This allocator's name and 12 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 Virginia

Corporate pension· Richmond, Virginia

Corporate pension, based in Richmond, Virginia, reporting $199M in assets, for 7,677 participants.

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

Assets
$199M
Funded ratio
101.2%
Fund commitments
5
Managers
3
As of · 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: 1 Jan 2024, Total assets changed.

Capital path

who backs this record, through what, into what; each name opens its own path
Corporate pension in Virginia
Managers
Size, funding, policy and commitments, with their basesCorporate pensionShow
Corporate pension
Assets
$199M
Total assets, Dec 31, 2024 reported
Funded
101.2%
Jan 1, 2024
Private markets target
no policy read
policy Dec 31, 2024
Commitments
5
3 managers on Schedule C
Plan sponsor: this allocator
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
  • Common/collective trusts 96.7%
  • Registered investment companies 3.3%
Consultants and advisers
3 firms
People
No investment staff or executives have been read for this allocator yet.
Manager roster
3 managers on the commitment tape
From the plan’s own commitment disclosures
From Schedule C (investment management, code 28)
What changed
4 events
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Commitments
15 rows, 0 dated closings
DateFundManagerBucketAmountVintageStatusSource
as of Dec 31, 2024Principal/blackrock S&p 500 Indexcollective trustBlackrockPooled vehicles$26.1M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Russell 2000 Index Cit Ncollective trustBlackrockPooled vehicles$7.2M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Liability Driven Solution Cit III Ncollective trustPrincipal/multimanagerPooled vehicles$55.0M heldDisclosed holdingaskebsa.dol.gov

+12 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
32 readings
Total assets
$199M Dec 31, 2024 reported Form 5500
$204M (2023-12) · $184M (2022-12)
Plan assets
$204M Jan 1, 2024 reported Form 5500
$184M (2023-01) · $232M (2022-01)
Net assets
$199M Dec 31, 2024 reported Form 5500
$204M (2023-12) · $184M (2022-12)
Funded ratio
101.2% Jan 1, 2024 reported Form 5500
100.5% (2023-01) · 110.1% (2022-01)
Funding target
$207M Jan 1, 2024 reported Form 5500
$200M (2023-01) · $190M (2022-01)
Discount rate
5.29% Jan 1, 2024 reported Form 5500
5.39% (2023-01) · 5.58% (2022-01)
Participants
7,677 Jan 1, 2024 reported Form 5500
7,765 (2023-01) · 7,862 (2022-01)
Contributions
$0 Dec 31, 2024 reported Form 5500
$305,000 (2023-12) · $0 (2022-12)
Benefits paid
$8.5M Dec 31, 2024 reported Form 5500
$6.0M (2023-12) · $5.6M (2022-12)
Net investment income
-$5.3M Dec 31, 2024 reported Form 5500
$20.2M (2023-12) · -$47.8M (2022-12)
Investment management fees
$196,000 Dec 31, 2023 reported Form 5500
$200,000 (2022-12)
Form 5500 filings
3 plan years
Plan yearParticipantsAssets (SB market)Funding targetFTAPTotal assets (H)Partnerships / JVMaster trustReal estate
2024 to Dec 31, 20247,677$204M$207M101.2%$199MNot disclosedNot disclosedNot disclosed
2023 to Dec 31, 20237,765$184M$200M100.5%$204MNot disclosedNot disclosedNot disclosed
2022 to Dec 31, 20227,862$232M$190M110.1%$184M$0$0$0
Service providers and investment entities as filed (Schedule C and D, latest year first)

+27 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

4 dated events on the change ledger, latest first
  • Funded status changed
    2023-01-01source
  • Total assets changed
    2023-01-01source
  • Total assets changed
    2024-01-01source

+1 more change 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

+7 connections on the graph

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