DFX Intelligence

This allocator's name, 38 more commitments and 2 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· Rome, Georgia

Corporate pension, based in Rome, Georgia, reporting $70.5M in assets, for 1,182 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: $70.5M
Funded ratio: 94.2%
Fund commitments: 15
Managers: 1

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Commitments (15)Allocation policy Consultants

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 Georgia

Funds committed to

AON Long Credit Bond Fund3 commitments
AON Long Government Bond Index Fund3 commitments
AON Core Real Estate Fund3 commitments

All 15

Managers

AON Trust Company LLC41 commitments

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

Corporate pension

Assets

$70.5M

Total assets, Dec 31, 2024 reported

Funded

94.2%

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 2.4%
Common/collective trusts 96.6%

Consultants and advisers

3 firms

Willis Towers Watson US LLC Pension consultantActuarythrough Dec 31, 2024 Form 5500
Principal Custody Solutions Trusteethrough Dec 31, 2022 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

1 manager on the commitment tape

From the plan’s own commitment disclosures

AON Trust Company LLC41 rows, latest Dec 31, 2024

From Schedule C (investment management, code 28)

AON Investments USA Incplan years 2024
AON Trust Company LLCplan years 2023

What changed

7 events

Dec 31, 2024Holding endedinference
with AON Trust Company LLC$5.2Maskebsa.dol.gov
Dec 31, 2024Consultant changedinference
with Willis Towers Watson US LLCaskebsa.dol.gov
Dec 31, 2023Holding endedinference
with AON Trust Company LLC$143Kaskebsa.dol.gov
Dec 31, 2023Holding started
with AON Trust Company LLC$160Kaskebsa.dol.gov
Dec 31, 2023Manager relationship started
with AON Trust Company LLCaskebsa.dol.gov

+2 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

41 rows, 0 dated closings

Date	Fund	Manager	Bucket	Amount	Status	Source
as of Dec 31, 2024	AON Long Credit Bond Fundcollective trust	AON Trust Company LLC	Private credit	$29.9M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2024	AON Long Government Bond Index Fundcollective trust	AON Trust Company LLC	Fixed income	$14.0M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2024	AON Core Real Estate Fundcollective trust	AON Trust Company LLC	Real estate	$4.3M held	Disclosed holding	askebsa.dol.gov

+38 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

31 readings

Total assets

$70.5M Dec 31, 2024 reported Form 5500

$73.9M (2023-12) · $70.9M (2022-12)

Plan assets

$73.5M Jan 1, 2024 reported Form 5500

$70.9M (2023-01) · $88.6M (2022-01)

Net assets

$70.4M Dec 31, 2024 reported Form 5500

$73.8M (2023-12) · $70.9M (2022-12)

Funded ratio

94.2% Jan 1, 2024 reported Form 5500

93.5% (2023-01) · 102.8% (2022-01)

Funding target

$82.1M Jan 1, 2024 reported Form 5500

$83.4M (2023-01) · $82.6M (2022-01)

Discount rate

5.12% Jan 1, 2024 reported Form 5500

5.25% (2023-01) · 5.42% (2022-01)

Participants

1,182 Jan 1, 2024 reported Form 5500

1,185 (2023-01) · 1,219 (2022-01)

Contributions

$1.5M Dec 31, 2024 reported Form 5500

$1.6M (2023-12)

Benefits paid

$5.4M Dec 31, 2024 reported Form 5500

$5.2M (2023-12) · $5.2M (2022-12)

Net investment income

-$3.4M Dec 31, 2024 reported Form 5500

$2.9M (2023-12) · -$17.7M (2022-12)

Investment management fees

$334,341 Dec 31, 2024 reported Form 5500

$444,219 (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	1,182	$73.5M	$82.1M	94.2%	$70.5M	Not disclosed	Not disclosed	Not disclosed
2023 to Dec 31, 2023	1,185	$70.9M	$83.4M	93.5%	$73.9M	Not disclosed	Not disclosed	Not disclosed
2022 to Dec 31, 2022	1,219	$88.6M	$82.6M	102.8%	$70.9M	Not disclosed	Not disclosed	Not disclosed

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

AON Investments USA Inc codes 28 50 $334,319 PY2024
Principal Bank codes 15 21 27 28 33 49 $39,881 PY2024
Cliftonlarsonallen LLP codes 10 50 $23,625 PY2024

+51 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.

Consultant to allocator to 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

7 dated events on the change ledger, latest first

Holding in a pooled vehicle ended
2023-12-31source
Holding in a pooled vehicle started
2023-12-31source
Holding in a pooled vehicle ended
2024-12-31source

+4 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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