This allocator's name and 1 more commitment

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Corporate pension in North Carolina

Corporate pension· Cary, North Carolina

Corporate pension, based in Cary, North Carolina, for 846 participants.

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

Funded ratio
89.9%
Fund commitments
4
Managers
1
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Commitments (4)Allocation policyManagers
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. Last change: 31 Dec 2023, Total assets changed.

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 4
Managers
Size, funding, policy and commitments, with their basesCorporate pensionShow
Corporate pension
Assets
not established
Total assets, Dec 31, 2023 reported
Funded
89.9%
Jan 1, 2023
Private markets target
no policy read
policy Dec 31, 2022
Commitments
4
1 manager on Schedule C
Plan sponsor: this allocator
Allocation policy
Form 5500, as of Dec 31, 2022
Actual allocation lines without a target (as filed)
  • Common/collective trusts 75.3%
  • Registered investment companies 24.7%
Consultants and advisers
3 firms
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
From Schedule C (investment management, code 28)
What changed
3 events
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Commitments
4 rows, 0 dated closings
DateFundManagerBucketAmountVintageStatusSource
as of Dec 31, 2022Fiam Long Corporate a Or Bettercollective trustFidelity Institutional Asset MgmtPooled vehicles$6.5M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Fiam Long U.S. Treasury Strips Indecollective trustFidelity Institutional Asset MgmtFixed income$1.3M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Fiam 8-10 Year Corporate Bondcollective trustFidelity Institutional Asset MgmtFixed income$1.5M heldDisclosed holdingaskebsa.dol.gov

+1 more commitment

Every fund and manager this allocator committed to, with the amount, date and source on each.

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Size and funding
22 readings
Total assets
$0 Dec 31, 2023 reported Form 5500
$13.2M (2022-12)
Plan assets
$13.2M Jan 1, 2023 reported Form 5500
$19.6M (2022-01)
Net assets
$0 Dec 31, 2023 reported Form 5500
$13.2M (2022-12)
Funded ratio
89.9% Jan 1, 2023 reported Form 5500
110.9% (2022-01)
Funding target
$16.1M Jan 1, 2023 reported Form 5500
$16.2M (2022-01)
Discount rate
5.07% Jan 1, 2023 reported Form 5500
5.30% (2022-01)
Participants
846 Jan 1, 2023 reported Form 5500
854 (2022-01)
Contributions
$540,000 Dec 31, 2023 reported Form 5500
$0 (2022-12)
Benefits paid
$5.0M Dec 31, 2023 reported Form 5500
$1.2M (2022-12)
Net investment income
-$3.7M Dec 31, 2023 reported Form 5500
-$6.4M (2022-12)
Investment management fees
$11,679 Dec 31, 2023 reported Form 5500
$27,260 (2022-12)
Form 5500 filings
2 plan years
Plan yearParticipantsAssets (SB market)Funding targetFTAPTotal assets (H)Partnerships / JVMaster trustReal estate
2023 to Dec 31, 2023846$13.2M$16.1M89.9%$0Not disclosedNot disclosedNot disclosed
2022 to Dec 31, 2022854$19.6M$16.2M110.9%$13.2MNot disclosedNot disclosedNot disclosed
Service providers and investment entities as filed (Schedule C and D, latest year first)

+16 more service providers

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

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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: assets.

Capital chain

This record sits on 2 traced paths of capital across the graphs.

Consultant to allocator to manager

DFX traced 2 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

3 dated events on the change ledger, latest first
  • Funded status changed
    2023-01-01source
  • Total assets changed
    2023-01-01source
  • Total assets changed
    2023-12-31source

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

+6 connections on the graph

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