This allocator's name and 3 more advisers

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Corporate pension in Mississippi

Corporate pension· Racine, Mississippi

Corporate pension, based in Racine, Mississippi, reporting $150M in assets, for 4,907 participants.

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

Assets
$150M
Funded ratio
94.8%
Fund commitments
2
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Commitments (2)Allocation policyConsultants
As of · 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, Changed investment consultant to Melting Point Solutions.

Capital path

who backs this record, through what, into what; each name opens its own path
Corporate pension in Mississippi
Funds committed to
Managers
Size, funding, policy and commitments, with their basesCorporate pensionShow
Corporate pension
Assets
$150M
Total assets, Dec 31, 2024 reported
Funded
94.8%
Jan 1, 2024
Private markets target
no policy read
policy Dec 31, 2024
Commitments
2
none on the tape
Plan sponsor: this allocator
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
  • Interest-bearing cash 22.7%
  • Corporate debt instruments (other) 37.3%
  • U.S. Government securities 37.7%
  • Other investments 1.3%
Consultants and advisers
6 firms

+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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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
What changed
5 events
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Commitments
3 rows, 0 dated closings
DateFundManagerBucketAmountVintageStatusSource
as of Dec 31, 2023Legal General Russell 3000 Cit Fdcollective trustLegal and GeneralPooled vehicles$18.4M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Legal General Russell 3000 Cit Fdcollective trustLegal and GeneralPooled vehicles$73.5M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Wtc-Cit Emerging Markets Portfoliocollective trustWellington Trust Company, NaPublic equity$3.1M heldDisclosed holdingaskebsa.dol.gov
Size and funding
32 readings
Total assets
$150M Dec 31, 2024 reported Form 5500
$161M (2023-12) · $148M (2022-12)
Plan assets
$161M Jan 1, 2024 reported Form 5500
$149M (2023-01) · $193M (2022-01)
Net assets
$150M Dec 31, 2024 reported Form 5500
$161M (2023-12) · $148M (2022-12)
Funded ratio
94.8% Jan 1, 2024 reported Form 5500
89.0% (2023-01) · 94.9% (2022-01)
Funding target
$170M Jan 1, 2024 reported Form 5500
$178M (2023-01) · $178M (2022-01)
Discount rate
5.12% Jan 1, 2024 reported Form 5500
5.07% (2023-01) · 5.36% (2022-01)
Participants
4,907 Jan 1, 2024 reported Form 5500
5,012 (2023-01) · 5,114 (2022-01)
Contributions
$465,000 Dec 31, 2024 reported Form 5500
$6.9M (2023-12) · $0 (2022-12)
Benefits paid
$12.8M Dec 31, 2024 reported Form 5500
$13.1M (2023-12) · $14.8M (2022-12)
Net investment income
-$10.6M Dec 31, 2024 reported Form 5500
$12.8M (2023-12) · -$46.5M (2022-12)
Investment management fees
$147,857 Dec 31, 2023 reported Form 5500
$118,500 (2022-12)
Form 5500 filings
3 plan years
Plan yearParticipantsAssets (SB market)Funding targetFTAPTotal assets (H)Partnerships / JVMaster trustReal estate
2024 to Dec 31, 20244,907$161M$170M94.8%$150M$0Not disclosedNot disclosed
2023 to Dec 31, 20235,012$149M$178M89.0%$161M$8.2MNot disclosedNot disclosed
2022 to Dec 31, 20225,114$193M$178M94.9%$148M$13.3MNot disclosedNot disclosed
Service providers and investment entities as filed (Schedule C and D, latest year first)

+23 more service providers

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

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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.

Not yet on record: managers.

Capital chain

This record sits on 6 traced paths of capital across the graphs.

Consultant to allocator to manager

DFX traced 6 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

5 dated events on the change ledger, latest first
  • Holding in a pooled vehicle ended
    2023-12-31source
  • Funded status changed
    2023-01-01source
  • Funded status changed
    2024-01-01source

+2 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

+7 connections on the graph

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