DFX Intelligence

This allocator's name, 2 more advisers, 1 more manager and 12 more commitments

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 Georgia

Corporate pension· Atlanta, Georgia

Corporate pension, based in Atlanta, Georgia, reporting $737M in assets, for 4,572 participants.

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

As of 2023-12-31 · the latest dated event for this allocator; each figure carries its own filing or report date

Assets: $737M
Funded ratio: 88.7%
Fund commitments: 5

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

Commitments (5)Allocation policy

As of 2023-12-31 · 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 2023, Manager relationship started.

Capital path

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

Corporate pension in Georgia

Funds committed to

S&p 500 Flagship Nl Fund3 commitments
Daily Msci Acwi Ex USA Index Nl Fnd3 commitments
RUS Sm Cap Comp Indx Nl Fund(cmd4)3 commitments

All 5

Managers

State Street Global Advisors Trust Company6 commitments
State Street Global Advisors Trust3 commitments
Wellington Trust Company, Na3 commitments

All 4

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

Corporate pension

Assets

$737M

Total assets, Dec 31, 2024 reported

Funded

88.7%

Jan 1, 2024

Private markets target

no policy read

policy Dec 31, 2024

Commitments

none on the tape

Plan sponsor: this allocator

Allocation policy

Form 5500, as of Dec 31, 2024

Actual allocation lines without a target (as filed)

Interest-bearing cash 1.1%
Non-interest-bearing cash 0.1%
Corporate debt instruments (other) 28.4%
U.S. Government securities 24.4%
Insurance company general account 0.4%
Other investments 5.3%
Common/collective trusts 34.8%
Registered investment companies 5.5%

Consultants and advisers

5 firms

AON Investments USA Inc Pension consultantthrough Dec 31, 2022 Form 5500
Principal Custody Solutions Trusteethrough Dec 31, 2022 Form 5500
Mercer Actuarythrough Dec 31, 2022 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

4 managers on the commitment tape

From the plan’s own commitment disclosures

State Street Global Advisors Trust Company6 rows, latest Dec 31, 2024
State Street Global Advisors Trust3 rows, latest Dec 31, 2024
Wellington Trust Company, Na3 rows, latest Dec 31, 2024

+1 more manager 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)

Prudential Trust Co.plan years 2023
Income Research & Mgmt. Inc.plan years 2022
Pgim Incplan 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.

What changed

4 events

Dec 31, 2023Manager relationship started
with Prudential Trust Co.askebsa.dol.gov
Dec 31, 2023Manager relationship endedinference
with Pgim Incaskebsa.dol.gov
Jan 1, 2023Funded status changed
down 16 pointsaskebsa.dol.gov
Jan 1, 2023Assets changed
down $233Maskebsa.dol.gov

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

Commitments

15 rows, 0 dated closings

Date	Fund	Manager	Bucket	Amount	Status	Source
as of Dec 31, 2024	S&p 500 Flagship Nl Fundcollective trust	State Street Global Advisors Trust Company	Pooled vehicles	$20.4M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2024	Daily Msci Acwi Ex USA Index Nl Fndcollective trust	State Street Global Advisors Trust	Pooled vehicles	$10.1M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2024	RUS Sm Cap Comp Indx Nl Fund(cmd4)collective trust	State Street Global Advisors Trust Company	Pooled vehicles	$5.4M held	Disclosed holding	askebsa.dol.gov

+12 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

$737M Dec 31, 2024 reported Form 5500

$765M (2023-12) · $700M (2022-12)

Plan assets

$694M Jan 1, 2024 reported Form 5500

$687M (2023-01) · $920M (2022-01)

Net assets

$653M Dec 31, 2024 reported Form 5500

$694M (2023-12) · $687M (2022-12)

Funded ratio

88.7% Jan 1, 2024 reported Form 5500

89.6% (2023-01) · 105.3% (2022-01)

Funding target

$608M Jan 1, 2024 reported Form 5500

$621M (2023-01) · $621M (2022-01)

Discount rate

5.05% Jan 1, 2024 reported Form 5500

5.18% (2023-01) · 5.35% (2022-01)

Participants

4,572 Jan 1, 2024 reported Form 5500

4,614 (2023-01) · 4,662 (2022-01)

Contributions

$0 Dec 31, 2024 reported Form 5500

$0 (2023-12) · $0 (2022-12)

Benefits paid

$46.7M Dec 31, 2024 reported Form 5500

$47.1M (2023-12) · $46.7M (2022-12)

Net investment income

-$41.5M Dec 31, 2024 reported Form 5500

$7.7M (2023-12) · -$233M (2022-12)

Investment management fees

$1.6M Dec 31, 2024 reported Form 5500

$1.4M (2023-12) · $2.2M (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	4,572	$694M	$608M	88.7%	$737M	Not disclosed	Not disclosed	Not disclosed
2023 to Dec 31, 2023	4,614	$687M	$621M	89.6%	$765M	Not disclosed	Not disclosed	Not disclosed
2022 to Dec 31, 2022	4,662	$920M	$621M	105.3%	$700M	Not disclosed	Not disclosed	Not disclosed

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

Pimco codes 28 51 $632,176 PY2024
Income Research & Management codes 28 51 $451,676 PY2024
Telus Health (US) Ltd. codes 15 $331,191 PY2024

+45 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.

Not yet on record: managers.

Capital chain

This record sits on 4 traced paths of capital across the graphs.

Consultant to allocator to manager

DFX traced 4 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

4 dated events on the change ledger, latest first

Funded status changed
2023-01-01source
Manager relationship started
2023-12-31source
Manager relationship ended
2023-12-31source

+1 more change 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

+11 connections on the graph

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