This allocator's name, 13 more commitments and 1 more dated event

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Corporate pension in North Carolina

Corporate pension· Cary, North Carolina

Corporate pension, based in Cary, North Carolina, reporting $38.8M in assets, for 208 participants.

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

Assets
$38.8M
Funded ratio
113.7%
Fund commitments
4
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Commitments (4)Allocation 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: 1 Jan 2025, Funded status 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
All 4
Managers
Size, funding, policy and commitments, with their basesCorporate pensionShow
Corporate pension
Assets
$38.8M
Total assets, Dec 31, 2025 reported
Funded
113.7%
Jan 1, 2025
Private markets target
no policy read
policy Dec 31, 2025
Commitments
4
none on the tape
Plan sponsor: this allocator
Allocation policy
Form 5500, as of Dec 31, 2025
Actual allocation lines without a target (as filed)
  • Interest-bearing cash 0.0%
  • Non-interest-bearing cash 0.5%
  • Common/collective trusts 61.7%
  • Registered investment companies 33.9%
Consultants and advisers
1 firm
  • Cheiron Actuarythrough Dec 31, 2025 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
What changed
6 events

+1 more dated event

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Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Commitments
16 rows, 0 dated closings
DateFundManagerBucketAmountVintageStatusSource
as of Dec 31, 2025Long Liability Corporate Cit Fundcollective trustLegal and GeneralPooled vehicles$14.6M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2025L&g Long Liability Treasury Citcollective trustLegal and GeneralFixed income$1.4M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2025L&g Liability Treasury Cit Fundcollective trustLegal and GeneralFixed income$6.1M heldDisclosed holdingaskebsa.dol.gov

+13 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
40 readings
Total assets
$38.8M Dec 31, 2025 reported Form 5500
$36.5M (2024-12) · $35.2M (2023-12) · $31.3M (2022-12)
Plan assets
$36.5M Jan 1, 2025 reported Form 5500
$35.2M (2024-01) · $31.3M (2023-01) · $39.8M (2022-01)
Net assets
$38.8M Dec 31, 2025 reported Form 5500
$36.5M (2024-12) · $35.2M (2023-12) · $31.3M (2022-12)
Funded ratio
113.7% Jan 1, 2025 reported Form 5500
120.3% (2024-01) · 111.8% (2023-01) · 137.7% (2022-01)
Funding target
$28.6M Jan 1, 2025 reported Form 5500
$27.9M (2024-01) · $27.3M (2023-01) · $25.3M (2022-01)
Discount rate
5.40% Jan 1, 2025 reported Form 5500
5.22% (2024-01) · 5.36% (2023-01) · 5.54% (2022-01)
Participants
208 Jan 1, 2025 reported Form 5500
205 (2024-01) · 199 (2023-01) · 194 (2022-01)
Contributions
$1.5M Dec 31, 2025 reported Form 5500
$1.8M (2024-12) · $1.8M (2023-12) · $1.7M (2022-12)
Benefits paid
$2.4M Dec 31, 2025 reported Form 5500
$1.5M (2024-12) · $1.4M (2023-12) · $1.7M (2022-12)
Net investment income
$2.3M Dec 31, 2025 reported Form 5500
$1.3M (2024-12) · $3.9M (2023-12) · -$8.5M (2022-12)
Form 5500 filings
4 plan years
Plan yearParticipantsAssets (SB market)Funding targetFTAPTotal assets (H)Partnerships / JVMaster trustReal estate
2025 to Dec 31, 2025208$36.5M$28.6M113.7%$38.8MNot disclosedNot disclosedNot disclosed
2024 to Dec 31, 2024205$35.2M$27.9M120.3%$36.5MNot disclosedNot disclosedNot disclosed
2023 to Dec 31, 2023199$31.3M$27.3M111.8%$35.2MNot disclosedNot disclosedNot disclosed
2022 to Dec 31, 2022194$39.8M$25.3M137.7%$31.3MNot disclosedNot disclosedNot disclosed
Service providers and investment entities as filed (Schedule C and D, latest year first)
  • L&g Long Liability Corp Cit Fund Sched. D C $14.6M PY2025
  • L&g Long Liab. Treasury Cit Fund Sched. D C $1.4M PY2025
  • L&g Liability Treasury Cit Fund Sched. D C $6.1M PY2025

+17 more service providers

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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.

Not yet on record: managers.

Record history

6 dated events on the change ledger, latest first
  • Funded status changed
    2023-01-01source
  • Funded status changed
    2024-01-01source
  • Funded status changed
    2025-01-01source

+3 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

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+2 connections on the graph

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