This allocator's name, 11 more commitments and 1 more dated event

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Corporate pension in Georgia

Corporate pension· Norcross, Georgia

Corporate pension, based in Norcross, Georgia, reporting $147M in assets, for 1,096 participants.

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

Assets
$147M
Funded ratio
119.3%
Fund commitments
5
Managers
1
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Commitments (5)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: 1 Jan 2024, Funded status changed.

Capital path

who backs this record, through what, into what; each name opens its own path
Corporate pension in Georgia
Funds committed to
All 5
Managers
Size, funding, policy and commitments, with their basesCorporate pensionShow
Corporate pension
Assets
$147M
Total assets, Dec 31, 2024 reported
Funded
119.3%
Jan 1, 2024
Private markets target
no policy read
policy Dec 31, 2024
Commitments
5
1 manager 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 0.6%
  • Common/collective trusts 79.6%
  • Registered investment companies 17.3%
Consultants and advisers
2 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
6 events

+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
14 rows, 0 dated closings
DateFundManagerBucketAmountVintageStatusSource
as of Dec 31, 2024Principal/blackrock S&p 500 Indexseparate accountBlackrockPooled vehicles$18.8M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Wtc-Cif II US Intermed Try Series Iseparate accountWellington Trust Company, NaPooled vehicles$9.9M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024CIF II US Invgrade Corp Long Bondseparate accountWellington Trust Company, NaFixed income$41.8M heldDisclosed holdingaskebsa.dol.gov

+11 more commitments

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

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Size and funding
30 readings
Total assets
$147M Dec 31, 2024 reported Form 5500
$142M (2023-12) · $128M (2022-12)
Plan assets
$142M Jan 1, 2024 reported Form 5500
$128M (2023-01) · $166M (2022-01)
Net assets
$147M Dec 31, 2024 reported Form 5500
$142M (2023-12) · $128M (2022-12)
Funded ratio
119.3% Jan 1, 2024 reported Form 5500
112.9% (2023-01) · 128.2% (2022-01)
Funding target
$126M Jan 1, 2024 reported Form 5500
$124M (2023-01) · $123M (2022-01)
Discount rate
5.08% Jan 1, 2024 reported Form 5500
5.21% (2023-01) · 5.38% (2022-01)
Participants
1,096 Jan 1, 2024 reported Form 5500
1,110 (2023-01) · 1,171 (2022-01)
Contributions
$5.0M Dec 31, 2024 reported Form 5500
$5.2M (2023-12) · $4.9M (2022-12)
Benefits paid
$7.1M Dec 31, 2024 reported Form 5500
$6.9M (2023-12) · $7.0M (2022-12)
Net investment income
$4.7M Dec 31, 2024 reported Form 5500
$14.3M (2023-12) · -$38.1M (2022-12)
Form 5500 filings
3 plan years
Plan yearParticipantsAssets (SB market)Funding targetFTAPTotal assets (H)Partnerships / JVMaster trustReal estate
2024 to Dec 31, 20241,096$142M$126M119.3%$147MNot disclosedNot disclosedNot disclosed
2023 to Dec 31, 20231,110$128M$124M112.9%$142MNot disclosedNot disclosedNot disclosed
2022 to Dec 31, 20221,171$166M$123M128.2%$128MNot disclosedNot disclosedNot disclosed
Service providers and investment entities as filed (Schedule C and D, latest year first)
  • Principal Financial codes 21 50 59 60 62 63 $135,677 PY2024
  • Principal/blackrock S&p500 Index Ci Sched. D P $18.8M PY2024
  • Wtc-Cif II US Intermed Try Series I Sched. D P $9.9M PY2024

+17 more service providers

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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.

Record history

6 dated events on the change ledger, latest first
  • Holding in a pooled vehicle started
    2023-12-31source
  • Funded status changed
    2023-01-01source
  • Funded status changed
    2024-01-01source

+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

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+4 connections on the graph

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