funding, policy and commitments, with their basesCorporate pensionShowHide
- Interest-bearing cash 1.1%
- Corporate debt instruments (other) 31.3%
- U.S. Government securities 7.6%
- Other investments 0.4%
- Partnership/joint venture interests 1.9%
- 103-12 investment entities 33.0%
- Registered investment companies 6.3%
- Common stock 7.8%
- Preferred stock 0.1%
- Real estate (other than employer real property) 7.3%
- AON Investments USA Inc General consultantthrough Oct 31, 2025 Form 5500
- The Townsend Group Pension consultantthrough Oct 31, 2025 Form 5500
- Askia LLC Pension consultantthrough Oct 31, 2023 Form 5500
+6 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.7 rows, latest Oct 31, 2025
- Blackrock Institutional Trust6 rows, latest Oct 31, 2025
- Northern Trust Investments, Inc.3 rows, latest Oct 31, 2025
+3 more managers received commitments
Every name, record and relationship behind this count, with the source on each.
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- Blackrock Insti. Trust Company, N.Aplan years
- Blackrock Institutional Trust Company, N.A.plan years
- Welling Management Co LLCplan years 2025
+13 more Schedule C managers
Every name, record and relationship behind this count, with the source on each.
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- Dec 31, 2024Consultant changedinferencewith The Townsend Groupaskebsa.dol.gov
- Dec 31, 2024Consultant changedinferencewith AON Investments USA Incaskebsa.dol.gov
- Nov 1, 2024Funded status changed4 pointsaskebsa.dol.gov
- Oct 31, 2024Holding endedinference
- Dec 31, 2023Manager relationship endedinferencewith UBS Global Asset Management (US)askebsa.dol.gov
+3 more dated events
Every name, record and relationship behind this count, with the source on each.
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| Date | Fund | Manager | Bucket | Amount | Vintage | Status | Source |
|---|---|---|---|---|---|---|---|
| as of Oct 31, 2025 | Treasury US 15 Yr Key Rate Duration103 12 ie | Blackrock Institutional Trust | Fixed income | $32.3M held | Disclosed holding | askebsa.dol.gov | |
| as of Oct 31, 2025 | Treasury U.S. 5 Year Key Rate Durat103 12 ie | Blackrock Institutional Trust Company, N.A. | Fixed income | $80.5M held | Disclosed holding | askebsa.dol.gov | |
| as of Oct 31, 2025 | Short-Term Investment Fund103 12 ie | Blackrock Institutional Trust Company, N.A. | Cash | $537 held | Disclosed holding | askebsa.dol.gov |
+22 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 Oct 31, 2025 | 18,855 | $2.1B | $2.3B | 83.6% | $2.1B | $39.4M | Not disclosed | $150M |
| 2023 to Oct 31, 2024 | 19,397 | $2.0B | $2.4B | 80.0% | $2.2B | $48.0M | Not disclosed | $162M |
| 2022 to Oct 31, 2023 | 20,278 | $2.2B | $2.4B | 91.5% | $2.1B | $50.5M | Not disclosed | $188M |
- AON Consulting codes 11 17 50 $1.0M PY2024
- Conduent Hr Services codes 12 15 16 38 50 $954,494 PY2024
- Pimco codes 28 51 $770,995 PY2024
+92 more service providers
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Provenance
This record sits on 25 traced paths of capital across the graphs.
DFX traced 25 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.
Checking your plan…
Record history
- Holding in a pooled vehicle ended2024-10-31source
- Funded status changed2023-11-01source
- Funded status changed2024-11-01source
+5 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
+26 connections on the graph
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