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
Truck-Lite Pennsylvania Non-Exempt Employees Pension Plan
Corporate pensionErie, PA
Assets
n/a
Total assets, May 15, 2025 reported
Funded
82.9%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
0
1 managers on Schedule C
Plan sponsor: Truck-Lite Co., LLC
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
- Interest-bearing cash 2.3%
- Registered investment companies 52.9%
Consultants and advisers
5 firms
- Plante & Moran, PLLC Pension consultantthrough Dec 31, 2024 Form 5500
- P&m Holding Group, LLP Pension consultantthrough Dec 31, 2023 Form 5500
- Gallagher Fiduciary Advisors Actuarythrough May 15, 2025 Form 5500
- Gallagher Benefit Services, Inc. Actuarythrough Dec 31, 2024 Form 5500
- Milliman, Inc. Actuarythrough Dec 31, 2022 Form 5500
People
No investment staff or executives have been read for this allocator yet.
Manager roster
2 managers on Schedule C
From Schedule C (investment management, code 28)
- PNC Bankplan years 2025
- PNC Bank, National Associationplan years 2022
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
40 readings
Benefits paid
$2.6M (2024-12) · $5.6M (2023-12) · $472,908 (2022-12)
Net investment income
$-873,781 (2024-12) · $-5.0M (2023-12) · $-3.1M (2022-12)
Investment management fees
$36,922 (2024-12) · $49,905 (2023-12) · $54,890 (2022-12)
Form 5500 filings
4 plan years
| Plan year | Participants | Assets (SB market) | Funding target | FTAP | Total assets (H) | Partnerships / JV | Master trust | Real estate |
|---|---|---|---|---|---|---|---|---|
| 2025 to May 15, 2025 | 196 | n/a | n/a | n/a | $0 | n/a | n/a | n/a |
| 2024 to Dec 31, 2024 | 367 | $4.7M | $6.1M | 82.9% | $3.8M | n/a | n/a | n/a |
| 2023 to Dec 31, 2023 | 695 | $9.7M | $11.7M | 88.8% | $4.7M | n/a | n/a | n/a |
| 2022 to Dec 31, 2022 | 703 | $12.8M | $11.4M | 104.8% | $9.7M | n/a | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- PNC Bank National Association codes 28 51 $10,669 PY2025
- Gallagher Benefit Services, Inc. codes 11 50 $5,625 PY2025
- Plante & Moran, PLLC codes 13 17 $105,091 PY2024
- Milliman codes 11 50 $38,436 PY2024
- PNC Bank National Association codes 28 51 $36,922 PY2024
- Gallagher Benefit Services, Inc. codes 11 50 $10,625 PY2024
- Gallagher Benefit Services, Inc. codes 11 PY2024
- Plante & Moran, PLLC codes 13 17 $119,210 PY2023
- Milliman codes 11 50 $58,495 PY2023
- PNC Bank National Association codes 28 51 $49,905 PY2023
- Faegre Drinker Biddle & Reath LLP codes 29 $2,226 PY2023
- Milliman, Inc. codes 11 PY2023
- PNC Bank National Association codes 28 51 $52,452 PY2022
- Milliman codes 11 50 $20,663 PY2022
- Milliman, Inc. codes 11 PY2022
What changed
9 events
- Dec 31, 2025Consultant changedinferencePlante & Moran, PLLC no longer appears on Truck-Lite Pennsylvania Non-Exempt Employees Pension Plan's Schedule C as pension consultant (plan year 2025 vs 2024)with Plante & Moran, PLLCaskebsa.dol.gov
- May 15, 2025Assets changedTruck-Lite Pennsylvania Non-Exempt Employees Pension Plan total assets $4M -> $0 (-100.0%, 2024-12-31 to 2025-05-15)
- Dec 31, 2024Assets changedTruck-Lite Pennsylvania Non-Exempt Employees Pension Plan total assets $5M -> $4M (-18.7%, 2023-12-31 to 2024-12-31)
- Jan 1, 2024Funded status changedTruck-Lite Pennsylvania Non-Exempt Employees Pension Plan funded ratio 88.8% -> 82.9% (2023-01-01 to 2024-01-01)
- Jan 1, 2024Assets changedTruck-Lite Pennsylvania Non-Exempt Employees Pension Plan plan assets $10M -> $5M (-51.7%, 2023-01-01 to 2024-01-01)
- Dec 31, 2023Consultant changedinferencePlante & Moran, PLLC appears on Truck-Lite Pennsylvania Non-Exempt Employees Pension Plan's Schedule C as pension consultant (plan year 2023 vs 2022)with P&m Holding Group, LLPaskebsa.dol.gov
- Dec 31, 2023Assets changedTruck-Lite Pennsylvania Non-Exempt Employees Pension Plan total assets $10M -> $5M (-51.7%, 2022-12-31 to 2023-12-31)
- Jan 1, 2023Funded status changedTruck-Lite Pennsylvania Non-Exempt Employees Pension Plan funded ratio 104.8% -> 88.8% (2022-01-01 to 2023-01-01)
- Jan 1, 2023Assets changedTruck-Lite Pennsylvania Non-Exempt Employees Pension Plan plan assets $13M -> $10M (-24.4%, 2022-01-01 to 2023-01-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 274034515-004
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.