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
The Wistar Institute of Anatomy and Biology Technical and Support Personnel Pension Plan
Corporate pensionPhiladelphia, PA
Assets
$5,956
Total assets, Dec 31, 2024 reported
Funded
97.8%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2023
Commitments
3
none on the tape
Plan sponsor: The Wistar Institute
Allocation policy
Form 5500, as of Dec 31, 2023
Actual allocation lines without a target (as filed)
- Interest-bearing cash 2.8%
- Other investments 7.5%
- Common/collective trusts 80.7%
- Registered investment companies 9.0%
Consultants and advisers
3 firms
- Bolton Partners, Inc. Actuarythrough Dec 31, 2023 Form 5500
- AON Consulting, Inc. Actuarythrough Dec 31, 2022 Form 5500
- PNC Bank Trusteethrough Dec 31, 2022 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
- Goldman Sachs Trust Company3 rows, latest Dec 31, 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 Dec 31, 2023 | GS Ct Inter Duration Credit Fundcollective trust | Goldman Sachs Trust Company | Private credit | $3.5M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2023 | GS Ct Long Treasury Strips Fundcollective trust | Goldman Sachs Trust Company | Fixed income | $3.5M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2023 | GS Ct Long Duration Credit Fundcollective trust | Goldman Sachs Trust Company | Private credit | $4.5M held | Disclosed holding | askebsa.dol.gov |
Size and funding
32 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 Dec 31, 2024 | 372 | $14.3M | $12.4M | 97.8% | $5,956 | n/a | n/a | n/a |
| 2023 to Dec 31, 2023 | 381 | $14.0M | $12.8M | 99.5% | $14.3M | n/a | n/a | n/a |
| 2022 to Dec 31, 2022 | 389 | $16.1M | $11.5M | 100.4% | $14.0M | n/a | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- PNC Bank codes 21 50 62 68 $17,386 PY2024
- Intermediate Credit Fund Sched. D C PY2024
- Long Treasury Strips Fund Sched. D C PY2024
- Long Duration Credit Fund Sched. D C PY2024
- Bolton Partners, Inc. codes 11 PY2024
- PNC Bank codes 21 50 62 68 $8,841 PY2023
- Intermediate Credit Fund Sched. D C $3.5M PY2023
- Long Treasury Strips Fund Sched. D C $3.5M PY2023
- Long Duration Credit Fund Sched. D C $4.5M PY2023
- Bolton Partners, Inc. codes 11 PY2023
- PNC Bank codes 21 50 62 68 $7,399 PY2022
- AON Consulting, Inc. codes 11 PY2022
What changed
2 events
- Dec 31, 2024Assets changedThe Wistar Institute of Anatomy and Biology Technical and Support Personnel Pension Plan total assets $14M -> $5,956 (-100.0%, 2023-12-31 to 2024-12-31)
- Jan 1, 2023Assets changedThe Wistar Institute of Anatomy and Biology Technical and Support Personnel Pension Plan plan assets $16M -> $14M (-13.2%, 2022-01-01 to 2023-01-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 236434390-001
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.