1 more adviser and 6 more commitments
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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Southern Farm Bureau Life Insurance Company Retirement Plan
Corporate pension, based in Jackson, Mississippi, reporting $222M in assets, for 985 participants.
Composed from this allocator's classification, location and filed figures.
- Assets
- $222M
- Funded ratio
- 143.9%
- Fund commitments
- 3
- Managers
- 2
Nothing material in the last 90 days. Last change: 31 Dec 2024, Willis Towers Watson Investment Ser no longer appears on Southern Farm Bureau Life Insurance Company Retirement Plan's Schedule C as pension consultant (plan year 2024 vs 2023).
Capital path
who backs this record, through what, into what; each name opens its own path- Snyder Capital Small/mid Cap Value3 commitments
- Sands Capital Coll Investment Trust3 commitments
- NT Collective Short Term Investment3 commitments
- Snyder Capital Management, LP3 commitments
- Northern Trust Investments, Inc.3 commitments
Size, funding, policy and commitments, with their basesCorporate pensionShowHide
- Non-interest-bearing cash 1.1%
- U.S. Government securities 61.9%
- Other investments 6.7%
- Partnership/joint venture interests 0.2%
- Common/collective trusts 7.0%
- Registered investment companies 13.5%
- Real estate (other than employer real property) 8.8%
- Nepc, LLC Pension consultantthrough Jun 30, 2024 Form 5500
- Towers Watson Investment Services, Pension consultantthrough Jun 30, 2023 Form 5500
- Northern Trust Co. Directed trusteethrough Jun 30, 2023 Form 5500
+1 more consultant or adviser advise this allocator
Every name, record and relationship behind this count, with the source on each.
Includes 3 days of DFX Intelligence. Then $249/month unless canceled.
- Snyder Capital Management, LP3 rows, latest Jun 30, 2025
- Northern Trust Investments, Inc.3 rows, latest Jun 30, 2025
- Snyder Capital Management, LPplan years
- Metropolitan West Asset Managementplan years 2025
- Dec 31, 2024Manager relationship startedMetropolitan West Asset Mgmt, LLC appears on Southern Farm Bureau Life Insurance Company Retirement Plan's Schedule C as investment manager (plan year 2024 vs 2023)with Metropolitan West Asset Managementaskebsa.dol.gov
- Dec 31, 2024Consultant changedinferenceWillis Towers Watson Investment Ser no longer appears on Southern Farm Bureau Life Insurance Company Retirement Plan's Schedule C as pension consultant (plan year 2024 vs 2023)with Towers Watson Investment Services,askebsa.dol.gov
- Jul 1, 2024Funded status changedSouthern Farm Bureau Life Insurance Company Retirement Plan funded ratio 157.1% -> 143.9% (2023-07-01 to 2024-07-01)
- Dec 31, 2023Consultant changedinferenceNew England Pension Consultants appears on Southern Farm Bureau Life Insurance Company Retirement Plan's Schedule C as pension consultant (plan year 2023 vs 2022)with Nepc, LLCaskebsa.dol.gov
| Date | Fund | Manager | Bucket | Amount | Vintage | Status | Source |
|---|---|---|---|---|---|---|---|
| as of Jun 30, 2025 | Snyder Capital Small/mid Cap Valuecollective trust | Snyder Capital Management, LP | Pooled vehicles | $6.0M held | Disclosed holding | askebsa.dol.gov | |
| as of Jun 30, 2025 | Sands Capital Coll Investment Trustcollective trust | SEI Trust Company | Pooled vehicles | $6.7M held | Disclosed holding | askebsa.dol.gov | |
| as of Jun 30, 2025 | NT Collective Short Term Investmentcollective trust | Northern Trust Investments, Inc. | Cash | $2.9M held | Disclosed holding | askebsa.dol.gov |
+6 more commitments
Every fund and manager this allocator committed to, with the amount, date and source on each.
Includes 3 days of DFX Intelligence. Then $249/month unless canceled.
| Plan year | Participants | Assets (SB market) | Funding target | FTAP | Total assets (H) | Partnerships / JV | Master trust | Real estate |
|---|---|---|---|---|---|---|---|---|
| 2024 to Jun 30, 2025 | 985 | $229M | $159M | 143.9% | $222M | $523,860 | Not disclosed | $19.6M |
| 2023 to Jun 30, 2024 | 963 | $246M | $156M | 157.1% | $230M | $454,174 | Not disclosed | $23.3M |
| 2022 to Jun 30, 2023 | 940 | $234M | $149M | 156.8% | $247M | $491,775 | Not disclosed | $27.1M |
- NEW England Pension Consultants codes 17 50 $163,227 PY2024
- Metropolitan West Asset Mgmt, LLC codes 28 51 $138,952 PY2024
- The Northern Trust Company codes 25 $43,785 PY2024
+17 more service providers
Every name, record and relationship behind this count, with the source on each.
Includes 3 days of DFX Intelligence. Then $249/month unless canceled.
Provenance
Southern Farm Bureau Life Insurance Company Retirement Plan sits on 4 traced paths of capital across the graphs.
DFX traced 4 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
- Funded status changed2024-07-01source
- Consultant changed2023-12-31source
- Manager relationship started2024-12-31source
+1 more change 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
+7 connections on the graph
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