This allocator's name, 4 more advisers, 4 more managers, 28 more commitments and 6 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 Atlanta, Georgia, reporting $635M in assets, for 12,048 participants.
Composed from this allocator's classification, location and filed figures.
- Assets
- $635M
- Funded ratio
- 102.1%
- Fund commitments
- 13
- Managers
- 6
Nothing material in the last 90 days. Last change: 31 Dec 2024, Holding started.
Capital path
who backs this record, through what, into what; each name opens its own path- State St. S&p 500 (r) Non-Lending3 commitments
- Ftse Rafi US 1000 Index Nl Ctf3 commitments
- State St. 3-10 Yr US Treas Non Lend3 commitments
- State Street Global Advisors Trust Company11 commitments
- Nepc, LLC8 commitments
- State Street Global Advisors Trust3 commitments
Size, funding, policy and commitments, with their basesCorporate pensionShowHide
- Corporate debt instruments (other) 10.6%
- Corporate debt instruments (preferred) 0.6%
- U.S. Government securities 9.3%
- Insurance company general account 0.3%
- Other investments 1.3%
- Partnership/joint venture interests 0.2%
- Common/collective trusts 60.7%
- Registered investment companies 16.6%
- Common stock 0.0%
- Real estate (other than employer real property) 0.0%
- Nisa Investment Advisors, LLC Investment adviser (plan)through Dec 31, 2022 Form 5500
- Atessa Benefits, Inc. General consultantthrough Dec 31, 2022 Form 5500
- Blackrock Trusteethrough Dec 31, 2024 Form 5500
+4 more consultants and advisers advise this allocator
Every name, record and relationship behind this count, with the source on each.
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- State Street Global Advisors Trust Company11 rows, latest Dec 31, 2024
- Nepc, LLC8 rows, latest Dec 31, 2024
- State Street Global Advisors Trust3 rows, latest Dec 31, 2024
+4 more managers received commitments
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- Nepc, LLCplan years
- Northern Trust Investments, Incorporatedplan years
- State Street Global Advisors Trustplan years
+9 more Schedule C managers
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- Dec 31, 2024Holding started
- Dec 31, 2024Manager relationship endedinferencewith Wellington Trust Companyaskebsa.dol.gov
- Jan 1, 2024Funded status changed8 pointsaskebsa.dol.gov
- Jan 1, 2024Assets changeddown $175Maskebsa.dol.gov
- Dec 31, 2023Holding endedinference
+6 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 Dec 31, 2024 | State Street Msci Eafe Index Non-Lecollective trust | State Street Global Advisors Trust Company | Pooled vehicles | $7.8M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | State St. S&p 500 (r) Non-Lendingcollective trust | State Street Global Advisors Trust Company | Pooled vehicles | $28.4M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | Ftse Rafi US 1000 Index Nl Ctfcollective trust | State Street Global Advisors Trust Company | Pooled vehicles | $18.4M held | Disclosed holding | askebsa.dol.gov |
+28 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 Dec 31, 2024 | 12,048 | $668M | $605M | 102.1% | $635M | $1.3M | $0 | $19,610 |
| 2023 to Dec 31, 2023 | 19,135 | $842M | $863M | 93.7% | $676M | $5.4M | Not disclosed | $19,610 |
| 2022 to Dec 31, 2022 | 19,987 | $1.1B | $881M | 106.7% | $844M | $9.4M | Not disclosed | $33,010 |
- Conduent Hr Services, LLC codes 15 50 $698,788 PY2024
- NEW York Life Investment Management codes 21 50 $406,000 PY2024
- Mercer codes 14 50 $298,945 PY2024
+84 more service providers
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Provenance
This record sits on 12 traced paths of capital across the graphs.
DFX traced 12 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 started2024-12-31source
- Holding in a pooled vehicle ended2023-12-31source
- Holding in a pooled vehicle ended2023-12-31source
+8 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
+20 connections on the graph
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