DFX Intelligence

This allocator's name, 1 more adviser, 1 more manager, 30 more commitments and 3 more dated events

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Corporate pension in North Carolina

Corporate pension· Greensboro, North Carolina

Corporate pension, based in Greensboro, North Carolina, reporting $49.5M in assets, for 1,251 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: $49.5M
Funded ratio: 93.0%
Fund commitments: 13
Managers: 1

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

Commitments (13)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, Total assets changed.

Capital path

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

Corporate pension in North Carolina

Funds committed to

Mercer Active Long Corporate Fixed3 commitments
Mercer Ultra Long Duration Portfoli3 commitments
Mercer US Large Cap Core Passive Eq3 commitments

All 13

Managers

Mercer Investments LLC29 commitments
State Street Global Advisors Trust2 commitments
State Street Global Advisors Trust Company1 commitment

All 4

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

Corporate pension

Assets

$49.5M

Total assets, Dec 31, 2024 reported

Funded

93.0%

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 1.1%
Common/collective trusts 97.9%

Consultants and advisers

4 firms

State Street Global Advisors Custodianthrough Dec 31, 2024 Form 5500
Northern Trust Co. Trusteethrough Dec 31, 2023 Form 5500
Buck Global, 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.

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People

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

Manager roster

4 managers on the commitment tape

From the plan’s own commitment disclosures

Mercer Investments LLC29 rows, latest Dec 31, 2024
State Street Global Advisors Trust2 rows, latest Dec 31, 2024
State Street Global Advisors Trust Company1 row, latest Dec 31, 2022

+1 more manager received commitments

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

Includes 3 days of DFX Intelligence. Then $249/month unless canceled.

From Schedule C (investment management, code 28)

Mercer Investments LLCplan years
Mercer Investments LLCplan years 2022

What changed

8 events

Dec 31, 2024Assets changed
down $28.2Maskebsa.dol.gov
Dec 31, 2023Holding endedinference
with State Street Global Advisors Trust Company$2.9Maskebsa.dol.gov
Dec 31, 2023Holding endedinference
with Northern Trust Investments, Inc.$603Kaskebsa.dol.gov
Dec 31, 2023Holding started
with State Street Global Advisors Trust$4.6Maskebsa.dol.gov
Dec 31, 2023Holding started
with Mercer US Core Real Estate Portfoli$2.9Maskebsa.dol.gov

+3 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

33 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	$23.4M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2024	Mercer Ultra Long Duration Portfolicollective trust	Mercer Investments LLC	Fixed income	$1.4M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2024	Mercer US Large Cap Core Passive Eqcollective trust	Mercer Investments LLC	Public equity	$5.9M held	Disclosed holding	askebsa.dol.gov

+30 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

$49.5M Dec 31, 2024 reported Form 5500

$77.7M (2023-12) · $75.8M (2022-12)

Plan assets

$77.7M Jan 1, 2024 reported Form 5500

$75.8M (2023-01) · $88.9M (2022-01)

Net assets

$49.5M Dec 31, 2024 reported Form 5500

$77.7M (2023-12) · $75.8M (2022-12)

Funded ratio

93.0% Jan 1, 2024 reported Form 5500

92.6% (2023-01) · 103.0% (2022-01)

Funding target

$72.4M Jan 1, 2024 reported Form 5500

$74.5M (2023-01) · $73.6M (2022-01)

Discount rate

5.07% Jan 1, 2024 reported Form 5500

5.20% (2023-01) · 5.36% (2022-01)

Participants

1,251 Jan 1, 2024 reported Form 5500

1,276 (2023-01) · 1,295 (2022-01)

Contributions

$0 Dec 31, 2024 reported Form 5500

$0 (2023-12) · $6.0M (2022-12)

Benefits paid

$30.0M Dec 31, 2024 reported Form 5500

$5.3M (2023-12) · $5.4M (2022-12)

Net investment income

-$28.2M Dec 31, 2024 reported Form 5500

$1.9M (2023-12) · -$13.3M (2022-12)

Investment management fees

$145,945 Dec 31, 2024 reported Form 5500

$148,029 (2023-12) · $16,546 (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	1,251	$77.7M	$72.4M	93.0%	$49.5M	Not disclosed	Not disclosed	Not disclosed
2023 to Dec 31, 2023	1,276	$75.8M	$74.5M	92.6%	$77.7M	Not disclosed	Not disclosed	Not disclosed
2022 to Dec 31, 2022	1,295	$88.9M	$73.6M	103.0%	$75.8M	Not disclosed	Not disclosed	Not disclosed

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

Buck Global, LLC codes 11 50 $388,667 PY2024
Mercer Investments LLC codes 51 52 $144,770 PY2024
The Northern Trust Company codes 21 50 $31,923 PY2024

+54 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 ended
2023-12-31source
Holding in a pooled vehicle ended
2023-12-31source
Holding in a pooled vehicle started
2023-12-31source

+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

+7 connections on the graph

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