DFX Intelligence

This allocator's name, 18 more commitments and 3 more dated events

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Corporate pension in West Virginia

Corporate pension· Charleston, West Virginia

Corporate pension, based in Charleston, West Virginia, reporting $95.1M in assets, for 698 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: $95.1M
Funded ratio: 97.6%
Fund commitments: 8
Managers: 1

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

Commitments (8)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, Changed investment consultant to Willis Towers Watson US LLC.

Capital path

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

Corporate pension in West Virginia

Funds committed to

Mercer Non-Us Core Equity Portfolio3 commitments
Mercer Active Long Corporate Fixed3 commitments
Mercer Emerging Markets Equity Port3 commitments

All 8

Managers

Mercer Investments LLC13 commitments
State Street Global Advisors Trust Company5 commitments
State Street Global Advisors Trust3 commitments

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

Corporate pension

Assets

$95.1M

Total assets, Dec 31, 2024 reported

Funded

97.6%

Jan 1, 2024

Private markets target

no policy read

policy Dec 31, 2024

Commitments

1 manager 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 0.5%
Non-interest-bearing cash 1.1%
Other investments 10.7%
Common/collective trusts 81.3%
Real estate (other than employer real property) 6.3%

Consultants and advisers

3 firms

Willis Towers Watson US LLC Actuarythrough Dec 31, 2024 Form 5500
Truist Bank TrusteeDirected trusteethrough Dec 31, 2023 Form 5500
AON Consulting, Inc. Actuarythrough Dec 31, 2022 Form 5500

People

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

Manager roster

3 managers on the commitment tape

From the plan’s own commitment disclosures

Mercer Investments LLC13 rows, latest Dec 31, 2024
State Street Global Advisors Trust Company5 rows, latest Dec 31, 2024
State Street Global Advisors Trust3 rows, latest Dec 31, 2024

From Schedule C (investment management, code 28)

Mercer Investments LLCplan years

What changed

8 events

Dec 31, 2024Holding started
with Mercer US Small/mid Cap Equity Port$4.2Maskebsa.dol.gov
Dec 31, 2024Holding endedinference
with State Street Global Advisors Trust Company$4.0Maskebsa.dol.gov
Dec 31, 2024Consultant changedinference
with Willis Towers Watson US LLCaskebsa.dol.gov
Jan 1, 2024Funded status changed
down 3 pointsaskebsa.dol.gov
Jan 1, 2024Assets changed
$9.1Maskebsa.dol.gov

+3 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.

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

Commitments

21 rows, 0 dated closings

Date	Fund	Manager	Bucket	Amount	Status	Source
as of Dec 31, 2024	Mercer Non-Us Core Equity Portfoliocollective trust	Mercer Investments LLC	Public equity	$10.3M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2024	Mercer Active Long Corporate Fixedcollective trust	Mercer Investments LLC	Fixed income	$16.5M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2024	Mercer US Small/mid Cap Equity Portcollective trust	Mercer Investments LLC	Public equity	$4.2M held	Disclosed holding	askebsa.dol.gov

+18 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

30 readings

Total assets

$95.1M Dec 31, 2024 reported Form 5500

$92.4M (2023-12) · $81.6M (2022-12)

Plan assets

$92.2M Jan 1, 2024 reported Form 5500

$83.2M (2023-01) · $97.2M (2022-01)

Net assets

$95.1M Dec 31, 2024 reported Form 5500

$92.4M (2023-12) · $81.6M (2022-12)

Funded ratio

97.6% Jan 1, 2024 reported Form 5500

100.1% (2023-01) · 107.6% (2022-01)

Funding target

$82.3M Jan 1, 2024 reported Form 5500

$75.2M (2023-01) · $67.7M (2022-01)

Discount rate

5.21% Jan 1, 2024 reported Form 5500

5.34% (2023-01) · 5.51% (2022-01)

Participants

698 Jan 1, 2024 reported Form 5500

676 (2023-01) · 661 (2022-01)

Contributions

$1.7M Dec 31, 2024 reported Form 5500

$3.4M (2023-12) · $3.4M (2022-12)

Benefits paid

$2.5M Dec 31, 2024 reported Form 5500

$2.2M (2023-12) · $2.1M (2022-12)

Net investment income

$2.7M Dec 31, 2024 reported Form 5500

$10.8M (2023-12) · -$16.0M (2022-12)

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	698	$92.2M	$82.3M	97.6%	$95.1M	Not disclosed	Not disclosed	$6.0M
2023 to Dec 31, 2023	676	$83.2M	$75.2M	100.1%	$92.4M	Not disclosed	Not disclosed	$7.3M
2022 to Dec 31, 2022	661	$97.2M	$67.7M	107.6%	$81.6M	Not disclosed	Not disclosed	$8.1M

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

Willis Towers Watson US LLC codes 11 16 50 $209,015 PY2024
Truist codes 21 50 62 $45,991 PY2024
Non-Us Core Equity Sched. D C $10.3M PY2024

+31 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 1 traced path of capital across the graphs.

Allocator commitments to a manager

DFX traced 1 path 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

8 dated events on the change ledger, latest first

Holding in a pooled vehicle started
2024-12-31source
Holding in a pooled vehicle ended
2024-12-31source
Funded status changed
2023-01-01source

+5 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

+6 connections on the graph

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