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
Stauffer Biscuit Company Pension Plan
Corporate pensionYork, PA
Assets
n/a
Total assets, May 31, 2025 reported
Funded
121.0%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
0
2 managers on Schedule C
Plan sponsor: D. F. Stauffer Biscuit Company, Inc
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
- Interest-bearing cash 99.6%
Consultants and advisers
2 firms
- Fulton Financial Advisors Pension consultantthrough May 31, 2025 Form 5500
- Conrad Siegel Actuarythrough May 31, 2025 Form 5500
People
No investment staff or executives have been read for this allocator yet.
Manager roster
15 managers on Schedule C
From Schedule C (investment management, code 28)
- John Hancock Investment Managementplan years 2024
- Spdr State Street Global Advisorsplan years 2024
- Federated Investment Management Complan years 2023
- Goldman Sachs Asset Managementplan years 2023
- Federated Investors Fundplan years 2023
- Blackrock Fundsplan years 2022
- J.P. Morgan Chase & Coplan years 2022
- T Rowe Priceplan years 2022
- Pimcoplan years 2022
- Goldman Sachs Trust IIplan years 2022
- First Trust Advisors L.P.plan years 2022
- Federated Investors Fundsplan years 2022
- GQG Partners LLCplan years 2022
- John Hancock Advisors, LLCplan years 2022
- Principal Spectrum Asset Managementplan 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
Total assets
$16.5M (2024-12) · $22.3M (2023-12) · $19.2M (2022-12)
Benefits paid
$6.9M (2024-12) · $938,581 (2023-12) · $884,803 (2022-12)
Net investment income
$-5.8M (2024-12) · $3.0M (2023-12) · $-3.5M (2022-12)
Investment management fees
$10,315 (2024-12) · $18,091 (2023-12) · $136,366 (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 31, 2025 | 329 | n/a | n/a | n/a | $0 | $0 | $0 | $0 |
| 2024 to Dec 31, 2024 | 552 | $22.3M | $17.5M | 121.0% | $16.5M | $0 | $0 | $0 |
| 2023 to Dec 31, 2023 | 564 | $19.2M | $17.7M | 114.0% | $22.3M | $0 | $0 | $0 |
| 2022 to Dec 31, 2022 | 573 | $22.7M | $17.1M | 118.7% | $19.2M | $0 | $0 | $0 |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- Conrad Siegel codes 11 15 17 38 49 50 $79,510 PY2025
- Fulton Financial Advisors codes 17 19 21 24 28 49 50 51 99 $24,206 PY2025
- RKL LLP codes 10 50 $19,656 PY2025
- Fulton Financial Advisors codes 17 19 21 24 28 49 50 51 99 $125,602 PY2024
- Conrad Siegel codes 11 15 17 38 49 50 $108,390 PY2024
- Federated Investors Fund codes 28 52 $10,315 PY2024
- GQG Partners LLC codes 28 52 PY2024
- First Trust Advisors L.P. codes 28 52 PY2024
- Blackrock Funds codes 28 52 PY2024
- Spdr State Street Global Advisors codes 28 52 PY2024
- Goldman Sachs Asset Management, L.P codes 28 52 PY2024
- John Hancock Investment Management codes 28 52 PY2024
- Principal Global Investors LLC codes 28 52 PY2024
- J.P. Morgan Investment Management, codes 28 52 PY2024
- Federated Investment Management Com codes 28 52 PY2024
- Pacific Investment Management Compa codes 28 52 PY2024
- T. Rowe Price Associates, Inc. codes 28 52 PY2024
- Conrad Siegel codes 11 PY2024
- Fulton Financial Advisors codes 17 19 21 24 28 49 50 51 99 $118,148 PY2023
- Conrad Siegel codes 11 15 17 38 49 50 $34,249 PY2023
- Federated Investors Fund codes 28 52 $18,091 PY2023
- Goldman Sachs Asset Management, L.P codes 28 52 PY2023
- John Hancock Advisors, LLC codes 28 52 PY2023
- Principal Global Investors LLC codes 28 52 PY2023
- JP Morgan Investment Inc codes 28 52 PY2023
- Federated Investment Management Com codes 28 52 PY2023
- Blackrock Funds codes 28 52 PY2023
- Pacific Investment Company LLC codes 28 52 PY2023
- GQG Partners LLC codes 28 52 PY2023
- T. Rowe Price Associates, Inc. codes 28 52 PY2023
- Conrad Siegel codes 11 PY2023
- Fulton Financial Advisors codes 17 19 21 24 28 49 50 51 99 $117,450 PY2022
- Conrad Siegel codes 11 15 17 38 49 50 $29,904 PY2022
- Federated Investors Funds codes 28 52 $19,052 PY2022
- First Trust Advisors L.P. codes 28 52 PY2022
- Blackrock Funds codes 28 52 PY2022
- JP Morgan Investment Inc codes 28 52 PY2022
- GQG Partners LLC codes 28 52 PY2022
- Goldman Sachs Trust II codes 28 52 PY2022
- John Hancock Advisors, LLC codes 28 52 PY2022
- Principal Global Investors LLC codes 28 52 PY2022
- T. Rowe Price Associates, Inc. codes 28 52 PY2022
- Pacific Investment Company LLC codes 28 52 PY2022
- Conrad Siegel codes 11 PY2022
What changed
23 events
- Dec 31, 2025Manager relationship endedinferencePacific Investment Management Compa no longer appears on Stauffer Biscuit Company Pension Plan's Schedule C as investment manager (plan year 2025 vs 2024)with Pimcoaskebsa.dol.gov
- Dec 31, 2025Manager relationship endedinferenceGQG Partners LLC no longer appears on Stauffer Biscuit Company Pension Plan's Schedule C as investment manager (plan year 2025 vs 2024)with GQG Partners LLCaskebsa.dol.gov
- Dec 31, 2025Manager relationship endedinferenceJ.P. Morgan Investment Management, no longer appears on Stauffer Biscuit Company Pension Plan's Schedule C as investment manager (plan year 2025 vs 2024)with J.P. Morgan Chase & Coaskebsa.dol.gov
- Dec 31, 2025Manager relationship endedinferenceSpdr State Street Global Advisors no longer appears on Stauffer Biscuit Company Pension Plan's Schedule C as investment manager (plan year 2025 vs 2024)with Spdr State Street Global Advisorsaskebsa.dol.gov
- Dec 31, 2025Manager relationship endedinferenceFederated Investors Fund no longer appears on Stauffer Biscuit Company Pension Plan's Schedule C as investment manager (plan year 2025 vs 2024)with Federated Investors Fundaskebsa.dol.gov
- Dec 31, 2025Manager relationship endedinferenceFirst Trust Advisors L.P. no longer appears on Stauffer Biscuit Company Pension Plan's Schedule C as investment manager (plan year 2025 vs 2024)with First Trust Advisors L.P.askebsa.dol.gov
- Dec 31, 2025Manager relationship endedinferenceFederated Investment Management Com no longer appears on Stauffer Biscuit Company Pension Plan's Schedule C as investment manager (plan year 2025 vs 2024)with Federated Investment Management Comaskebsa.dol.gov
- Dec 31, 2025Manager relationship endedinferencePrincipal Global Investors LLC no longer appears on Stauffer Biscuit Company Pension Plan's Schedule C as investment manager (plan year 2025 vs 2024)with Principal Spectrum Asset Managementaskebsa.dol.gov
- Dec 31, 2025Manager relationship endedinferenceJohn Hancock Investment Management no longer appears on Stauffer Biscuit Company Pension Plan's Schedule C as investment manager (plan year 2025 vs 2024)with John Hancock Investment Managementaskebsa.dol.gov
- Dec 31, 2025Manager relationship endedinferenceGoldman Sachs Asset Management, L.P no longer appears on Stauffer Biscuit Company Pension Plan's Schedule C as investment manager (plan year 2025 vs 2024)with Goldman Sachs Asset Managementaskebsa.dol.gov
- Dec 31, 2025Manager relationship endedinferenceBlackrock Funds no longer appears on Stauffer Biscuit Company Pension Plan's Schedule C as investment manager (plan year 2025 vs 2024)with Blackrock Fundsaskebsa.dol.gov
- Dec 31, 2025Manager relationship endedinferenceT. Rowe Price Associates, Inc. no longer appears on Stauffer Biscuit Company Pension Plan's Schedule C as investment manager (plan year 2025 vs 2024)with T Rowe Priceaskebsa.dol.gov
- May 31, 2025Assets changedStauffer Biscuit Company Pension Plan total assets $16M -> $0 (-100.0%, 2024-12-31 to 2025-05-31)
- Dec 31, 2024Manager relationship startedSpdr State Street Global Advisors appears on Stauffer Biscuit Company Pension Plan's Schedule C as investment manager (plan year 2024 vs 2023)with Spdr State Street Global Advisorsaskebsa.dol.gov
- Dec 31, 2024Manager relationship startedFirst Trust Advisors L.P. appears on Stauffer Biscuit Company Pension Plan's Schedule C as investment manager (plan year 2024 vs 2023)with First Trust Advisors L.P.askebsa.dol.gov
- Dec 31, 2024Assets changedStauffer Biscuit Company Pension Plan total assets $22M -> $16M (-26.0%, 2023-12-31 to 2024-12-31)
- Jan 1, 2024Funded status changedStauffer Biscuit Company Pension Plan funded ratio 114.0% -> 121.0% (2023-01-01 to 2024-01-01)
- Jan 1, 2024Assets changedStauffer Biscuit Company Pension Plan plan assets $19M -> $22M (+15.8%, 2023-01-01 to 2024-01-01)
- Dec 31, 2023Manager relationship endedinferenceFirst Trust Advisors L.P. no longer appears on Stauffer Biscuit Company Pension Plan's Schedule C as investment manager (plan year 2023 vs 2022)with First Trust Advisors L.P.askebsa.dol.gov
- Dec 31, 2023Manager relationship startedFederated Investment Management Com appears on Stauffer Biscuit Company Pension Plan's Schedule C as investment manager (plan year 2023 vs 2022)with Federated Investment Management Comaskebsa.dol.gov
- Dec 31, 2023Assets changedStauffer Biscuit Company Pension Plan total assets $19M -> $22M (+15.8%, 2022-12-31 to 2023-12-31)
- Jan 1, 2023Funded status changedStauffer Biscuit Company Pension Plan funded ratio 118.7% -> 114.0% (2022-01-01 to 2023-01-01)
- Jan 1, 2023Assets changedStauffer Biscuit Company Pension Plan plan assets $23M -> $19M (-15.3%, 2022-01-01 to 2023-01-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 231341694-001
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.