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
Greene, Tweed & Co., Inc. Union Employees Pension Plan
Corporate pensionKulpsville, PA
Assets
$30.1M
Total assets, Mar 31, 2025 reported
Funded
106.2%
Apr 1, 2024
Private markets target
n/a
policy Mar 31, 2025
Commitments
4
none on the tape
Plan sponsor: Greene, Tweed & Company, Inc.
Allocation policy
Form 5500, as of Mar 31, 2025
Actual allocation lines without a target (as filed)
- Interest-bearing cash 1.1%
- Non-interest-bearing cash 0.3%
- Corporate debt instruments (other) 62.0%
- U.S. Government securities 24.1%
- Common/collective trusts 10.4%
Consultants and advisers
2 firms
- Manulife John Hancock Actuarythrough Mar 31, 2025 Form 5500
- John Hancock Actuarythrough Mar 31, 2023 Form 5500
People
No investment staff or executives have been read for this allocator yet.
Manager roster
No manager relationship is on the tape for this allocator.
Commitments
4 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 | DB Growth Portfoliocollective trust | Wilmington Trust, N.A | Pooled vehicles | $3.0M held | Disclosed holding | askebsa.dol.gov | |
| as of Mar 31, 2025 | EB Temp Inv Fd 1.147% 12/31/2049 Ddcollective trust | NEW York Life | Pooled vehicles | $160,952 held | Disclosed holding | askebsa.dol.gov | |
| as of Mar 31, 2024 | DB Growth Portfoliocollective trust | Wilmington Trust, N.A | Pooled vehicles | $3.8M held | Disclosed holding | askebsa.dol.gov | |
| as of Mar 31, 2023 | DB Growth Portfoliocollective trust | Wilmington Trust, N.A | Pooled vehicles | $3.3M held | Disclosed holding | askebsa.dol.gov |
Size and funding
30 readings
Net investment income
$-503,051 (2024-03) · $-4.7M (2023-03)
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 | 531 | $30.0M | $29.5M | 106.2% | $30.1M | n/a | n/a | n/a |
| 2023 to Mar 31, 2024 | 538 | $30.6M | $28.8M | 112.3% | $30.1M | n/a | n/a | n/a |
| 2022 to Mar 31, 2023 | 544 | $35.3M | $25.2M | 131.2% | $30.6M | n/a | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- Wilmington Trust Db Gr Inst Sched. D C $3.0M PY2024
- EB Temp Inv Fd 1.147% 12/31/2049 Dd Sched. D C $160,952 PY2024
- Manulife John Hancock codes 11 PY2024
- Wilmington Trust Db Gr Inst Sched. D C $3.8M PY2023
- John Hancock codes 11 PY2023
- Wilmington Trust Db Gr Inst Sched. D C $3.3M PY2022
- John Hancock codes 11 PY2022
What changed
4 events
- Mar 31, 2025Holding startedGreene, Tweed & Co., Inc. Union Employees Pension Plan first reports an interest in EB Temp Inv Fd 1.147% 12/31/2049 Dd: $160,952 at 2025-03-31with EB Temp Inv Fd 1.147% 12/31/2049 Ddaskebsa.dol.gov
- Apr 1, 2024Funded status changedGreene, Tweed & Co., Inc. Union Employees Pension Plan funded ratio 112.3% -> 106.2% (2023-04-01 to 2024-04-01)
- Apr 1, 2023Funded status changedGreene, Tweed & Co., Inc. Union Employees Pension Plan funded ratio 131.2% -> 112.3% (2022-04-01 to 2023-04-01)
- Apr 1, 2023Assets changedGreene, Tweed & Co., Inc. Union Employees Pension Plan plan assets $35M -> $31M (-13.5%, 2022-04-01 to 2023-04-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 464212973-001
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.