This allocator's name
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Corporate pension in Tennessee
Corporate pension, based in Brentwood, Tennessee, reporting $42.1M in assets, for 192 participants.
Composed from this allocator's classification, location and filed figures.
- Assets
- $42.1M
- Funded ratio
- 95.1%
- Fund commitments
- 1
- Managers
- 1
Nothing material in the last 90 days. Last change: 1 Jan 2024, Funded status changed.
Capital path
who backs this record, through what, into what; each name opens its own path- Wilshire Mm Long Dur Credit 13 commitments
- Wilshire Associates Incorporated3 commitments
Size, funding, policy and commitments, with their basesCorporate pensionShowHide
- Interest-bearing cash 1.9%
- Common/collective trusts 36.4%
- Registered investment companies 61.6%
- Principal Trust Co. Trusteethrough Dec 31, 2023 Form 5500
- Principal Trusteethrough Dec 31, 2022 Form 5500
- Principal Financial Group Actuarythrough Dec 31, 2022 Form 5500
- Wilshire Associates Incorporated3 rows, latest Dec 31, 2024
- Wilshire Associates Incorporatedplan years
- Jan 1, 2024Funded status changed4 pointsaskebsa.dol.gov
- Jan 1, 2024Assets changed$5.2Maskebsa.dol.gov
- Dec 31, 2023Assets changed$5.3Maskebsa.dol.gov
- Jan 1, 2023Funded status changeddown 18 pointsaskebsa.dol.gov
- Jan 1, 2023Assets changeddown $10.0Maskebsa.dol.gov
| Date | Fund | Manager | Bucket | Amount | Vintage | Status | Source |
|---|---|---|---|---|---|---|---|
| as of Dec 31, 2024 | Wilshire Mm Long Dur Credit 1collective trust | Wilshire Associates Incorporated | Private credit | $15.3M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2023 | Wilshire Mm Long Dur Credit 1collective trust | Wilshire Associates Incorporated | Private credit | $15.6M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | Wilshire Mm Long Dur Credit 1collective trust | Wilshire Associates Incorporated | Private credit | $13.9M held | Disclosed holding | askebsa.dol.gov |
| Plan year | Participants | Assets (SB market) | Funding target | FTAP | Total assets (H) | Partnerships / JV | Master trust | Real estate |
|---|---|---|---|---|---|---|---|---|
| 2024 to Dec 31, 2024 | 192 | $40.5M | $43.2M | 95.1% | $42.1M | Not disclosed | Not disclosed | Not disclosed |
| 2023 to Dec 31, 2023 | 193 | $35.3M | $41.8M | 90.9% | $40.6M | Not disclosed | Not disclosed | Not disclosed |
| 2022 to Dec 31, 2022 | 193 | $45.4M | $39.5M | 108.9% | $35.3M | Not disclosed | Not disclosed | Not disclosed |
- Principal Custody Solutions codes 21 50 $41,436 PY2024
- Wilmington Tr Slc Mgmt US Lgcp Sched. D C $15.3M PY2024
- Principal Financial Group codes 11 PY2024
+6 more service providers
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Provenance
Record history
- Funded status changed2023-01-01source
- Funded status changed2024-01-01source
- Total assets changed2023-01-01source
+2 more changes on this record's ledger
Includes 3 days of DFX Intelligence. Then $249/month unless canceled.
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
+6 connections on the graph
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