DFX Intelligence

This allocator's name, 9 more commitments and 2 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 Georgia

Corporate pension· Atlanta, Georgia

Corporate pension, based in Atlanta, Georgia, reporting $446M in assets, for 5,426 participants.

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

As of 2024-01-01 · the latest dated event for this allocator; each figure carries its own filing or report date

Assets: $446M
Funded ratio: 84.9%
Fund commitments: 4
Managers: 3

Open searches Plans backing its top manager Similar plans, same strategy

Commitments (4)Allocation policy Managers

As of 2024-01-01 · 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

Msci Acwi Ex USA Imi Screened Non-L3 commitments
Russell 3000(r) Screened Index Non-3 commitments
NT Collective S&p 500 Index Fund3 commitments

All 4

Managers

State Street Global Advisors Trust Company6 commitments
Northern Trust Investments, Inc.3 commitments
Eaton Vance3 commitments

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

Corporate pension

Assets

$446M

Total assets, Dec 31, 2024 reported

Funded

84.9%

Jan 1, 2024

Private markets target

no policy read

policy Dec 31, 2024

Commitments

3 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)

Non-interest-bearing cash 0.1%
Corporate debt instruments (other) 50.7%
U.S. Government securities 17.5%
Insurance company general account 0.0%
Other investments 8.0%
Partnership/joint venture interests 6.0%
Common/collective trusts 8.0%
Common stock 9.6%

Consultants and advisers

2 firms

AON Consulting, Inc. ActuaryPension consultantthrough Dec 31, 2022 Form 5500
Northern Trust Co. Trusteethrough Dec 31, 2022 Form 5500

People

No investment staff or executives have been read for this allocator yet.

Manager roster

3 managers on the commitment tape

From the plan’s own commitment disclosures

State Street Global Advisors Trust Company6 rows, latest Dec 31, 2024
Northern Trust Investments, Inc.3 rows, latest Dec 31, 2024
Eaton Vance3 rows, latest Dec 31, 2024

From Schedule C (investment management, code 28)

State Street Global Advisors Trustplan years
State Street Global Advisors Trust Companyplan years
Eaton Vanceplan years

+6 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

7 events

Jan 1, 2024Funded status changed
5 pointsaskebsa.dol.gov
Jan 1, 2024Assets changed
$95.0Maskebsa.dol.gov
Dec 31, 2023Manager relationship started
with First Pacific Advisors, LLCaskebsa.dol.gov
Dec 31, 2023Manager relationship started
with State Street Research & Managementaskebsa.dol.gov
Dec 31, 2023Assets changed
$97.1Maskebsa.dol.gov

+2 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

12 rows, 0 dated closings

Date	Fund	Manager	Bucket	Amount	Status	Source
as of Dec 31, 2024	Msci Acwi Ex USA Imi Screened Non-Lcollective trust	State Street Global Advisors Trust Company	Pooled vehicles	$2.9M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2024	Russell 3000(r) Screened Index Non-collective trust	State Street Global Advisors Trust Company	Pooled vehicles	$6.8M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2024	NT Collective S&p 500 Index Fundcollective trust	Northern Trust Investments, Inc.	Pooled vehicles	$21.0M held	Disclosed holding	askebsa.dol.gov

+9 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

32 readings

Total assets

$446M Dec 31, 2024 reported Form 5500

$475M (2023-12) · $378M (2022-12)

Plan assets

$472M Jan 1, 2024 reported Form 5500

$377M (2023-01) · $530M (2022-01)

Net assets

$445M Dec 31, 2024 reported Form 5500

$475M (2023-12) · $377M (2022-12)

Funded ratio

84.9% Jan 1, 2024 reported Form 5500

80.0% (2023-01) · 95.4% (2022-01)

Funding target

$459M Jan 1, 2024 reported Form 5500

$459M (2023-01) · $442M (2022-01)

Discount rate

5.20% Jan 1, 2024 reported Form 5500

5.34% (2023-01) · 5.48% (2022-01)

Participants

5,426 Jan 1, 2024 reported Form 5500

5,525 (2023-01) · 5,658 (2022-01)

Contributions

$0 Dec 31, 2024 reported Form 5500

$90.0M (2023-12) · $18.0M (2022-12)

Benefits paid

$25.8M Dec 31, 2024 reported Form 5500

$26.2M (2023-12) · $31.9M (2022-12)

Net investment income

-$30.2M Dec 31, 2024 reported Form 5500

$97.6M (2023-12) · -$153M (2022-12)

Investment management fees

$616,544 Dec 31, 2024 reported Form 5500

$332,028 (2023-12)

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	5,426	$472M	$459M	84.9%	$446M	$26.8M	Not disclosed	Not disclosed
2023 to Dec 31, 2023	5,525	$377M	$459M	80.0%	$475M	$31.8M	Not disclosed	Not disclosed
2022 to Dec 31, 2022	5,658	$530M	$442M	95.4%	$378M	$37.8M	Not disclosed	Not disclosed

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

Milliman USA codes 51 99 $278,904 PY2024
First Pacific Advisors, LLC codes 28 $247,233 PY2024
Nisa Investment Advisors, LLC codes 28 $199,621 PY2024

+33 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.

Consultant 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.

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Record history

7 dated events on the change ledger, latest first

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

+4 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

+13 connections on the graph

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