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.
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Corporate pension
H••••••• P•••••• P•••
Corporate pensionHarrisburg, PA
Assets
$20.7M
Total assets, Jun 30, 2025 reported
Funded
96.6%
Jul 1, 2024
Private markets target
n/a
policy Jun 30, 2025
Commitments
0
1 managers on Schedule C
Plan sponsor: H••• f•• t•• F••••••••• • H•••••••
Allocation policy
Form 5500, as of Jun 30, 2025
Actual allocation lines without a target (as filed)
- Interest-bearing cash 9.8%
- Non-interest-bearing cash 0.0%
- Corporate debt instruments (other) 4.3%
- U.S. Government securities 5.6%
- Registered investment companies 49.0%
- Common stock 30.3%
Consultants and advisers
2 firms
- B••• M••• T•••• Trusteethrough Jun 30, 2023 Form 5500
- C••••• S••••• Actuarythrough Jun 30, 2023 Form 5500
People
No investment staff or executives have been read for this allocator yet.
Manager roster
17 managers on Schedule C
From Schedule C (investment management, code 28)
- P•••• C•••••• M•••••••••plan years 2025
- L••••••• I•••••••••plan years 2024
- P•••• U• C••• C••• 1•• E••plan years 2024
- A•• D•••••• F••••• L••plan years 2024
- G••••••• P••• G••••• A•••••••• L••plan years 2024
- B••••••••plan years 2024
- J•••• •••• I•••plan years 2024
- S••••••• C•••••• P•••••••• L••plan years 2023
- U•••••• M••••••• T••••plan years 2023
- F••••••• M••• R••• E••••• I•••• E••plan years 2023
- L••••• A•••• M••••••••• L••plan years 2023
- T• R••• P••••plan years 2023
- I•••••• A•••••••• I•••plan years 2023
- D•••• • C••plan years 2023
- F•••• F•••• I•plan years 2023
- J••• M••••• C•••• • C•plan years 2023
- L••• M•••• P••••••• F••• A••••••• L•plan years 2023
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
33 readings
Investment management fees
$68,141 (2024-06) · $62,780 (2023-06)
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 Jun 30, 2025 | 276 | $19.4M | $19.4M | 96.6% | $20.7M | $0 | $0 | $0 |
| 2023 to Jun 30, 2024 | 280 | $18.0M | $18.8M | 98.4% | $19.4M | $0 | $0 | $0 |
| 2022 to Jun 30, 2023 | 286 | $16.4M | $17.9M | 97.7% | $18.0M | $0 | $0 | $0 |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- The B••• M••• T•••• Company codes 21 50 52 68 $76,233 PY2024
- G••••••• P••• G••••• A•••••••• L•• codes 28 52 PY2024
- J.P. M••••• Investment Management, codes 28 52 PY2024
- P•••• C•••••• M•••••••••, LLC codes 28 52 PY2024
- J•••• •••• I••• codes 28 52 PY2024
- S••••••• C•••••• P•••••••• L•• codes 28 52 PY2024
- P•••• U• C••• C••• 1•• E•• codes 28 52 PY2024
- D•••• • C•• codes 28 52 PY2024
- B••••••••, Inc. codes 28 52 PY2024
- C••••• S••••• codes 11 PY2024
- The B••• M••• T•••• Company codes 21 50 52 68 $68,141 PY2023
- RKL LLP codes 10 $12,800 PY2023
- P•••• U• C••• C••• 1•• E•• codes 28 52 PY2023
- D•••• • C•• codes 28 52 PY2023
- S••••••• C•••••• P•••••••• L•• codes 28 52 PY2023
- A•• D•••••• F••••• L•• codes 28 52 PY2023
- JP M••••• Investment Inc codes 28 52 PY2023
- G••••••• P••• G••••• A•••••••• L•• codes 28 52 PY2023
- L••••••• I••••••••• codes 28 52 PY2023
- T. R••• P•••• Associates, Inc. codes 28 52 PY2023
- J•••• •••• I••• codes 28 52 PY2023
- B••••••••, Inc. codes 28 52 PY2023
- C••••• S••••• codes 11 PY2023
- The B••• M••• T•••• Company codes 21 50 52 68 $62,780 PY2022
- C••••• S••••• codes 11 15 17 38 49 50 $15,200 PY2022
- F•••• F•••• I• codes 28 52 PY2022
- JP M••••• Investment Inc codes 28 52 PY2022
- S••••••• Capital Partners LLC codes 28 52 PY2022
- U•••••• M••••••• T•••• codes 28 52 PY2022
- F••••••• M••• R••• E••••• I•••• E•• codes 28 52 PY2022
- L••• M•••• P••••••• F••• A••••••• L• codes 28 52 PY2022
- I•••••• A•••••••• I••• codes 28 52 PY2022
- D•••• • C•• codes 28 52 PY2022
- L••••• Asset LLC codes 28 52 PY2022
- T. R••• P•••• Associates, Inc. codes 28 52 PY2022
- C••••• S••••• codes 11 PY2022
What changed
17 events
- Dec 31, 2024Manager relationship endedinferenceT. R••• P•••• Associates, Inc. no longer appears on H••••••• P•••••• P•••'s Schedule C as investment manager (plan year 2024 vs 2023)with T• R••• P••••askebsa.dol.gov
- Dec 31, 2024Manager relationship startedP•••• C•••••• M•••••••••, LLC appears on H••••••• P•••••• P•••'s Schedule C as investment manager (plan year 2024 vs 2023)with P•••• C•••••• M•••••••••askebsa.dol.gov
- Dec 31, 2024Manager relationship endedinferenceL••••••• I••••••••• no longer appears on H••••••• P•••••• P•••'s Schedule C as investment manager (plan year 2024 vs 2023)with L••••••• I•••••••••askebsa.dol.gov
- Dec 31, 2024Manager relationship endedinferenceA•• D•••••• F••••• L•• no longer appears on H••••••• P•••••• P•••'s Schedule C as investment manager (plan year 2024 vs 2023)with A•• D•••••• F••••• L••askebsa.dol.gov
- Dec 31, 2023Manager relationship endedinferenceF•••• F•••• I• no longer appears on H••••••• P•••••• P•••'s Schedule C as investment manager (plan year 2023 vs 2022)with F•••• F•••• I•askebsa.dol.gov
- Dec 31, 2023Manager relationship endedinferenceU•••••• M••••••• T•••• no longer appears on H••••••• P•••••• P•••'s Schedule C as investment manager (plan year 2023 vs 2022)with U•••••• M••••••• T••••askebsa.dol.gov
- Dec 31, 2023Manager relationship startedP•••• U• C••• C••• 1•• E•• appears on H••••••• P•••••• P•••'s Schedule C as investment manager (plan year 2023 vs 2022)with P•••• U• C••• C••• 1•• E••askebsa.dol.gov
- Dec 31, 2023Manager relationship startedL••••••• I••••••••• appears on H••••••• P•••••• P•••'s Schedule C as investment manager (plan year 2023 vs 2022)with L••••••• I•••••••••askebsa.dol.gov
- Dec 31, 2023Consultant changedinferenceC••••• S••••• no longer appears on H••••••• P•••••• P•••'s Schedule C as pension consultant (plan year 2023 vs 2022)with C••••• S•••••askebsa.dol.gov
- Dec 31, 2023Manager relationship startedG••••••• P••• G••••• A•••••••• L•• appears on H••••••• P•••••• P•••'s Schedule C as investment manager (plan year 2023 vs 2022)with G••••••• P••• G••••• A•••••••• L••askebsa.dol.gov
- Dec 31, 2023Manager relationship startedJ•••• •••• I••• appears on H••••••• P•••••• P•••'s Schedule C as investment manager (plan year 2023 vs 2022)with J•••• •••• I•••askebsa.dol.gov
- Dec 31, 2023Manager relationship endedinferenceL••••• Asset LLC no longer appears on H••••••• P•••••• P•••'s Schedule C as investment manager (plan year 2023 vs 2022)with L••••• A•••• M••••••••• L••askebsa.dol.gov
- Dec 31, 2023Manager relationship startedB••••••••, Inc. appears on H••••••• P•••••• P•••'s Schedule C as investment manager (plan year 2023 vs 2022)with B••••••••askebsa.dol.gov
- Dec 31, 2023Manager relationship endedinferenceL••• M•••• P••••••• F••• A••••••• L• no longer appears on H••••••• P•••••• P•••'s Schedule C as investment manager (plan year 2023 vs 2022)with L••• M•••• P••••••• F••• A••••••• L•askebsa.dol.gov
- Dec 31, 2023Manager relationship endedinferenceF••••••• M••• R••• E••••• I•••• E•• no longer appears on H••••••• P•••••• P•••'s Schedule C as investment manager (plan year 2023 vs 2022)with F••••••• M••• R••• E••••• I•••• E••askebsa.dol.gov
- Dec 31, 2023Manager relationship startedA•• D•••••• F••••• L•• appears on H••••••• P•••••• P•••'s Schedule C as investment manager (plan year 2023 vs 2022)with A•• D•••••• F••••• L••askebsa.dol.gov
- Dec 31, 2023Manager relationship endedinferenceI•••••• A•••••••• I••• no longer appears on H••••••• P•••••• P•••'s Schedule C as investment manager (plan year 2023 vs 2022)with I•••••• A•••••••• I•••askebsa.dol.gov
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 231365148-001
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.