This allocator's name and 1 more adviser
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 South Carolina
Corporate pension, based in Fort Mill, South Carolina, reporting $105M in assets, for 999 participants.
Composed from this allocator's classification, location and filed figures.
- Assets
- $105M
- Funded ratio
- 85.8%
- Fund commitments
- 1
Nothing material in the last 90 days. Last change: 1 Aug 2024, Funded status changed.
Capital path
who backs this record, through what, into what; each name opens its own path- State St Lng US Govt Bd Ind Nl Fund1 commitment
- State Street Global Advisors Trust Company1 commitment
Size, funding, policy and commitments, with their basesCorporate pensionShowHide
- Interest-bearing cash 1.4%
- Non-interest-bearing cash 0.0%
- Other investments 0.0%
- Common/collective trusts 14.6%
- Registered investment companies 82.8%
- Clearview Investment Research Investment adviser (plan)through Jul 31, 2023 Form 5500
- Mercer Actuarythrough Jul 31, 2023 Form 5500
- State Street Global Advisors Custodianthrough Jul 31, 2023 Form 5500
+1 more consultant or adviser advise this allocator
Every name, record and relationship behind this count, with the source on each.
Includes 3 days of DFX Intelligence. Then $249/month unless canceled.
- State Street Global Advisors Trust Company1 row, latest Jul 31, 2025
- Aug 1, 2024Funded status changeddown 6 pointsaskebsa.dol.gov
- Aug 1, 2023Funded status changeddown 5 pointsaskebsa.dol.gov
| Date | Fund | Manager | Bucket | Amount | Vintage | Status | Source |
|---|---|---|---|---|---|---|---|
| as of Jul 31, 2025 | State St Lng US Govt Bd Ind Nl Fundcollective trust | State Street Global Advisors Trust Company | Pooled vehicles | $15.4M held | Disclosed holding | askebsa.dol.gov |
| Plan year | Participants | Assets (SB market) | Funding target | FTAP | Total assets (H) | Partnerships / JV | Master trust | Real estate |
|---|---|---|---|---|---|---|---|---|
| 2024 to Jul 31, 2025 | 999 | $105M | $112M | 85.8% | $105M | Not disclosed | Not disclosed | Not disclosed |
| 2023 to Jul 31, 2024 | 1,004 | $99.0M | $111M | 92.2% | $105M | Not disclosed | $102M | Not disclosed |
| 2022 to Jul 31, 2023 | 1,015 | $100M | $106M | 97.0% | $99.2M | Not disclosed | $94.6M | Not disclosed |
- Mercer codes 11 13 17 $131,374 PY2024
- Clearview Investment Research codes 27 $34,211 PY2024
- State Street Bank codes 25 $24,460 PY2024
+24 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
Not yet on record: managers.
This record sits on 1 traced path of capital across the graphs.
DFX traced 1 path 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
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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