This allocator's name, 1 more adviser and 1 more commitment

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Corporate pension in South Carolina

Corporate pension· Liberty, South Carolina

Corporate pension, based in Liberty, South Carolina, for 439 participants.

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

Funded ratio
149.7%
Fund commitments
2
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Commitments (2)Allocation policy
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: 9 May 2025, Total assets changed.

Capital path

who backs this record, through what, into what; each name opens its own path
Corporate pension in South Carolina
Funds committed to
Managers
Size, funding, policy and commitments, with their basesCorporate pensionShow
Corporate pension
Assets
not established
Total assets, May 9, 2025 reported
Funded
149.7%
Jul 1, 2023
Private markets target
no policy read
policy Jun 30, 2024
Commitments
2
none on the tape
Plan sponsor: this allocator
Allocation policy
Form 5500, as of Jun 30, 2024
Actual allocation lines without a target (as filed)
  • Interest-bearing cash 1.8%
  • Corporate debt instruments (preferred) 0.0%
  • Pooled separate accounts 5.4%
  • Registered investment companies 7.7%
  • Common stock 85.2%
Consultants and advisers
4 firms

+1 more consultant or adviser 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
1 manager on the commitment tape
From the plan’s own commitment disclosures
What changed
2 events
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Commitments
4 rows, 0 dated closings
DateFundManagerBucketAmountVintageStatusSource
as of Jun 30, 2024Conservative Stock Fd (core Equity)separate accountPrudential Insurance Company of AmePublic equity$2.6M heldDisclosed holdingaskebsa.dol.gov
as of Jun 30, 2024Short Termseparate accountPrudential Insurance Company of AmeCash$193,091 heldDisclosed holdingaskebsa.dol.gov
as of Jun 30, 2023Conservative Stock Fd (core Equity)separate accountPrudential Insurance Company of AmePublic equity$3.7M heldDisclosed holdingaskebsa.dol.gov

+1 more commitment

Every fund and manager this allocator committed to, with the amount, date and source on each.

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Size and funding
28 readings
Total assets
$0 May 9, 2025 reported Form 5500
$51.4M (2024-06) · $49.2M (2023-06)
Plan assets
$49.2M Jul 1, 2023 reported Form 5500
$47.8M (2022-07)
Net assets
$0 May 9, 2025 reported Form 5500
$51.2M (2024-06) · $49.2M (2023-06)
Funded ratio
149.7% Jul 1, 2023 reported Form 5500
151.6% (2022-07)
Funding target
$34.7M Jul 1, 2023 reported Form 5500
$34.1M (2022-07)
Discount rate
5.22% Jul 1, 2023 reported Form 5500
5.39% (2022-07)
Participants
439 Jul 1, 2024 reported Form 5500
448 (2023-07) · 459 (2022-07)
Contributions
$0 May 9, 2025 reported Form 5500
$0 (2024-06) · $680,000 (2023-06)
Benefits paid
$36.9M May 9, 2025 reported Form 5500
$2.2M (2024-06) · $2.1M (2023-06)
Net investment income
-$35.8M May 9, 2025 reported Form 5500
$2.0M (2024-06) · $1.4M (2023-06)
Investment management fees
$560,527 Jun 30, 2024 reported Form 5500
$403,326 (2023-06)
Form 5500 filings
3 plan years
Plan yearParticipantsAssets (SB market)Funding targetFTAPTotal assets (H)Partnerships / JVMaster trustReal estate
2024 to May 9, 2025439Not disclosedNot disclosedn/a$0Not disclosedNot disclosedNot disclosed
2023 to Jun 30, 2024448$49.2M$34.7M149.7%$51.4MNot disclosedNot disclosedNot disclosed
2022 to Jun 30, 2023459$47.8M$34.1M151.6%$49.2MNot disclosedNot disclosedNot disclosed
Service providers and investment entities as filed (Schedule C and D, latest year first)

+12 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.

Not yet on record: assets, managers.

Capital chain

This record sits on 2 traced paths of capital across the graphs.

Consultant to allocator to manager

DFX traced 2 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

2 dated events on the change ledger, latest first
  • Consultant changed
    2023-12-31source
  • Total assets changed
    2025-05-09source

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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