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
Guthrie Retirement Plan
Corporate pensionSayre, PA
Assets
$99.6M
Total assets, Dec 31, 2024 reported
Funded
119.3%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
0
none on the tape
Plan sponsor: The Guthrie Clinic
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
- Master trust investment accounts 100.0%
Consultants and advisers
4 firms
- J.P. Morgan Investment Management Investment adviser (plan)through Dec 31, 2024 Form 5500
- Mercer Investment adviser (plan)through Dec 31, 2022 Form 5500
- Buck Global, LLC Actuarythrough Dec 31, 2022 Form 5500
- Northern Trust Co. Custodianthrough Dec 31, 2022 Form 5500
People
No investment staff or executives have been read for this allocator yet.
Manager roster
1 managers on Schedule C
From Schedule C (investment management, code 28)
- Insight North America LLCplan years 2022
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
$152,347 (2023-12) · $81,400 (2022-12)
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 | 888 | $105M | $88.2M | 119.3% | $99.6M | n/a | $99.6M | n/a |
| 2023 to Dec 31, 2023 | 908 | $104M | $90.6M | 115.8% | $105M | n/a | $105M | n/a |
| 2022 to Dec 31, 2022 | 925 | $145M | $93.0M | 141.6% | $104M | n/a | $104M | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- Insight North America, LLC codes 28 50 51 $189,535 PY2024
- Buck Global, LLC codes 11 50 $109,799 PY2024
- Northern Trust Company codes 19 50 $94,934 PY2024
- JP Morgan Investment Management Inc codes 27 50 $33,887 PY2024
- Bonadio & Co, LLP codes 10 50 $11,400 PY2024
- The Guthrie Clinic Master Trust Sched. D M $99.6M PY2024
- Buck Global, LLC codes 11 PY2024
- Insight North America, LLC codes 28 50 51 $195,761 PY2023
- Buck Global, LLC codes 11 50 $118,559 PY2023
- Mercer Inc. codes 27 50 $49,809 PY2023
- Northern Trust Company codes 19 50 $14,428 PY2023
- Bonadio & Co, LLP codes 10 50 $10,900 PY2023
- The Guthrie Clinic Master Trust Sched. D M $105M PY2023
- Buck Global, LLC codes 11 PY2023
- Buck Global, LLC codes 11 50 $736,355 PY2022
- Insight North America codes 28 50 51 $278,232 PY2022
- Stevens & Lee codes 29 50 $85,968 PY2022
- Northern Trust Company codes 19 50 $68,763 PY2022
- Mercer Inc. codes 27 50 $39,061 PY2022
- Darwill, Inc. codes 38 $21,748 PY2022
- Bonadio & Co, LLP codes 10 50 $11,260 PY2022
- The Guthrie Clinic Master Trust Sched. D M $104M PY2022
- Buck Global, LLC codes 11 PY2022
What changed
5 events
- Dec 31, 2024Consultant changedinferenceMercer Inc. no longer appears on Guthrie Retirement Plan's Schedule C as investment adviser (plan) (plan year 2024 vs 2023)with Merceraskebsa.dol.gov
- Dec 31, 2024Consultant changedinferenceJP Morgan Investment Management Inc appears on Guthrie Retirement Plan's Schedule C as investment adviser (plan) (plan year 2024 vs 2023)with J.P. Morgan Investment Managementaskebsa.dol.gov
- Jan 1, 2024Funded status changedGuthrie Retirement Plan funded ratio 115.8% -> 119.3% (2023-01-01 to 2024-01-01)
- Jan 1, 2023Funded status changedGuthrie Retirement Plan funded ratio 141.6% -> 115.8% (2022-01-01 to 2023-01-01)
- Jan 1, 2023Assets changedGuthrie Retirement Plan plan assets $145M -> $104M (-28.6%, 2022-01-01 to 2023-01-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 233055017-001
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.