Retirement Plan for Non-Union Factory Employees of Knouse Foods Cooperative, Inc.
Corporate pension, based in Peach Glen, Pennsylvania, reporting $8.5M in assets, for 228 participants.
Composed from this allocator's classification, location and filed figures.
Nothing material in the last 90 days. Last change: 31 Oct 2025, Retirement Plan for Non-Union Factory Employees of Knouse Foods Cooperative, Inc. first reports an interest in Russell 10-15 Yr Strips Fxd Inc Fd: $715,673 at 2025-10-31.
1 more adviser, 12 more commitments and 3 more dated events
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- 14 Year Ldi Fixed Income Fund3 commitments
- Russell 25 Plus Yr Strips Fixed Inc3 commitments
- Russell Instl Multi Asset Core Plus3 commitments
- Russell Trust Company15 commitments
Relationship network
19 connected entities15 observed commitments6 repeat counterpartiescommitments 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
- Common/collective trusts 99.1%
Consultants and advisers
- Russell Trust Company Directed trusteethrough Oct 31, 2023 Form 5500
- Gallagher Fiduciary Advisors Actuarythrough Oct 31, 2023 Form 5500
- Penchecks Directed trusteethrough Oct 31, 2023 Form 5500
+1 more consultant or adviser advise this allocator
Every name, record and relationship behind this count, with the source on each.
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People
Manager roster
- Russell Trust Company15 rows, latest Oct 31, 2025
- Russell Trust Companyplan years
What changed
- Oct 31, 2025Holding startedRetirement Plan for Non-Union Factory Employees of Knouse Foods Cooperative, Inc. first reports an interest in Russell 10-15 Yr Strips Fxd Inc Fd: $715,673 at 2025-10-31with Russell 10-15 Yr Strips Fxd Inc Fdaskebsa.dol.gov
- Oct 31, 2025Holding endedinferenceRetirement Plan for Non-Union Factory Employees of Knouse Foods Cooperative, Inc. no longer reports Long Duration Fixed Income Fund (last held $2M at 2024-10-31; absent from the 2025-10-31 filing)with Russell Long Duration Fixed Incomeaskebsa.dol.gov
- Oct 31, 2025Holding startedRetirement Plan for Non-Union Factory Employees of Knouse Foods Cooperative, Inc. first reports an interest in Russell 15-20 Yr Strips Fxd Inc Fd: $336,629 at 2025-10-31with Russell 15-20 Yr Strips Fxd Inc Fdaskebsa.dol.gov
- Nov 1, 2024Assets changedRetirement Plan for Non-Union Factory Employees of Knouse Foods Cooperative, Inc. plan assets $7M -> $8M (+16.2%, 2023-11-01 to 2024-11-01)
- Oct 31, 2024Holding startedRetirement Plan for Non-Union Factory Employees of Knouse Foods Cooperative, Inc. first reports an interest in Russell 8-Year Ldi Fixed Income Fd: $319,054 at 2024-10-31with Russell 8-Year Ldi Fixed Income Fdaskebsa.dol.gov
+3 more dated events
Every name, record and relationship behind this count, with the source on each.
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Commitments
| Date | Fund | Manager | Bucket | Amount | Vintage | Status | Source |
|---|---|---|---|---|---|---|---|
| as of Oct 31, 2025 | Russell 10-15 Yr Strips Fxd Inc Fdcollective trust | Russell Trust Company | Pooled vehicles | $715,673 held | Disclosed holding | askebsa.dol.gov | |
| as of Oct 31, 2025 | Russell 8-Year Ldi Fixed Income Fdcollective trust | Russell Trust Company | Fixed income | $2.1M held | Disclosed holding | askebsa.dol.gov | |
| as of Oct 31, 2025 | Russell 15-20 Yr Strips Fxd Inc Fdcollective trust | Russell Trust Company | Pooled vehicles | $336,629 held | Disclosed holding | askebsa.dol.gov |
+12 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 Oct 31, 2025 | 228 | $8.2M | $8.2M | 92.5% | $8.5M | Not disclosed | Not disclosed | Not disclosed |
| 2023 to Oct 31, 2024 | 231 | $7.0M | $8.4M | 92.6% | $8.2M | Not disclosed | Not disclosed | Not disclosed |
| 2022 to Oct 31, 2023 | 459 | $12.4M | $13.9M | 98.4% | $7.0M | Not disclosed | Not disclosed | Not disclosed |
- Russell Investments Trust Company codes 25 27 28 99 $47,332 PY2024
- Gallagher Benefit Service, Inc. codes 11 17 $19,025 PY2024
- Russell 25 Plus Yr Strips Fixed Inc Sched. D C $711,056 PY2024
+24 more service providers
Every name, record and relationship behind this count, with the source on each.
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Provenance
Provenance
Record history
- Holding in a pooled vehicle started2025-10-31source on record
- Holding in a pooled vehicle ended2025-10-31source on record
- Holding in a pooled vehicle started2025-10-31source on record
+5 more changes 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
+6 connections on the graph
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