Reading Health System Pension Plan
Corporate pension, based in Reading, Pennsylvania, reporting $432M in assets, for 4,304 participants.
Composed from this allocator's classification, location and filed figures.
Nothing material in the last 90 days. Last change: 30 Jun 2025, Reading Health System Pension Plan first reports an interest in Victory Integrity Small-Mid Value: $13M at 2025-06-30.
2 more managers, 5 more commitments and 1 more dated event
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- Silchester Int'l Value Equity Trust3 commitments
- Legal & General S&p 500 Cit Fund2 commitments
- Lazarad International Quality Growt1 commitment
- Silchester International Investor3 commitments
- Legal and General2 commitments
- Lazard Asset Management LLC1 commitment
Relationship network
20 connected entities8 observed commitments4 repeat counterparties6 dated commitments shown here, 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
- 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
- Willis Towers Watson US LLC Actuarythrough Jun 30, 2023 Form 5500
People
Manager roster
- Silchester International Investor3 rows, latest Jun 30, 2025
- Legal and General2 rows, latest Jun 30, 2024
- Lazard Asset Management LLC1 row, latest Jun 30, 2025
+2 more managers received commitments
Every name, record and relationship behind this count, with the source on each.
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- Lazard Asset Management LLCplan years
- Victory Capital Management Inc.plan years
- Schroderplan years
+5 more Schedule C managers
Every name, record and relationship behind this count, with the source on each.
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What changed
- 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)
+1 more dated event
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 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 | Lazard Asset Management LLC | Pooled vehicles | $27.4M held | Disclosed holding | askebsa.dol.gov | |
| as of Jun 30, 2025 | Victory Integrity Small-Mid Valuecollective trust | Victory Capital Management Inc. | Pooled vehicles | $13.3M held | Disclosed holding | askebsa.dol.gov |
+5 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 Jun 30, 2025 | 4,304 | $408M | $478M | 83.0% | $432M | $209M | Not disclosed | Not disclosed |
| 2023 to Jun 30, 2024 | 4,651 | $410M | $506M | 87.8% | $408M | $84.6M | Not disclosed | Not disclosed |
| 2022 to Jun 30, 2023 | 5,255 | $434M | $521M | 89.7% | $410M | $86.5M | Not disclosed | Not disclosed |
- 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
+20 more service providers
Every name, record and relationship behind this count, with the source on each.
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Provenance
Provenance
Reading Health System Pension Plan sits on 1 traced path of capital across the graphs.
DFX traced 1 path of capital through this record
Every record on each path, what it committed or lent, and as of when.
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Derived from allocator disclosures, BDC schedules and SEC filings; confidence is the weakest hop.
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Record history
- Holding in a pooled vehicle started2025-06-30source on record
- Holding in a pooled vehicle ended2025-06-30source on record
- Holding in a pooled vehicle ended2025-06-30source on record
+3 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
+10 connections on the graph
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