DFX Intelligence
This allocator's name
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Corporate pension in West Virginia
Corporate pension· Petersburg, West Virginia
Corporate pension, based in Petersburg, West Virginia, reporting $10.6M in assets, for 100 participants.
Composed from this allocator's classification, location and filed figures.
As of · the latest dated event for this allocator; each figure carries its own filing or report date
- Assets
- $10.6M
- Funded ratio
- 113.3%
- Fund commitments
- 1
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. No dated change on record yet.
Capital path
who backs this record, through what, into what; each name opens its own pathCorporate pension in West Virginia
Funds committed to
- Value Equity Collective Fund1 commitment
Size, funding, policy and commitments, with their basesCorporate pensionShowHide
Corporate pension
Assets
$10.6M
Plan assets, Nov 1, 2022 reported
Funded
113.3%
Nov 1, 2022
Private markets target
no policy read
no policy read
Commitments
1
none on the tape
Plan sponsor: this allocator
Consultants and advisers
1 firm
- Pentegra Services, Inc. Actuarythrough Oct 31, 2023 Form 5500
People
No investment staff or executives have been read for this allocator yet.
Manager roster
No manager relationship is on the tape for this allocator.
What changed
No dated events yet.
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Commitments
1 row, 0 dated closings
| Date | Fund | Manager | Bucket | Amount | Vintage | Status | Source |
|---|---|---|---|---|---|---|---|
| as of Oct 31, 2023 | Value Equity Collective Fundcollective trust | Deprince Race Zollo | Public equity | $669,564 held | Disclosed holding | askebsa.dol.gov |
Size and funding
5 readings
Form 5500 filings
1 plan years
| Plan year | Participants | Assets (SB market) | Funding target | FTAP | Total assets (H) | Partnerships / JV | Master trust | Real estate |
|---|---|---|---|---|---|---|---|---|
| 2022 to Oct 31, 2023 | 100 | $10.6M | $10.3M | 113.3% | Not disclosed | Not disclosed | Not disclosed | Not disclosed |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- Value Equity Collective Trust Sched. D C $669,564 PY2022
- Pentegra Services, Inc. codes 11 PY2022
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.
Not yet on record: managers, allocation policy.
›Connections
every published relationship on the graph
+2 connections on the graph
Includes 3 days of DFX Intelligence. Then $249/month unless canceled.