This allocator's name, 14 more advisers and 11 more dated events

Every figure, date and source on this page is shown. The names behind them, and every related record, open with the complete profile.

Includes 3 days of DFX Intelligence. Then $249/month unless canceled.

Corporate pension in Virginia

Corporate pension· Roanoke, Virginia

Corporate pension, based in Roanoke, Virginia, reporting $1.4B in assets, for 17,227 participants.

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

Assets
$1.4B
Funded ratio
95.4%
Managers
2
Open searchesAllocation policyConsultants
More
Managers
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, Changed investment consultant to USI Consulting Group.

Size, funding, policy and commitments, with their basesCorporate pensionShow
Corporate pension
Assets
$1.4B
Total assets, Sep 30, 2025 reported
Funded
95.4%
Oct 1, 2024
Private markets target
no policy read
policy Sep 30, 2025
Commitments
0
2 managers on Schedule C
Plan sponsor: this allocator
Allocation policy
Form 5500, as of Sep 30, 2025
Actual allocation lines without a target (as filed)
  • Interest-bearing cash 3.7%
  • Non-interest-bearing cash 0.5%
  • Corporate debt instruments (other) 20.6%
  • U.S. Government securities 14.9%
  • Other investments 1.8%
  • Other loans 0.1%
  • Partnership/joint venture interests 36.0%
  • Registered investment companies 20.7%
  • Common stock 5.6%
  • Real estate (other than employer real property) 0.2%
Consultants and advisers
17 firms

+14 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.

People
No investment staff or executives have been read for this allocator yet.
Manager roster
5 managers on Schedule C
From Schedule C (investment management, code 28)

+2 more Schedule C managers

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

Includes 3 days of DFX Intelligence. Then $249/month unless canceled.

What changed
16 events
  • Dec 31, 2024Manager relationship started
    with Chronographaskebsa.dol.gov
  • Dec 31, 2024Manager relationship endedinference
    with NED Davis Research, Inc.askebsa.dol.gov
  • Dec 31, 2024Manager relationship endedinference
    with Antara Capitalaskebsa.dol.gov
  • Dec 31, 2024Consultant changedinference
    with USI Consulting Groupaskebsa.dol.gov
  • Dec 31, 2024Manager relationship endedinference
    with Onyxpointaskebsa.dol.gov

+11 more dated events

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

Includes 3 days of DFX Intelligence. Then $249/month unless canceled.

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
33 readings
Total assets
$1.4B Sep 30, 2025 reported Form 5500
$1.5B (2024-09) · $1.3B (2023-09)
Plan assets
$1.4B Oct 1, 2024 reported Form 5500
$1.3B (2023-10) · $1.3B (2022-10)
Net assets
$1.4B Sep 30, 2025 reported Form 5500
$1.5B (2024-09) · $1.3B (2023-09)
Funded ratio
95.4% Oct 1, 2024 reported Form 5500
103.3% (2023-10) · 109.2% (2022-10)
Funding target
$1.4B Oct 1, 2024 reported Form 5500
$1.3B (2023-10) · $1.2B (2022-10)
Discount rate
5.42% Oct 1, 2024 reported Form 5500
5.35% (2023-10) · 5.52% (2022-10)
Participants
17,227 Oct 1, 2024 reported Form 5500
16,874 (2023-10) · 15,943 (2022-10)
Contributions
$31.7M Sep 30, 2025 reported Form 5500
$59.0M (2024-09) · $40.0M (2023-09)
Benefits paid
$65.2M Sep 30, 2025 reported Form 5500
$59.1M (2024-09) · $56.3M (2023-09)
Net investment income
-$17.3M Sep 30, 2025 reported Form 5500
$181M (2024-09) · -$6.7M (2023-09)
Investment management fees
$2.1M Sep 30, 2025 reported Form 5500
$3.3M (2024-09) · $3.8M (2023-09)
Form 5500 filings
3 plan years
Plan yearParticipantsAssets (SB market)Funding targetFTAPTotal assets (H)Partnerships / JVMaster trustReal estate
2024 to Sep 30, 202517,227$1.4B$1.4B95.4%$1.4B$518MNot disclosed$3.0M
2023 to Sep 30, 202416,874$1.3B$1.3B103.3%$1.5B$464MNot disclosed$3.6M
2022 to Sep 30, 202315,943$1.3B$1.2B109.2%$1.3B$460MNot disclosed$4.2M
Service providers and investment entities as filed (Schedule C and D, latest year first)

+75 more service providers

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

Includes 3 days of DFX Intelligence. Then $249/month unless canceled.

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: fund commitments.

Record history

16 dated events on the change ledger, latest first
  • Funded status changed
    2023-10-01source
  • Funded status changed
    2024-10-01source
  • Consultant changed
    2023-12-31source

+13 more changes on this record's ledger

Includes 3 days of DFX Intelligence. Then $249/month unless canceled.

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

+23 connections on the graph

Includes 3 days of DFX Intelligence. Then $249/month unless canceled.

Ask DFX