This allocator's name, 2 more managers, 8 more commitments and 1 more dated event

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Corporate pension in North Carolina

Corporate pension· Greensboro, North Carolina

Corporate pension, based in Greensboro, North Carolina, reporting $8.0M in assets, for 513 participants.

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

Assets
$8.0M
Funded ratio
84.6%
Fund commitments
5
Managers
3
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Commitments (5)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 North Carolina
Funds committed to
All 5
Managers
All 5
Size, funding, policy and commitments, with their basesCorporate pensionShow
Corporate pension
Assets
$8.0M
Total assets, Dec 31, 2024 reported
Funded
84.6%
Jan 1, 2024
Private markets target
no policy read
policy Dec 31, 2024
Commitments
5
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)
  • Pooled separate accounts 98.5%
Consultants and advisers
1 firm
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

+2 more managers received commitments

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From Schedule C (investment management, code 28)
What changed
6 events

+1 more dated event

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Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Commitments
11 rows, 0 dated closings
DateFundManagerBucketAmountVintageStatusSource
as of Dec 31, 2024Massmutual Mid Cap Growth Iseparate accountMfsPooled vehicles$773,903 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Fidelity Advisor Focus Emseparate accountFidelity Brokerage Service LLCPooled vehicles$827,251 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Fidelity 500 Indexseparate accountDodge & CoxPooled vehicles$393,231 heldDisclosed holdingaskebsa.dol.gov

+8 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
$8.0M Dec 31, 2024 reported Form 5500
$9.2M (2023-12) · $9.1M (2022-12)
Plan assets
$9.2M Jan 1, 2024 reported Form 5500
$9.1M (2023-01) · $13.1M (2022-01)
Net assets
$8.0M Dec 31, 2024 reported Form 5500
$9.2M (2023-12) · $9.1M (2022-12)
Funded ratio
84.6% Jan 1, 2024 reported Form 5500
81.4% (2023-01) · 105.7% (2022-01)
Funding target
$10.5M Jan 1, 2024 reported Form 5500
$11.4M (2023-01) · $11.6M (2022-01)
Discount rate
5.17% Jan 1, 2024 reported Form 5500
5.23% (2023-01) · 5.41% (2022-01)
Participants
513 Jan 1, 2024 reported Form 5500
557 (2023-01) · 588 (2022-01)
Contributions
$268,875 Dec 31, 2024 reported Form 5500
$469,741 (2023-12) · $0 (2022-12)
Benefits paid
$1.8M Dec 31, 2024 reported Form 5500
$1.2M (2023-12) · $1.7M (2022-12)
Net investment income
-$1.2M Dec 31, 2024 reported Form 5500
$149,911 (2023-12) · -$4.0M (2022-12)
Form 5500 filings
3 plan years
Plan yearParticipantsAssets (SB market)Funding targetFTAPTotal assets (H)Partnerships / JVMaster trustReal estate
2024 to Dec 31, 2024513$9.2M$10.5M84.6%$8.0MNot disclosedNot disclosedNot disclosed
2023 to Dec 31, 2023557$9.1M$11.4M81.4%$9.2MNot disclosedNot disclosedNot disclosed
2022 to Dec 31, 2022588$13.1M$11.6M105.7%$9.1MNot disclosedNot disclosedNot disclosed
Service providers and investment entities as filed (Schedule C and D, latest year first)
  • Empower Annuity Ins Co of America codes 13 64 $50,000 PY2024
  • Massmutual Blue Chip Growth a Sched. D P $857,727 PY2024
  • MFS Value R2 Sched. D P $773,903 PY2024

+32 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

6 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
  • Funded status changed
    2023-01-01source

+3 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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+5 connections on the graph

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