This allocator's name and 5 more commitments

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Corporate pension in South Carolina

Corporate pension· Fort Mill, South Carolina

Corporate pension, based in Fort Mill, South Carolina, reporting $147M in assets, for 2,844 participants.

Composed from this allocator's classification, location and filed figures.

Assets
$147M
Funded ratio
101.3%
Fund commitments
5
Managers
1
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Commitments (5)Allocation policyManagers
As of · the latest dated event for this allocator; each figure carries its own filing or report date

Nothing material in the last 90 days. Last change: 30 Sep 2025, Holding ended.

Capital path

who backs this record, through what, into what; each name opens its own path
Corporate pension in South Carolina
Funds committed to
All 5
Managers
Size, funding, policy and commitments, with their basesCorporate pensionShow
Corporate pension
Assets
$147M
Total assets, Sep 30, 2025 reported
Funded
101.3%
Oct 1, 2024
Private markets target
no policy read
policy Sep 30, 2025
Commitments
5
1 manager on Schedule C
Plan sponsor: this allocator
Allocation policy
Form 5500, as of Sep 30, 2025
Actual allocation lines without a target (as filed)
  • Common/collective trusts 99.1%
  • Registered investment companies 0.9%
Consultants and advisers
3 firms
People
No investment staff or executives have been read for this allocator yet.
Manager roster
1 manager on the commitment tape
From the plan’s own commitment disclosures
From Schedule C (investment management, code 28)
What changed
3 events
  • Sep 30, 2025Holding endedinference
    with Mercer Ultra Long Duration Portfoli$2.3Maskebsa.dol.gov
  • Sep 30, 2025Holding endedinference
    with Mercer Core Passive Fixed Income$43.3Maskebsa.dol.gov
  • Sep 30, 2025Assets changed
    down $23.8Maskebsa.dol.gov
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Commitments
8 rows, 0 dated closings
DateFundManagerBucketAmountVintageStatusSource
as of Sep 30, 2025Mercer Active Intermediate Credit Fcollective trustMercer Investments LLCPrivate credit$88.4M heldDisclosed holdingaskebsa.dol.gov
as of Sep 30, 2025Mercer Active Long Corporate Fixedcollective trustMercer Investments LLCFixed income$15.4M heldDisclosed holdingaskebsa.dol.gov
as of Sep 30, 2025Mercer Passive Long Government Fixecollective trustMercer Investments LLCPooled vehicles$42.4M heldDisclosed holdingaskebsa.dol.gov

+5 more commitments

Every fund and manager this allocator committed to, with the amount, date and source on each.

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Size and funding
22 readings
Total assets
$147M Sep 30, 2025 reported Form 5500
$171M (2023-09)
Plan assets
$181M Oct 1, 2024 reported Form 5500
$183M (2022-10)
Net assets
$147M Sep 30, 2025 reported Form 5500
$171M (2023-09)
Funded ratio
101.3% Oct 1, 2024 reported Form 5500
102.5% (2022-10)
Funding target
$178M Oct 1, 2024 reported Form 5500
$178M (2022-10)
Discount rate
4.80% Oct 1, 2024 reported Form 5500
5.35% (2022-10)
Participants
2,844 Oct 1, 2024 reported Form 5500
2,977 (2022-10)
Contributions
$0 Sep 30, 2025 reported Form 5500
$0 (2023-09)
Benefits paid
$34.5M Sep 30, 2025 reported Form 5500
$13.2M (2023-09)
Net investment income
-$33.6M Sep 30, 2025 reported Form 5500
-$11.8M (2023-09)
Investment management fees
$320,951 Sep 30, 2025 reported Form 5500
$481,611 (2023-09)
Form 5500 filings
2 plan years
Plan yearParticipantsAssets (SB market)Funding targetFTAPTotal assets (H)Partnerships / JVMaster trustReal estate
2024 to Sep 30, 20252,844$181M$178M101.3%$147MNot disclosedNot disclosedNot disclosed
2022 to Sep 30, 20232,977$183M$178M102.5%$171MNot disclosedNot disclosedNot disclosed
Service providers and investment entities as filed (Schedule C and D, latest year first)

+15 more service providers

Every name, record and relationship behind this count, with the source on each.

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Provenance
Identifiers: none on file
Cross-graph: no entry on another DFX graph
First observed Sep 15, 2026, last observed Sep 29, 2026. Classification confirmed. Every row above carries its source; a reported figure is the subject’s own, a derived one is arithmetic on reported figures, an estimated one is a model or a survey imputation and is never summed into a headline.
Capital chain

This record sits on 2 traced paths of capital across the graphs.

Allocator commitments to a managerConsultant to allocator to manager

DFX traced 2 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

3 dated events on the change ledger, latest first
  • Holding in a pooled vehicle ended
    2025-09-30source
  • Holding in a pooled vehicle ended
    2025-09-30source
  • Total assets changed
    2025-09-30source

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

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+6 connections on the graph

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