DFX Intelligence
Allocator Intelligence
The capital-owner graph behind private markets. Who owns the capital, who decides, how much, under what policy, on whose advice, to which managers, and what changed, with a source and a date behind every row. A target is never an actual, a disclosed holding is never an approval, and an estimate says so.
Corporate pension
Ameriserv Financial Pension Plan
Corporate pensionJohnstown, PA
Assets
$62.5M
Total assets, Dec 31, 2024 reported
Funded
160.8%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
0
none on the tape
Plan sponsor: Ameriserv Financial
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
- Interest-bearing cash 1.4%
- Corporate debt instruments (other) 2.0%
- Employer securities 4.9%
- Registered investment companies 91.6%
Consultants and advisers
1 firms
- Buck Global, LLC Actuarythrough Dec 31, 2022 Form 5500
People
No investment staff or executives have been read for this allocator yet.
Manager roster
No manager relationship is on the tape for this allocator.
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
30 readings
Form 5500 filings
3 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 | 232 | $59.3M | $32.8M | 160.8% | $62.5M | n/a | n/a | n/a |
| 2023 to Dec 31, 2023 | 244 | $56.3M | $32.1M | 167.3% | $59.3M | n/a | n/a | n/a |
| 2022 to Dec 31, 2022 | 276 | $74.4M | $34.4M | 167.0% | $56.2M | n/a | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- Conduent Hr Consultanting LLC codes 11 $55,610 PY2024
- Wessel & Company codes 10 $11,000 PY2024
- Buck Global, LLC codes 11 PY2024
- Conduent Hr Consultanting LLC codes 11 $58,757 PY2023
- Wessel & Company codes 10 $10,500 PY2023
- Buck Global, LLC codes 11 PY2023
- Conduent Hr Consultanting LLC codes 11 $60,702 PY2022
- Wessel & Company codes 10 $9,500 PY2022
- Buck Global, LLC codes 11 PY2022
What changed
2 events
- Jan 1, 2024Funded status changedAmeriserv Financial Pension Plan funded ratio 167.3% -> 160.8% (2023-01-01 to 2024-01-01)
- Jan 1, 2023Assets changedAmeriserv Financial Pension Plan plan assets $74M -> $56M (-24.3%, 2022-01-01 to 2023-01-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 250851535-001
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.