This allocator's name, 5 more advisers, 4 more managers, 27 more commitments and 12 more dated events
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Corporate pension in Georgia
Corporate pension, based in Atlanta, Georgia, reporting $992M in assets, for 12,037 participants.
Composed from this allocator's classification, location and filed figures.
- Assets
- $992M
- Funded ratio
- 80.8%
- Fund commitments
- 12
- Managers
- 5
Nothing material in the last 90 days. Last change: 31 Dec 2024, Changed investment consultant to Pension Benefit Information, LLC.
Capital path
who backs this record, through what, into what; each name opens its own path- Treasury U.S. 5 Year Key Rate Durat3 commitments
- Wtc-Ctf Glbl Total Return Portfolio3 commitments
- Treasury US 15 Yr Key Rate Duration3 commitments
- Blackrock Institutional Trust6 commitments
- Blackrock6 commitments
- State Street Global Advisors Trust6 commitments
Size, funding, policy and commitments, with their basesCorporate pensionShowHide
- Other investments 11.4%
- Partnership/joint venture interests 4.8%
- Common/collective trusts 83.8%
- Blackrock General consultantthrough Dec 31, 2022 Form 5500
- HM Capital General consultantthrough Dec 31, 2022 Form 5500
- Pension Benefit Information, LLC General consultantthrough Dec 31, 2022 Form 5500
+5 more consultants and advisers advise this allocator
Every name, record and relationship behind this count, with the source on each.
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- Blackrock Institutional Trust6 rows, latest Dec 31, 2024
- Blackrock6 rows, latest Dec 31, 2024
- State Street Global Advisors Trust6 rows, latest Dec 31, 2024
+4 more managers received commitments
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- Blackrock Institutional Trust Company, N.A.plan years
- Wellington Trust Company, Naplan years
- Wellingtonplan years
+11 more Schedule C managers
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- Dec 31, 2024Holding started
- Dec 31, 2024Holding started
- Dec 31, 2024Holding started
- Dec 31, 2024Consultant changedinferencewith Pension Benefit Information, LLCaskebsa.dol.gov
- Dec 31, 2024Manager relationship startedwith Onedigitalaskebsa.dol.gov
+12 more dated events
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| Date | Fund | Manager | Bucket | Amount | Vintage | Status | Source |
|---|---|---|---|---|---|---|---|
| as of Dec 31, 2024 | Treasury U.S. 5 Year Key Rate Duratcollective trust | Blackrock Institutional Trust Company, N.A. | Fixed income | $22.3M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | Wtc-Ctf Glbl Total Return Portfoliocollective trust | Wellington Trust Company, Na | Pooled vehicles | $15.8M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | Treasury US 15 Yr Key Rate Durationcollective trust | Blackrock Institutional Trust | Fixed income | $32.0M held | Disclosed holding | askebsa.dol.gov |
+27 more commitments
Every fund and manager this allocator committed to, with the amount, date and source on each.
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| Plan year | Participants | Assets (SB market) | Funding target | FTAP | Total assets (H) | Partnerships / JV | Master trust | Real estate |
|---|---|---|---|---|---|---|---|---|
| 2024 to Dec 31, 2024 | 12,037 | $1.1B | $1.3B | 80.8% | $992M | $47.5M | Not disclosed | Not disclosed |
| 2023 to Dec 31, 2023 | 12,240 | $996M | $1.3B | 80.0% | $1.1B | $33.3M | Not disclosed | Not disclosed |
| 2022 to Dec 31, 2022 | 12,586 | $1.4B | $1.4B | 89.4% | $998M | $24.1M | Not disclosed | Not disclosed |
- Towers Watson codes 16 50 $634,569 PY2024
- FID Inv Inst Ops Co codes 15 50 64 $615,541 PY2024
- Onedigital Investment Advisors LLC codes 28 50 51 $136,794 PY2024
+76 more service providers
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Provenance
This record sits on 25 traced paths of capital across the graphs.
DFX traced 25 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
- Holding in a pooled vehicle started2024-12-31source
- Holding in a pooled vehicle started2024-12-31source
- Holding in a pooled vehicle started2024-12-31source
+14 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
+24 connections on the graph
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