Pennsylvania State Education Association Pension Plan
Corporate pension, based in Harrisburg, Pennsylvania, reporting $310M in assets, for 642 participants.
Composed from this allocator's classification, location and filed figures.
Nothing material in the last 90 days. Last change: 30 Jun 2025, Pennsylvania State Education Association Pension Plan no longer reports Western Asset US Long Duration LLC (last held $28M at 2024-06-30; absent from the 2025-06-30 filing).
2 more advisers, 2 more managers and 16 more commitments
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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Capital path
who backs this record, through what, into what; each name opens its own path- Blackrock US Equity Market Index Fd3 commitments
- Long Term Credit Bond Index Fund3 commitments
- Jpmcb Strategic Property Fund3 commitments
- Blackrock Institutional Trust Company, N.A.9 commitments
- J.P. Morgan Chase3 commitments
- Prudential Insurance Company of Ame3 commitments
Relationship network
30 connected entities19 observed commitments13 repeat counterparties16 dated commitments shown here, 2023 to 2025
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
- Fund or vehicle
- 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 1.1%
- Common/collective trusts 62.8%
- Pooled separate accounts 3.9%
- Registered investment companies 32.0%
Consultants and advisers
- AON Investments USA Inc Investment adviser (plan)through Jun 30, 2023 Form 5500
- Jpmorgan Chase Bank, N.A. Discretionary trusteethrough Jun 30, 2023 Form 5500
- Bolton Partners, Inc. Actuarythrough Jun 30, 2023 Form 5500
+2 more consultants and advisers advise this allocator
Every name, record and relationship behind this count, with the source on each.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
People
Manager roster
- Blackrock Institutional Trust Company, N.A.9 rows, latest Jun 30, 2025
- J.P. Morgan Chase3 rows, latest Jun 30, 2025
- Prudential Insurance Company of Ame3 rows, latest Jun 30, 2025
+2 more managers received commitments
Every name, record and relationship behind this count, with the source on each.
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- Blackrock Institutional Trust Company, N.A.plan years
- Western Asset Mgmt Company, LLCplan years 2023
- Blackrock Insti. Trust Company, N.Aplan years
+2 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
- Jun 30, 2025Holding endedinferencePennsylvania State Education Association Pension Plan no longer reports Western Asset US Long Duration LLC (last held $28M at 2024-06-30; absent from the 2025-06-30 filing)with Western Asset US Long Duration LLCaskebsa.dol.gov
- Jul 1, 2024Funded status changedPennsylvania State Education Association Pension Plan funded ratio 117.4% -> 106.8% (2023-07-01 to 2024-07-01)
- Jun 30, 2024Holding startedPennsylvania State Education Association Pension Plan first reports an interest in Loomis Sayles Multisector Full Disc (Loomis Sayles): $17M at 2024-06-30with Loomis Saylesaskebsa.dol.gov
- Jul 1, 2023Funded status changedPennsylvania State Education Association Pension Plan funded ratio 123.3% -> 117.4% (2022-07-01 to 2023-07-01)
Commitments
| Date | Fund | Manager | Bucket | Amount | Vintage | Status | Source |
|---|---|---|---|---|---|---|---|
| as of Jun 30, 2025 | Blackrock US Equity Market Index Fdcollective trust | Blackrock Institutional Trust Company, N.A. | Public equity | $44.8M held | Disclosed holding | askebsa.dol.gov | |
| as of Jun 30, 2025 | Long Term Credit Bond Index Fundcollective trust | Blackrock Institutional Trust Company, N.A. | Private credit | $79.7M held | Disclosed holding | askebsa.dol.gov | |
| as of Jun 30, 2025 | Jpmcb Strategic Property Fundcollective trust | J.P. Morgan Chase | Real estate | $6.0M held | Disclosed holding | askebsa.dol.gov |
+16 more commitments
Every fund and manager this allocator committed to, with the amount, date and source on each.
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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 | 642 | $294M | $221M | 106.8% | $310M | Not disclosed | Not disclosed | Not disclosed |
| 2023 to Jun 30, 2024 | 623 | $289M | $220M | 117.4% | $294M | Not disclosed | Not disclosed | Not disclosed |
| 2022 to Jun 30, 2023 | 623 | $286M | $212M | 123.3% | $289M | Not disclosed | Not disclosed | Not disclosed |
- Bolton Partners, Inc. codes 11 50 $104,915 PY2024
- Loomis Sayles Trust Company, LLC codes 51 $99,280 PY2024
- AON Investments USA Inc. codes 27 50 51 $82,150 PY2024
+51 more service providers
Every name, record and relationship behind this count, with the source on each.
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Provenance
Provenance
Pennsylvania State Education Association Pension Plan sits on 10 traced paths of capital across the graphs.
DFX traced 10 paths of capital through this record
Every record on each path, what it committed or lent, and as of when.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
Derived from allocator disclosures, BDC schedules and SEC filings; confidence is the weakest hop.
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Record history
- Holding in a pooled vehicle ended2025-06-30source on record
- Funded status changed2024-07-01source on record
- Holding in a pooled vehicle started2024-06-30source on record
+1 more change 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
+12 connections on the graph
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