This allocator's name

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Corporate pension in North Carolina

Corporate pension· Charlotte, North Carolina

Corporate pension, based in Charlotte, North Carolina, for 1,551 participants.

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

Funded ratio
119.5%
Open searchesAllocation policy
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, Changed investment consultant to Legg Mason.

Size, funding, policy and commitments, with their basesCorporate pensionShow
Corporate pension
Assets
not established
Total assets, Dec 29, 2023 reported
Funded
119.5%
Jan 1, 2022
Private markets target
no policy read
policy Dec 31, 2022
Commitments
0
none on the tape
Plan sponsor: this allocator
Allocation policy
Form 5500, as of Dec 31, 2022
Actual allocation lines without a target (as filed)
  • Corporate debt instruments (preferred) 20.2%
  • U.S. Government securities 79.0%
  • Registered investment companies 0.1%
Consultants and advisers
3 firms
People
No investment staff or executives have been read for this allocator yet.
Manager roster
2 managers on Schedule C
From Schedule C (investment management, code 28)
What changed
3 events
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Commitments
No fund commitments are on the tape for this allocator. The tape holds the plans that publish their own private-markets reports; a plan that publishes one and is not here is a gap we can close.
Size and funding
18 readings
Total assets
$0 Dec 29, 2023 reported Form 5500
$107M (2022-12)
Plan assets
$151M Jan 1, 2022 reported Form 5500
Net assets
$0 Dec 29, 2023 reported Form 5500
$107M (2022-12)
Funded ratio
119.5% Jan 1, 2022 reported Form 5500
Funding target
$108M Jan 1, 2022 reported Form 5500
Discount rate
5.49% Jan 1, 2022 reported Form 5500
Participants
1,551 Jan 1, 2023 reported Form 5500
1,583 (2022-01)
Contributions
$11.6M Dec 29, 2023 reported Form 5500
$0 (2022-12)
Benefits paid
$58.2M Dec 29, 2023 reported Form 5500
$5.1M (2022-12)
Net investment income
-$107M Dec 29, 2023 reported Form 5500
-$44.7M (2022-12)
Investment management fees
$190,027 Dec 29, 2023 reported Form 5500
$390,285 (2022-12)
Form 5500 filings
2 plan years
Plan yearParticipantsAssets (SB market)Funding targetFTAPTotal assets (H)Partnerships / JVMaster trustReal estate
2023 to Dec 29, 20231,551Not disclosedNot disclosedn/a$0Not disclosedNot disclosedNot disclosed
2022 to Dec 31, 20221,583$151M$108M119.5%$107MNot disclosedNot disclosedNot disclosed
Service providers and investment entities as filed (Schedule C and D, latest year first)

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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 15, 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: assets, fund commitments, managers.

Record history

3 dated events on the change ledger, latest first
  • Consultant changed
    2023-12-31source
  • Manager relationship ended
    2023-12-31source
  • Total assets changed
    2023-12-29source

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

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+6 connections on the graph

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