Homeland Pension Plan
Corporate pension, based in Harrisburg, Pennsylvania, reporting $20.7M in assets, for 276 participants.
Composed from this allocator's classification, location and filed figures.
Nothing material in the last 90 days. Last change: 31 Dec 2024, T. Rowe Price Associates, Inc. no longer appears on Homeland Pension Plan's Schedule C as investment manager (plan year 2024 vs 2023).
12 more dated events
Every figure, date and source on this page is shown. The names behind them, and every related record, open with the complete profile.
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Relationship network
21 connected entities
From board minutes, annual reports, Form 5500 filings and public records of commitments, consultants and staff in the allocator graph. Commitment amounts are those the allocator disclosed; many are not printed, and none is estimated.
Some relationships on this record are counted rather than named here. They open with the full profile.
Click any name or line for the commitments and sources behind it. Line weight is commitments together; dashed lines are inferred.
- Sponsor
- Service provider
- Organization
›How strength and recency are read
Managers, funds and consultants are read from the commitments: three or more is a strong observed relationship, two a repeat counterparty. No consultant link is marked current on the source, so none is labelled current or former here. Related plans, people and plan service providers are ordered by what the filing shows.
Darker lines were active in the last 24 months or are current; lighter lines are older or undated.
Size, funding, policy and commitments, with their basesCorporate pensionShowHide
Allocation policy
- 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
- Bryn Mawr Trust Trusteethrough Jun 30, 2023 Form 5500
- Conrad Siegel Actuarythrough Jun 30, 2023 Form 5500
People
Manager roster
- Polen Capital Managementplan years 2025
- Lifegoal Investmentsplan years 2024
- Pacer US Cash Cows 100 Etfplan years 2024
+14 more Schedule C managers
Every name, record and relationship behind this count, with the source on each.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
What changed
- Dec 31, 2024Manager relationship endedinferenceT. Rowe Price Associates, Inc. no longer appears on Homeland Pension Plan's Schedule C as investment manager (plan year 2024 vs 2023)with T Rowe Priceaskebsa.dol.gov
- Dec 31, 2024Manager relationship startedPolen Capital Management, LLC appears on Homeland Pension Plan's Schedule C as investment manager (plan year 2024 vs 2023)with Polen Capital Managementaskebsa.dol.gov
- Dec 31, 2024Manager relationship endedinferenceLifegoal Investments no longer appears on Homeland Pension Plan's Schedule C as investment manager (plan year 2024 vs 2023)with Lifegoal Investmentsaskebsa.dol.gov
- Dec 31, 2024Manager relationship endedinferenceABR Dynamic Funds, LLC no longer appears on Homeland Pension Plan's Schedule C as investment manager (plan year 2024 vs 2023)with ABR Dynamic Funds, LLCaskebsa.dol.gov
- Dec 31, 2023Manager relationship endedinferenceForum Funds II no longer appears on Homeland Pension Plan's Schedule C as investment manager (plan year 2023 vs 2022)with Forum Funds IIaskebsa.dol.gov
+12 more dated events
Every name, record and relationship behind this count, with the source on each.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
Commitments
Size and funding
Form 5500 filings
| 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 |
- The Bryn Mawr Trust Company codes 21 50 52 68 $76,233 PY2024
- Grandeur Peak Global Advisors, LLC codes 28 52 PY2024
- J.P. Morgan Investment Management, codes 28 52 PY2024
+33 more service providers
Every name, record and relationship behind this count, with the source on each.
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Provenance
Provenance
Not yet on record: fund commitments.
Record history
- Manager relationship ended2024-12-31source on record
- Manager relationship ended2024-12-31source on record
- Manager relationship ended2024-12-31source on record
+14 more changes on this record's ledger
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The ledger records every merge, rename and reclassification this record went through and the dated filings observed on it, so the identity on this page can be traced to the records it was built from. The ledger's own sentences name other records, so they show with the names.
›Connections
every published relationship on the graph
+20 connections on the graph
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