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

Retirement Plan for Hourly and Salaried Employees of Donsco, Inc.

Corporate pensionWrightsville, PA
Assets
$11.7M
Total assets, Jun 30, 2025 reported
Funded
74.1%
Jul 1, 2024
Private markets target
n/a
policy Jun 30, 2025
Commitments
0
1 managers on Schedule C
Plan sponsor: Donsco, Inc.
Allocation policy
Form 5500, as of Jun 30, 2025
Actual allocation lines without a target (as filed)
  • Interest-bearing cash 0.3%
  • Corporate debt instruments (other) 7.7%
  • U.S. Government securities 2.5%
  • Other investments 26.7%
  • Registered investment companies 23.2%
  • Common stock 37.1%
Consultants and advisers
5 firms
People
No investment staff or executives have been read for this allocator yet.
Manager roster
18 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
33 readings
Total assets
$11.7M Jun 30, 2025 reported Form 5500
$12.3M (2024-06) · $11.3M (2023-06)
Plan assets
$12.3M Jul 1, 2024 reported Form 5500
$11.3M (2023-07) · $11.0M (2022-07)
Net assets
$11.7M Jun 30, 2025 reported Form 5500
$12.3M (2024-06) · $11.3M (2023-06)
Funded ratio
74.1% Jul 1, 2024 reported Form 5500
74.9% (2023-07) · 75.9% (2022-07)
Funding target
$15.4M Jul 1, 2024 reported Form 5500
$15.8M (2023-07) · $15.6M (2022-07)
Discount rate
5.23% Jul 1, 2024 reported Form 5500
5.21% (2023-07) · 5.39% (2022-07)
Participants
408 Jul 1, 2024 reported Form 5500
435 (2023-07) · 449 (2022-07)
Contributions
$277,697 Jun 30, 2025 reported Form 5500
$568,844 (2024-06) · $881,733 (2023-06)
Benefits paid
$1.1M Jun 30, 2025 reported Form 5500
$1.1M (2024-06) · $941,900 (2023-06)
Net investment income
$-577,797 Jun 30, 2025 reported Form 5500
$1.1M (2024-06) · $272,719 (2023-06)
Investment management fees
$11,760 Jun 30, 2025 reported Form 5500
$61,670 (2024-06) · $54,506 (2023-06)
Form 5500 filings
3 plan years
Plan yearParticipantsAssets (SB market)Funding targetFTAPTotal assets (H)Partnerships / JVMaster trustReal estate
2024 to Jun 30, 2025408$12.3M$15.4M74.1%$11.7M$0$0$0
2023 to Jun 30, 2024435$11.3M$15.8M74.9%$12.3M$0$0$0
2022 to Jun 30, 2023449$11.0M$15.6M75.9%$11.3M$0$0$0
Service providers and investment entities as filed (Schedule C and D, latest year first)
What changed
23 events
  • Dec 31, 2024Manager relationship endedinference
    Baltimore Family Office LLC no longer appears on Retirement Plan for Hourly and Salaried Employees of Donsco, Inc.'s Schedule C as investment manager (plan year 2024 vs 2023)
    with Baltimore Family Office LLCaskebsa.dol.gov
  • Dec 31, 2024Manager relationship endedinference
    Matthews International Cap Mgmt LLC no longer appears on Retirement Plan for Hourly and Salaried Employees of Donsco, Inc.'s Schedule C as investment manager (plan year 2024 vs 2023)
    with Matthews International Cap Mgmt LLCaskebsa.dol.gov
  • Dec 31, 2024Manager relationship endedinference
    T. Rowe Price Associates, Inc. no longer appears on Retirement Plan for Hourly and Salaried Employees of Donsco, Inc.'s Schedule C as investment manager (plan year 2024 vs 2023)
    with T Rowe Priceaskebsa.dol.gov
  • Dec 31, 2023Manager relationship endedinference
    Vaneck Absolute Return Advisers Cor no longer appears on Retirement Plan for Hourly and Salaried Employees of Donsco, Inc.'s Schedule C as investment manager (plan year 2023 vs 2022)
    with Vaneck Absolute Return Advisers Coraskebsa.dol.gov
  • Dec 31, 2023Manager relationship started
    Goldman Sachs Asset LP appears on Retirement Plan for Hourly and Salaried Employees of Donsco, Inc.'s Schedule C as investment manager (plan year 2023 vs 2022)
    with Goldman Sachsaskebsa.dol.gov
  • Dec 31, 2023Manager relationship endedinference
    Nuance Investments no longer appears on Retirement Plan for Hourly and Salaried Employees of Donsco, Inc.'s Schedule C as investment manager (plan year 2023 vs 2022)
    with Nuance Investments LLCaskebsa.dol.gov
  • Dec 31, 2023Manager relationship endedinference
    Infitiy Q no longer appears on Retirement Plan for Hourly and Salaried Employees of Donsco, Inc.'s Schedule C as investment manager (plan year 2023 vs 2022)
    with Infitiy Qaskebsa.dol.gov
  • Dec 31, 2023Manager relationship started
    Baltimore Family Office LLC appears on Retirement Plan for Hourly and Salaried Employees of Donsco, Inc.'s Schedule C as investment manager (plan year 2023 vs 2022)
    with Baltimore Family Office LLCaskebsa.dol.gov
  • Dec 31, 2023Manager relationship started
    Fulton Financial Advisors appears on Retirement Plan for Hourly and Salaried Employees of Donsco, Inc.'s Schedule C as investment manager (plan year 2023 vs 2022)
    with Fulton Financial Advisorsaskebsa.dol.gov
  • Dec 31, 2023Manager relationship started
    Diamond Hill Capital Management Inc appears on Retirement Plan for Hourly and Salaried Employees of Donsco, Inc.'s Schedule C as investment manager (plan year 2023 vs 2022)
    with Diamond Hill Capital Management Incaskebsa.dol.gov
  • Dec 31, 2023Manager relationship started
    Infinity Q appears on Retirement Plan for Hourly and Salaried Employees of Donsco, Inc.'s Schedule C as investment manager (plan year 2023 vs 2022)
    with Infinity Qaskebsa.dol.gov
  • Dec 31, 2023Manager relationship started
    Driehaus Capital Management LLC appears on Retirement Plan for Hourly and Salaried Employees of Donsco, Inc.'s Schedule C as investment manager (plan year 2023 vs 2022)
    with Driehaus Capital Management LLCaskebsa.dol.gov
  • Dec 31, 2023Manager relationship started
    Pacific Investment Company LLC appears on Retirement Plan for Hourly and Salaried Employees of Donsco, Inc.'s Schedule C as investment manager (plan year 2023 vs 2022)
    with Pimcoaskebsa.dol.gov
  • Dec 31, 2023Manager relationship started
    GQG Partners LLC appears on Retirement Plan for Hourly and Salaried Employees of Donsco, Inc.'s Schedule C as investment manager (plan year 2023 vs 2022)
    with GQG Partners LLCaskebsa.dol.gov
  • Dec 31, 2023Manager relationship endedinference
    Biltmore Family Office LLC no longer appears on Retirement Plan for Hourly and Salaried Employees of Donsco, Inc.'s Schedule C as investment manager (plan year 2023 vs 2022)
    with Biltmore Family Office LLCaskebsa.dol.gov
  • Dec 31, 2023Manager relationship started
    JP Morgan Investment Inc appears on Retirement Plan for Hourly and Salaried Employees of Donsco, Inc.'s Schedule C as investment manager (plan year 2023 vs 2022)
    with J.P. Morgan Chase & Coaskebsa.dol.gov
  • Dec 31, 2023Manager relationship endedinference
    Artisan Partners Limited Partnershi no longer appears on Retirement Plan for Hourly and Salaried Employees of Donsco, Inc.'s Schedule C as investment manager (plan year 2023 vs 2022)
    with Artisan Partners Limited Partnershiaskebsa.dol.gov
  • Dec 31, 2023Manager relationship endedinference
    Brown Capital Management no longer appears on Retirement Plan for Hourly and Salaried Employees of Donsco, Inc.'s Schedule C as investment manager (plan year 2023 vs 2022)
    with Brown Capital Managementaskebsa.dol.gov
  • Dec 31, 2023Manager relationship endedinference
    Goehring & Rozencwajg Funds no longer appears on Retirement Plan for Hourly and Salaried Employees of Donsco, Inc.'s Schedule C as investment manager (plan year 2023 vs 2022)
    with Goehring & Rozencwajg Fundsaskebsa.dol.gov
  • Dec 31, 2023Manager relationship started
    T. Rowe Price Associates, Inc. appears on Retirement Plan for Hourly and Salaried Employees of Donsco, Inc.'s Schedule C as investment manager (plan year 2023 vs 2022)
    with T Rowe Priceaskebsa.dol.gov
  • Dec 31, 2023Manager relationship endedinference
    Altegris no longer appears on Retirement Plan for Hourly and Salaried Employees of Donsco, Inc.'s Schedule C as investment manager (plan year 2023 vs 2022)
    with Altegrisaskebsa.dol.gov
  • Dec 31, 2023Manager relationship endedinference
    Baillie Gifford Funds no longer appears on Retirement Plan for Hourly and Salaried Employees of Donsco, Inc.'s Schedule C as investment manager (plan year 2023 vs 2022)
    with Baillie Gifford Fundsaskebsa.dol.gov
  • Dec 31, 2023Manager relationship started
    Matthews International Cap Mgmt LLC appears on Retirement Plan for Hourly and Salaried Employees of Donsco, Inc.'s Schedule C as investment manager (plan year 2023 vs 2022)
    with Matthews International Cap Mgmt LLCaskebsa.dol.gov
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 231744584-002
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.