DFX Intelligence

This manager's name, 1 more allocator, 2 more corporate plans and 7 more commitment rows

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.

Private markets manager in North Carolina

Manager

No date on record · this record

Public LPs on the tape

distinct allocators disclosing a fund

Commitment rows

0 dated closings

Disclosed commitments

Not disclosed

sum of the LPs' own amounts; repeats across reports

Re-ups / new

0 / 0

the plans' own words

Corporate plans

Schedule C investment manager rows

Who backs this manager

4 allocators

Allocator	Rows	Buckets	First	Latest
The Chart Pension Plan	3	Fixed income	Dec 31, 2022	Dec 31, 2024
Orthocarolina Cash Balance Pension Plan	3	Fixed income	Dec 31, 2022	Dec 31, 2024
Alliance Coal, LLC & Aff. Pension Plan for Coal Employees	2	Fixed income	Dec 31, 2023	Dec 31, 2024

+1 more allocator back this manager

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

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

Funds on the tape

3 vehicles

Corporate and Taft-Hartley plans (Schedule C)

5 plans

Alliance Coal, LLC & Aff. Pension Plan for Coal Employeesplan years
Orthocarolina Cash Balance Pension Planplan years
The Chart Pension Planplan years

+2 more corporate plans name this manager on Schedule C

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

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

Commitment rows

10 rows

Date	Allocator	Fund	Bucket	Amount	Status	Source
as of Dec 31, 2024	The Chart Pension Plan	A fund of this managerseparate 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	A fund of this managercollective trust	Fixed income	$22.1M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2024	Orthocarolina Cash Balance Pension Plan	A fund of this managercollective trust	Fixed income	$24.4M held	Disclosed holding	askebsa.dol.gov

+7 more commitment rows

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

No dated events.

Capital chain

This record sits on 3 traced paths of capital across the graphs.

Consultant to allocator to manager

DFX traced 3 paths of capital through this record

Every record on each path, what it committed or lent, and as of when.

Includes 3 days of DFX Intelligence. Then $299/month unless canceled.

Derived from allocator disclosures, BDC schedules and SEC filings; confidence is the weakest hop.

Checking your plan…

›Connections

every published relationship on the graph

+5 connections on the graph

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