# SFB Life Insurance Co Retirement Plan and Trust

SFB Life Insurance Co Retirement Plan and Trust is a Pension Fund based in Jackson, United States.

## Overview

- **Organization type:** Pension Fund
- **Headquarters:** Jackson, United States
- **Region:** North America
- **Address:** 1401 Livingston Lane, Jackson, MS 39213, United States
- **Founded:** 1946
- **Assets under management:** 16100 (Altss estimate)
- **Website:** www.sfbli.com

## Regulatory record

- **Reports private funds:** No

## About

Southern Farm Bureau Life Insurance Company established the retirement plan and trust in 1946 alongside its core life insurance operations in Jackson, Mississippi. The plan is sponsored by the insurer and funded through premiums and investment returns. Ownership traces to ten state Farm Bureau Federations. The plan allocates across public equities, private credit, real estate and private equity. Confirmed holdings include VOO, IEMG and SPY exchange-traded funds as of Q3 2025 13F filings. Private positions include Voya Private Credit Trust Fund, PCCP Mezzanine Recovery Partners II and EQT Private Capital Asia. Geographic exposure centers on the United States with additional commitments in Asia. Assets total $16.1 billion. Northern Trust and State Street act as custodians. Philanthropic activity includes support for Canopy Children's Solutions and the University of Mississippi Foundation. No material operational events have been recorded in the last 24 months. The plan operates as a captive vehicle for the insurance parent rather than an independent allocator. Investment decisions remain internal with limited external manager disclosure.

## Sectors

- Financial Services
- Insurance

## People

- Zach Farmer — Chief Investment Officer
- Jim Feazell — Senior Portfolio Manager

## Questions

### Who runs investment decisions at SFB Life Insurance Co Retirement Plan and Trust?

Zach Farmer serves as Chief Investment Officer. Jim Feazell serves as Senior Portfolio Manager. Both are listed in the firm's relationship records.

### Does SFB Life Insurance Co Retirement Plan and Trust participate in fund commitments or only direct deals?

The plan holds both fund commitments and direct positions. Examples include Voya Private Credit Trust Fund and senior notes from Elme Communities and AMETEK.

### What asset classes does SFB Life Insurance Co Retirement Plan and Trust hold?

Holdings include public equities such as VOO and SPY, private credit via Voya Private Credit Trust Fund, real estate and select private equity funds in the United States and Asia.

### How is SFB Life Insurance Co Retirement Plan and Trust related to Southern Farm Bureau Life Insurance Company?

The plan is the defined benefit retirement vehicle sponsored by Southern Farm Bureau Life Insurance Company and managed under the same Jackson headquarters.

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- [Bordier & Cie](https://altss.com/profile/bordier-cie)
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Last updated: 2026-06-03T20:00:00.000Z

Canonical page: https://altss.com/profile/sfb-life-insurance-co-retirement-plan-and-trust

Maintained by Altss — https://altss.com — methodology: https://altss.com/methodology