This allocator's name and 21 more commitments

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Corporate pension in Tennessee

Corporate pension· OAK Ridge, Tennessee

Corporate pension, based in OAK Ridge, Tennessee, reporting $2.0B in assets, for 10,988 participants.

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

Assets
$2.0B
Funded ratio
94.7%
Fund commitments
8
Managers
1
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Commitments (8)Allocation policyManagers
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 2023, Manager relationship ended.

Capital path

who backs this record, through what, into what; each name opens its own path
Corporate pension in Tennessee
Funds committed to
All 8
Managers
Size, funding, policy and commitments, with their basesCorporate pensionShow
Corporate pension
Assets
$2.0B
Total assets, Dec 31, 2024 reported
Funded
94.7%
Jan 1, 2024
Private markets target
no policy read
policy Dec 31, 2024
Commitments
8
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)
  • Non-interest-bearing cash 0.4%
  • Corporate debt instruments (other) 4.2%
  • Corporate debt instruments (preferred) 0.1%
  • U.S. Government securities 15.6%
  • Other investments 0.5%
  • Partnership/joint venture interests 0.5%
  • 103-12 investment entities 0.2%
  • Common/collective trusts 5.0%
  • Master trust investment accounts 71.1%
  • Common stock 0.0%
Consultants and advisers
2 firms
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
From Schedule C (investment management, code 28)

+2 more Schedule C managers

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

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What changed
3 events
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Commitments
24 rows, 0 dated closings
DateFundManagerBucketAmountVintageStatusSource
as of Dec 31, 2024Adams St. Partnership 2002 US Fund103 12 ieAdams Street Partners, LLCPooled vehicles$73,241 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Adams Street Pshp Fd 2009 Non US de103 12 ieAdams Street Partners, LLCPooled vehicles$772,900 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Adams St. Partnership 2003 US Fund103 12 ieAdams Street Partners, LLCPooled vehicles$75,590 heldDisclosed holdingaskebsa.dol.gov

+21 more commitments

Every fund and manager this allocator committed to, with the amount, date and source on each.

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Size and funding
33 readings
Total assets
$2.0B Dec 31, 2024 reported Form 5500
$2.1B (2023-12) · $2.0B (2022-12)
Plan assets
$2.1B Jan 1, 2024 reported Form 5500
$2.0B (2023-01) · $2.7B (2022-01)
Net assets
$2.0B Dec 31, 2024 reported Form 5500
$2.1B (2023-12) · $2.0B (2022-12)
Funded ratio
94.7% Jan 1, 2024 reported Form 5500
95.9% (2023-01) · 114.2% (2022-01)
Funding target
$2.4B Jan 1, 2024 reported Form 5500
$2.3B (2023-01) · $2.3B (2022-01)
Discount rate
5.12% Jan 1, 2024 reported Form 5500
5.24% (2023-01) · 5.40% (2022-01)
Participants
10,988 Jan 1, 2024 reported Form 5500
11,235 (2023-01) · 11,530 (2022-01)
Contributions
$106M Dec 31, 2024 reported Form 5500
$72.1M (2023-12) · $27.2M (2022-12)
Benefits paid
$186M Dec 31, 2024 reported Form 5500
$155M (2023-12) · $164M (2022-12)
Net investment income
-$103M Dec 31, 2024 reported Form 5500
$31.0M (2023-12) · -$705M (2022-12)
Investment management fees
$8.6M Dec 31, 2024 reported Form 5500
$8.4M (2023-12) · $850,619 (2022-12)
Form 5500 filings
3 plan years
Plan yearParticipantsAssets (SB market)Funding targetFTAPTotal assets (H)Partnerships / JVMaster trustReal estate
2024 to Dec 31, 202410,988$2.1B$2.4B94.7%$2.0B$9.4M$1.4BNot disclosed
2023 to Dec 31, 202311,235$2.0B$2.3B95.9%$2.1B$13.0M$1.4BNot disclosed
2022 to Dec 31, 202211,530$2.7B$2.3B114.2%$2.0B$16.7M$1.5BNot disclosed
Service providers and investment entities as filed (Schedule C and D, latest year first)

+55 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.
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.

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

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Record history

3 dated events on the change ledger, latest first
  • Funded status changed
    2023-01-01source
  • Manager relationship ended
    2023-12-31source
  • Total assets changed
    2023-01-01source

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

+8 connections on the graph

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