DFX Intelligence
Commitments
Commitments: one recordAbout the commitment tapeOne row per line of a plan’s own disclosure. A committed row is a closing the plan dated (a monthly transaction report, a new-investments table); a disclosed holding is a line of a performance or holdings report as of that report’s date, with the plan’s own cash flows, IRR and multiple where printed.Re-up and new-manager flags are the plan’s own words. Amounts are the plan’s commitment, never a fund size.
10 rows
| Date | Allocator | Fund | Bucket | Amount | Vintage | Status | Source |
|---|---|---|---|---|---|---|---|
| as of Dec 31, 2024 | The Chart Pension Plan | Sterling Capital Tot Return Bond aseparate account | Fixed income | $5.2M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | Alliance Coal, LLC & Aff. Pension Plan for Coal Employees | Sterling Capital Core Fixed Incomecollective trust | Fixed income | $22.1M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | Orthocarolina Cash Balance Pension Plan | Sterling Capital Core Fixed Incomecollective trust | Fixed income | $24.4M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2023 | Alliance Coal, LLC & Aff. Pension Plan for Coal Employees | Sterling Capital Core Fixed Incomecollective trust | Fixed income | $21.5M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2023 | BDO USA, LLP Cash Balance Plan | Sterling Capital Core Fixed Incomecollective trust | Fixed income | $67.8M held | Disclosed holding | askebsa.dol.gov |
+5 additional commitment rows match
Every plan, fund and manager behind these rows, with the amount, date and source on each.
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