This allocator's name, 10 more managers, 26 more commitments and 13 more dated events
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Corporate pension in Georgia
Corporate pension, based in Atlanta, Georgia, reporting $261M in assets, for 6,704 participants.
Composed from this allocator's classification, location and filed figures.
- Assets
- $261M
- Funded ratio
- 92.6%
- Fund commitments
- 21
- Managers
- 6
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- Segpart C1s1 Seg Partners Offshore2 commitments
- State Street Russell 3000 Index Non2 commitments
- Caxton Global Class T-1 Shares B2 commitments
- State Street Global Advisors Trust Company7 commitments
- Wellington Trust Company, Na4 commitments
- Select Equity Group2 commitments
Size, funding, policy and commitments, with their basesCorporate pensionShowHide
- Interest-bearing cash 0.6%
- Other investments 0.1%
- Partnership/joint venture interests 16.6%
- Common/collective trusts 64.9%
- Master trust investment accounts 17.6%
- Mercer Consulting Group LLC Actuarythrough Dec 31, 2024 Form 5500
- Mercer Actuarythrough Dec 31, 2022 Form 5500
- Bank of New York Mellon Custodianthrough Dec 31, 2022 Form 5500
- State Street Global Advisors Trust Company7 rows, latest Dec 31, 2024
- Wellington Trust Company, Na4 rows, latest Dec 31, 2024
- Select Equity Group2 rows, latest Dec 31, 2024
+10 more managers received commitments
Every name, record and relationship behind this count, with the source on each.
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- Wellingtonplan years
- State Street Global Advisors Trustplan years
- Select Equity Groupplan years
+8 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, 2024Holding endedinference
- Dec 31, 2024Holding endedinference
+13 more dated events
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| Date | Fund | Manager | Bucket | Amount | Vintage | Status | Source |
|---|---|---|---|---|---|---|---|
| as of Dec 31, 2024 | Segpart C1s1 Seg Partners Offshorecollective trust | Select Equity Group | Pooled vehicles | $3.8M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | State Street Russell 3000 Index Noncollective trust | State Street Global Advisors Trust Company | Pooled vehicles | $9.0M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | Caxton Global Class T-1 Shares Bcollective trust | Caxton Associates LP | Pooled vehicles | $4.0M held | Disclosed holding | askebsa.dol.gov |
+26 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 | 6,704 | $272M | $316M | 92.6% | $261M | $43.2M | $45.9M | $0 |
| 2023 to Dec 31, 2023 | 6,772 | $261M | $311M | 88.2% | $272M | $0 | $272M | $0 |
| 2023 to Dec 31, 2023 | 527 | $2.1M | $1.9M | 112.7% | $0 | $0 | $0 | $0 |
| 2022 to Dec 31, 2022 | 6,772 | $261M | $311M | 88.2% | $261M | $0 | $0 | $0 |
| 2022 to Dec 31, 2022 | 7,386 | $366M | $300M | 108.0% | $263M | $24.6M | $0 | $0 |
- Nepc, LLC codes 28 $296,680 PY2024
- Cbiz Tax and Advisory Services codes 65 $275,315 PY2024
- Mercer Consulting Group LLC codes 11 $184,598 PY2024
+77 more service providers
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Provenance
Record history
- Holding in a pooled vehicle ended2024-12-31source
- Holding in a pooled vehicle ended2024-12-31source
- Holding in a pooled vehicle ended2024-12-31source
+17 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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