This allocator's name and 7 more commitments

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Corporate pension in South Carolina

Corporate pension· Sumter, South Carolina

Corporate pension, based in Sumter, South Carolina, reporting $26.5M in assets, for 598 participants.

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

Assets
$26.5M
Funded ratio
94.6%
Fund commitments
5
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Commitments (5)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 Dec 2023, Manager relationship 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 5
Managers
Size, funding, policy and commitments, with their basesCorporate pensionShow
Corporate pension
Assets
$26.5M
Total assets, Jun 30, 2025 reported
Funded
94.6%
Jul 1, 2024
Private markets target
no policy read
policy Jun 30, 2025
Commitments
5
none on the tape
Plan sponsor: this allocator
Allocation policy
Form 5500, as of Jun 30, 2025
Actual allocation lines without a target (as filed)
  • Interest-bearing cash 4.0%
  • Corporate debt instruments (other) 6.1%
  • Corporate debt instruments (preferred) 3.9%
  • U.S. Government securities 35.4%
  • Other investments 0.5%
  • Registered investment companies 48.9%
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
From Schedule C (investment management, code 28)
What changed
2 events
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Commitments
10 rows, 0 dated closings
DateFundManagerBucketAmountVintageStatusSource
as of Jun 30, 2025Core Bond Index Fund Sa Lagbseparate accountMetropolitan Life Insurance CompanyFixed income$1.5M heldDisclosed holdingaskebsa.dol.gov
as of Jun 30, 2025Blackrock Broad Mkt Bond Fundseparate accountMetropolitan Life Insurance CompanyFixed income$1.2M heldDisclosed holdingaskebsa.dol.gov
as of Jun 30, 2025Blackrock Intermediate Bond Fundseparate accountMetropolitan Life Insurance CompanyFixed income$1.7M heldDisclosed holdingaskebsa.dol.gov

+7 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
33 readings
Total assets
$26.5M Jun 30, 2025 reported Form 5500
$26.6M (2024-06) · $24.9M (2023-06)
Plan assets
$25.1M Jul 1, 2024 reported Form 5500
$24.9M (2023-07) · $24.9M (2022-07)
Net assets
$25.8M Jun 30, 2025 reported Form 5500
$25.1M (2024-06) · $24.9M (2023-06)
Funded ratio
94.6% Jul 1, 2024 reported Form 5500
95.5% (2023-07) · 99.0% (2022-07)
Funding target
$25.8M Jul 1, 2024 reported Form 5500
$27.4M (2023-07) · $27.1M (2022-07)
Discount rate
5.33% Jul 1, 2024 reported Form 5500
5.15% (2023-07) · 5.32% (2022-07)
Participants
598 Jul 1, 2024 reported Form 5500
623 (2023-07) · 634 (2022-07)
Contributions
$287,173 Jun 30, 2025 reported Form 5500
$176,810 (2024-06) · $211,500 (2023-06)
Benefits paid
$1.9M Jun 30, 2025 reported Form 5500
$2.1M (2024-06) · $2.1M (2023-06)
Net investment income
$611,946 Jun 30, 2025 reported Form 5500
$256,030 (2024-06) · $17,243 (2023-06)
Investment management fees
$105,022 Jun 30, 2025 reported Form 5500
$37,879 (2024-06) · $97,539 (2023-06)
Form 5500 filings
3 plan years
Plan yearParticipantsAssets (SB market)Funding targetFTAPTotal assets (H)Partnerships / JVMaster trustReal estate
2024 to Jun 30, 2025598$25.1M$25.8M94.6%$26.5MNot disclosedNot disclosedNot disclosed
2023 to Jun 30, 2024623$24.9M$27.4M95.5%$26.6MNot disclosedNot disclosedNot disclosed
2022 to Jun 30, 2023634$24.9M$27.1M99.0%$24.9MNot disclosedNot disclosedNot disclosed
Service providers and investment entities as filed (Schedule C and D, latest year first)

+15 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.

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

2 dated events on the change ledger, latest first
  • Funded status changed
    2023-07-01source
  • Manager relationship started
    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

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+4 connections on the graph

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