This allocator's name, 1 more adviser and 31 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.

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

Corporate pension in Georgia

Corporate pension· Atlanta, Georgia

Corporate pension, based in Atlanta, Georgia, reporting $3.6M in assets, for 171 participants.

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

Assets
$3.6M
Funded ratio
103.1%
Fund commitments
12
Managers
1
Open searchesPlans backing its top managerSimilar plans, same strategy
More
Commitments (12)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, Holding ended.

Capital path

who backs this record, through what, into what; each name opens its own path
Corporate pension in Georgia
Funds committed to
All 12
Managers
Size, funding, policy and commitments, with their basesCorporate pensionShow
Corporate pension
Assets
$3.6M
Total assets, Dec 31, 2024 reported
Funded
103.1%
Jan 1, 2024
Private markets target
no policy read
policy Dec 31, 2024
Commitments
12
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 1.2%
  • Common/collective trusts 98.8%
Consultants and advisers
4 firms

+1 more consultant or adviser 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
1 manager on the commitment tape
From the plan’s own commitment disclosures
From Schedule C (investment management, code 28)
What changed
4 events
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Commitments
34 rows, 0 dated closings
DateFundManagerBucketAmountVintageStatusSource
as of Dec 31, 2024Mercer Passive Long Government Fixecollective trustMercer Investments LLCPooled vehicles$681,232 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Mercer Global Low Volatility Equitycollective trustMercer Investments LLCPublic equity$36,307 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Mercer Erisa Hedge Fund Investorscollective trustMercer Investments LLCHedge / diversifiers$153,344 heldDisclosed holdingaskebsa.dol.gov

+31 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
$3.6M Dec 31, 2024 reported Form 5500
$3.9M (2023-12) · $3.9M (2022-12)
Plan assets
$3.9M Jan 1, 2024 reported Form 5500
$3.9M (2023-01) · $5.2M (2022-01)
Net assets
$3.6M Dec 31, 2024 reported Form 5500
$3.9M (2023-12) · $3.9M (2022-12)
Funded ratio
103.1% Jan 1, 2024 reported Form 5500
101.9% (2023-01) · 119.2% (2022-01)
Funding target
$4.1M Jan 1, 2024 reported Form 5500
$4.2M (2023-01) · $4.1M (2022-01)
Discount rate
5.19% Jan 1, 2024 reported Form 5500
5.28% (2023-01) · 5.45% (2022-01)
Participants
171 Jan 1, 2024 reported Form 5500
173 (2023-01) · 176 (2022-01)
Contributions
$0 Dec 31, 2024 reported Form 5500
$0 (2023-12) · $0 (2022-12)
Benefits paid
$209,303 Dec 31, 2024 reported Form 5500
$186,899 (2023-12) · $181,407 (2022-12)
Net investment income
-$247,865 Dec 31, 2024 reported Form 5500
$8,902 (2023-12) · -$1.3M (2022-12)
Investment management fees
$14,950 Dec 31, 2024 reported Form 5500
$17,790 (2023-12) · $22,203 (2022-12)
Form 5500 filings
3 plan years
Plan yearParticipantsAssets (SB market)Funding targetFTAPTotal assets (H)Partnerships / JVMaster trustReal estate
2024 to Dec 31, 2024171$3.9M$4.1M103.1%$3.6MNot disclosedNot disclosedNot disclosed
2023 to Dec 31, 2023173$3.9M$4.2M101.9%$3.9MNot disclosedNot disclosedNot disclosed
2022 to Dec 31, 2022176$5.2M$4.1M119.2%$3.9M$0Not disclosedNot disclosed
Service providers and investment entities as filed (Schedule C and D, latest year first)

+51 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.
Capital chain

This record sits on 3 traced paths of capital across the graphs.

Allocator commitments to a managerConsultant to allocator to manager

DFX traced 3 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.

Checking your plan…

Record history

4 dated events on the change ledger, latest first
  • Holding in a pooled vehicle ended
    2023-12-31source
  • Funded status changed
    2023-01-01source
  • Manager relationship ended
    2023-12-31source

+1 more change on this record's ledger

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

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

+8 connections on the graph

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

Ask DFX