DFX Intelligence

This allocator's name and 9 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· Raleigh, North Carolina

Corporate pension, based in Raleigh, North Carolina, reporting $3.3M in assets, for 139 participants.

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

As of 2023-09-01 · the latest dated event for this allocator; each figure carries its own filing or report date

Assets: $3.3M
Funded ratio: 80.1%
Fund commitments: 4

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

Commitments (4)Allocation policy

As of 2023-09-01 · 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 Sep 2023, Funded status changed.

Capital path

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

Corporate pension in North Carolina

Funds committed to

Prin Ldi Ext Dur Sep Acct-Z3 commitments
Prin Ldi Long Duration Sa-Z3 commitments
Prin Ldi Short Dur Sep Acct-Z3 commitments

All 4

Managers

Principal12 commitments

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

Corporate pension

Assets

$3.3M

Total assets, Aug 31, 2025 reported

Funded

80.1%

Sep 1, 2024

Private markets target

no policy read

policy Aug 31, 2025

Commitments

none on the tape

Allocation policy

Form 5500, as of Aug 31, 2025

Actual allocation lines without a target (as filed)

Pooled separate accounts 93.9%

Consultants and advisers

1 firm

Principal Financial Group Actuarythrough Aug 31, 2023 Form 5500

People

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

Manager roster

1 manager on the commitment tape

From the plan’s own commitment disclosures

Principal12 rows, latest Aug 31, 2025

What changed

2 events

Sep 1, 2023Funded status changed
down 6 pointsaskebsa.dol.gov
Sep 1, 2023Assets changed
down $367Kaskebsa.dol.gov

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

Commitments

12 rows, 0 dated closings

Date	Fund	Manager	Bucket	Amount	Status	Source
as of Aug 31, 2025	Prin Ldi Ext Dur Sep Acct-Zseparate account	Principal	Pooled vehicles	$255,681 held	Disclosed holding	askebsa.dol.gov
as of Aug 31, 2025	Prin Ldi Long Duration Sa-Zseparate account	Principal	Fixed income	$2.0M held	Disclosed holding	askebsa.dol.gov
as of Aug 31, 2025	Prin Ldi Short Dur Sep Acct-Zseparate account	Principal	Pooled vehicles	$386,164 held	Disclosed holding	askebsa.dol.gov

+9 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.

Size and funding

31 readings

Total assets

$3.3M Aug 31, 2025 reported Form 5500

$3.3M (2024-08) · $3.2M (2023-08)

Plan assets

$3.3M Sep 1, 2024 reported Form 5500

$3.2M (2023-09) · $3.6M (2022-09)

Net assets

$3.3M Aug 31, 2025 reported Form 5500

$3.3M (2024-08) · $3.2M (2023-08)

Funded ratio

80.1% Sep 1, 2024 reported Form 5500

80.0% (2023-09) · 86.0% (2022-09)

Funding target

$3.8M Sep 1, 2024 reported Form 5500

$3.9M (2023-09) · $3.9M (2022-09)

Discount rate

5.31% Sep 1, 2024 reported Form 5500

5.22% (2023-09) · 5.39% (2022-09)

Participants

139 Sep 1, 2024 reported Form 5500

140 (2023-09) · 141 (2022-09)

Contributions

$321,200 Aug 31, 2025 reported Form 5500

$207,894 (2024-08) · $127,963 (2023-08)

Benefits paid

$189,221 Aug 31, 2025 reported Form 5500

$192,333 (2024-08) · $186,687 (2023-08)

Net investment income

-$52,157 Aug 31, 2025 reported Form 5500

$101,156 (2024-08) · -$368,903 (2023-08)

Investment management fees

$677 Aug 31, 2025 reported Form 5500

Form 5500 filings

3 plan years

Plan year	Participants	Assets (SB market)	Funding target	FTAP	Total assets (H)	Partnerships / JV	Master trust	Real estate
2024 to Aug 31, 2025	139	$3.3M	$3.8M	80.1%	$3.3M	Not disclosed	Not disclosed	Not disclosed
2023 to Aug 31, 2024	140	$3.2M	$3.9M	80.0%	$3.3M	Not disclosed	Not disclosed	Not disclosed
2022 to Aug 31, 2023	141	$3.6M	$3.9M	86.0%	$3.2M	Not disclosed	Not disclosed	Not disclosed

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

Principal Life Insurance Company codes 13 50 64 $66,795 PY2024
Topel Forman LLC codes 10 50 $11,500 PY2024
Prin Ldi Short Dur Sep Acct-Z Sched. D P $386,164 PY2024

+16 more service providers

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

Includes 3 days of DFX Intelligence. Then $249/month unless canceled.

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.

Not yet on record: managers.

Record history

2 dated events on the change ledger, latest first

Funded status changed
2023-09-01source
Total assets changed
2023-09-01source

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

+2 connections on the graph

Includes 3 days of DFX Intelligence. Then $249/month unless canceled.