This allocator's name, 1 more adviser, 1 more manager, 18 more commitments and 13 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, based in Warner Robins, Georgia, reporting $94.9M in assets, for 1,738 participants.
Composed from this allocator's classification, location and filed figures.
- Assets
- $94.9M
- Funded ratio
- 80.0%
- Fund commitments
- 11
- Managers
- 1
Nothing material in the last 90 days. Last change: 28 Feb 2025, Holding started.
Capital path
who backs this record, through what, into what; each name opens its own path- AON Intermediate Credit Bond Fund3 commitments
- AON Long Credit Bond Fund3 commitments
- AON Long Government Bond Index Fund3 commitments
Size, funding, policy and commitments, with their basesCorporate pensionShowHide
- Common/collective trusts 100.0%
- Ativo Capital Management LLC Investment adviser (plan)through Feb 28, 2023 Form 5500
- CSM Advisors Investment adviser (plan)through Feb 28, 2023 Form 5500
- AON Consulting, Inc. Actuarythrough Feb 28, 2023 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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- AON Trust Company LLC16 rows, latest Feb 28, 2025
- Nisa2 rows, latest Feb 28, 2025
- Northern Trust Co.2 rows, latest Feb 29, 2024
+1 more manager received commitments
Every name, record and relationship behind this count, with the source on each.
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- Nisaplan years
- Geneva Capital Managementplan years 2023
- Walthausen & Co., LLCplan years 2023
+1 more Schedule C manager
Every name, record and relationship behind this count, with the source on each.
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- Feb 28, 2025Holding started
- Feb 28, 2025Holding started
- Feb 28, 2025Holding started
- Feb 28, 2025Holding endedinference
- Feb 28, 2025Holding started
+13 more dated events
Every name, record and relationship behind this count, with the source on each.
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| Date | Fund | Manager | Bucket | Amount | Vintage | Status | Source |
|---|---|---|---|---|---|---|---|
| as of Feb 28, 2025 | NT Collective Short Term Investmentcollective trust | Northern Trust Investments, Inc. | Cash | $1.8M held | Disclosed holding | askebsa.dol.gov | |
| as of Feb 28, 2025 | Nisa Ultra Mid Treasury Cifcollective trust | Nisa | Fixed income | $2.3M held | Disclosed holding | askebsa.dol.gov | |
| as of Feb 28, 2025 | Nisa Ultra Long Treasury Cifcollective trust | Nisa | Fixed income | $391,044 held | Disclosed holding | askebsa.dol.gov |
+18 more commitments
Every fund and manager this allocator committed to, with the amount, date and source on each.
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| Plan year | Participants | Assets (SB market) | Funding target | FTAP | Total assets (H) | Partnerships / JV | Master trust | Real estate |
|---|---|---|---|---|---|---|---|---|
| 2024 to Feb 28, 2025 | 1,738 | $94.0M | $94.4M | 80.0% | $94.9M | Not disclosed | Not disclosed | Not disclosed |
| 2023 to Feb 29, 2024 | 1,788 | $106M | $99.9M | 86.9% | $94.0M | Not disclosed | Not disclosed | Not disclosed |
| 2022 to Feb 28, 2023 | 1,809 | $131M | $97.6M | 92.9% | $106M | Not disclosed | Not disclosed | Not disclosed |
- Northern Trust codes 21 50 59 $41,533 PY2024
- Coltv Short-Term Invt Fd Sched. D C $1.8M PY2024
- AON Intermediate Credit Fund Sched. D C $10.5M PY2024
+32 more service providers
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Provenance
This record sits on 8 traced paths of capital across the graphs.
DFX traced 8 paths of capital through this record
Every record on each path, what it committed or lent, and as of when.
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Derived from allocator disclosures, BDC schedules and SEC filings; confidence is the weakest hop.
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Record history
- Holding in a pooled vehicle started2025-02-28source
- Holding in a pooled vehicle started2025-02-28source
- Holding in a pooled vehicle started2025-02-28source
+15 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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