This allocator's name, 41 more commitments and 4 more dated events

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Corporate pension in South Carolina

Corporate pension· Richburg, South Carolina

Corporate pension, based in Richburg, South Carolina, reporting $2.9M in assets, for 144 participants.

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

Assets
$2.9M
Funded ratio
103.2%
Fund commitments
17
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Commitments (17)Allocation policy
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 Oct 2025, Holding started.

Capital path

who backs this record, through what, into what; each name opens its own path
Corporate pension in South Carolina
Funds committed to
All 17
Managers
Size, funding, policy and commitments, with their basesCorporate pensionShow
Corporate pension
Assets
$2.9M
Total assets, Oct 31, 2025 reported
Funded
103.2%
Nov 1, 2024
Private markets target
no policy read
policy Oct 31, 2025
Commitments
17
none on the tape
Plan sponsor: this allocator
Allocation policy
Form 5500, as of Oct 31, 2025
Actual allocation lines without a target (as filed)
  • Pooled separate accounts 99.8%
Consultants and advisers
2 firms
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
What changed
9 events

+4 more dated events

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
44 rows, 0 dated closings
DateFundManagerBucketAmountVintageStatusSource
as of Oct 31, 2025Prin Smcap Value II Sep Acct-Zseparate accountPrincipalPooled vehicles$20,439 heldDisclosed holdingaskebsa.dol.gov
as of Oct 31, 2025Principal Overseas Sep Acct-Zseparate accountPrincipalPooled vehicles$43,517 heldDisclosed holdingaskebsa.dol.gov
as of Oct 31, 2025Prin Core Fix Inc Sep Acct-Zseparate accountPrincipalPooled vehicles$707,901 heldDisclosed holdingaskebsa.dol.gov

+41 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
$2.9M Oct 31, 2025 reported Form 5500
$2.9M (2024-10) · $2.7M (2023-10)
Plan assets
$2.9M Nov 1, 2024 reported Form 5500
$2.7M (2023-11) · $3.2M (2022-11)
Net assets
$2.9M Oct 31, 2025 reported Form 5500
$2.9M (2024-10) · $2.7M (2023-10)
Funded ratio
103.2% Nov 1, 2024 reported Form 5500
97.3% (2023-11) · 102.1% (2022-11)
Funding target
$2.7M Nov 1, 2024 reported Form 5500
$3.0M (2023-11) · $3.1M (2022-11)
Discount rate
5.30% Nov 1, 2024 reported Form 5500
5.10% (2023-11) · 5.27% (2022-11)
Participants
144 Nov 1, 2024 reported Form 5500
151 (2023-11) · 155 (2022-11)
Contributions
$27,612 Oct 31, 2025 reported Form 5500
$30,049 (2024-10) · $0 (2023-10)
Benefits paid
$251,058 Oct 31, 2025 reported Form 5500
$265,214 (2024-10) · $285,129 (2023-10)
Net investment income
-$39,536 Oct 31, 2025 reported Form 5500
$224,128 (2024-10) · -$480,248 (2023-10)
Form 5500 filings
3 plan years
Plan yearParticipantsAssets (SB market)Funding targetFTAPTotal assets (H)Partnerships / JVMaster trustReal estate
2024 to Oct 31, 2025144$2.9M$2.7M103.2%$2.9MNot disclosedNot disclosedNot disclosed
2023 to Oct 31, 2024151$2.7M$3.0M97.3%$2.9MNot disclosedNot disclosedNot disclosed
2022 to Oct 31, 2023155$3.2M$3.1M102.1%$2.7MNot disclosedNot disclosedNot disclosed
Service providers and investment entities as filed (Schedule C and D, latest year first)
  • Principal Life Insurance Company codes 13 50 64 $30,104 PY2024
  • Prin Midcap Sep Acct-R6 Sched. D P $34,177 PY2024
  • Prin Glbl Emerg Markets Sa-R6 Sched. D P PY2024

+53 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: managers.

Capital chain

This record sits on 1 traced path of capital across the graphs.

Consultant to allocator to manager

DFX traced 1 path 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

9 dated events on the change ledger, latest first
  • Holding in a pooled vehicle started
    2025-10-31source
  • Holding in a pooled vehicle started
    2025-10-31source
  • Holding in a pooled vehicle ended
    2025-10-31source

+6 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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+3 connections on the graph

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