DFX Intelligence

This allocator's name, 5 more managers, 22 more commitments and 2 more dated events

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Corporate pension in South Carolina

Corporate pension· Harleyville, South Carolina

Corporate pension, based in Harleyville, South Carolina, reporting $16.5M in assets, for 189 participants.

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

As of 2024-09-30 · the latest dated event for this allocator; each figure carries its own filing or report date

Assets: $16.5M
Funded ratio: 102.7%
Fund commitments: 15
Managers: 8

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

Commitments (15)Allocation policy Managers

As of 2024-09-30 · 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: 30 Sep 2024, Holding ended.

Capital path

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

Corporate pension in South Carolina

Funds committed to

Allspring St Investment Fund S12 commitments
Pfg/multi-Manager Small Cap Cit N2 commitments
Principal/mfs Value Cit F2 commitments

All 15

Managers

Blackrock6 commitments
T Rowe Price4 commitments
Allspring3 commitments

All 8

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

Corporate pension

Assets

$16.5M

Total assets, Sep 30, 2024 reported

Funded

102.7%

Oct 1, 2023

Private markets target

no policy read

policy Sep 30, 2024

Commitments

8 managers on Schedule C

Plan sponsor: this allocator

Allocation policy

Form 5500, as of Sep 30, 2024

Actual allocation lines without a target (as filed)

Common/collective trusts 94.9%
Registered investment companies 5.1%

Consultants and advisers

3 firms

Principal Custody Solutions Trusteethrough Sep 30, 2024 Form 5500
Wells Fargo Trusteethrough Sep 30, 2023 Form 5500
AON Consulting, Inc. Actuarythrough Sep 30, 2023 Form 5500

People

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

Manager roster

8 managers on the commitment tape

From the plan’s own commitment disclosures

Blackrock6 rows, latest Sep 30, 2024
T Rowe Price4 rows, latest Sep 30, 2024
Allspring3 rows, latest Sep 30, 2024

+5 more managers received commitments

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

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From Schedule C (investment management, code 28)

Mfsplan years
Causewayplan years
Dodge & Coxplan years

+5 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

Sep 30, 2024Holding endedinference
with Allspring Core Bond Cit F$1.1Maskebsa.dol.gov
Sep 30, 2024Holding endedinference
with Pfg/federated Total Return Bond Cit$1.1Maskebsa.dol.gov
Sep 30, 2024Holding started
with Liability Driven Solution Cit II$4.3Maskebsa.dol.gov
Sep 30, 2024Holding started
with Wells Fargo$9.2Maskebsa.dol.gov
Sep 30, 2024Holding endedinference
with Principal/dodge & Cox Intermediate$1.1Maskebsa.dol.gov

+2 more dated events

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

Commitments

25 rows, 0 dated closings

Date	Fund	Manager	Bucket	Amount	Status	Source
as of Sep 30, 2024	Allspring St Investment Fund S1collective trust	Allspring	Pooled vehicles	$478,620 held	Disclosed holding	askebsa.dol.gov
as of Sep 30, 2024	Pfg/multi-Manager Small Cap Cit Ncollective trust	SEI Trust Company	Public equity	$164,851 held	Disclosed holding	askebsa.dol.gov
as of Sep 30, 2024	Principal/mfs Value Cit Fcollective trust	Mfs	Pooled vehicles	$131,737 held	Disclosed holding	askebsa.dol.gov

+22 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

21 readings

Total assets

$16.5M Sep 30, 2024 reported Form 5500

$14.7M (2023-09)

Plan assets

$14.7M Oct 1, 2023 reported Form 5500

$14.3M (2022-10)

Net assets

$16.5M Sep 30, 2024 reported Form 5500

$14.7M (2023-09)

Funded ratio

102.7% Oct 1, 2023 reported Form 5500

101.2% (2022-10)

Funding target

$15.0M Oct 1, 2023 reported Form 5500

$15.5M (2022-10)

Discount rate

5.18% Oct 1, 2023 reported Form 5500

5.35% (2022-10)

Participants

189 Oct 1, 2023 reported Form 5500

198 (2022-10)

Contributions

$0 Sep 30, 2024 reported Form 5500

$0 (2023-09)

Benefits paid

$1.1M Sep 30, 2024 reported Form 5500

$1.2M (2023-09)

Net investment income

$1.8M Sep 30, 2024 reported Form 5500

$409,794 (2023-09)

Investment management fees

$51,488 Sep 30, 2024 reported Form 5500

Form 5500 filings

2 plan years

Plan year	Participants	Assets (SB market)	Funding target	FTAP	Total assets (H)	Partnerships / JV	Master trust	Real estate
2023 to Sep 30, 2024	189	$14.7M	$15.0M	102.7%	$16.5M	Not disclosed	Not disclosed	Not disclosed
2022 to Sep 30, 2023	198	$14.3M	$15.5M	101.2%	$14.7M	Not disclosed	Not disclosed	Not disclosed

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

AON Consulting Inc. codes 28 50 $51,488 PY2023
Principal Custody Solutions codes 21 50 $34,730 PY2023
Allspring Core Bond Cit Sched. D C PY2023

+32 more service providers

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

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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.

Record history

7 dated events on the change ledger, latest first

Holding in a pooled vehicle ended
2024-09-30source
Holding in a pooled vehicle ended
2024-09-30source
Holding in a pooled vehicle started
2024-09-30source

+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

+12 connections on the graph

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