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
ST. Clair Hospital Retirement Plan
Corporate pensionPittsburgh, PA
Assets
$190M
Total assets, Dec 31, 2024 reported
Funded
87.7%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
6
3 managers on Schedule C
Plan sponsor: ST. Clair Hospital
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
- Interest-bearing cash 1.9%
- Corporate debt instruments (other) 2.3%
- U.S. Government securities 14.7%
- Partnership/joint venture interests 1.4%
- Common/collective trusts 46.7%
- Registered investment companies 26.6%
- Common stock 1.2%
Consultants and advisers
4 firms
- Clearstead General consultantthrough Dec 31, 2022 Form 5500
- Towers Watson Pennsylvania, Inc. Actuarythrough Dec 31, 2022 Form 5500
- Northern Trust Co. Trusteethrough Dec 31, 2022 Form 5500
- Willis Towers Watson US LLC Actuarythrough Dec 31, 2022 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
- T. Rowe Price Trust Company3 rows, latest Dec 31, 2024
- Legal and General3 rows, latest Dec 31, 2024
From Schedule C (investment management, code 28)
- Clearsteadplan years 2024
- Legal and Generalplan years 2024
- Wellington Trust Companyplan years 2024
- Victory Capital Managementplan years 2022
- Reliance Trust Companyplan years 2022
- Agincourtplan years 2022
- T. Rowe Price Trust Companyplan years 2022
- Wellington Managementplan years 2022
Commitments
6 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 Dec 31, 2024 | T. Rowe Price Structured Rsrchcollective trust | T. Rowe Price Trust Company | Pooled vehicles | $5.0M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | Legal & General Msci Acwi Ex US Citcollective trust | Legal and General | Pooled vehicles | $83.7M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2023 | T. Rowe Price Structured Rsrchcollective trust | T. Rowe Price Trust Company | Pooled vehicles | $4.8M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2023 | Legal & General Msci Acwi Ex US Citcollective trust | Legal and General | Pooled vehicles | $90.8M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | T. Rowe Price Structured Rsrchcollective trust | T. Rowe Price Trust Company | Pooled vehicles | $4.1M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | Legal & General Msci Acwi Ex US Citcollective trust | Legal and General | Pooled vehicles | $23.0M held | Disclosed holding | askebsa.dol.gov |
Size and funding
32 readings
Net investment income
$817,471 (2023-12) · $-66.8M (2022-12)
Investment management fees
$293,613 (2023-12) · $432,235 (2022-12)
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 Dec 31, 2024 | 3,628 | $190M | $190M | 87.7% | $190M | $2.7M | n/a | n/a |
| 2023 to Dec 31, 2023 | 3,233 | $190M | $187M | 87.8% | $190M | $2.8M | n/a | n/a |
| 2022 to Dec 31, 2022 | 3,318 | $256M | $186M | 106.0% | $190M | $2.4M | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- Legal and General Inv. Mgt. America codes 28 $316,931 PY2024
- Towers Watson Pennsylvania, Inc. codes 11 $271,029 PY2024
- Northern Trust Company codes 21 $94,333 PY2024
- Clearstead Advisors, LLC codes 28 $30,925 PY2024
- Agincourt Capital Management codes 28 $27,769 PY2024
- Victory Capital Management, Inc. codes 28 $22,897 PY2024
- Forvis Mazars, LLP codes 10 $18,325 PY2024
- Wellington Trust Company codes 28 $16,630 PY2024
- T. Rowe Price codes 28 $14,744 PY2024
- Long Duration Credit Cit Fund Sched. D C $83.7M PY2024
- T. Rowe Price Structured Rsrch Sched. D C $5.0M PY2024
- Willis Towers Watson US LLC codes 11 PY2024
- Towers Watson Pennsylvania, Inc. codes 11 $219,921 PY2023
- Legal and General Inv. Mgt. America codes 28 $159,988 PY2023
- Northern Trust Company codes 21 $82,141 PY2023
- Hartland & Co. codes 16 $40,528 PY2023
- Agincourt Capital Management codes 28 $29,910 PY2023
- Victory Capital Management, Inc. codes 28 $26,475 PY2023
- Forvis Mazars, LLP codes 10 $16,800 PY2023
- T. Rowe Price codes 28 $12,927 PY2023
- T. Rowe Price Structured Rsrch Sched. D C $4.8M PY2023
- Long Duration Credit Cit Fund Sched. D C $90.8M PY2023
- Willis Towers Watson US LLC codes 11 PY2023
- Legal and General Inv. Mgt. America codes 28 $312,859 PY2022
- Towers Watson Pennsylvania, Inc. codes 11 $252,553 PY2022
- Northern Trust Company codes 21 $102,610 PY2022
- Hartland & Co. codes 16 $45,743 PY2022
- Victory Capital Management, Inc. codes 28 $40,270 PY2022
- Agincourt Capital Management codes 28 $30,684 PY2022
- Wellington Management Company codes 28 $26,080 PY2022
- T. Rowe Price codes 28 $22,342 PY2022
- BKD, LLP codes 10 $16,120 PY2022
- T. Rowe Price Structured Rsrch Sched. D C $4.1M PY2022
- Long Duration Credit Cit Fund Sched. D C $85.9M PY2022
- Treasury 15+ Strips Cit Fund Sched. D C $23.0M PY2022
- Willis Towers Watson US LLC codes 11 PY2022
What changed
4 events
- Dec 31, 2024Manager relationship startedWellington Trust Company appears on ST. Clair Hospital Retirement Plan's Schedule C as investment manager (plan year 2024 vs 2023)with Wellington Trust Companyaskebsa.dol.gov
- Dec 31, 2023Manager relationship endedinferenceWellington Management Company no longer appears on ST. Clair Hospital Retirement Plan's Schedule C as investment manager (plan year 2023 vs 2022)with Wellington Managementaskebsa.dol.gov
- Jan 1, 2023Funded status changedST. Clair Hospital Retirement Plan funded ratio 106.0% -> 87.8% (2022-01-01 to 2023-01-01)
- Jan 1, 2023Assets changedST. Clair Hospital Retirement Plan plan assets $256M -> $190M (-25.9%, 2022-01-01 to 2023-01-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 251010303-001
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.