DFX Intelligence

This allocator's name, 6 more managers, 30 more commitments and 24 more dated events

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Corporate pension in Georgia

Corporate pension· Atlanta, Georgia

Corporate pension, based in Atlanta, Georgia, reporting $96.5M in assets, for 811 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: $96.5M
Funded ratio: 105.2%
Fund commitments: 23
Managers: 6

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

Commitments (23)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, Manager relationship started.

Capital path

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

Corporate pension in Georgia

Funds committed to

Treasury U.S. 5 Year Key Rate Durat2 commitments
Prudential Short-Term2 commitments
Ir+m Collective Inv Trust Ci2 commitments

All 23

Managers

Blackrock Institutional Trust4 commitments
Towers Watson Investment Services,4 commitments
Blackrock Institutional Trust Company, N.A.2 commitments

All 9

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

Corporate pension

Assets

$96.5M

Total assets, Dec 31, 2024 reported

Funded

105.2%

Jan 1, 2024

Private markets target

no policy read

policy Dec 31, 2024

Commitments

6 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)

Insurance company general account 0.4%
Common/collective trusts 98.3%
Pooled separate accounts 1.3%

Consultants and advisers

2 firms

Global Portfolio Strategies, Inc. Investment adviser (plan)through Dec 31, 2022 Form 5500
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

9 managers on the commitment tape

From the plan’s own commitment disclosures

Blackrock Institutional Trust4 rows, latest Dec 31, 2024
Towers Watson Investment Services,4 rows, latest Dec 31, 2024
Blackrock Institutional Trust Company, N.A.2 rows, latest Dec 31, 2024

+6 more managers 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)

Blackrock Institutional Trust Company, N.A.plan years
Blackrock Insti. Trust Company, N.Aplan years
Prudentialplan years

+4 more Schedule C managers

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

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What changed

29 events

Dec 31, 2024Manager relationship started
with JP Morgan Chase Bankaskebsa.dol.gov
Dec 31, 2024Manager relationship endedinference
with Blackrock Institutional Trustaskebsa.dol.gov
Dec 31, 2023Holding started
with Legal and General$7.4Maskebsa.dol.gov
Dec 31, 2023Holding endedinference
with Prudential Retirement & Annuity Ins$3.9Maskebsa.dol.gov
Dec 31, 2023Holding endedinference
with Prudential Retirement & Annuity Ins$5.1Maskebsa.dol.gov

+24 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

33 rows, 0 dated closings

Date	Fund	Manager	Bucket	Amount	Status	Source
as of Dec 31, 2024	Treasury U.S. 5 Year Key Rate Duratcollective trust	Blackrock Institutional Trust Company, N.A.	Fixed income	$4.0M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2024	Prudential Short-Termseparate account	Prudential	Cash	$1.2M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2024	Ir+m Collective Inv Trust Cicollective trust	Global Trust Company	Pooled vehicles	$491,304 held	Disclosed holding	askebsa.dol.gov

+30 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

32 readings

Total assets

$96.5M Dec 31, 2024 reported Form 5500

$105M (2023-12) · $106M (2022-12)

Plan assets

$101M Jan 1, 2024 reported Form 5500

$106M (2023-01) · $141M (2022-01)

Net assets

$96.5M Dec 31, 2024 reported Form 5500

$105M (2023-12) · $106M (2022-12)

Funded ratio

105.2% Jan 1, 2024 reported Form 5500

103.4% (2023-01) · 115.5% (2022-01)

Funding target

$105M Jan 1, 2024 reported Form 5500

$112M (2023-01) · $112M (2022-01)

Discount rate

5.04% Jan 1, 2024 reported Form 5500

5.18% (2023-01) · 5.35% (2022-01)

Participants

811 Jan 1, 2024 reported Form 5500

902 (2023-01) · 910 (2022-01)

Contributions

$0 Dec 31, 2023 reported Form 5500

$0 (2022-12)

Benefits paid

$9.2M Dec 31, 2024 reported Form 5500

$12.5M (2023-12) · $8.4M (2022-12)

Net investment income

-$8.3M Dec 31, 2024 reported Form 5500

-$882,128 (2023-12) · -$35.2M (2022-12)

Investment management fees

$431,355 Dec 31, 2024 reported Form 5500

$335,042 (2023-12) · $509,445 (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	811	$101M	$105M	105.2%	$96.5M	Not disclosed	Not disclosed	Not disclosed
2023 to Dec 31, 2023	902	$106M	$112M	103.4%	$105M	Not disclosed	Not disclosed	Not disclosed
2022 to Dec 31, 2022	910	$141M	$112M	115.5%	$106M	Not disclosed	Not disclosed	Not disclosed

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

JP Morgan Chase Bank codes 28 50 $431,356 PY2024
Willis Towers Watson codes 11 50 $135,900 PY2024
Empower Capital Management, LLC codes 15 50 $33,325 PY2024

+56 more service providers

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

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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

29 dated events on the change ledger, latest first

Holding in a pooled vehicle started
2023-12-31source
Holding in a pooled vehicle ended
2023-12-31source
Holding in a pooled vehicle ended
2023-12-31source

+26 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

+10 connections on the graph

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