DFX Intelligence

This allocator's name, 1 more adviser, 1 more manager, 7 more commitments and 3 more dated events

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 Alabama

Corporate pension· Muscle Shoals, Alabama

Corporate pension, based in Muscle Shoals, Alabama, reporting $23.7M in assets, for 897 participants.

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

As of 2024-12-31 · the latest dated event for this allocator; each figure carries its own filing or report date

Assets: $23.7M
Funded ratio: 99.0%
Fund commitments: 10
Managers: 4

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Commitments (10)Allocation policy Managers

As of 2024-12-31 · 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 2024, Changed investment consultant to Aon.

Capital path

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

Corporate pension in Alabama

Funds committed to

Core Bond Enhanced Index/pgim1 commitment
Long Duration Bond/ir&m Fund1 commitment
PRU Long Corporate Bond1 commitment

All 10

Managers

T Rowe Price1 commitment
Prudential1 commitment
Columbia Capital, LP1 commitment

All 4

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

Corporate pension

Assets

$23.7M

Total assets, Dec 31, 2024 reported

Funded

99.0%

Jan 1, 2024

Private markets target

no policy read

policy Dec 31, 2024

Commitments

4 managers on Schedule C

Plan sponsor: this allocator

Allocation policy

Form 5500, as of Dec 31, 2024

Actual allocation lines without a target (as filed)

Master trust investment accounts 99.5%

Consultants and advisers

4 firms

Aon Actuarythrough Dec 31, 2024 Form 5500
Bank of New York Mellon Custodianthrough Dec 31, 2024 Form 5500
AON Consulting, Inc. Actuarythrough Dec 31, 2023 Form 5500

+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

4 managers on the commitment tape

From the plan’s own commitment disclosures

T Rowe Price1 row, latest Dec 31, 2022
Prudential1 row, latest Dec 31, 2022
Columbia Capital, LP1 row, latest Dec 31, 2022

+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)

+3 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

8 events

Dec 31, 2024Consultant changedinference
with Aonaskebsa.dol.gov
Jan 1, 2024Funded status changed
7 pointsaskebsa.dol.gov
Jan 1, 2024Assets changed
$2.3Maskebsa.dol.gov
Dec 31, 2023Manager relationship endedinference
with Prudential Insurance Company of Ameaskebsa.dol.gov
Dec 31, 2023Manager relationship endedinference
with Lockton Investment Advisors, LLCaskebsa.dol.gov

+3 more dated events

Every name, record and relationship behind this count, with the source on each.

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

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

Commitments

10 rows, 0 dated closings

Date	Fund	Manager	Bucket	Amount	Status	Source
as of Dec 31, 2022	Core Bond Enhanced Index/pgimseparate account	Prudential Retirement Ins.	Fixed income	$2.3M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2022	Long Duration Bond/ir&m Fundseparate account	Prudential Retirement Ins.	Fixed income	$2.1M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2022	PRU Long Corporate Bondseparate account	Prudential Retirement Ins.	Fixed income	$2.2M held	Disclosed holding	askebsa.dol.gov

+7 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

30 readings

Total assets

$23.7M Dec 31, 2024 reported Form 5500

$24.7M (2023-12) · $22.4M (2022-12)

Plan assets

$24.7M Jan 1, 2024 reported Form 5500

$22.4M (2023-01) · $30.3M (2022-01)

Net assets

$23.6M Dec 31, 2024 reported Form 5500

$24.7M (2023-12) · $22.4M (2022-12)

Funded ratio

99.0% Jan 1, 2024 reported Form 5500

91.6% (2023-01) · 111.6% (2022-01)

Funding target

$26.1M Jan 1, 2024 reported Form 5500

$12.3M (2023-01) · $25.6M (2022-01)

Discount rate

5.13% Jan 1, 2024 reported Form 5500

5.07% (2023-01) · 5.39% (2022-01)

Participants

897 Jan 1, 2024 reported Form 5500

897 (2023-01) · 909 (2022-01)

Contributions

$384,000 Dec 31, 2024 reported Form 5500

$517,000 (2023-12) · $0 (2022-12)

Benefits paid

$1.7M Dec 31, 2024 reported Form 5500

$1.6M (2023-12) · $1.6M (2022-12)

Net investment income

-$1.1M Dec 31, 2024 reported Form 5500

$2.3M (2023-12) · -$7.9M (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	897	$24.7M	$26.1M	99.0%	$23.7M	Not disclosed	$23.6M	Not disclosed
2023 to Dec 31, 2023	897	$22.4M	$12.3M	91.6%	$24.7M	Not disclosed	$24.2M	Not disclosed
2022 to Dec 31, 2022	909	$30.3M	$25.6M	111.6%	$22.4M	Not disclosed	Not disclosed	Not disclosed

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

AON Consulting codes 11 16 50 65 $226,816 PY2024
Bank of New York Mellon codes 18 50 $32,216 PY2024
Master Trust Sched. D M $23.6M PY2024

+21 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 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.

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Record history

8 dated events on the change ledger, latest first

Funded status changed
2023-01-01source
Funded status changed
2024-01-01source
Manager relationship ended
2023-12-31source

+5 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

every published relationship on the graph

+11 connections on the graph

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