DFX Intelligence

This allocator's name, 2 more managers, 15 more commitments and 1 more dated event

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Corporate pension in South Carolina

Corporate pension· Greenville, South Carolina

Corporate pension, based in Greenville, South Carolina, reporting $428M in assets, for 6,249 participants.

Composed from this allocator's classification, location and filed figures.

As of 2025-08-31 · the latest dated event for this allocator; each figure carries its own filing or report date

Assets: $428M
Funded ratio: 80.1%
Fund commitments: 7
Managers: 3

Open searches Plans backing its top manager Similar plans, same strategy

Commitments (7)Allocation policy Managers

As of 2025-08-31 · the latest dated event for this allocator; each figure carries its own filing or report date

Nothing material in the last 90 days. Last change: 31 Aug 2025, Holding ended.

Capital path

who backs this record, through what, into what; each name opens its own path

Corporate pension in South Carolina

Funds committed to

Arrowstreet Global Equity Acwi Cit3 commitments
S&p 500 R Flagship Class N3 commitments
Boston Tr Walden Collective Invt Tr3 commitments

All 7

Managers

State Street Global Advisors Trust6 commitments
Arrowstreet3 commitments
Boston Trust & Investment Mgmt. Co.3 commitments

All 5

Size, funding, policy and commitments, with their basesCorporate pensionShow

Corporate pension

Assets

$428M

Total assets, Aug 31, 2025 reported

Funded

80.1%

Sep 1, 2024

Private markets target

no policy read

policy Aug 31, 2025

Commitments

3 managers on Schedule C

Plan sponsor: this allocator

Allocation policy

Form 5500, as of Aug 31, 2025

Actual allocation lines without a target (as filed)

Interest-bearing cash 1.9%
Corporate debt instruments (other) 24.7%
U.S. Government securities 15.3%
Partnership/joint venture interests 9.2%
103-12 investment entities 1.7%
Common/collective trusts 40.4%
Registered investment companies 4.3%

Consultants and advisers

2 firms

AON Consulting, Inc. Actuarythrough Aug 31, 2023 Form 5500
Aon Actuarythrough Aug 31, 2023 Form 5500

People

No investment staff or executives have been read for this allocator yet.

Manager roster

5 managers on the commitment tape

From the plan’s own commitment disclosures

State Street Global Advisors Trust6 rows, latest Aug 31, 2025
Arrowstreet3 rows, latest Aug 31, 2025
Boston Trust & Investment Mgmt. Co.3 rows, latest Aug 31, 2025

+2 more managers received commitments

Every name, record and relationship behind this count, with the source on each.

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From Schedule C (investment management, code 28)

MFS Heritage Trust Companyplan years
Arrowstreetplan years
Boston Trust & Investment Mgmt. Co.plan years

+3 more Schedule C managers

Every name, record and relationship behind this count, with the source on each.

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What changed

6 events

Aug 31, 2025Holding endedinference
with William Blair Investment Management$32.2Maskebsa.dol.gov
Aug 31, 2025Holding started
with MFS International Equity Fund$20.9Maskebsa.dol.gov
Sep 1, 2024Assets changed
$42.1Maskebsa.dol.gov
Aug 31, 2024Assets changed
$46.6Maskebsa.dol.gov
Sep 1, 2023Funded status changed
down 6 pointsaskebsa.dol.gov

+1 more dated event

Every name, record and relationship behind this count, with the source on each.

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Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.

Commitments

18 rows, 0 dated closings

Date	Fund	Manager	Bucket	Amount	Status	Source
as of Aug 31, 2025	Arrowstreet Global Equity Acwi Citcollective trust	Arrowstreet	Public equity	$46.9M held	Disclosed holding	askebsa.dol.gov
as of Aug 31, 2025	MFS International Equity Fundcollective trust	MFS Heritage Trust Company	Public equity	$20.9M held	Disclosed holding	askebsa.dol.gov
as of Aug 31, 2025	S&p 500 R Flagship Class Ncollective trust	State Street Global Advisors Trust	Pooled vehicles	$62.4M held	Disclosed holding	askebsa.dol.gov

+15 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.

Size and funding

33 readings

Total assets

$428M Aug 31, 2025 reported Form 5500

$423M (2024-08) · $376M (2023-08)

Plan assets

$418M Sep 1, 2024 reported Form 5500

$376M (2023-09) · $475M (2022-09)

Net assets

$421M Aug 31, 2025 reported Form 5500

$418M (2024-08) · $376M (2023-08)

Funded ratio

80.1% Sep 1, 2024 reported Form 5500

80.0% (2023-09) · 86.0% (2022-09)

Funding target

$501M Sep 1, 2024 reported Form 5500

$517M (2023-09) · $595M (2022-09)

Discount rate

5.32% Sep 1, 2024 reported Form 5500

5.22% (2023-09) · 5.40% (2022-09)

Participants

6,249 Sep 1, 2024 reported Form 5500

6,328 (2023-09) · 7,576 (2022-09)

Contributions

$17.3M Aug 31, 2025 reported Form 5500

$28.9M (2024-08) · $10.0M (2023-08)

Benefits paid

$32.4M Aug 31, 2025 reported Form 5500

$32.0M (2024-08) · $118M (2023-08)

Net investment income

$3.0M Aug 31, 2025 reported Form 5500

$41.9M (2024-08) · -$98.9M (2023-08)

Investment management fees

$453,175 Aug 31, 2025 reported Form 5500

$855,253 (2024-08) · $496,023 (2023-08)

Form 5500 filings

3 plan years

Plan year	Participants	Assets (SB market)	Funding target	FTAP	Total assets (H)	Partnerships / JV	Master trust	Real estate
2024 to Aug 31, 2025	6,249	$418M	$501M	80.1%	$428M	$39.5M	Not disclosed	Not disclosed
2023 to Aug 31, 2024	6,328	$376M	$517M	80.0%	$423M	$35.4M	Not disclosed	Not disclosed
2022 to Aug 31, 2023	7,576	$475M	$595M	86.0%	$376M	$42.9M	Not disclosed	Not disclosed

Service providers and investment entities as filed (Schedule C and D, latest year first)

Metlife Investment Management LLC codes 28 50 $298,724 PY2024
William Blair codes 28 50 $123,229 PY2024
Principal Life Insurance Company codes 13 50 64 $98,658 PY2024

+34 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

Identifiers: none on file

Cross-graph: no entry on another DFX graph

First observed Sep 15, 2026, last observed Sep 29, 2026. Classification confirmed. Every row above carries its source; a reported figure is the subject’s own, a derived one is arithmetic on reported figures, an estimated one is a model or a survey imputation and is never summed into a headline.

Record history

6 dated events on the change ledger, latest first

Holding in a pooled vehicle ended
2025-08-31source
Holding in a pooled vehicle started
2025-08-31source
Funded status changed
2023-09-01source

+3 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

+9 connections on the graph

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