DFX Intelligence

This allocator's name, 1 more adviser, 26 more commitments and 19 more dated events

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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Corporate pension in Georgia

Corporate pension· Sandy Springs, Georgia

Corporate pension, based in Sandy Springs, Georgia, reporting $399M in assets, for 2,760 participants.

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

As of 2024-12-31 · the latest dated event for this allocator; each figure carries its own filing or report date

Assets: $399M
Funded ratio: 83.5%
Fund commitments: 20
Managers: 2

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Commitments (20)Allocation policy Managers

As of 2024-12-31 · 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 Dec 2024, Holding started.

Capital path

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

Corporate pension in Georgia

Funds committed to

Russell Real Estate Equity Fund3 commitments
Mercer Active Long Corporate Fixed2 commitments
Mercer Non-Us Core Equity Portfolio2 commitments

All 20

Managers

Mercer Investments LLC16 commitments
Russell Trust Company13 commitments

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

Corporate pension

Assets

$399M

Total assets, Dec 31, 2024 reported

Funded

83.5%

Jan 1, 2024

Private markets target

no policy read

policy Dec 31, 2024

Commitments

2 managers on Schedule C

Plan sponsor: this allocator

Allocation policy

Form 5500, as of Dec 31, 2024

Actual allocation lines without a target (as filed)

Interest-bearing cash 1.5%
Common/collective trusts 92.1%

Consultants and advisers

4 firms

The Benefit Practice Pension consultantthrough Dec 31, 2022 Form 5500
State Street Bank & Trust Company CustodianDirected trusteethrough Dec 31, 2024 Form 5500
Willis Towers Watson US LLC Actuarythrough Dec 31, 2022 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.

People

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

Manager roster

2 managers on the commitment tape

From the plan’s own commitment disclosures

Mercer Investments LLC16 rows, latest Dec 31, 2024
Russell Trust Company13 rows, latest Dec 31, 2024

From Schedule C (investment management, code 28)

What changed

24 events

Dec 31, 2024Holding started
with Mercer Ultra Long Duration Portfoli$14.3Maskebsa.dol.gov
Dec 31, 2024Holding started
with Mercer US Core Real Estate Portfoli$25.0Maskebsa.dol.gov
Dec 31, 2024Manager relationship endedinference
with Russell Trust Companyaskebsa.dol.gov
Jan 1, 2024Funded status changed
3 pointsaskebsa.dol.gov
Dec 31, 2023Holding endedinference
with Russell Trust Company$25.5Maskebsa.dol.gov

+19 more dated events

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

29 rows, 0 dated closings

Date	Fund	Manager	Bucket	Amount	Status	Source
as of Dec 31, 2024	Mercer Active Long Corporate Fixedcollective trust	Mercer Investments LLC	Fixed income	$93.5M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2024	Mercer Non-Us Core Equity Portfoliocollective trust	Mercer Investments LLC	Public equity	$40.5M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2024	Mercer US Small/mid Cap Equity Portcollective trust	Mercer Investments LLC	Public equity	$15.5M held	Disclosed holding	askebsa.dol.gov

+26 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

32 readings

Total assets

$399M Dec 31, 2024 reported Form 5500

$394M (2023-12) · $380M (2022-12)

Plan assets

$394M Jan 1, 2024 reported Form 5500

$380M (2023-01) · $573M (2022-01)

Net assets

$399M Dec 31, 2024 reported Form 5500

$394M (2023-12) · $380M (2022-12)

Funded ratio

83.5% Jan 1, 2024 reported Form 5500

80.0% (2023-01) · 103.7% (2022-01)

Funding target

$516M Jan 1, 2024 reported Form 5500

$518M (2023-01) · $511M (2022-01)

Discount rate

5.18% Jan 1, 2024 reported Form 5500

5.32% (2023-01) · 5.50% (2022-01)

Participants

2,760 Jan 1, 2024 reported Form 5500

2,800 (2023-01) · 2,883 (2022-01)

Contributions

$32.0M Dec 31, 2024 reported Form 5500

$11.0M (2023-12) · $0 (2022-12)

Benefits paid

$32.8M Dec 31, 2024 reported Form 5500

$31.8M (2023-12) · $59.9M (2022-12)

Net investment income

$5.1M Dec 31, 2024 reported Form 5500

$14.4M (2023-12) · -$193M (2022-12)

Investment management fees

$528,021 Dec 31, 2024 reported Form 5500

$323,400 (2023-12)

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 Dec 31, 2024	2,760	$394M	$516M	83.5%	$399M	Not disclosed	Not disclosed	Not disclosed
2023 to Dec 31, 2023	2,800	$380M	$518M	80.0%	$394M	Not disclosed	Not disclosed	Not disclosed
2022 to Dec 31, 2022	2,883	$573M	$511M	103.7%	$380M	Not disclosed	Not disclosed	Not disclosed

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

Mercer Investments LLC codes 28 50 51 52 $528,021 PY2024
Willis Towers Watson US LLC codes 11 50 $131,208 PY2024
Kilpatrick Townsend & Stockton LLP codes 29 50 $127,432 PY2024

+57 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.

Capital chain

This record sits on 3 traced paths of capital across the graphs.

Allocator commitments to a managerConsultant to allocator to manager

DFX traced 3 paths of capital through this record

Every record on each path, what it committed or lent, and as of when.

Includes 3 days of DFX Intelligence. Then $299/month unless canceled.

Derived from allocator disclosures, BDC schedules and SEC filings; confidence is the weakest hop.

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Record history

24 dated events on the change ledger, latest first

Holding in a pooled vehicle ended
2023-12-31source
Holding in a pooled vehicle ended
2023-12-31source
Holding in a pooled vehicle ended
2023-12-31source

+21 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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