DFX Intelligence

This allocator's name, 5 more managers, 32 more commitments and 1 more dated event

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Corporate pension in Georgia

Corporate pension· Atlanta, Georgia

Corporate pension, based in Atlanta, Georgia, reporting $1.5B in assets, for 13,770 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: $1.5B
Funded ratio: 84.0%
Fund commitments: 13
Managers: 5

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

Commitments (13)Allocation policy Managers

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, Holding started.

Capital path

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

Corporate pension in Georgia

Funds committed to

MFO Pimco Fds Long Duration Corp Bd3 commitments
CF Bluebay Global Funds Spc - Total3 commitments
Legal & General Collective Trust Ms3 commitments

All 13

Managers

Legal and General11 commitments
State Street Global Advisors Trust Company6 commitments
Pimco3 commitments

All 8

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

Corporate pension

Assets

$1.5B

Total assets, Dec 31, 2024 reported

Funded

84.0%

Jan 1, 2024

Private markets target

no policy read

policy Dec 31, 2024

Commitments

5 managers on Schedule C

Plan sponsor: this allocator

Allocation policy

Form 5500, as of Dec 31, 2024

Actual allocation lines without a target (as filed)

Interest-bearing cash 2.7%
Corporate debt instruments (preferred) 6.2%
U.S. Government securities 16.9%
Other investments 52.5%
Partnership/joint venture interests 19.9%

Consultants and advisers

3 firms

Aon Actuarythrough Dec 31, 2024 Form 5500
this allocator Actuarythrough Dec 31, 2022 Form 5500
Northern Trust Co. Trusteethrough Dec 31, 2022 Form 5500

People

No investment staff or executives have been read for this allocator yet.

Manager roster

8 managers on the commitment tape

From the plan’s own commitment disclosures

Legal and General11 rows, latest Dec 31, 2024
State Street Global Advisors Trust Company6 rows, latest Dec 31, 2024
Pimco3 rows, latest Dec 31, 2024

+5 more managers received commitments

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

Includes 3 days of DFX Intelligence. Then $249/month unless canceled.

From Schedule C (investment management, code 28)

+7 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.

What changed

6 events

Dec 31, 2024Holding started
with CF Fpa Global Equity Cit$129Maskebsa.dol.gov
Dec 31, 2024Holding endedinference
with Legal and General$40.1Maskebsa.dol.gov
Jan 1, 2024Funded status changed
4 pointsaskebsa.dol.gov
Dec 31, 2023Holding started
with Pacific Investmt Management Co LLC$2.3Maskebsa.dol.gov
Jan 1, 2023Funded status changed
down 30 pointsaskebsa.dol.gov

+1 more dated event

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

35 rows, 0 dated closings

Date	Fund	Manager	Bucket	Amount	Status	Source
as of Dec 31, 2024	MFO Pimco Fds Long Duration Corp Bdcollective trust	Pimco	Fixed income	$150M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2024	CF Bluebay Global Funds Spc - Totalcollective trust	Bluebay Asset Management LLP	Pooled vehicles	$76.7M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2024	Legal & General Collective Trust Mscollective trust	Legal and General	Pooled vehicles	$5.0M held	Disclosed holding	askebsa.dol.gov

+32 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

$1.5B Dec 31, 2024 reported Form 5500

$1.6B (2023-12) · $1.5B (2022-12)

Plan assets

$1.5B Jan 1, 2024 reported Form 5500

$1.5B (2023-01) · $2.3B (2022-01)

Net assets

$1.4B Dec 31, 2024 reported Form 5500

$1.5B (2023-12) · $1.5B (2022-12)

Funded ratio

84.0% Jan 1, 2024 reported Form 5500

80.0% (2023-01) · 110.2% (2022-01)

Funding target

$1.8B Jan 1, 2024 reported Form 5500

$1.8B (2023-01) · $2.0B (2022-01)

Discount rate

5.08% Jan 1, 2024 reported Form 5500

5.21% (2023-01) · 5.37% (2022-01)

Participants

13,770 Jan 1, 2024 reported Form 5500

13,897 (2023-01) · 18,409 (2022-01)

Contributions

$18.3M Dec 31, 2024 reported Form 5500

$5.4M (2023-12) · $0 (2022-12)

Benefits paid

$110M Dec 31, 2024 reported Form 5500

$103M (2023-12) · $405M (2022-12)

Net investment income

-$73.8M Dec 31, 2024 reported Form 5500

$34.1M (2023-12) · -$884M (2022-12)

Investment management fees

$933,814 Dec 31, 2024 reported Form 5500

$884,881 (2023-12) · $1.7M (2022-12)

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 Dec 31, 2024	13,770	$1.5B	$1.8B	84.0%	$1.5B	$291M	Not disclosed	Not disclosed
2023 to Dec 31, 2023	13,897	$1.5B	$1.8B	80.0%	$1.6B	$273M	Not disclosed	Not disclosed
2022 to Dec 31, 2022	18,409	$2.3B	$2.0B	110.2%	$1.5B	$234M	$0	Not disclosed

Service providers and investment entities as filed (Schedule C and D, latest year first)

Northern Trust Company codes 21 50 $590,564 PY2024
Legal & General Investment codes 28 50 $383,700 PY2024
Dodge & Cox codes 28 50 $313,731 PY2024

+60 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.

Record history

6 dated events on the change ledger, latest first

Holding in a pooled vehicle started
2023-12-31source
Holding in a pooled vehicle started
2024-12-31source
Holding in a pooled vehicle ended
2024-12-31source

+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

+14 connections on the graph

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