This allocator's name, 1 more manager and 2 more commitments

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Corporate pension in Georgia

Corporate pension· Atlanta, Georgia

Corporate pension, based in Atlanta, Georgia, reporting $342M in assets, for 5,805 participants.

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

Assets
$342M
Funded ratio
94.6%
Fund commitments
4
Managers
4
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Commitments (4)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 2024, Holding started.

Capital path

who backs this record, through what, into what; each name opens its own path
Corporate pension in Georgia
Funds committed to
All 4
Managers
All 4
Size, funding, policy and commitments, with their basesCorporate pensionShow
Corporate pension
Assets
$342M
Total assets, Dec 31, 2024 reported
Funded
94.6%
Jan 1, 2024
Private markets target
no policy read
policy Dec 31, 2024
Commitments
4
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)
  • Interest-bearing cash 3.9%
  • Non-interest-bearing cash 0.2%
  • Corporate debt instruments (other) 29.8%
  • U.S. Government securities 9.0%
  • Partnership/joint venture interests 5.4%
  • Common/collective trusts 51.3%
Consultants and advisers
2 firms
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

+1 more manager received commitments

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

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From Schedule C (investment management, code 28)

+1 more Schedule C manager

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

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What changed
5 events
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Commitments
5 rows, 0 dated closings
DateFundManagerBucketAmountVintageStatusSource
as of Dec 31, 2024Blackrock Msci Acwi Ex-Us Indexcollective trustBlackrock Institutional Trust Company, N.A.Pooled vehicles$35.3M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Nisa Inter Creditcollective trustNisaPrivate credit$54.6M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Russell 3000 Index Non-Lendable Funcollective trustBlackrockPooled vehicles$14.8M heldDisclosed holdingaskebsa.dol.gov

+2 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
$342M Dec 31, 2024 reported Form 5500
$374M (2023-12) · $409M (2022-12)
Plan assets
$364M Jan 1, 2024 reported Form 5500
$398M (2023-01) · $551M (2022-01)
Net assets
$342M Dec 31, 2024 reported Form 5500
$374M (2023-12) · $409M (2022-12)
Funded ratio
94.6% Jan 1, 2024 reported Form 5500
92.1% (2023-01) · 116.3% (2022-01)
Funding target
$391M Jan 1, 2024 reported Form 5500
$436M (2023-01) · $439M (2022-01)
Discount rate
5.06% Jan 1, 2024 reported Form 5500
5.20% (2023-01) · 5.37% (2022-01)
Participants
5,805 Jan 1, 2024 reported Form 5500
6,472 (2023-01) · 6,714 (2022-01)
Contributions
$0 Dec 31, 2024 reported Form 5500
$0 (2023-12) · $0 (2022-12)
Benefits paid
$32.9M Dec 31, 2024 reported Form 5500
$66.2M (2023-12) · $34.4M (2022-12)
Net investment income
-$32.0M Dec 31, 2024 reported Form 5500
-$34.6M (2023-12) · -$158M (2022-12)
Form 5500 filings
3 plan years
Plan yearParticipantsAssets (SB market)Funding targetFTAPTotal assets (H)Partnerships / JVMaster trustReal estate
2024 to Dec 31, 20245,805$364M$391M94.6%$342M$18.4MNot disclosedNot disclosed
2023 to Dec 31, 20236,472$398M$436M92.1%$374M$19.1MNot disclosedNot disclosed
2022 to Dec 31, 20226,714$551M$439M116.3%$409M$18.3MNot disclosedNot disclosed
Service providers and investment entities as filed (Schedule C and D, latest year first)

+23 more service providers

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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.

Record history

7 dated events on the change ledger, latest first
  • Holding in a pooled vehicle started
    2024-12-31source
  • Holding in a pooled vehicle started
    2024-12-31source
  • Holding in a pooled vehicle ended
    2024-12-31source

+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

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+7 connections on the graph

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