This allocator's name, 4 more advisers, 31 more commitments and 1 more dated event
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Corporate pension in Georgia
Corporate pension, based in Atlanta, Georgia, reporting $19.2M in assets, for 510 participants.
Composed from this allocator's classification, location and filed figures.
- Assets
- $19.2M
- Funded ratio
- 106.8%
- Fund commitments
- 12
- Managers
- 1
Nothing material in the last 90 days. Last change: 31 Dec 2023, Changed investment consultant to Mercer.
Capital path
who backs this record, through what, into what; each name opens its own path- Mercer Erisa Hedge Fund Investors3 commitments
- Mercer Active Long Corporate Fixed3 commitments
- Mercer Core Fixed Income Portfolio3 commitments
- Mercer Investments LLC34 commitments
Size, funding, policy and commitments, with their basesCorporate pensionShowHide
- Interest-bearing cash 1.4%
- Common/collective trusts 98.6%
- Capfinancial Partners, LLC Investment adviser (plan)through Dec 31, 2022 Form 5500
- Blackrock General consultantthrough Dec 31, 2022 Form 5500
- JP Morhan Chase and Co. Pension consultantthrough Dec 31, 2022 Form 5500
+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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- Mercer Investments LLC34 rows, latest Dec 31, 2024
- Mercer Investments LLCplan years
- Mercer Investments LLCplan years 2022
- Dec 31, 2023Holding endedinference
- Dec 31, 2023Consultant changedinferencewith Merceraskebsa.dol.gov
- Dec 31, 2023Manager relationship endedinferencewith JP Morhan Chase and Co.askebsa.dol.gov
- Dec 31, 2023Consultant changedinferencewith Blackrockaskebsa.dol.gov
- Jan 1, 2023Funded status changeddown 8 pointsaskebsa.dol.gov
+1 more dated event
Every name, record and relationship behind this count, with the source on each.
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| Date | Fund | Manager | Bucket | Amount | Vintage | Status | Source |
|---|---|---|---|---|---|---|---|
| as of Dec 31, 2024 | Mercer Erisa Hedge Fund Investorscollective trust | Mercer Investments LLC | Hedge / diversifiers | $1.1M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | Mercer Active Long Corporate Fixedcollective trust | Mercer Investments LLC | Fixed income | $2.8M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | Mercer Core Fixed Income Portfoliocollective trust | Mercer Investments LLC | Fixed income | $8.1M held | Disclosed holding | askebsa.dol.gov |
+31 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 | 510 | $20.8M | $21.5M | 106.8% | $19.2M | Not disclosed | Not disclosed | Not disclosed |
| 2023 to Dec 31, 2023 | 529 | $22.3M | $23.2M | 105.8% | $20.8M | Not disclosed | Not disclosed | Not disclosed |
| 2022 to Dec 31, 2022 | 555 | $30.3M | $25.0M | 114.0% | $22.3M | $0 | Not disclosed | Not disclosed |
- Mercer Investments LLC codes 51 52 $71,803 PY2024
- AON Hewitt Services codes 16 50 $61,732 PY2024
- Frazier & Deeter LLC codes 10 50 $15,000 PY2024
+53 more service providers
Every name, record and relationship behind this count, with the source on each.
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Provenance
This record sits on 6 traced paths of capital across the graphs.
DFX traced 6 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 ended2023-12-31source
- Funded status changed2023-01-01source
- Consultant changed2023-12-31source
+3 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
+10 connections on the graph
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