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
D.G. Yuengling & Son, Inc. Hourly Rate Employees' Pension Plan
Corporate pensionPottsville, PA
Assets
$8.4M
Total assets, Mar 31, 2025 reported
Funded
110.1%
Apr 1, 2024
Private markets target
n/a
policy Mar 31, 2025
Commitments
3
1 managers on Schedule C
Plan sponsor: D.G. Yuengling & Son, Inc.
Allocation policy
Form 5500, as of Mar 31, 2025
Actual allocation lines without a target (as filed)
- Pooled separate accounts 99.0%
Consultants and advisers
1 firms
- The Angell Penison Group, Inc. Actuarythrough Mar 31, 2023 Form 5500
People
No investment staff or executives have been read for this allocator yet.
Manager roster
1 managers on the commitment tape
From the plan’s own commitment disclosures
- John Hancock Life Insurance Co3 rows, latest Mar 31, 2025
From Schedule C (investment management, code 28)
- John Hancock Life Insurance Coplan years 2025
- John Hancockplan years 2023
Commitments
3 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 Mar 31, 2025 | 500 Index Fundseparate account | John Hancock Life Insurance Co | Pooled vehicles | $1.2M held | Disclosed holding | askebsa.dol.gov | |
| as of Mar 31, 2024 | 500 Index Fundseparate account | John Hancock Life Insurance Co | Pooled vehicles | $1.9M held | Disclosed holding | askebsa.dol.gov | |
| as of Mar 31, 2023 | 500 Index Fundseparate account | John Hancock Life Insurance Co | Pooled vehicles | $1.8M held | Disclosed holding | askebsa.dol.gov |
Size and funding
30 readings
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 Mar 31, 2025 | 153 | $16.2M | $14.7M | 110.1% | $8.4M | n/a | n/a | n/a |
| 2023 to Mar 31, 2024 | 157 | $14.7M | $14.5M | 101.3% | $16.2M | n/a | n/a | n/a |
| 2022 to Mar 31, 2023 | 157 | $15.3M | $13.7M | 107.9% | $14.7M | n/a | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- John Hancock USA codes 15 28 60 62 63 68 $2,830 PY2024
- Kathmere Capital Management codes 26 PY2024
- Royce Opportunity Sched. D P PY2024
- Vanguard Short-Term Federal Sched. D P PY2024
- Dodge & Cox Intl St Sched. D P PY2024
- Money Market Fund Sched. D P $924,685 PY2024
- Vanguard Explorer Fund Sched. D P PY2024
- Europacific Growth Fund Sched. D P PY2024
- Capital Appreciation Fund Sched. D P PY2024
- Real Est Securities Fund Sched. D P PY2024
- John Hancock Disciplined Value Sched. D P PY2024
- 500 Index Fund Sched. D P PY2024
- Pimco Real Return Sched. D P PY2024
- Pimco All Asset Sched. D P PY2024
- Alternative Asset Allocation Sched. D P PY2024
- Fidelity Advisor Total Bond Sched. D P PY2024
- Total Bond Market Fund Sched. D P PY2024
- VAN Short Term Bond Index Sched. D P $759,539 PY2024
- VAN Total Bond Market Index Sched. D P $2.3M PY2024
- VAN Growth Index Fund Sched. D P $1.0M PY2024
- VAN Small Cap Growth Index Fund Sched. D P $130,853 PY2024
- VAN Small Cap Value Index Fund Sched. D P $139,976 PY2024
- VAN Total Intl Stock Index Fund Sched. D P $1.8M PY2024
- VAN Value Index Fund Sched. D P $1.2M PY2024
- The Angell Penison Group, Inc. codes 11 PY2024
- John Hancock USA codes 15 28 60 62 63 68 PY2023
- Cornerstone Advisors Asset Mgmt codes 26 PY2023
- Kathmere Capital Management codes 26 PY2023
- Fidelity Advisor Total Bond Sched. D P $2.9M PY2023
- Real Est Securities Fund Sched. D P $428,609 PY2023
- Total Bond Market Fund Sched. D P $1.9M PY2023
- Royce Opportunity Sched. D P $539,687 PY2023
- Vanguard Short-Term Federal Sched. D P $587,231 PY2023
- Dodge & Cox Intl St Sched. D P $1.2M PY2023
- Money Market Fund Sched. D P $13,565 PY2023
- Vanguard Explorer Fund Sched. D P $576,184 PY2023
- Europacific Growth Fund Sched. D P $1.2M PY2023
- Capital Appreciation Fund Sched. D P $1.3M PY2023
- John Hancock Disciplined Value Sched. D P $1.3M PY2023
- 500 Index Fund Sched. D P $3.1M PY2023
- Pimco Real Return Sched. D P $361,861 PY2023
- Pimco All Asset Sched. D P $413,099 PY2023
- Alternative Asset Allocation Sched. D P $415,735 PY2023
- The Angell Penison Group, Inc. codes 11 PY2023
- Cornerstone Advisors Asset Mgmt codes 26 PY2022
- John Hancock USA codes 15 28 60 62 63 68 PY2022
- Royce Opportunity Sched. D P $542,223 PY2022
- Vanguard Short-Term Federal Sched. D P $547,970 PY2022
- Dodge & Cox Intl St Sched. D P $1.1M PY2022
- Money Market Fund Sched. D P $221,038 PY2022
- Vanguard Explorer Fund Sched. D P $465,566 PY2022
- Europacific Growth Fund Sched. D P $852,903 PY2022
- Capital Appreciation Fund Sched. D P $889,094 PY2022
- John Hancock Disciplined Value Sched. D P $1.5M PY2022
- 500 Index Fund Sched. D P $2.3M PY2022
- Pimco Real Return Sched. D P $598,869 PY2022
- Pimco All Asset Sched. D P $375,302 PY2022
- Alternative Asset Allocation Sched. D P $375,620 PY2022
- Fidelity Advisor Total Bond Sched. D P $2.3M PY2022
- Total Bond Market Fund Sched. D P $1.8M PY2022
- Real Est Securities Fund Sched. D P $372,795 PY2022
- The Angell Penison Group, Inc. codes 11 PY2022
What changed
5 events
- Mar 31, 2025Assets changedD.G. Yuengling & Son, Inc. Hourly Rate Employees' Pension Plan total assets $16M -> $8M (-48.0%, 2024-03-31 to 2025-03-31)
- Apr 1, 2024Funded status changedD.G. Yuengling & Son, Inc. Hourly Rate Employees' Pension Plan funded ratio 101.3% -> 110.1% (2023-04-01 to 2024-04-01)
- Apr 1, 2024Assets changedD.G. Yuengling & Son, Inc. Hourly Rate Employees' Pension Plan plan assets $15M -> $16M (+10.4%, 2023-04-01 to 2024-04-01)
- Mar 31, 2024Assets changedD.G. Yuengling & Son, Inc. Hourly Rate Employees' Pension Plan total assets $15M -> $16M (+10.2%, 2023-03-31 to 2024-03-31)
- Apr 1, 2023Funded status changedD.G. Yuengling & Son, Inc. Hourly Rate Employees' Pension Plan funded ratio 107.9% -> 101.3% (2022-04-01 to 2023-04-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 231244850-001
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.