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
Appalachian Regional Healthcare, Inc. Pension Plan
Corporate pensionHazard, KY
Assets
$166M
Total assets, Jun 30, 2025 reported
Funded
90.4%
Jul 1, 2024
Private markets target
n/a
policy Jun 30, 2025
Commitments
3
none on the tape
Plan sponsor: Appalachian Regional Healthcare, Inc
Allocation policy
Form 5500, as of Jun 30, 2025
Actual allocation lines without a target (as filed)
- Interest-bearing cash 2.0%
- Non-interest-bearing cash 1.1%
- Insurance company general account 1.3%
- Other investments 72.2%
- Common/collective trusts 3.0%
- Registered investment companies 18.1%
Consultants and advisers
3 firms
- Transamerica Retirement Solutions Actuarythrough Jun 30, 2023 Form 5500
- Aon Actuarythrough Jun 30, 2023 Form 5500
- AON Consulting, Inc. Actuarythrough Jun 30, 2023 Form 5500
People
No investment staff or executives have been read for this allocator yet.
Manager roster
1 managers on the commitment tape
From the plan’s own commitment disclosures
- Transamerica3 rows, latest Jun 30, 2025
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 Jun 30, 2025 | Transamerica Collective Trust Fundscollective trust | Transamerica | Pooled vehicles | $5.0M held | Disclosed holding | askebsa.dol.gov | |
| as of Jun 30, 2024 | Transamerica Collective Trust Fundscollective trust | Transamerica | Pooled vehicles | $4.5M held | Disclosed holding | askebsa.dol.gov | |
| as of Jun 30, 2023 | Transamerica Collective Trust Fundscollective trust | Transamerica | Pooled vehicles | $4.0M held | Disclosed holding | askebsa.dol.gov |
Size and funding
30 readings
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 Jun 30, 2025 | 4,439 | $158M | $161M | 90.4% | $166M | n/a | n/a | n/a |
| 2023 to Jun 30, 2024 | 4,529 | $149M | $164M | 89.7% | $155M | n/a | n/a | n/a |
| 2022 to Jun 30, 2023 | 4,597 | $146M | $161M | 88.3% | $149M | n/a | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- Charles Schwab Bank codes 15 50 $263,256 PY2024
- Transamerica Retirement Solutions codes 11 12 15 28 38 50 59 61 62 63 64 $193,906 PY2024
- AON Consulting codes 11 15 38 50 64 $46,479 PY2024
- Transamerica Collective Trust Funds Sched. D C $5.0M PY2024
- AON Consulting, Inc. codes 11 PY2024
- Transamerica Retirement Solutions codes 11 12 15 28 38 50 59 61 62 63 64 $195,051 PY2023
- Charles Schwab Bank codes 15 50 $164,693 PY2023
- AON Consulting codes 11 15 38 50 64 $69,360 PY2023
- Transamerica Collective Trust Funds Sched. D C $4.5M PY2023
- AON Consulting, Inc. codes 11 PY2023
- Transamerica Retirement Solutions codes 11 12 15 28 38 50 59 61 62 63 64 $195,941 PY2022
- Charles Schwab Bank codes 15 50 $116,269 PY2022
- AON Consulting codes 11 15 38 50 64 $56,236 PY2022
- Transamerica Collective Trust Funds Sched. D C $4.0M PY2022
- AON Consulting, Inc. codes 11 PY2022
What changed
No dated events yet.
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 520795508-002
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.