This allocator's name and 1 more adviser

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Corporate pension in North Carolina

Corporate pension· Hickory, North Carolina

Corporate pension, based in Hickory, North Carolina, for 285 participants.

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

Funded ratio
105.9%
Open searchesAllocation policy
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: 31 Jul 2025, Total assets changed.

Size, funding, policy and commitments, with their basesCorporate pensionShow
Corporate pension
Assets
not established
Total assets, Jul 31, 2025 reported
Funded
105.9%
Dec 1, 2022
Private markets target
no policy read
policy Nov 30, 2024
Commitments
0
none on the tape
Plan sponsor: this allocator
Allocation policy
Form 5500, as of Nov 30, 2024
Actual allocation lines without a target (as filed)
  • Interest-bearing cash 2.6%
  • Other investments 97.4%
Consultants and advisers
4 firms

+1 more consultant or adviser advise this allocator

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

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People
No investment staff or executives have been read for this allocator yet.
Manager roster
No manager relationship is on the tape for this allocator.
What changed
1 event
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Commitments
No fund commitments are on the tape for this allocator. The tape holds the plans that publish their own private-markets reports; a plan that publishes one and is not here is a gap we can close.
Size and funding
25 readings
Total assets
$0 Jul 31, 2025 reported Form 5500
$20.5M (2024-11) · $20.7M (2023-11)
Plan assets
$21.6M Dec 1, 2022 reported Form 5500
Net assets
$0 Jul 31, 2025 reported Form 5500
$20.5M (2024-11) · $20.7M (2023-11)
Funded ratio
105.9% Dec 1, 2022 reported Form 5500
Funding target
$21.6M Dec 1, 2022 reported Form 5500
Discount rate
5.38% Dec 1, 2022 reported Form 5500
Participants
285 Dec 1, 2024 reported Form 5500
286 (2023-12) · 294 (2022-12)
Contributions
$1.3M Jul 31, 2025 reported Form 5500
$0 (2024-11) · $500,000 (2023-11)
Benefits paid
$21.2M Jul 31, 2025 reported Form 5500
$1.6M (2024-11) · $1.6M (2023-11)
Net investment income
-$20.5M Jul 31, 2025 reported Form 5500
-$121,980 (2024-11) · -$938,934 (2023-11)
Investment management fees
$26,562 Jul 31, 2025 reported Form 5500
$31,485 (2024-11) · $28,925 (2023-11)
Form 5500 filings
3 plan years
Plan yearParticipantsAssets (SB market)Funding targetFTAPTotal assets (H)Partnerships / JVMaster trustReal estate
2024 to Jul 31, 2025285Not disclosedNot disclosedn/a$0$0$0$0
2023 to Nov 30, 2024286Not disclosedNot disclosedn/a$20.5M$0$0$0
2022 to Nov 30, 2023294$21.6M$21.6M105.9%$20.7M$0$0$0
Service providers and investment entities as filed (Schedule C and D, latest year first)

+7 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 15, 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.

Not yet on record: assets, fund commitments, managers.

Record history

1 dated event on the change ledger, latest first
  • Total assets changed
    2025-07-31source

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

+5 connections on the graph

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