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
Teleflex Incorporated Retirement Income Plan
Corporate pensionWayne, PA
Assets
$18,861
Total assets, Dec 31, 2024 reported
Funded
114.8%
Jan 1, 2023
Private markets target
n/a
policy Dec 31, 2024
Commitments
1
1 managers on Schedule C
Plan sponsor: Teleflex Incorporated
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
- Interest-bearing cash 99.9%
- U.S. Government securities 0.1%
Consultants and advisers
4 firms
- Graystone Consulting General consultantActuarythrough Dec 31, 2024 Form 5500
- AON Consulting, Inc. Actuarythrough Dec 31, 2022 Form 5500
- SEI Investment Management Co Trusteethrough Dec 31, 2022 Form 5500
- JP Morgan Chase Actuarythrough Dec 31, 2022 Form 5500
People
No investment staff or executives have been read for this allocator yet.
Manager roster
1 managers on the commitment tape
From the plan’s own commitment disclosures
- SEI Structrued Credit Collective Fd1 rows, latest Dec 31, 2022
From Schedule C (investment management, code 28)
- Wells Fargo & Co.plan years 2024
Commitments
1 rows, 0 dated closings
Disclosed holdings (from the plan’s performance or holdings report, as of the report date)
| Date | Fund | Manager | Bucket | Amount | Vintage | Status | Source |
|---|---|---|---|---|---|---|---|
| as of Dec 31, 2022 | SEI Structured Credit Collective Fdcollective trust | SEI Structrued Credit Collective Fd | Private credit | $28,683 held | Disclosed holding | askebsa.dol.gov |
Size and funding
29 readings
Investment management fees
$843,099 (2023-12) · $1.0M (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 | 3,984 | n/a | n/a | n/a | $18,861 | n/a | n/a | n/a |
| 2023 to Dec 31, 2023 | 5,710 | $346M | $323M | 114.8% | $271M | n/a | n/a | n/a |
| 2022 to Dec 31, 2022 | 5,802 | $450M | $320M | 135.3% | $345M | n/a | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- U.S. Bancorp codes 13 50 $4.6M PY2024
- JP Morgan Chase codes 11 13 50 $1.5M PY2024
- Keybank codes 29 50 $367,711 PY2024
- SEI Investment codes 21 24 28 49 50 51 52 62 $195,539 PY2024
- Wells Fargo & Co. codes 28 50 $133,033 PY2024
- Graystone Consulting codes 16 50 $30,000 PY2024
- PNC Bank codes 13 50 $5,300 PY2024
- JP Morgan Chase codes 11 50 $1.6M PY2023
- SEI Investment codes 21 24 28 49 50 51 52 62 $843,099 PY2023
- Graystone Consulting codes 11 16 50 $120,000 PY2023
- Keybank codes 29 50 $42,816 PY2023
- SEI Structured Credit Collective Fd Sched. D C PY2023
- AON Consulting, Inc. codes 11 PY2023
- SEI Investment codes 21 24 28 49 50 51 52 62 $1.0M PY2022
- JP Morgan Chase codes 11 50 $348,275 PY2022
- Graystone Consulting codes 11 16 50 $120,000 PY2022
- SEI Core Property Collective Inv Tr Sched. D C PY2022
- SEI Structured Credit Collective Fd Sched. D C $28,683 PY2022
- AON Consulting, Inc. codes 11 PY2022
What changed
5 events
- Dec 31, 2024Manager relationship startedWells Fargo & Co. appears on Teleflex Incorporated Retirement Income Plan's Schedule C as investment manager (plan year 2024 vs 2023)with Wells Fargo & Co.askebsa.dol.gov
- Dec 31, 2024Assets changedTeleflex Incorporated Retirement Income Plan total assets $271M -> $18,861 (-100.0%, 2023-12-31 to 2024-12-31)
- Dec 31, 2023Assets changedTeleflex Incorporated Retirement Income Plan total assets $345M -> $271M (-21.3%, 2022-12-31 to 2023-12-31)
- Jan 1, 2023Funded status changedTeleflex Incorporated Retirement Income Plan funded ratio 135.3% -> 114.8% (2022-01-01 to 2023-01-01)
- Jan 1, 2023Assets changedTeleflex Incorporated Retirement Income Plan plan assets $450M -> $346M (-23.1%, 2022-01-01 to 2023-01-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 231147939-002
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.