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
ST. Lukes Health Network Pension Plan
Corporate pensionAllentown, PA
Assets
$459M
Total assets, Dec 31, 2024 reported
Funded
108.4%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
3
none on the tape
Plan sponsor: ST Lukes University Health Network
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
- Common/collective trusts 59.7%
- Registered investment companies 39.3%
Consultants and advisers
3 firms
- Mercer Pension consultantActuarythrough Dec 31, 2022 Form 5500
- The Vanguard Group General consultantthrough Dec 31, 2022 Form 5500
- Transamerica Retirement Solutions Actuarythrough Dec 31, 2022 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
3 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, 2024 | Vftc Long-Term Investment Grade Trucollective trust | Vanguard Fiduciary Trust Company | Pooled vehicles | $274M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2023 | Vftc Long-Term Investment Grade Trucollective trust | Vanguard Fiduciary Trust Company | Pooled vehicles | $286M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | Vftc Long-Term Investment Grade Trucollective trust | Vanguard Fiduciary Trust Company | Pooled vehicles | $276M held | Disclosed holding | askebsa.dol.gov |
Size and funding
33 readings
Investment management fees
$264,243 (2023-12) · $148,113 (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 | 4,686 | $476M | $483M | 108.4% | $459M | n/a | n/a | n/a |
| 2023 to Dec 31, 2023 | 4,740 | $450M | $486M | 101.8% | $476M | n/a | n/a | n/a |
| 2022 to Dec 31, 2022 | 4,807 | $629M | $444M | 139.5% | $450M | n/a | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- Transamerica Retirement Solutions codes 11 12 15 28 38 50 59 61 62 63 64 $268,192 PY2024
- Mercer codes 17 50 $188,583 PY2024
- Vanguard codes 16 21 50 $66,877 PY2024
- Vftc Long-Term Investment Grade Tru Sched. D C $274M PY2024
- Mercer codes 11 PY2024
- Transamerica Retirement Solutions codes 11 12 15 28 38 50 59 61 62 63 64 $268,381 PY2023
- Mercer codes 17 50 $264,243 PY2023
- Vanguard codes 16 21 50 $50,677 PY2023
- Vftc Long-Term Investment Grade Tru Sched. D C $286M PY2023
- Mercer codes 11 PY2023
- Transamerica Retirement Solutions codes 11 12 15 28 38 50 59 61 62 63 64 $278,304 PY2022
- Mercer codes 17 50 $148,113 PY2022
- Vanguard codes 16 21 50 $55,125 PY2022
- Vftc Long-Term Investment Grade Tru Sched. D C $276M PY2022
- Mercer codes 11 PY2022
What changed
3 events
- Jan 1, 2024Funded status changedST. Lukes Health Network Pension Plan funded ratio 101.8% -> 108.4% (2023-01-01 to 2024-01-01)
- Jan 1, 2023Funded status changedST. Lukes Health Network Pension Plan funded ratio 139.5% -> 101.8% (2022-01-01 to 2023-01-01)
- Jan 1, 2023Assets changedST. Lukes Health Network Pension Plan plan assets $629M -> $450M (-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 231352213-001
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.