DFX Intelligence

This allocator's name, 1 more adviser, 25 more commitments and 2 more dated events

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· Greensboro, North Carolina

Corporate pension, based in Greensboro, North Carolina, reporting $906M in assets, for 7,147 participants.

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

As of 2024-12-31 · the latest dated event for this allocator; each figure carries its own filing or report date

Assets: $906M
Funded ratio: 109.3%
Fund commitments: 10

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

Commitments (10)Allocation policy

As of 2024-12-31 · 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 2024, Holding ended.

Capital path

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

Corporate pension in North Carolina

Funds committed to

AON Enhanced Liability Driven Inves3 commitments
Small Cap Equity Index Fund3 commitments
Inter US Gov Bond Fd3 commitments

All 10

Managers

AON Hewitt Investment Consulting, I18 commitments
AON Trust Company LLC5 commitments
AON Investment USA, Inc.2 commitments

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

Corporate pension

Assets

$906M

Total assets, Dec 31, 2024 reported

Funded

109.3%

Jan 1, 2024

Private markets target

no policy read

policy Dec 31, 2024

Commitments

none on the tape

Plan sponsor: this allocator

Allocation policy

Form 5500, as of Dec 31, 2024

Actual allocation lines without a target (as filed)

U.S. Government securities 0.0%
Common/collective trusts 99.0%

Consultants and advisers

4 firms

MMA Securities LLC General consultantthrough Dec 31, 2023 Form 5500
Lpl-Rp General consultantthrough Dec 31, 2022 Form 5500
Willis Towers Watson US LLC Actuarythrough Dec 31, 2022 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.

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

AON Hewitt Investment Consulting, I18 rows, latest Dec 31, 2024
AON Trust Company LLC5 rows, latest Dec 31, 2024
AON Investment USA, Inc.2 rows, latest Dec 31, 2023

From Schedule C (investment management, code 28)

Parametric Portfolio Associatesplan years 2022
AON Hewitt Investment Consulting, Iplan years 2022

What changed

7 events

Dec 31, 2024Holding endedinference
with AON Investment USA, Inc.$58.9Maskebsa.dol.gov
Jan 1, 2024Funded status changed
2 pointsaskebsa.dol.gov
Dec 31, 2023Holding started
with AON Trust Company LLC$52.7Maskebsa.dol.gov
Dec 31, 2023Consultant changedinference
with Lpl-Rpaskebsa.dol.gov
Dec 31, 2023Consultant changedinference
with MMA Securities LLCaskebsa.dol.gov

+2 more dated events

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

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

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

Commitments

28 rows, 0 dated closings

Date	Fund	Manager	Bucket	Amount	Status	Source
as of Dec 31, 2024	AON Enhanced Liability Driven Invescollective trust	AON Trust Company LLC	Pooled vehicles	$165M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2024	Small Cap Equity Index Fundcollective trust	AON Hewitt Investment Consulting, I	Public equity	$6.6M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2024	Inter US Gov Bond Fdcollective trust	AON Hewitt Investment Consulting, I	Fixed income	$49.6M held	Disclosed holding	askebsa.dol.gov

+25 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

33 readings

Total assets

$906M Dec 31, 2024 reported Form 5500

$952M (2023-12) · $928M (2022-12)

Plan assets

$951M Jan 1, 2024 reported Form 5500

$928M (2023-01) · $1.6B (2022-01)

Net assets

$905M Dec 31, 2024 reported Form 5500

$946M (2023-12) · $927M (2022-12)

Funded ratio

109.3% Jan 1, 2024 reported Form 5500

107.1% (2023-01) · 126.2% (2022-01)

Funding target

$748M Jan 1, 2024 reported Form 5500

$754M (2023-01) · $1.1B (2022-01)

Discount rate

5.09% Jan 1, 2024 reported Form 5500

5.22% (2023-01) · 5.36% (2022-01)

Participants

7,147 Jan 1, 2024 reported Form 5500

7,245 (2023-01) · 25,530 (2022-01)

Contributions

$0 Dec 31, 2024 reported Form 5500

$0 (2023-12) · $0 (2022-12)

Benefits paid

$49.4M Dec 31, 2024 reported Form 5500

$48.7M (2023-12) · $393M (2022-12)

Net investment income

-$40.9M Dec 31, 2024 reported Form 5500

$18.6M (2023-12) · -$681M (2022-12)

Investment management fees

$1.0M Dec 31, 2024 reported Form 5500

$1.0M (2023-12) · $1.2M (2022-12)

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 Dec 31, 2024	7,147	$951M	$748M	109.3%	$906M	Not disclosed	Not disclosed	Not disclosed
2023 to Dec 31, 2023	7,245	$928M	$754M	107.1%	$952M	Not disclosed	Not disclosed	Not disclosed
2022 to Dec 31, 2022	25,530	$1.6B	$1.1B	126.2%	$928M	Not disclosed	Not disclosed	Not disclosed

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

Willis Towers Watson US LLC codes 11 12 13 15 16 17 38 50 $845,409 PY2024
AON Hewitt Investment Consulting codes 28 50 $826,077 PY2024
The Bank of New York Mellon codes 18 19 21 49 50 $295,187 PY2024

+49 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.

Capital chain

This record sits on 6 traced paths of capital across the graphs.

Consultant to allocator to manager

DFX traced 6 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

7 dated events on the change ledger, latest first

Holding in a pooled vehicle ended
2024-12-31source
Holding in a pooled vehicle started
2023-12-31source
Funded status changed
2023-01-01source

+4 more changes 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

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