DFX Intelligence

This allocator's name, 5 more commitments and 3 more dated events

Every figure, date and source on this page is shown. The names behind them, and every related record, open with the complete profile.

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Corporate pension in Georgia

Corporate pension· Marietta, Georgia

Corporate pension, based in Marietta, Georgia, reporting $9,777 in assets, for 1,726 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: $9,777
Funded ratio: 120.5%
Fund commitments: 8

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Commitments (8)Allocation policy

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, Changed investment consultant to Willis Towers Watson US LLC.

Capital path

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

Corporate pension in Georgia

Funds committed to

Rescap Collective Investment Trust1 commitment
L&g Global Core Infrastructure Cit1 commitment
Legal & General Treasury 15+ Strips1 commitment

All 8

Managers

Legal and General3 commitments
Towers Watson Investment Services,2 commitments
State Street Global Advisors Trust Company1 commitment

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

Corporate pension

Assets

$9,777

Total assets, Dec 31, 2024 reported

Funded

120.5%

Jan 1, 2022

Private markets target

no policy read

policy Dec 31, 2024

Commitments

none on the tape

Plan sponsor: this allocator

Allocation policy

Form 5500, as of Dec 31, 2024

Actual allocation lines without a target (as filed)

Interest-bearing cash 25.6%

Consultants and advisers

3 firms

Willis Towers Watson US LLC General consultantActuarythrough Dec 31, 2023 Form 5500
Gallagher Fiduciary Advisors Named fiduciarythrough Dec 31, 2022 Form 5500
Principal Custody Solutions Trusteethrough Dec 31, 2022 Form 5500

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

Legal and General3 rows, latest Dec 31, 2022
Towers Watson Investment Services,2 rows, latest Dec 31, 2022
State Street Global Advisors Trust Company1 row, latest Dec 31, 2022

From Schedule C (investment management, code 28)

Legal & General Investment Managemeplan years 2023
Towers Watson Investment Services,plan years 2023
Ir+m Collective Investmentplan years 2023

+1 more Schedule C manager

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

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

What changed

8 events

Dec 31, 2024Manager relationship endedinference
with Ir+m Collective Investmentaskebsa.dol.gov
Dec 31, 2024Manager relationship endedinference
with Legal & General Investment Managemeaskebsa.dol.gov
Dec 31, 2024Consultant changedinference
with Willis Towers Watson US LLCaskebsa.dol.gov
Dec 31, 2024Assets changed
down $2.2Maskebsa.dol.gov
Dec 31, 2023Manager relationship started
with Ir+m Collective Investmentaskebsa.dol.gov

+3 more dated events

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

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

Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.

Commitments

8 rows, 0 dated closings

Date	Fund	Manager	Bucket	Amount	Status	Source
as of Dec 31, 2022	Rescap Collective Investment Trustcollective trust	Rescap Global Real Estate Securities Cit	Pooled vehicles	$1.1M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2022	L&g Global Core Infrastructure Citcollective trust	Legal and General	Infrastructure	$1.0M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2022	Legal & General Treasury 15+ Stripscollective trust	Legal and General	Fixed income	$8.4M held	Disclosed holding	askebsa.dol.gov

+5 more commitments

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

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

Size and funding

25 readings

Total assets

$9,777 Dec 31, 2024 reported Form 5500

$2.2M (2023-12) · $81.2M (2022-12)

Plan assets

$105M Jan 1, 2022 reported Form 5500

Net assets

$9,777 Dec 31, 2024 reported Form 5500

$1.6M (2023-12) · $81.1M (2022-12)

Funded ratio

120.5% Jan 1, 2022 reported Form 5500

Funding target

$81.8M Jan 1, 2022 reported Form 5500

Discount rate

5.34% Jan 1, 2022 reported Form 5500

Participants

1,726 Jan 1, 2024 reported Form 5500

2,087 (2023-01) · 2,120 (2022-01)

Contributions

-$2.6M Dec 31, 2024 reported Form 5500

$6.9M (2023-12) · $0 (2022-12)

Benefits paid

$496,189 Dec 31, 2024 reported Form 5500

$84.7M (2023-12) · $5.9M (2022-12)

Net investment income

-$1.6M Dec 31, 2024 reported Form 5500

-$79.5M (2023-12) · -$23.9M (2022-12)

Investment management fees

$1,476 Dec 31, 2024 reported Form 5500

$283,030 (2023-12) · $662,593 (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	1,726	Not disclosed	Not disclosed	n/a	$9,777	Not disclosed	Not disclosed	Not disclosed
2023 to Dec 31, 2023	2,087	Not disclosed	Not disclosed	n/a	$2.2M	Not disclosed	Not disclosed	Not disclosed
2022 to Dec 31, 2022	2,120	$105M	$81.8M	120.5%	$81.2M	Not disclosed	Not disclosed	$0

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

Willis Towers Watson US LLC codes 11 27 28 50 $655,979 PY2024
AON Consulting codes 14 50 $201,634 PY2024
Baker Tilly, US, LLP codes 10 50 $60,000 PY2024

+35 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.

Not yet on record: managers.

Capital chain

This record sits on 3 traced paths of capital across the graphs.

Consultant to allocator to manager

DFX traced 3 paths 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

Manager relationship started
2023-12-31source
Consultant changed
2023-12-31source
Manager relationship 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

+9 connections on the graph

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