This allocator's name and 2 more advisers
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Corporate pension in Virginia
Corporate pension, based in Waynesboro, Virginia, reporting $76.0M in assets, for 605 participants.
Composed from this allocator's classification, location and filed figures.
- Assets
- $76.0M
- Funded ratio
- 78.0%
- Fund commitments
- 1
- Managers
- 1
Nothing material in the last 90 days. Last change: 1 Jul 2024, Funded status changed.
Capital path
who backs this record, through what, into what; each name opens its own path- DB Growth Portfolio3 commitments
Size, funding, policy and commitments, with their basesCorporate pensionShowHide
- Interest-bearing cash 3.0%
- Corporate debt instruments (other) 51.2%
- Common/collective trusts 43.5%
- Registered investment companies 0.7%
- BCG Pension Risk Consultants Inc Pension consultantthrough Jun 30, 2023 Form 5500
- Capfinancial Partners, LLC Investment adviser (plan)through Jun 30, 2023 Form 5500
- Manulife John Hancock Actuarythrough Jun 30, 2025 Form 5500
+2 more consultants and advisers advise this allocator
Every name, record and relationship behind this count, with the source on each.
Includes 3 days of DFX Intelligence. Then $249/month unless canceled.
- John Hancock Life Insurance Coplan years 2025
- John Hancockplan years 2023
- Jul 1, 2024Funded status changeddown 5 pointsaskebsa.dol.gov
- Dec 31, 2023Consultant changedinferencewith BCG Pension Risk Consultants Incaskebsa.dol.gov
- Jul 1, 2023Funded status changeddown 10 pointsaskebsa.dol.gov
- Jul 1, 2023Assets changeddown $52.5Maskebsa.dol.gov
| Date | Fund | Manager | Bucket | Amount | Vintage | Status | Source |
|---|---|---|---|---|---|---|---|
| as of Jun 30, 2025 | DB Growth Portfoliocollective trust | Great Gray Trust Company | Pooled vehicles | $33.1M held | Disclosed holding | askebsa.dol.gov | |
| as of Jun 30, 2024 | DB Growth Portfoliocollective trust | Great Gray Trust Company | Pooled vehicles | $32.2M held | Disclosed holding | askebsa.dol.gov | |
| as of Jun 30, 2023 | DB Growth Portfoliocollective trust | Wilmington Trust, N.A. | Pooled vehicles | $34.1M held | Disclosed holding | askebsa.dol.gov |
| Plan year | Participants | Assets (SB market) | Funding target | FTAP | Total assets (H) | Partnerships / JV | Master trust | Real estate |
|---|---|---|---|---|---|---|---|---|
| 2024 to Jun 30, 2025 | 605 | $76.3M | $94.6M | 78.0% | $76.0M | Not disclosed | Not disclosed | Not disclosed |
| 2023 to Jun 30, 2024 | 618 | $78.5M | $99.4M | 82.5% | $76.3M | Not disclosed | Not disclosed | Not disclosed |
| 2022 to Jun 30, 2023 | 1,012 | $131M | $148M | 93.0% | $78.5M | Not disclosed | Not disclosed | Not disclosed |
- John Hancock codes 15 51 62 64 $126,363 PY2024
- Loomis US codes 19 $101,051 PY2024
- Capfinancial Partners, LLC codes 27 $55,000 PY2024
+15 more service providers
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Provenance
Record history
- Funded status changed2023-07-01source
- Funded status changed2024-07-01source
- Consultant changed2023-12-31source
+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
+8 connections on the graph
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