This allocator's name, 4 more advisers, 4 more managers and 19 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 Tennessee

Corporate pension· Nashville, Tennessee

Corporate pension, based in Nashville, Tennessee, reporting $145M in assets, for 3,079 participants.

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

Assets
$145M
Funded ratio
103.4%
Fund commitments
11
Managers
3
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Commitments (11)Allocation policyManagers
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: 31 Dec 2023, Changed investment consultant to Creative Resources Unlimited Inc.

Capital path

who backs this record, through what, into what; each name opens its own path
Corporate pension in Tennessee
Funds committed to
All 11
Managers
All 7
Size, funding, policy and commitments, with their basesCorporate pensionShow
Corporate pension
Assets
$145M
Total assets, Dec 30, 2024 reported
Funded
103.4%
Dec 31, 2023
Private markets target
no policy read
policy Dec 30, 2024
Commitments
11
3 managers on Schedule C
Plan sponsor: this allocator
Allocation policy
Form 5500, as of Dec 30, 2024
Actual allocation lines without a target (as filed)
  • Non-interest-bearing cash 0.3%
  • Partnership/joint venture interests 0.1%
  • Common/collective trusts 96.5%
  • Common stock 0.0%
Consultants and advisers
7 firms

+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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People
No investment staff or executives have been read for this allocator yet.
Manager roster
7 managers on the commitment tape
From the plan’s own commitment disclosures

+4 more managers received commitments

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

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From Schedule C (investment management, code 28)
What changed
2 events
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Commitments
22 rows, 0 dated closings
DateFundManagerBucketAmountVintageStatusSource
as of Dec 30, 2024Treasury U.S. 5 Year Key Rate Duratcollective trustBlackrock Institutional Trust Company, N.A.Fixed income$2.1M heldDisclosed holdingaskebsa.dol.gov
as of Dec 30, 2024Ssga Intermed U.S. Govt Bond Indxcollective trustState Street Global Advisors Trust CompanyFixed income$11.0M heldDisclosed holdingaskebsa.dol.gov
as of Dec 30, 2024NT Collective Short Term Investmentcollective trustNorthern Trust Investments, Inc.Cash$2.4M heldDisclosed holdingaskebsa.dol.gov

+19 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
22 readings
Total assets
$145M Dec 30, 2024 reported Form 5500
$151M (2023-12)
Plan assets
$152M Dec 31, 2023 reported Form 5500
$170M (2022-12)
Net assets
$145M Dec 30, 2024 reported Form 5500
$151M (2023-12)
Funded ratio
103.4% Dec 31, 2023 reported Form 5500
102.1% (2022-12)
Funding target
$158M Dec 31, 2023 reported Form 5500
$183M (2022-12)
Discount rate
5.17% Dec 31, 2023 reported Form 5500
5.34% (2022-12)
Participants
3,079 Dec 31, 2023 reported Form 5500
3,564 (2022-12)
Contributions
$4.5M Dec 30, 2024 reported Form 5500
$0 (2023-12)
Benefits paid
$10.9M Dec 30, 2024 reported Form 5500
$29.0M (2023-12)
Net investment income
-$5.5M Dec 30, 2024 reported Form 5500
-$19.8M (2023-12)
Investment management fees
$6,937 Dec 30, 2024 reported Form 5500
$34,112 (2023-12)
Form 5500 filings
2 plan years
Plan yearParticipantsAssets (SB market)Funding targetFTAPTotal assets (H)Partnerships / JVMaster trustReal estate
2023 to Dec 30, 20243,079$152M$158M103.4%$145M$163,109Not disclosedNot disclosed
2022 to Dec 30, 20233,564$170M$183M102.1%$151M$387,108Not disclosedNot disclosed
Service providers and investment entities as filed (Schedule C and D, latest year first)

+39 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.
Capital chain

This record sits on 20 traced paths of capital across the graphs.

Consultant to allocator to manager

DFX traced 20 paths of capital through this record

Every record on each path, what it committed or lent, and as of when.

Includes 3 days of DFX Intelligence. Then $299/month unless canceled.

Derived from allocator disclosures, BDC schedules and SEC filings; confidence is the weakest hop.

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Record history

2 dated events on the change ledger, latest first
  • Consultant changed
    2023-12-31source
  • Total assets changed
    2023-12-31source

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

+11 connections on the graph

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