This allocator's name

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Corporate pension in Georgia

Corporate pension· Atlanta, Georgia

Corporate pension, based in Atlanta, Georgia, reporting $35.0M in assets, for 1,498 participants.

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

Assets
$35.0M
Funded ratio
122.2%
Fund commitments
2
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Commitments (2)Allocation policy
As of · the latest dated event for this allocator; each figure carries its own filing or report date

Nothing material in the last 90 days. No dated change on record yet.

Capital path

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Corporate pension in Georgia
Funds committed to
Managers
Size, funding, policy and commitments, with their basesCorporate pensionShow
Corporate pension
Assets
$35.0M
Total assets, Dec 31, 2022 reported
Funded
122.2%
Jan 1, 2022
Private markets target
no policy read
policy Dec 31, 2022
Commitments
2
none on the tape
Plan sponsor: this allocator
Allocation policy
Form 5500, as of Dec 31, 2022
Actual allocation lines without a target (as filed)
  • Pooled separate accounts 32.9%
  • Registered investment companies 67.1%
Consultants and advisers
1 firm
People
No investment staff or executives have been read for this allocator yet.
Manager roster
1 manager on the commitment tape
From the plan’s own commitment disclosures
From Schedule C (investment management, code 28)
What changed
No dated events yet.
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Commitments
2 rows, 0 dated closings
DateFundManagerBucketAmountVintageStatusSource
as of Dec 31, 2022Principal U.S. Property Sa-Zseparate accountPrincipalReal estate$2.2M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Prin Bond Market Index Sa-Zseparate accountPrincipalFixed income$9.3M heldDisclosed holdingaskebsa.dol.gov
Size and funding
10 readings
Total assets
$35.0M Dec 31, 2022 reported Form 5500
Plan assets
$46.9M Jan 1, 2022 reported Form 5500
Net assets
$35.0M Dec 31, 2022 reported Form 5500
Funded ratio
122.2% Jan 1, 2022 reported Form 5500
Funding target
$35.1M Jan 1, 2022 reported Form 5500
Discount rate
5.30% Jan 1, 2022 reported Form 5500
Participants
1,498 Jan 1, 2022 reported Form 5500
Contributions
$0 Dec 31, 2022 reported Form 5500
Benefits paid
$4.1M Dec 31, 2022 reported Form 5500
Net investment income
-$11.9M Dec 31, 2022 reported Form 5500
Form 5500 filings
1 plan years
Plan yearParticipantsAssets (SB market)Funding targetFTAPTotal assets (H)Partnerships / JVMaster trustReal estate
2022 to Dec 31, 20221,498$46.9M$35.1M122.2%$35.0MNot disclosedNot disclosedNot disclosed
Service providers and investment entities as filed (Schedule C and D, latest year first)
  • Principal Life Insurance Company codes 13 50 64 $66,497 PY2022
  • 401k Advisors codes 28 99 PY2022
  • Prin Bond Market Index Sa-Z Sched. D P $9.3M PY2022

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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.

›Connections

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+3 connections on the graph

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