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 Coca-Cola Bottling Co. of the Lehigh Valley Pension Plan
Corporate pensionPittsburgh, PA
Assets
$6.3M
Total assets, Dec 31, 2024 reported
Funded
84.7%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
0
none on the tape
Plan sponsor: The Coca-Cola Bottling Co. of the Lehigh Valley
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
- Master trust investment accounts 94.4%
Consultants and advisers
2 firms
- Fidelity Management Trust Company Custodianthrough Dec 31, 2022 Form 5500
- Siegel Actuarial Consulting, Inc. Actuarythrough Dec 31, 2022 Form 5500
People
No investment staff or executives have been read for this allocator yet.
Manager roster
1 managers on Schedule C
From Schedule C (investment management, code 28)
- Fidelity Institutional Asset Mgmtplan 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
33 readings
Net investment income
$573,677 (2023-12) · $-73,808 (2022-12)
Investment management fees
$110,838 (2023-12) · $113,727 (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 | 188 | $5.7M | $6.8M | 84.7% | $6.3M | n/a | $5.9M | n/a |
| 2023 to Dec 31, 2023 | 171 | $5.2M | $6.3M | 81.5% | $5.7M | n/a | $5.4M | n/a |
| 2022 to Dec 31, 2022 | 139 | $5.2M | $5.7M | 92.3% | $5.2M | n/a | $4.5M | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- Fidelity Management Trust Company codes 19 25 PY2024
- Pyramis Global codes 28 PY2024
- Abarta, Inc. Master Trust Agreement Sched. D M $5.9M PY2024
- Siegel Actuarial Consulting, Inc. codes 11 PY2024
- Fidelity Management Trust Company codes 19 25 PY2023
- Pyramis Global codes 28 PY2023
- Abarta, Inc. Master Trust Agreement Sched. D M $5.4M PY2023
- Siegel Actuarial Consulting, Inc. codes 11 PY2023
- Fidelity Management Trust Company codes 19 25 PY2022
- Pyramis Global codes 28 PY2022
- Abarta, Inc. Master Trust Agreement Sched. D M $4.5M PY2022
- Siegel Actuarial Consulting, Inc. codes 11 PY2022
What changed
4 events
- Jan 1, 2024Funded status changedThe Coca-Cola Bottling Co. of the Lehigh Valley Pension Plan funded ratio 81.5% -> 84.7% (2023-01-01 to 2024-01-01)
- Jan 1, 2024Assets changedThe Coca-Cola Bottling Co. of the Lehigh Valley Pension Plan plan assets $5M -> $6M (+11.2%, 2023-01-01 to 2024-01-01)
- Dec 31, 2023Assets changedThe Coca-Cola Bottling Co. of the Lehigh Valley Pension Plan total assets $5M -> $6M (+11.1%, 2022-12-31 to 2023-12-31)
- Jan 1, 2023Funded status changedThe Coca-Cola Bottling Co. of the Lehigh Valley Pension Plan funded ratio 92.3% -> 81.5% (2022-01-01 to 2023-01-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 240863382-003
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.