This allocator's name and 2 more advisers

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Corporate pension in Virginia

Corporate pension· Richmond, Virginia

Corporate pension, based in Richmond, Virginia, reporting $10,229 in assets, for 3,917 participants.

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

Assets
$10,229
Funded ratio
114.3%
Fund commitments
3
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Commitments (3)Allocation policy
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 2023, Changed investment consultant to Morgan Lewis & Bockius LLP.

Capital path

who backs this record, through what, into what; each name opens its own path
Corporate pension in Virginia
Funds committed to
Managers
Size, funding, policy and commitments, with their basesCorporate pensionShow
Corporate pension
Assets
$10,229
Total assets, Dec 31, 2023 reported
Funded
114.3%
Jan 1, 2022
Private markets target
no policy read
policy Dec 31, 2023
Commitments
3
none on the tape
Plan sponsor: this allocator
Allocation policy
Form 5500, as of Dec 31, 2023
Actual allocation lines without a target (as filed)
  • Non-interest-bearing cash 100.0%
Consultants and advisers
5 firms

+2 more consultants and advisers advise this allocator

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

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People
No investment staff or executives have been read for this allocator yet.
Manager roster
1 manager on the commitment tape
From the plan’s own commitment disclosures
From Schedule C (investment management, code 28)
What changed
5 events
  • Dec 31, 2023Consultant changedinference
    with Morgan Lewis & Bockius LLPaskebsa.dol.gov
  • Dec 31, 2023Consultant changedinference
    with Campbell Lutyens & Co. Inc.askebsa.dol.gov
  • Dec 31, 2023Manager relationship endedinference
    with Parametic Portfolio Associatesaskebsa.dol.gov
  • Dec 31, 2023Manager relationship endedinference
    with Hardman Johnston Global Advisorsaskebsa.dol.gov
  • Dec 31, 2023Assets changed
    down $218Maskebsa.dol.gov
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Commitments
3 rows, 0 dated closings
DateFundManagerBucketAmountVintageStatusSource
as of Dec 31, 2022AON Long Government Bond Index Fundcollective trustAON Trust Company LLCFixed income$929,708 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022AON Intermediate Credit Bond Fundcollective trustAON Trust Company LLCPrivate credit$69.7M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022AON Long Credit Bond Fundcollective trustAON Trust Company LLCPrivate credit$81.8M heldDisclosed holdingaskebsa.dol.gov
Size and funding
18 readings
Total assets
$10,229 Dec 31, 2023 reported Form 5500
$218M (2022-12)
Plan assets
$294M Jan 1, 2022 reported Form 5500
Net assets
$10,229 Dec 31, 2023 reported Form 5500
$218M (2022-12)
Funded ratio
114.3% Jan 1, 2022 reported Form 5500
Funding target
$243M Jan 1, 2022 reported Form 5500
Discount rate
5.38% Jan 1, 2022 reported Form 5500
Participants
3,917 Jan 1, 2023 reported Form 5500
4,012 (2022-01)
Contributions
$27.7M Dec 31, 2023 reported Form 5500
$0 (2022-12)
Benefits paid
$239M Dec 31, 2023 reported Form 5500
$16.8M (2022-12)
Net investment income
-$218M Dec 31, 2023 reported Form 5500
-$76.7M (2022-12)
Investment management fees
$304,573 Dec 31, 2023 reported Form 5500
$207,891 (2022-12)
Form 5500 filings
2 plan years
Plan yearParticipantsAssets (SB market)Funding targetFTAPTotal assets (H)Partnerships / JVMaster trustReal estate
2023 to Dec 31, 20233,917Not disclosedNot disclosedn/a$10,229$0$0$0
2022 to Dec 31, 20224,012$294M$243M114.3%$218M$10.4M$0$0
Service providers and investment entities as filed (Schedule C and D, latest year first)

+18 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.

Not yet on record: managers.

Capital chain

This record sits on 2 traced paths of capital across the graphs.

Consultant to allocator to manager

DFX traced 2 paths of capital through this record

Every record on each path, what it committed or lent, and as of when.

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Derived from allocator disclosures, BDC schedules and SEC filings; confidence is the weakest hop.

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Record history

5 dated events on the change ledger, latest first
  • Consultant changed
    2023-12-31source
  • Consultant changed
    2023-12-31source
  • Manager relationship ended
    2023-12-31source

+2 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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+9 connections on the graph

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