This allocator's name and 5 more advisers
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Corporate pension in Georgia
Corporate pension, based in Atlanta, Georgia, reporting $21B in assets, for 147,029 participants.
Composed from this allocator's classification, location and filed figures.
- Assets
- $21B
- Funded ratio
- 81.5%
- Fund commitments
- 1
- Managers
- 2
Nothing material in the last 90 days. Last change: 1 Jan 2024, Funded status changed.
Capital path
who backs this record, through what, into what; each name opens its own path- this allocator1 commitment
Size, funding, policy and commitments, with their basesCorporate pensionShowHide
- Interest-bearing cash 0.0%
- Master trust investment accounts 98.8%
- Registered investment companies 0.3%
- PWC US Tax LLP General consultantthrough Dec 31, 2024 Form 5500
- Mercer General consultantthrough Dec 31, 2024 Form 5500
- Deloitte Tax LLP General consultantthrough Dec 31, 2024 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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- Silvant Capital Managementplan years 2024
- Nisa Investment Advisors, LLCplan years 2024
- Securian Life Insuranceplan years 2022
+2 more Schedule C managers
Every name, record and relationship behind this count, with the source on each.
Includes 3 days of DFX Intelligence. Then $249/month unless canceled.
- Jan 1, 2024Funded status changeddown 13 pointsaskebsa.dol.gov
- Jan 1, 2024Assets changeddown $7.4Baskebsa.dol.gov
| Date | Fund | Manager | Bucket | Amount | Vintage | Status | Source |
|---|---|---|---|---|---|---|---|
| as of Dec 31, 2024 | this allocatorcollective trust | this allocator | Pooled vehicles | $21B 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 Dec 31, 2024 | 147,029 | $23B | $26B | 81.5% | $21B | Not disclosed | $21B | Not disclosed |
| 2022 to Dec 31, 2022 | 152,178 | $30B | $24B | 94.0% | $22B | Not disclosed | $22B | Not disclosed |
- Willis Towers Watson US LLC codes 16 50 $2.6M PY2024
- The Bank of New York Mellon codes 18 28 50 $1.4M PY2024
- CVS Pharmacy, Inc codes 50 65 $1.3M PY2024
+42 more service providers
Every name, record and relationship behind this count, with the source on each.
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Provenance
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
+15 connections on the graph
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