DFX Intelligence

This allocator's name, 2 more advisers, 19 more commitments and 8 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· Hickory, North Carolina

Corporate pension, based in Hickory, North Carolina, reporting $315M in assets, for 7,698 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: $315M
Funded ratio: 104.5%
Fund commitments: 10
Managers: 1

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

Commitments (10)Allocation policy Consultants

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, Changed investment consultant to Independent Insurance Analysts LLC.

Capital path

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

Corporate pension in North Carolina

Funds committed to

All 10

Managers

AON Hewitt Investment Consulting, I18 commitments
Nisa4 commitments

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

Corporate pension

Assets

$315M

Total assets, Sep 30, 2025 reported

Funded

104.5%

Oct 1, 2024

Private markets target

no policy read

policy Sep 30, 2025

Commitments

1 manager on Schedule C

Plan sponsor: this allocator

Allocation policy

Form 5500, as of Sep 30, 2025

Actual allocation lines without a target (as filed)

Interest-bearing cash 1.2%
Other investments 21.6%
Partnership/joint venture interests 1.0%
Common/collective trusts 76.2%

Consultants and advisers

5 firms

Independent Insurance Analysts LLC Pension consultantthrough Sep 30, 2025 Form 5500
Gtcr Fund Xiv/a LP Investment adviser (plan)through Sep 30, 2025 Form 5500
AON Investments USA Inc Investment adviser (plan)through Sep 30, 2023 Form 5500

+2 more consultants and advisers 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

2 managers on the commitment tape

From the plan’s own commitment disclosures

AON Hewitt Investment Consulting, I18 rows, latest Sep 30, 2025
Nisa4 rows, latest Sep 30, 2025

From Schedule C (investment management, code 28)

Nisaplan years
Westbrook Realty Management Xi, L.Pplan years 2023

What changed

13 events

Dec 31, 2024Consultant changedinference
with Independent Insurance Analysts LLCaskebsa.dol.gov
Dec 31, 2024Consultant changedinference
with Gtcr Fund Xiv/a LPaskebsa.dol.gov
Oct 1, 2024Funded status changed
down 6 pointsaskebsa.dol.gov
Oct 1, 2024Assets changed
$45.7Maskebsa.dol.gov
Sep 30, 2024Holding started
with Nisa Ultra Long Treasury Cif$16.0Maskebsa.dol.gov

+8 more dated events

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

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

Commitments

22 rows, 0 dated closings

Date	Fund	Manager	Bucket	Amount	Status	Source
as of Sep 30, 2025	Nisa Ultra Long Treasury Cifcollective trust	Nisa	Fixed income	$16.9M held	Disclosed holding	askebsa.dol.gov
as of Sep 30, 2025	Nisa Ultra Mid Treasury Cifcollective trust	Nisa	Fixed income	$3.1M held	Disclosed holding	askebsa.dol.gov
as of Sep 30, 2025	Global Real Estate Fundcollective trust	AON Hewitt Investment Consulting, I	Real estate	$21.4M held	Disclosed holding	askebsa.dol.gov

+19 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

$315M Sep 30, 2025 reported Form 5500

$326M (2024-09) · $282M (2023-09)

Plan assets

$326M Oct 1, 2024 reported Form 5500

$280M (2023-10) · $288M (2022-10)

Net assets

$315M Sep 30, 2025 reported Form 5500

$326M (2024-09) · $280M (2023-09)

Funded ratio

104.5% Oct 1, 2024 reported Form 5500

110.6% (2023-10) · 113.0% (2022-10)

Funding target

$235M Oct 1, 2024 reported Form 5500

$221M (2023-10) · $245M (2022-10)

Discount rate

5.43% Oct 1, 2024 reported Form 5500

5.38% (2023-10) · 5.51% (2022-10)

Participants

7,698 Oct 1, 2024 reported Form 5500

7,396 (2023-10) · 7,810 (2022-10)

Contributions

$10.0M Sep 30, 2025 reported Form 5500

$0 (2024-09) · $13.8M (2023-09)

Benefits paid

$50.4M Sep 30, 2025 reported Form 5500

$9.1M (2024-09) · $59.4M (2023-09)

Net investment income

-$11.0M Sep 30, 2025 reported Form 5500

$45.7M (2024-09) · -$8.6M (2023-09)

Investment management fees

$645,035 Sep 30, 2025 reported Form 5500

$539,286 (2024-09) · $458,039 (2023-09)

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 Sep 30, 2025	7,698	$326M	$235M	104.5%	$315M	$3.2M	Not disclosed	Not disclosed
2023 to Sep 30, 2024	7,396	$280M	$221M	110.6%	$326M	Not disclosed	Not disclosed	Not disclosed
2022 to Sep 30, 2023	7,810	$288M	$245M	113.0%	$282M	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 15 17 50 $642,653 PY2024
AON Investments USA Inc. codes 27 51 $441,165 PY2024
Westbrook Realty Management Xi, L.P codes 28 32 51 $153,197 PY2024

+46 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.

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

13 dated events on the change ledger, latest first

Holding in a pooled vehicle started
2024-09-30source
Holding in a pooled vehicle ended
2024-09-30source
Holding in a pooled vehicle started
2024-09-30source

+10 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

+8 connections on the graph

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