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.
Taft-Hartley plan
Susquehanna Laborers Combined Pension Fund
Taft-Hartley planPlymouth Meeting, PA
Assets
$58.8M
Total assets, Apr 30, 2025 reported
Funded
99.8%
May 1, 2024
Private markets target
n/a
policy Apr 30, 2025
Commitments
0
none on the tape
Plan sponsor: Trustees of Susquehanna Laborers Combined Pension Fund
Allocation policy
Form 5500, as of Apr 30, 2025
Actual allocation lines without a target (as filed)
- Interest-bearing cash 2.5%
- Non-interest-bearing cash 0.5%
- Partnership/joint venture interests 0.7%
- Registered investment companies 96.0%
Consultants and advisers
4 firms
- PFM Asset Management LLC Investment adviser (plan)through Apr 30, 2023 Form 5500
- Conrad Siegel Actuarythrough Apr 30, 2023 Form 5500
- US Bank Custodianthrough Apr 30, 2023 Form 5500
- Conrad Siegel Actuaries Actuarythrough Apr 30, 2023 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
Investment management fees
$101,079 (2024-04) · $121,364 (2023-04)
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 Apr 30, 2025 | 1,091 | n/a | n/a | n/a | $58.8M | $383,334 | n/a | n/a |
| 2023 to Apr 30, 2024 | 1,232 | n/a | n/a | n/a | $56.6M | $394,384 | n/a | n/a |
| 2022 to Apr 30, 2023 | 1,256 | n/a | n/a | n/a | $54.8M | $696,973 | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- PFM Advisors codes 27 50 $148,888 PY2024
- Healthcare Strategies Inc codes 13 50 $81,977 PY2024
- Conrad Siegal Actuaries codes 11 50 $76,305 PY2024
- Domenic a Bellisario codes 29 50 $16,817 PY2024
- Conrad Siegel Actuaries codes 11 PY2024
- PFM Advisors codes 27 50 $116,697 PY2023
- Healthcare Strategies Inc codes 13 50 $76,400 PY2023
- Conrad Siegal Actuaries codes 11 50 $33,785 PY2023
- Novak Francella LLC codes 10 50 $20,877 PY2023
- Domenic a Bellisario codes 29 50 $10,896 PY2023
- US Bank Na codes 19 50 51 $7,059 PY2023
- Conrad Siegel Actuaries codes 11 PY2023
- PFM Advisors codes 27 50 $104,964 PY2022
- Healthcare Strategies, Inc. codes 13 50 $89,772 PY2022
- Conrad Siegal Actuaries codes 11 50 $31,875 PY2022
- Willig, Williams & Davidson codes 29 50 $23,628 PY2022
- Novak Francella, LLC codes 10 50 $18,910 PY2022
- US Bank codes 19 $6,074 PY2022
- Conrad Siegel Actuaries codes 11 PY2022
What changed
No dated events yet.
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 236429849-001
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.