DFX Intelligence

This allocator's name, 2 more managers, 25 more commitments and 2 more dated events

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Corporate pension in Georgia

Corporate pension· Atlanta, Georgia

Corporate pension, based in Atlanta, Georgia, reporting $527M in assets, for 4,156 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: $527M
Funded ratio: 151.8%
Fund commitments: 10
Managers: 3

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

Commitments (10)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, Holding ended.

Capital path

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

Corporate pension in Georgia

Funds committed to

All 10

Managers

State Street Global Advisors Trust Company11 commitments
State Street Global Advisors Trust6 commitments
Goldman Sachs Trust Company5 commitments

All 5

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

Corporate pension

Assets

$527M

Total assets, Dec 31, 2024 reported

Funded

151.8%

Jan 1, 2024

Private markets target

no policy read

policy Dec 31, 2024

Commitments

3 managers 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 4.1%
U.S. Government securities 15.2%
Partnership/joint venture interests 1.5%
Common/collective trusts 17.2%
Registered investment companies 40.9%

Consultants and advisers

2 firms

Bank of New York Mellon Custodianthrough Dec 31, 2022 Form 5500
PWC US Consulting LLP Actuarythrough Dec 31, 2022 Form 5500

People

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

Manager roster

5 managers on the commitment tape

From the plan’s own commitment disclosures

State Street Global Advisors Trust Company11 rows, latest Dec 31, 2024
State Street Global Advisors Trust6 rows, latest Dec 31, 2024
Goldman Sachs Trust Company5 rows, latest Dec 31, 2024

+2 more managers 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)

State Street Global Advisors Trust Companyplan years
Boston Partners Trust Companyplan years
State Street Global Advisors Trustplan years

+2 more Schedule C managers

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

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What changed

7 events

Dec 31, 2024Holding endedinference
with State Street Factor Based Nl Ctf.$17.7Maskebsa.dol.gov
Dec 31, 2024Holding endedinference
with Goldman Sachs Trust Company$44.8Maskebsa.dol.gov
Dec 31, 2024Assets changed
$88.1Maskebsa.dol.gov
Jan 1, 2024Funded status changed
down 7 pointsaskebsa.dol.gov
Dec 31, 2023Assets changed
$44.3Maskebsa.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

28 rows, 0 dated closings

Date	Fund	Manager	Bucket	Amount	Status	Source
as of Dec 31, 2024	Msci Emg Mkts Nl Ctfcollective trust	State Street Global Advisors Trust Company	Pooled vehicles	$6.4M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2024	Boston Partners Trend Fundcollective trust	Boston Partners Trust Company	Hedge / diversifiers	$5.2M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2024	EB Temporary Investmentcollective trust	BNY Mellon	Pooled vehicles	$50.3M held	Disclosed holding	askebsa.dol.gov

+25 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

$527M Dec 31, 2024 reported Form 5500

$439M (2023-12) · $395M (2022-12)

Plan assets

$425M Jan 1, 2024 reported Form 5500

$391M (2023-01) · $532M (2022-01)

Net assets

$515M Dec 31, 2024 reported Form 5500

$425M (2023-12) · $392M (2022-12)

Funded ratio

151.8% Jan 1, 2024 reported Form 5500

158.7% (2023-01) · 239.6% (2022-01)

Funding target

$308M Jan 1, 2024 reported Form 5500

$271M (2023-01) · $213M (2022-01)

Discount rate

5.16% Jan 1, 2024 reported Form 5500

5.27% (2023-01) · 5.44% (2022-01)

Participants

4,156 Jan 1, 2024 reported Form 5500

3,511 (2023-01) · 3,157 (2022-01)

Contributions

$110M Dec 31, 2024 reported Form 5500

$24.2M (2023-12) · $32.6M (2022-12)

Benefits paid

$6.7M Dec 31, 2024 reported Form 5500

$29.5M (2023-12) · $14.0M (2022-12)

Net investment income

$89.5M Dec 31, 2024 reported Form 5500

$33.1M (2023-12) · -$141M (2022-12)

Investment management fees

$974,215 Dec 31, 2024 reported Form 5500

$1.0M (2023-12) · $1.1M (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	4,156	$425M	$308M	151.8%	$527M	$8.1M	Not disclosed	Not disclosed
2023 to Dec 31, 2023	3,511	$391M	$271M	158.7%	$439M	$3.7M	Not disclosed	Not disclosed
2022 to Dec 31, 2022	3,157	$532M	$213M	239.6%	$395M	$4.8M	Not disclosed	Not disclosed

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

Goldman Sachs Asset Management codes 28 $974,215 PY2024
The Bank of New York Mellon codes 18 $137,357 PY2024
State Street Global Advisors Tr Co codes 28 $10,125 PY2024

+37 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.

Record history

7 dated events on the change ledger, latest first

Holding in a pooled vehicle ended
2024-12-31source
Holding in a pooled vehicle ended
2024-12-31source
Funded status changed
2023-01-01source

+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

+8 connections on the graph

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