DFX Intelligence

This allocator's name, 37 more commitments and 19 more dated events

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Corporate pension in Tennessee

Corporate pension· Shelbyville, Tennessee

Corporate pension, based in Shelbyville, Tennessee, reporting $60.3M in assets, for 1,650 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: $60.3M
Funded ratio: 87.8%
Fund commitments: 21
Managers: 1

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

Commitments (21)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, Holding ended.

Capital path

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

Corporate pension in Tennessee

Funds committed to

Spartan 500 Index Pool3 commitments
Fiam Long U.S. Treasury Strips Inde3 commitments
Fiam Institutional Cash Comm Pl2 commitments

All 21

Managers

Fidelity Institutional Asset Mgmt35 commitments
Geode Capital Management Trust Company, LLC5 commitments

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

Corporate pension

Assets

$60.3M

Total assets, Dec 31, 2024 reported

Funded

87.8%

Jan 1, 2024

Private markets target

no policy read

policy Dec 31, 2024

Commitments

1 manager on Schedule C

Plan sponsor: this allocator

Allocation policy

Form 5500, as of Dec 31, 2024

Actual allocation lines without a target (as filed)

Common/collective trusts 26.2%
Registered investment companies 73.1%

Consultants and advisers

2 firms

Fidelity Institutional Asset Mgmt T Actuarythrough Dec 31, 2022 Form 5500
AON Consulting, Inc. Actuarythrough Dec 31, 2022 Form 5500

People

No investment staff or executives have been read for this allocator yet.

Manager roster

2 managers on the commitment tape

From the plan’s own commitment disclosures

Fidelity Institutional Asset Mgmt35 rows, latest Dec 31, 2024
Geode Capital Management Trust Company, LLC5 rows, latest Dec 31, 2024

From Schedule C (investment management, code 28)

Geode Capital Management Trust Company, LLCplan years
Fidelity Institutional Asset Mgmtplan years 2022

What changed

24 events

Dec 31, 2024Holding endedinference
with Spartan Commodity Index Pool$143Kaskebsa.dol.gov
Dec 31, 2024Holding endedinference
with Fidelity Institutional Asset Mgmt$54Kaskebsa.dol.gov
Dec 31, 2024Holding endedinference
with Fidelity Institutional Asset Mgmt$1.2Maskebsa.dol.gov
Dec 31, 2024Holding endedinference
with Fidelity Institutional Asset Mgmt$1.0Maskebsa.dol.gov
Dec 31, 2024Holding endedinference
with Fidelity Institutional Asset Mgmt$12.1Maskebsa.dol.gov

+19 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

40 rows, 0 dated closings

Date	Fund	Manager	Bucket	Amount	Status	Source
as of Dec 31, 2024	Spartan 500 Index Poolcollective trust	Geode Capital Management Trust Company, LLC	Pooled vehicles	$7.3M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2024	Fiam Long U.S. Treasury Strips Indecollective trust	Fidelity Institutional Asset Mgmt	Fixed income	$7.6M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2024	Fiam Institutional Cash Comm Plcollective trust	Fidelity Institutional Asset Mgmt	Cash	$162,830 held	Disclosed holding	askebsa.dol.gov

+37 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

38 readings

Total assets

$60.3M Dec 31, 2024 reported Form 5500

$62.1M (2023-12) · $62.0M (2022-12)

Plan assets

$62.1M Jan 1, 2024 reported Form 5500

$62.0M (2023-01) · $30.5M (2022-05) · $73.8M (2022-04)

Net assets

$60.3M Dec 31, 2024 reported Form 5500

$62.1M (2023-12) · $62.0M (2022-12)

Funded ratio

87.8% Jan 1, 2024 reported Form 5500

86.3% (2023-01) · 106.1% (2022-05) · 100.1% (2022-04)

Funding target

$77.8M Jan 1, 2024 reported Form 5500

$77.2M (2023-01) · $30.0M (2022-05) · $70.5M (2022-04)

Discount rate

5.11% Jan 1, 2024 reported Form 5500

5.25% (2023-01) · 5.30% (2022-05) · 5.42% (2022-04)

Participants

1,650 Jan 1, 2024 reported Form 5500

1,665 (2023-01) · 610 (2022-05) · 1,537 (2022-04)

Contributions

$2.0M Dec 31, 2024 reported Form 5500

$750,000 (2023-12) · $0 (2022-12)

Benefits paid

$3.8M Dec 31, 2024 reported Form 5500

$3.6M (2023-12) · $26.5M (2022-12)

Net investment income

-$1.8M Dec 31, 2024 reported Form 5500

$115,572 (2023-12) · -$28.2M (2022-12)

Investment management fees

$5,246 Dec 31, 2024 reported Form 5500

$104,543 (2023-12) · $173,256 (2022-12)

Form 5500 filings

4 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	1,650	$62.1M	$77.8M	87.8%	$60.3M	Not disclosed	Not disclosed	Not disclosed
2023 to Dec 31, 2023	1,665	$62.0M	$77.2M	86.3%	$62.1M	Not disclosed	Not disclosed	Not disclosed
2022 to Dec 31, 2022	1,537	$73.8M	$70.5M	100.1%	$0	Not disclosed	Not disclosed	Not disclosed
2022 to Dec 31, 2022	610	$30.5M	$30.0M	106.1%	$62.0M	Not disclosed	Not disclosed	Not disclosed

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

Fidelity Mgmt Trust Co codes 11 15 16 21 50 $50,434 PY2024
Fidelity Inst Asset Mgmt Trust Co codes 28 51 $5,246 PY2024
Fiam Long Corporate Comingled Pool Sched. D C PY2024

+91 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

24 dated events on the change ledger, latest first

Holding in a pooled vehicle ended
2023-12-31source
Holding in a pooled vehicle ended
2024-12-31source
Holding in a pooled vehicle ended
2023-12-31source

+21 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

+5 connections on the graph

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