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

Fulton Financial Affiliates Defined Benefit Pension Plan

Corporate pensionLancaster, PA
Assets
$85.6M
Total assets, Dec 31, 2024 reported
Funded
130.8%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
0
3 managers on Schedule C
Plan sponsor: Fulton Financial Corporation
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
  • Corporate debt instruments (other) 4.7%
  • U.S. Government securities 7.1%
  • Registered investment companies 73.3%
  • Common stock 14.7%
Consultants and advisers
2 firms
People
No investment staff or executives have been read for this allocator yet.
Manager roster
22 managers on Schedule C
From Schedule C (investment management, code 28)
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
31 readings
Total assets
$85.6M Dec 31, 2024 reported Form 5500
$84.7M (2023-12) · $78.1M (2022-12)
Plan assets
$84.7M Jan 1, 2024 reported Form 5500
$78.1M (2023-01) · $94.1M (2022-01)
Net assets
$85.5M Dec 31, 2024 reported Form 5500
$84.7M (2023-12) · $78.1M (2022-12)
Funded ratio
130.8% Jan 1, 2024 reported Form 5500
118.5% (2023-01) · 144.0% (2022-01)
Funding target
$64.7M Jan 1, 2024 reported Form 5500
$65.9M (2023-01) · $65.4M (2022-01)
Discount rate
5.06% Jan 1, 2024 reported Form 5500
5.19% (2023-01) · 5.36% (2022-01)
Participants
756 Jan 1, 2024 reported Form 5500
767 (2023-01) · 778 (2022-01)
Contributions
$0 Dec 31, 2024 reported Form 5500
$0 (2023-12) · $0 (2022-12)
Benefits paid
$8.9M Dec 31, 2024 reported Form 5500
$4.7M (2023-12) · $4.5M (2022-12)
Net investment income
$873,263 Dec 31, 2024 reported Form 5500
$6.5M (2023-12) · $-16.0M (2022-12)
Investment management fees
$0 Dec 31, 2022 reported Form 5500
Form 5500 filings
3 plan years
Plan yearParticipantsAssets (SB market)Funding targetFTAPTotal assets (H)Partnerships / JVMaster trustReal estate
2024 to Dec 31, 2024756$84.7M$64.7M130.8%$85.6M$0$0$0
2023 to Dec 31, 2023767$78.1M$65.9M118.5%$84.7M$0$0$0
2022 to Dec 31, 2022778$94.1M$65.4M144.0%$78.1M$0$0$0
Service providers and investment entities as filed (Schedule C and D, latest year first)
What changed
7 events
  • Jan 1, 2024Funded status changed
    Fulton Financial Affiliates Defined Benefit Pension Plan funded ratio 118.5% -> 130.8% (2023-01-01 to 2024-01-01)
    askebsa.dol.gov
  • Dec 31, 2023Manager relationship endedinference
    Diamond Hill Capital Management Inc no longer appears on Fulton Financial Affiliates Defined Benefit Pension Plan's Schedule C as investment manager (plan year 2023 vs 2022)
    with Diamond Hill Capital Management Incaskebsa.dol.gov
  • Dec 31, 2023Manager relationship endedinference
    Edgewood LLC no longer appears on Fulton Financial Affiliates Defined Benefit Pension Plan's Schedule C as investment manager (plan year 2023 vs 2022)
    with Edgewood LLCaskebsa.dol.gov
  • Dec 31, 2023Manager relationship started
    J.P. Morgan Investment Management, appears on Fulton Financial Affiliates Defined Benefit Pension Plan's Schedule C as investment manager (plan year 2023 vs 2022)
    with J.P. Morgan Investment Managementaskebsa.dol.gov
  • Dec 31, 2023Manager relationship started
    Ssga Funds Management, Inc. appears on Fulton Financial Affiliates Defined Benefit Pension Plan's Schedule C as investment manager (plan year 2023 vs 2022)
    with Ssga Funds Management, Inc.askebsa.dol.gov
  • Jan 1, 2023Funded status changed
    Fulton Financial Affiliates Defined Benefit Pension Plan funded ratio 144.0% -> 118.5% (2022-01-01 to 2023-01-01)
    askebsa.dol.gov
  • Jan 1, 2023Assets changed
    Fulton Financial Affiliates Defined Benefit Pension Plan plan assets $94M -> $78M (-17.0%, 2022-01-01 to 2023-01-01)
    askebsa.dol.gov
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 232195389-004
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.