This allocator's name, 3 more advisers and 2 more dated events
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Corporate pension in Alabama
Corporate pension, based in Muscle Shoals, Alabama, reporting $26.0M in assets, for 275 participants.
Composed from this allocator's classification, location and filed figures.
- Assets
- $26.0M
- Funded ratio
- 123.2%
- Fund commitments
- 1
Nothing material in the last 90 days. Last change: 1 Jan 2024, Funded status changed.
Capital path
who backs this record, through what, into what; each name opens its own path- Fiam Pension Journey 50-50 Comm Pl3 commitments
- Fidelity Institutional Asset Mgmt3 commitments
Size, funding, policy and commitments, with their basesCorporate pensionShowHide
- Common/collective trusts 100.0%
- Fidelity Institutional Asset Mgmt Investment adviser (plan)through Dec 31, 2024 Form 5500
- Trustage Investment Management Investment adviser (plan)through Dec 31, 2022 Form 5500
- Fidelity Investments Actuarythrough Dec 31, 2023 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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- Fidelity Institutional Asset Mgmt3 rows, latest Dec 31, 2024
- Fidelity Institutional Asset Mgmtplan years 2023
- Jan 1, 2024Funded status changeddown 11 pointsaskebsa.dol.gov
- Dec 31, 2023Consultant changedinferencewith Fidelity Institutional Asset Mgmt Taskebsa.dol.gov
- Dec 31, 2023Consultant changedinferencewith Trustage Investment Managementaskebsa.dol.gov
- Dec 31, 2023Manager relationship startedwith Fidelity Institutional Asset Mgmtaskebsa.dol.gov
- Dec 31, 2023Consultant changedinferencewith Cmfg Life Insurance Companyaskebsa.dol.gov
+2 more dated events
Every name, record and relationship behind this count, with the source on each.
Includes 3 days of DFX Intelligence. Then $249/month unless canceled.
| Date | Fund | Manager | Bucket | Amount | Vintage | Status | Source |
|---|---|---|---|---|---|---|---|
| as of Dec 31, 2024 | Fiam Pension Journey 50-50 Comm Plcollective trust | Fidelity Institutional Asset Mgmt | Pooled vehicles | $26.0M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2023 | Fiam Pension Journey 50-50 Comm Plcollective trust | Fidelity Institutional Asset Mgmt | Pooled vehicles | $26.4M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | Fiam Pension Journey 50-50 Comm Plcollective trust | Fidelity Institutional Asset Mgmt | Pooled vehicles | $24.5M held | Disclosed holding | askebsa.dol.gov |
| Plan year | Participants | Assets (SB market) | Funding target | FTAP | Total assets (H) | Partnerships / JV | Master trust | Real estate |
|---|---|---|---|---|---|---|---|---|
| 2024 to Dec 31, 2024 | 275 | $26.4M | $18.8M | 123.2% | $26.0M | Not disclosed | Not disclosed | Not disclosed |
| 2023 to Dec 31, 2023 | 262 | $24.5M | $16.1M | 134.0% | $26.4M | Not disclosed | Not disclosed | Not disclosed |
| 2022 to Dec 31, 2022 | 262 | $38.7M | $17.4M | 201.0% | $24.5M | Not disclosed | Not disclosed | Not disclosed |
- FID Inst Asset Mgmt Co codes 27 51 $170,922 PY2024
- FID Inv Inst Ops Co codes 11 16 50 $33,338 PY2024
- Fiam Pension Journey 50-50 Comm Pl Sched. D C $26.0M PY2024
+9 more service providers
Every name, record and relationship behind this count, with the source on each.
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Provenance
Not yet on record: managers.
This record sits on 2 traced paths of capital across the graphs.
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
- Funded status changed2023-01-01source
- Funded status changed2024-01-01source
- Consultant changed2023-12-31source
+4 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
+8 connections on the graph
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