This allocator's name, 2 more advisers, 9 more managers, 74 more commitments and 4 more dated events
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Corporate pension in Tennessee
Corporate pension, based in OAK Ridge, Tennessee, reporting $2.4B in assets, for 12,297 participants.
Composed from this allocator's classification, location and filed figures.
- Assets
- $2.4B
- Funded ratio
- 88.9%
- Fund commitments
- 27
- Managers
- 10
Nothing material in the last 90 days. Last change: 31 Dec 2024, Changed investment consultant to Callan LLC.
Capital path
who backs this record, through what, into what; each name opens its own path- Artisan Global Opportunities Trust3 commitments
- Harbourvest Hv VII Buyout Holding3 commitments
- GS 2005 Priv Equity Manager Fund3 commitments
- Adams Street Partners, LLC21 commitments
- Harbourvest Partners LP18 commitments
- Goldman Sachs6 commitments
Size, funding, policy and commitments, with their basesCorporate pensionShowHide
- Other investments 23.8%
- Partnership/joint venture interests 21.3%
- 103-12 investment entities 0.4%
- Common/collective trusts 52.0%
- Registered investment companies 2.6%
- Common stock 0.0%
- Callan LLC Pension consultantthrough Dec 31, 2024 Form 5500
- USI Consulting Group Actuarythrough Dec 31, 2022 Form 5500
- Willis North America Inc. Actuarythrough Dec 31, 2022 Form 5500
+2 more consultants and advisers advise this allocator
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- Adams Street Partners, LLC21 rows, latest Dec 31, 2024
- Harbourvest Partners LP18 rows, latest Dec 31, 2024
- Goldman Sachs6 rows, latest Dec 31, 2024
+9 more managers received commitments
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- Goldman Sachsplan years
- Arrowstreet Globalplan years
- Arrowstreetplan years
+18 more Schedule C managers
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- Dec 31, 2024Holding endedinference
- Dec 31, 2024Manager relationship endedinferencewith Blackrock Institutional Trust Co,naaskebsa.dol.gov
- Dec 31, 2024Consultant changedinferencewith Callan LLCaskebsa.dol.gov
- Dec 31, 2023Holding endedinference
- Dec 31, 2023Holding started
+4 more dated events
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| Date | Fund | Manager | Bucket | Amount | Vintage | Status | Source |
|---|---|---|---|---|---|---|---|
| as of Dec 31, 2024 | Artisan Global Opportunities Trustcollective trust | Artisan Multiple Investment Trust | Pooled vehicles | $304M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | Harbourvest Hv VII Buyout Holding103 12 ie | Harbourvest Partners LP | Private equity | $1 held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | GS 2005 Priv Equity Manager Fund103 12 ie | Goldman Sachs | Public equity | $350,826 held | Disclosed holding | askebsa.dol.gov |
+74 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 | 12,297 | $2.5B | $2.6B | 88.9% | $2.4B | $510M | Not disclosed | Not disclosed |
| 2023 to Dec 31, 2023 | 11,739 | $2.3B | $2.5B | 88.8% | $2.5B | $506M | Not disclosed | Not disclosed |
| 2022 to Dec 31, 2022 | 11,287 | $2.8B | $2.4B | 96.5% | $2.3B | $517M | Not disclosed | Not disclosed |
- Harrison Street Advisors, LLC codes 28 52 $1.6M PY2024
- Polaris Capital Management, LLC codes 28 $1.2M PY2024
- State Street Bank & Trust Co codes 28 $623,901 PY2024
+139 more service providers
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Provenance
This record sits on 7 traced paths of capital across the graphs.
DFX traced 7 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 ended2023-12-31source
- Holding in a pooled vehicle started2023-12-31source
- Holding in a pooled vehicle ended2024-12-31source
+6 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
+28 connections on the graph
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