DFX Intelligence

This allocator's name, 2 more managers, 16 more commitments and 4 more dated events

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Corporate pension in North Carolina

Corporate pension· Raleigh, North Carolina

Corporate pension, based in Raleigh, North Carolina, reporting $243M in assets, for 1,465 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: $243M
Funded ratio: 107.0%
Fund commitments: 11
Managers: 3

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

Commitments (11)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, Holding started.

Capital path

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

Corporate pension in North Carolina

Funds committed to

Treasury U.S. 5 Year Key Rate Durat2 commitments
Long Term Govt Bond Index Fund2 commitments
Long Duration Corporate Credit Scre2 commitments

All 11

Managers

Blackrock Institutional Trust Company, N.A.6 commitments
Blackrock Institutional Trust6 commitments
Blackrock3 commitments

All 5

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

Corporate pension

Assets

$243M

Total assets, Dec 31, 2024 reported

Funded

107.0%

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)

Interest-bearing cash 3.6%
Corporate debt instruments (other) 0.4%
U.S. Government securities 0.5%
Partnership/joint venture interests 4.3%
Common/collective trusts 34.8%
Registered investment companies 44.7%
Common stock 11.6%

Consultants and advisers

1 firm

Willis Towers Watson US LLC Actuarythrough Dec 31, 2022 Form 5500

People

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

Manager roster

5 managers on the commitment tape

From the plan’s own commitment disclosures

Blackrock Institutional Trust Company, N.A.6 rows, latest Dec 31, 2024
Blackrock Institutional Trust6 rows, latest Dec 31, 2024
Blackrock3 rows, latest Dec 31, 2024

+2 more managers 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)

Blackrock Insti. Trust Company, N.Aplan years
Blackrock Institutional Trust Company, N.A.plan years
Blackrock Institutional Trust Co,naplan years 2024

What changed

9 events

Dec 31, 2024Holding started
with Intermediate Duration Corp Nl Fund$2.2Maskebsa.dol.gov
Dec 31, 2024Holding endedinference
with 1-3 Year Government Bond Index Fund$1.4Maskebsa.dol.gov
Dec 31, 2024Holding endedinference
with Blackrock$207Kaskebsa.dol.gov
Dec 31, 2024Manager relationship started
with Blackrock Institutional Trust Co,naaskebsa.dol.gov
Jan 1, 2024Funded status changed
14 pointsaskebsa.dol.gov

+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

19 rows, 0 dated closings

Date	Fund	Manager	Bucket	Amount	Status	Source
as of Dec 31, 2024	Intermediate Duration Corp Nl Fundcollective trust	Blackrock Institutional Trust Company, N.A.	Pooled vehicles	$2.2M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2024	Treasury U.S. 5 Year Key Rate Duratcollective trust	Blackrock Institutional Trust Company, N.A.	Fixed income	$2.3M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2024	Long Term Govt Bond Index Fundcollective trust	Blackrock Insti. Trust Company, N.A	Fixed income	$11.2M held	Disclosed holding	askebsa.dol.gov

+16 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

$243M Dec 31, 2024 reported Form 5500

$232M (2023-12) · $201M (2022-12)

Plan assets

$232M Jan 1, 2024 reported Form 5500

$201M (2023-01) · $247M (2022-01)

Net assets

$243M Dec 31, 2024 reported Form 5500

$232M (2023-12) · $201M (2022-12)

Funded ratio

107.0% Jan 1, 2024 reported Form 5500

93.2% (2023-01) · 121.3% (2022-01)

Funding target

$149M Jan 1, 2024 reported Form 5500

$147M (2023-01) · $141M (2022-01)

Discount rate

5.17% Jan 1, 2024 reported Form 5500

5.24% (2023-01) · 5.41% (2022-01)

Participants

1,465 Jan 1, 2024 reported Form 5500

1,500 (2023-01) · 1,528 (2022-01)

Contributions

$0 Dec 31, 2024 reported Form 5500

$0 (2023-12) · $0 (2022-12)

Benefits paid

$8.9M Dec 31, 2024 reported Form 5500

$7.9M (2023-12) · $7.5M (2022-12)

Net investment income

$11.6M Dec 31, 2024 reported Form 5500

$30.3M (2023-12) · -$45.6M (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	1,465	$232M	$149M	107.0%	$243M	$10.6M	Not disclosed	Not disclosed
2023 to Dec 31, 2023	1,500	$201M	$147M	93.2%	$232M	$7.5M	Not disclosed	Not disclosed
2022 to Dec 31, 2022	1,528	$247M	$141M	121.3%	$201M	$146,426	Not disclosed	Not disclosed

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

Willis Towers Watson US LLC codes 11 15 17 38 50 $164,481 PY2024
Blackrock Advisors, LLC codes 28 50 51 $101,825 PY2024
Cherry Bekaert LLP codes 10 50 $21,000 PY2024

+27 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.

Record history

9 dated events on the change ledger, latest first

Holding in a pooled vehicle started
2024-12-31source
Holding in a pooled vehicle ended
2024-12-31source
Holding in a pooled vehicle ended
2024-12-31source

+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

every published relationship on the graph

+5 connections on the graph

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