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
Reading Health System Pension Plan
Corporate pensionReading, PA
Assets
$432M
Total assets, Jun 30, 2025 reported
Funded
83.0%
Jul 1, 2024
Private markets target
n/a
policy Jun 30, 2025
Commitments
8
1 managers on Schedule C
Plan sponsor: Reading Health System
Allocation policy
Form 5500, as of Jun 30, 2025
Actual allocation lines without a target (as filed)
- Interest-bearing cash 6.3%
- Corporate debt instruments (other) 16.2%
- U.S. Government securities 8.7%
- Partnership/joint venture interests 48.3%
- 103-12 investment entities 5.0%
- Common/collective trusts 8.4%
- Registered investment companies 6.3%
Consultants and advisers
1 firms
- Willis Towers Watson US LLC Actuarythrough Jun 30, 2023 Form 5500
People
No investment staff or executives have been read for this allocator yet.
Manager roster
2 managers on the commitment tape
From the plan’s own commitment disclosures
- Silchester International Investor3 rows, latest Jun 30, 2025
- Legal and General2 rows, latest Jun 30, 2024
From Schedule C (investment management, code 28)
- Legal and Generalplan years 2025
- Wedge Capital Management LLPplan years 2023
- Reliance Trust Companyplan years 2023
- Pgim Incplan years 2023
- Silchester International Investorplan years 2023
Commitments
8 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 | Silchester Int'l Value Equity Trust103 12 ie | Silchester International Investor | Public equity | $21.4M held | Disclosed holding | askebsa.dol.gov | |
| as of Jun 30, 2025 | Lazarad International Quality Growtcollective trust | Great Gray Trust Co LLC | Pooled vehicles | $27.4M held | Disclosed holding | askebsa.dol.gov | |
| as of Jun 30, 2025 | Victory Integrity Small-Mid Valuecollective trust | Global Trust Company | Pooled vehicles | $13.3M held | Disclosed holding | askebsa.dol.gov | |
| as of Jun 30, 2024 | Silchester Int'l Value Equity Trust103 12 ie | Silchester International Investor | Public equity | $19.7M held | Disclosed holding | askebsa.dol.gov | |
| as of Jun 30, 2024 | Legal & General S&p 500 Cit Fundcollective trust | Legal and General | Pooled vehicles | $118M held | Disclosed holding | askebsa.dol.gov | |
| as of Jun 30, 2024 | Schroder Intl Multi-Cap Equitycollective trust | SEI Trust Company | Public equity | $10.6M held | Disclosed holding | askebsa.dol.gov | |
| as of Jun 30, 2023 | Silchester Int'l Value Equity Trust103 12 ie | Silchester International Investor | Public equity | $17.3M held | Disclosed holding | askebsa.dol.gov | |
| as of Jun 30, 2023 | Legal & General S&p 500 Cit Fundcollective trust | Legal and General | Pooled vehicles | $98.8M held | Disclosed holding | askebsa.dol.gov |
Size and funding
33 readings
Investment management fees
$498,320 (2024-06) · $466,254 (2023-06)
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 | 4,304 | $408M | $478M | 83.0% | $432M | $209M | n/a | n/a |
| 2023 to Jun 30, 2024 | 4,651 | $410M | $506M | 87.8% | $408M | $84.6M | n/a | n/a |
| 2022 to Jun 30, 2023 | 5,255 | $434M | $521M | 89.7% | $410M | $86.5M | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- Pgim Inc codes 28 51 $213,845 PY2024
- Silchester International Investors codes 28 51 $201,700 PY2024
- Wedge Capital Management codes 28 51 $103,400 PY2024
- Reliance Trust codes 28 51 $11,884 PY2024
- Silchester International Equity Grp Sched. D E $21.4M PY2024
- Lazarad International Quality Growt Sched. D C $27.4M PY2024
- Victory Integrity Small-Mid Value Sched. D C $13.3M PY2024
- Willis Towers Watson US LLC codes 11 PY2024
- Pgim Inc codes 28 51 $211,333 PY2023
- Silchester International Investors codes 28 51 $184,051 PY2023
- Wedge Capital Management codes 28 51 $93,039 PY2023
- Reliance Trust codes 28 51 $9,896 PY2023
- Silchester International Equity Grp Sched. D E $19.7M PY2023
- Legal & Gen 500 Coll Inv Trust Sched. D C $118M PY2023
- Schroder Intl Multi-Cap Val Trust Sched. D C $10.6M PY2023
- Willis Towers Watson US LLC codes 11 PY2023
- Silchester International Investors codes 28 51 $157,251 PY2022
- Pgim Inc codes 28 51 $111,834 PY2022
- Wedge Capital Management codes 28 51 $80,041 PY2022
- Reliance Trust codes 28 51 $12,076 PY2022
- Silchester International Equity Grp Sched. D E $17.3M PY2022
- Legal & Gen 500 Coll Inv Trust Sched. D C $98.8M PY2022
- Willis Towers Watson US LLC codes 11 PY2022
What changed
6 events
- Jun 30, 2025Holding startedReading Health System Pension Plan first reports an interest in Victory Integrity Small-Mid Value: $13M at 2025-06-30with Victory Integrity Small-Mid Valueaskebsa.dol.gov
- Jun 30, 2025Holding endedinferenceReading Health System Pension Plan no longer reports Legal & General S&p 500 Cit Fund (Legal and General) (last held $118M at 2024-06-30; absent from the 2025-06-30 filing)with Legal and Generalaskebsa.dol.gov
- Jun 30, 2025Holding endedinferenceReading Health System Pension Plan no longer reports Schroder Intl Multi-Cap Equity (last held $11M at 2024-06-30; absent from the 2025-06-30 filing)with Schroder Intl Multi-Cap Equityaskebsa.dol.gov
- Jun 30, 2025Holding startedReading Health System Pension Plan first reports an interest in Lazarad International Quality Growt: $27M at 2025-06-30with Lazarad International Quality Growtaskebsa.dol.gov
- Jul 1, 2024Funded status changedReading Health System Pension Plan funded ratio 87.8% -> 83.0% (2023-07-01 to 2024-07-01)
- Jun 30, 2024Holding startedReading Health System Pension Plan first reports an interest in Schroder Intl Multi-Cap Equity: $11M at 2024-06-30with Schroder Intl Multi-Cap Equityaskebsa.dol.gov
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 231352204-001
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.