This allocator's name and 4 more advisers

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Corporate pension in Georgia

Corporate pension· Marietta, Georgia

Corporate pension, based in Marietta, Georgia, for 17,957 participants.

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

Funded ratio
94.0%
Open searchesAllocation 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 2024, Manager relationship ended.

Size, funding, policy and commitments, with their basesCorporate pensionShow
Corporate pension
Assets
not established
Total assets, Jun 30, 2024 reported
Funded
94.0%
Jul 1, 2023
Private markets target
no policy read
policy Jun 30, 2023
Commitments
0
none on the tape
Plan sponsor: this allocator
Allocation policy
Form 5500, as of Jun 30, 2023
Actual allocation lines without a target (as filed)
  • Master trust investment accounts 100.0%
Consultants and advisers
7 firms

+4 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
7 managers on Schedule C
From Schedule C (investment management, code 28)

+4 more Schedule C managers

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

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What changed
4 events
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Commitments
No fund commitments are on the tape for this allocator. The tape holds the plans that publish their own private-markets reports; a plan that publishes one and is not here is a gap we can close.
Size and funding
29 readings
Total assets
$0 Jun 30, 2024 reported Form 5500
$677M (2023-06) · $620M (2022-06)
Plan assets
$676M Jul 1, 2023 reported Form 5500
$620M (2022-07)
Net assets
$0 Jun 30, 2024 reported Form 5500
$677M (2023-06) · $620M (2022-06)
Funded ratio
94.0% Jul 1, 2023 reported Form 5500
97.3% (2022-07)
Funding target
$574M Jul 1, 2023 reported Form 5500
$548M (2022-07)
Discount rate
5.37% Jul 1, 2023 reported Form 5500
5.55% (2022-07)
Participants
17,957 Jul 1, 2023 reported Form 5500
18,563 (2022-07) · 13,683 (2021-07)
Contributions
$0 Jun 30, 2024 reported Form 5500
$0 (2023-06) · $0 (2022-06)
Benefits paid
$59.9M Jun 30, 2024 reported Form 5500
$24.0M (2023-06) · $2.3M (2022-06)
Net investment income
$27.4M Jun 30, 2024 reported Form 5500
$56.7M (2023-06) · -$47.0M (2022-06)
Investment management fees
$1.8M Jun 30, 2024 reported Form 5500
$2.3M (2023-06) · $931,048 (2022-06)
Form 5500 filings
3 plan years
Plan yearParticipantsAssets (SB market)Funding targetFTAPTotal assets (H)Partnerships / JVMaster trustReal estate
2024 to Jun 30, 202213,683Not disclosedNot disclosedn/a$620MNot disclosed$620MNot disclosed
2023 to Jun 30, 202417,957$676M$574M94.0%$0Not disclosed$0Not disclosed
2022 to Jun 30, 202318,563$620M$548M97.3%$677MNot disclosed$677MNot disclosed
Service providers and investment entities as filed (Schedule C and D, latest year first)

+37 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 15, 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: assets, fund commitments, managers.

Record history

4 dated events on the change ledger, latest first
  • Funded status changed
    2023-07-01source
  • Manager relationship ended
    2024-12-31source
  • Manager relationship started
    2024-12-31source

+1 more change 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

+15 connections on the graph

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