This allocator's name and 18 more commitments
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 North Carolina
Corporate pension, based in Garner, North Carolina, reporting $33.4M in assets, for 960 participants.
Composed from this allocator's classification, location and filed figures.
- Assets
- $33.4M
- Funded ratio
- 110.3%
- Fund commitments
- 7
- Managers
- 2
Nothing material in the last 90 days. Last change: 1 Oct 2024, Funded status changed.
Capital path
who backs this record, through what, into what; each name opens its own path- Large Cap Growth Index Cit N3 commitments
- Principal/blackrock Intl Eqty Index3 commitments
- Russell 2000 Index Cit N3 commitments
- Blackrock12 commitments
- Allspring3 commitments
- Wells Fargo3 commitments
Size, funding, policy and commitments, with their basesCorporate pensionShowHide
- Interest-bearing cash 0.2%
- Common/collective trusts 96.6%
- Registered investment companies 2.6%
- Principal Trust Co. Custodianthrough Sep 30, 2023 Form 5500
- USI Consulting Group Actuarythrough Sep 30, 2023 Form 5500
- Blackrock12 rows, latest Sep 30, 2025
- Allspring3 rows, latest Sep 30, 2025
- Wells Fargo3 rows, latest Sep 30, 2025
- Oct 1, 2024Funded status changeddown 4 pointsaskebsa.dol.gov
- Oct 1, 2024Assets changed$4.0Maskebsa.dol.gov
- Sep 30, 2024Assets changed$4.0Maskebsa.dol.gov
- Oct 1, 2023Funded status changeddown 5 pointsaskebsa.dol.gov
- Oct 1, 2023Assets changeddown $8.3Maskebsa.dol.gov
| Date | Fund | Manager | Bucket | Amount | Vintage | Status | Source |
|---|---|---|---|---|---|---|---|
| as of Sep 30, 2025 | Large Cap Growth Index Cit Ncollective trust | Blackrock | Public equity | $832,600 held | Disclosed holding | askebsa.dol.gov | |
| as of Sep 30, 2025 | Principal/blackrock Intl Eqty Indexcollective trust | Blackrock | Pooled vehicles | $585,046 held | Disclosed holding | askebsa.dol.gov | |
| as of Sep 30, 2025 | Russell 2000 Index Cit Ncollective trust | Blackrock | Pooled vehicles | $681,032 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.
Includes 3 days of DFX Intelligence. Then $249/month unless canceled.
| Plan year | Participants | Assets (SB market) | Funding target | FTAP | Total assets (H) | Partnerships / JV | Master trust | Real estate |
|---|---|---|---|---|---|---|---|---|
| 2024 to Sep 30, 2025 | 960 | $34.5M | $29.3M | 110.3% | $33.4M | Not disclosed | Not disclosed | Not disclosed |
| 2023 to Sep 30, 2024 | 975 | $30.6M | $29.4M | 114.4% | $34.5M | Not disclosed | Not disclosed | Not disclosed |
| 2022 to Sep 30, 2023 | 1,291 | $38.9M | $35.8M | 119.6% | $30.6M | Not disclosed | Not disclosed | Not disclosed |
- Principal Trust Company codes 15 19 21 38 50 $150,712 PY2024
- Principal Trust Company codes 15 19 21 38 62 PY2024
- Liability Driven Solution Cit I F Sched. D C $10.9M PY2024
+27 more service providers
Every name, record and relationship behind this count, with the source on each.
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Provenance
Record history
- Funded status changed2023-10-01source
- Funded status changed2024-10-01source
- Total assets changed2023-10-01source
+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
+5 connections on the graph
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