Lehigh Valley Health Network, Inc. Retirement Plan
Corporate pension, based in Allentown, Pennsylvania, reporting $1.1B in assets, for 10,843 participants.
Composed from this allocator's classification, location and filed figures.
Nothing material in the last 90 days. Last change: 31 Dec 2024, Prudential no longer appears on Lehigh Valley Health Network, Inc. Retirement Plan's Schedule C as investment manager (plan year 2024 vs 2023).
3 more managers, 28 more commitments and 2 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- CF Ssga Global Equity Ex USA Index3 commitments
- AON Global Equity Fund3 commitments
- NT Collective Short Term Investment3 commitments
- AON Trust Company LLC15 commitments
- Aon4 commitments
- State Street Global Advisors Trust Company3 commitments
Relationship network
37 connected entities31 observed commitments15 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
- Non-interest-bearing cash 0.1%
- Other investments 0.6%
- Partnership/joint venture interests 5.5%
- Common/collective trusts 89.2%
- Real estate (other than employer real property) 4.6%
Consultants and advisers
- AON Investments USA Inc Pension consultantthrough Jun 30, 2023 Form 5500
- Mercer Actuarythrough Jun 30, 2023 Form 5500
- Northern Trust Co. Trusteethrough Jun 30, 2023 Form 5500
People
Manager roster
- AON Trust Company LLC15 rows, latest Jun 30, 2025
- Aon4 rows, latest Jun 30, 2025
- State Street Global Advisors Trust Company3 rows, latest Jun 30, 2025
+3 more managers received commitments
Every name, record and relationship behind this count, with the source on each.
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- Aonplan years
- State Street Research & Managementplan years 2025
- Prudential Bank & Trust Companyplan years 2025
+4 more Schedule C managers
Every name, record and relationship behind this count, with the source on each.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
What changed
- Dec 31, 2024Manager relationship endedinferencePrudential no longer appears on Lehigh Valley Health Network, Inc. Retirement Plan's Schedule C as investment manager (plan year 2024 vs 2023)with Prisa LPaskebsa.dol.gov
- Dec 31, 2024Manager relationship startedPrudential Bank & Trust appears on Lehigh Valley Health Network, Inc. Retirement Plan's Schedule C as investment manager (plan year 2024 vs 2023)with Prudential Bank & Trust Companyaskebsa.dol.gov
- Jul 1, 2024Funded status changedLehigh Valley Health Network, Inc. Retirement Plan funded ratio 100.3% -> 93.7% (2023-07-01 to 2024-07-01)
- Jun 30, 2024Holding endedinferenceLehigh Valley Health Network, Inc. Retirement Plan no longer reports AON Return Enhancing Alternatives (last held $19M at 2023-06-30; absent from the 2024-06-30 filing)with AON Return Enhancing Alternativesaskebsa.dol.gov
- Dec 31, 2023Manager relationship endedinferenceBaker Tilly no longer appears on Lehigh Valley Health Network, Inc. Retirement Plan's Schedule C as investment manager (plan year 2023 vs 2022)with Baker Tilly Virchow Krause, LLPaskebsa.dol.gov
+2 more dated events
Every name, record and relationship behind this count, with the source on each.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
Commitments
| Date | Fund | Manager | Bucket | Amount | Vintage | Status | Source |
|---|---|---|---|---|---|---|---|
| as of Jun 30, 2025 | CF Ssga Global Equity Ex USA Indexcollective trust | State Street Global Advisors Trust Company | Public equity | $22.7M held | Disclosed holding | askebsa.dol.gov | |
| as of Jun 30, 2025 | AON Global Equity Fundcollective trust | Aon | Public equity | $47.0M held | Disclosed holding | askebsa.dol.gov | |
| as of Jun 30, 2025 | NT Collective Short Term Investmentcollective trust | Northern Trust Investments, Inc. | Cash | $20.2M held | Disclosed holding | askebsa.dol.gov |
+28 more commitments
Every fund and manager this allocator committed to, with the amount, date and source on each.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
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 | 10,843 | $1.1B | $1.1B | 93.7% | $1.1B | $62.0M | Not disclosed | $52.0M |
| 2023 to Jun 30, 2024 | 10,987 | $1.2B | $1.1B | 100.3% | $1.1B | $16.4M | $0 | $45.9M |
| 2022 to Jun 30, 2023 | 11,135 | $1.2B | $1.2B | 97.8% | $1.2B | $20.7M | $0 | $58.4M |
- Mercer codes 11 14 17 50 $932,417 PY2024
- AON Investments codes 28 50 $858,680 PY2024
- Prudential Bank & Trust codes 28 50 $275,523 PY2024
+49 more service providers
Every name, record and relationship behind this count, with the source on each.
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Provenance
Provenance
Lehigh Valley Health Network, Inc. Retirement Plan sits on 5 traced paths of capital across the graphs.
DFX traced 5 paths of capital through this record
Every record on each path, what it committed or lent, and as of when.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
Derived from allocator disclosures, BDC schedules and SEC filings; confidence is the weakest hop.
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Record history
- Manager relationship started2024-12-31source on record
- Manager relationship ended2024-12-31source on record
- Funded status changed2024-07-01source on record
+4 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
+11 connections on the graph
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