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
Princeton Community Hospital Pension Plan
Corporate pensionPrinceton, WV
Assets
$71.9M
Total assets, Dec 31, 2024 reported
Funded
58.7%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
0
none on the tape
Plan sponsor: Princeton Community Hospital Association, Inc.
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
- Interest-bearing cash 3.4%
- Other investments 6.4%
- Master trust investment accounts 88.2%
Consultants and advisers
2 firms
- Principal Financial Group Actuarythrough Dec 31, 2024 Form 5500
- John Hancock Actuarythrough Dec 31, 2023 Form 5500
People
No investment staff or executives have been read for this allocator yet.
Manager roster
1 managers on Schedule C
From Schedule C (investment management, code 28)
- Morgan Stanley Smith Barney, LLCplan years 2023
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
22 readings
Form 5500 filings
2 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 | 540 | $69.4M | $119M | 58.7% | $71.9M | n/a | $63.4M | n/a |
| 2023 to Dec 31, 2023 | 540 | $65.5M | $121M | 54.3% | $69.6M | n/a | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- Master Trust Sched. D M $63.4M PY2024
- Principal Financial Group codes 11 PY2024
- Morgan Stanley codes 28 $284,888 PY2023
- John Hancock codes 15 $175,479 PY2023
- John Hancock codes 11 PY2023
What changed
1 events
- Jan 1, 2024Funded status changedPrinceton Community Hospital Pension Plan funded ratio 54.3% -> 58.7% (2023-01-01 to 2024-01-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 550483245-001
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.