This allocator's name, 3 more advisers, 2 more managers, 57 more commitments and 6 more dated events
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Corporate pension in North Carolina
Corporate pension, based in Charlotte, North Carolina, reporting $108M in assets, for 2,772 participants.
Composed from this allocator's classification, location and filed figures.
- Assets
- $108M
- Funded ratio
- 84.1%
- Fund commitments
- 23
- Managers
- 2
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- NT Collective Short Term Investment3 commitments
- Global Equity Fund3 commitments
- 20+ Year US Treasury Strips Index3 commitments
- AON Hewitt Investment Consulting, I39 commitments
- AON Trust Company LLC8 commitments
- AON Hewitt6 commitments
Size, funding, policy and commitments, with their basesCorporate pensionShowHide
- Non-interest-bearing cash 0.0%
- 103-12 investment entities 5.5%
- Common/collective trusts 91.3%
- Real estate (other than employer real property) 0.0%
- North Pier Fiduciary Pension consultantthrough Dec 31, 2023 Form 5500
- AON Investments USA Inc Pension consultantthrough Dec 31, 2023 Form 5500
- Troutman Pepper Hamilton Sanders Ll General consultantthrough Dec 31, 2022 Form 5500
+3 more consultants and advisers advise this allocator
Every name, record and relationship behind this count, with the source on each.
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- AON Hewitt Investment Consulting, I39 rows, latest Dec 31, 2024
- AON Trust Company LLC8 rows, latest Dec 31, 2024
- AON Hewitt6 rows, latest Dec 31, 2024
+2 more managers received commitments
Every name, record and relationship behind this count, with the source on each.
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- Nisaplan years
- AON Hewittplan years
- Aonplan years 2022
- Dec 31, 2024Holding endedinference
- Dec 31, 2024Manager relationship endedinferencewith North Pier Fiduciaryaskebsa.dol.gov
- Dec 31, 2023Holding started
- Dec 31, 2023Holding started
- Dec 31, 2023Holding started
+6 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 Dec 31, 2024 | NT Collective Short Term Investmentcollective trust | Northern Trust Investments, Inc. | Cash | $2.7M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | Global Equity Fundcollective trust | AON Hewitt Investment Consulting, I | Public equity | $8.4M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | 20+ Year US Treasury Strips Indexcollective trust | AON Hewitt Investment Consulting, I | Fixed income | $168,447 held | Disclosed holding | askebsa.dol.gov |
+57 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 | 2,772 | $111M | $136M | 84.1% | $108M | Not disclosed | Not disclosed | $408 |
| 2023 to Dec 31, 2023 | 2,940 | $114M | $143M | 85.1% | $111M | $0 | Not disclosed | $488 |
| 2022 to Dec 31, 2022 | 3,064 | $148M | $146M | 91.3% | $114M | $1 | Not disclosed | $622 |
- Willis Towers Watson US LLC codes 11 15 50 $744,125 PY2024
- AON Investments USA Inc. codes 17 27 49 50 55 99 $161,119 PY2024
- Northern Trust Company codes 20 21 50 $90,638 PY2024
+79 more service providers
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Provenance
This record sits on 15 traced paths of capital across the graphs.
DFX traced 15 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
- Holding in a pooled vehicle started2023-12-31source
- Holding in a pooled vehicle started2023-12-31source
- Holding in a pooled vehicle started2023-12-31source
+8 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
+10 connections on the graph
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