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.
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Corporate pension
P•••••• S•••••••• S•••••••• L•• R••••••••• P•••
Corporate pensionSpring Grove, PA
Assets
$203M
Total assets, Dec 31, 2024 reported
Funded
100.8%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
33
none on the tape
Plan sponsor: P•••••• S•••••••• S•••••••• L••
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
- Common/collective trusts 99.6%
- Registered investment companies 0.4%
Consultants and advisers
3 firms
- M••••• Actuarythrough Dec 31, 2022 Form 5500
- T••••••••• R••••••••• S•••••••• Actuarythrough Dec 31, 2022 Form 5500
- U• B••• Trusteethrough 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)
- M••••• I••••••••• L••plan years 2022
Commitments
33 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, 2024 | M••••• U• S•••••••• C•• E••••• P•••collective trust | M••••• Trust Company LLC | Public equity | $5.4M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | M••••• U• L•••• C•• C••• P•••••• E•collective trust | M••••• Trust Company LLC | Public equity | $34.0M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | M••••• U•••• L••• D••••••• P•••••••collective trust | M••••• Trust Company LLC | Fixed income | $511,366 held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | M••••• N••••• C••• E••••• P••••••••collective trust | M••••• Trust Company LLC | Public equity | $15.6M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | M••••• P•••••• L••• G••••••••• F•••collective trust | M••••• Trust Company LLC | Pooled vehicles | $26.1M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | M••••• E••••••• M•••••• E••••• P•••collective trust | M••••• Trust Company LLC | Public equity | $6.7M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | M••••• G••••• L•• V••••••••• E•••••collective trust | M••••• Trust Company LLC | Public equity | $2.7M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | M••••• O••••••••• F•••• I•••••collective trust | M••••• Trust Company LLC | Hedge / diversifiers | $7.2M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | M••••• A••••• L••• C•••••••• F••••collective trust | M••••• Trust Company LLC | Fixed income | $66.1M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | M••••• L••• S••••• F•••• I•••••collective trust | M••••• Trust Company LLC | Fixed income | $17.4M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | M••••• A••••• I••••••••• C••••• F•collective trust | M••••• Trust Company LLC | Private credit | $20.7M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2023 | M••••• U• S•••••••• C•• E••••• P•••collective trust | M••••• Trust Company LLC | Public equity | $7.0M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2023 | M••••• U• L•••• C•• C••• P•••••• E•collective trust | M••••• Trust Company LLC | Public equity | $23.3M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2023 | M••••• U•••• L••• D••••••• P•••••••collective trust | M••••• Trust Company LLC | Fixed income | $9.3M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2023 | M••••• N••••• C••• E••••• P••••••••collective trust | M••••• Trust Company LLC | Public equity | $18.4M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2023 | M••••• P•••••• L••• G••••••••• F•••collective trust | M••••• Trust Company LLC | Pooled vehicles | $27.1M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2023 | M••••• E••••••• M•••••• E••••• P•••collective trust | M••••• Trust Company LLC | Public equity | $10.1M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2023 | M••••• G••••• L•• V••••••••• E•••••collective trust | M••••• Trust Company LLC | Public equity | $8.6M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2023 | M••••• O••••••••• F•••• I•••••collective trust | M••••• Trust Company LLC | Hedge / diversifiers | $7.7M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2023 | M••••• A••••• L••• C•••••••• F••••collective trust | M••••• Trust Company LLC | Fixed income | $68.0M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2023 | M••••• L••• S••••• F•••• I•••••collective trust | M••••• Trust Company LLC | Fixed income | $9.0M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2023 | M••••• A••••• I••••••••• C••••• F•collective trust | M••••• Trust Company LLC | Private credit | $20.3M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | M••••• U• S•••••••• C•• E••••• P•••collective trust | M••••• Trust Company LLC | Public equity | $7.4M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | M••••• U• L•••• C•• C••• P•••••• E•collective trust | M••••• Trust Company LLC | Public equity | $22.1M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | M••••• U•••• L••• D••••••• P•••••••collective trust | M••••• Trust Company LLC | Fixed income | $11.1M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | M••••• N••••• C••• E••••• P••••••••collective trust | M••••• Trust Company LLC | Public equity | $19.7M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | M••••• P•••••• L••• G••••••••• F•••collective trust | M••••• Trust Company LLC | Pooled vehicles | $27.8M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | M••••• E••••••• M•••••• E••••• P•••collective trust | M••••• Trust Company LLC | Public equity | $9.9M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | M••••• G••••• L•• V••••••••• E•••••collective trust | M••••• Trust Company LLC | Public equity | $14.8M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | M••••• O••••••••• F•••• I•••••collective trust | M••••• Trust Company LLC | Hedge / diversifiers | $8.2M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | M••••• A••••• L••• C•••••••• F••••collective trust | M••••• Trust Company LLC | Fixed income | $72.9M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | M••••• L••• S••••• F•••• I•••••collective trust | M••••• Trust Company LLC | Fixed income | $10.1M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | M••••• A••••• I••••••••• C••••• F•collective trust | M••••• Trust Company LLC | Private credit | $22.7M held | Disclosed holding | askebsa.dol.gov |
Size and funding
33 readings
Investment management fees
$436,281 (2023-12) · $468,176 (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 | 1,528 | $210M | $214M | 100.8% | $203M | n/a | n/a | n/a |
| 2023 to Dec 31, 2023 | 1,743 | $227M | $228M | 103.9% | $210M | n/a | n/a | n/a |
| 2022 to Dec 31, 2022 | 1,868 | $333M | $231M | 138.9% | $227M | n/a | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- T••••••••• R••••••••• S•••••••• codes 11 12 15 28 38 50 59 61 62 63 64 $188,124 PY2024
- M••••• I••••••••• L•• codes 51 52 $157,964 PY2024
- M••••• codes 11 17 50 $67,589 PY2024
- U.S. B••• National Association codes 21 $25,948 PY2024
- M••••• US S••••/mid Cap Eq Pf Sched. D C $5.4M PY2024
- M••••• US L•••• Cap C••• Pass Eq Pf Sched. D C $34.0M PY2024
- M••••• U•••• L••• D••••••• Pf Sched. D C $511,366 PY2024
- M••••• N••••• C••• Eq Pf Sched. D C $15.6M PY2024
- M••••• Pass L•••govt F••••income Pf Sched. D C $26.1M PY2024
- M••••• E••••••• M•••••• Eq Pf Sched. D C $6.7M PY2024
- M••••• Global Low V••••••••• Eq Pf Sched. D C $2.7M PY2024
- M••••• O••••••••• F••••income Pf Sched. D C $7.2M PY2024
- M••••• A••••• L••• Corp F••••income Sched. D C $66.1M PY2024
- M••••• L••• S••••• F•••• I••••• Pf Sched. D C $17.4M PY2024
- M••••• Act I••••••••• Fi Prt Sched. D C $20.7M PY2024
- M••••• codes 11 PY2024
- M••••• I••••••••• L•• codes 51 52 $436,281 PY2023
- T••••••••• R••••••••• S•••••••• codes 11 12 15 28 38 50 59 61 62 63 64 $272,117 PY2023
- M••••• codes 11 17 50 $208,853 PY2023
- U.S. B••• National Association codes 21 $26,385 PY2023
- M••••• US S••••/mid Cap Eq Pf Sched. D C $7.0M PY2023
- M••••• US L•••• Cap C••• Pass Eq Pf Sched. D C $23.3M PY2023
- M••••• U•••• L••• D••••••• Pf Sched. D C $9.3M PY2023
- M••••• N••••• C••• Eq Pf Sched. D C $18.4M PY2023
- M••••• Pass L•••govt F••••income Pf Sched. D C $27.1M PY2023
- M••••• Global Low V••••••••• Eq Pf Sched. D C $8.6M PY2023
- M••••• O••••••••• F••••income Pf Sched. D C $7.7M PY2023
- M••••• A••••• L••• Corp F••••income Sched. D C $68.0M PY2023
- M••••• L••• S••••• F•••• I••••• Pf Sched. D C $9.0M PY2023
- M••••• Act I••••••••• Fi Prt Sched. D C $20.3M PY2023
- M••••• E••••••• M•••••• Eq Pf Sched. D C $10.1M PY2023
- M••••• codes 11 PY2023
- M••••• I••••••••• L•• codes 51 52 $468,176 PY2022
- M••••• codes 11 17 50 $259,548 PY2022
- T••••••••• R••••••••• S•••••••• codes 11 12 15 28 38 50 59 61 62 63 64 $124,724 PY2022
- U.S. B••• National Association codes 21 $34,312 PY2022
- M••••• US S••••/mid Cap Eq Pf Sched. D C $7.4M PY2022
- M••••• US L•••• Cap C••• Pass Eq Pf Sched. D C $22.1M PY2022
- M••••• U•••• L••• D••••••• Pf Sched. D C $11.1M PY2022
- M••••• N••••• C••• Eq Pf Sched. D C $19.7M PY2022
- M••••• Pass L•••govt F••••income Pf Sched. D C $27.8M PY2022
- M••••• E••••••• M•••••• Eq Pf Sched. D C $9.9M PY2022
- M••••• Global Low V••••••••• Eq Pf Sched. D C $14.8M PY2022
- M••••• O••••••••• F••••income Pf Sched. D C $8.2M PY2022
- M••••• A••••• L••• Corp F••••income Sched. D C $72.9M PY2022
- M••••• L••• S••••• F•••• I••••• Pf Sched. D C $10.1M PY2022
- M••••• Act I••••••••• Fi Prt Sched. D C $22.7M PY2022
- M••••• codes 11 PY2022
What changed
3 events
- Jan 1, 2024Funded status changedP•••••• S•••••••• S•••••••• L•• R••••••••• P••• funded ratio 103.9% -> 100.8% (2023-01-01 to 2024-01-01)
- Jan 1, 2023Funded status changedP•••••• S•••••••• S•••••••• L•• R••••••••• P••• funded ratio 138.9% -> 103.9% (2022-01-01 to 2023-01-01)
- Jan 1, 2023Assets changedP•••••• S•••••••• S•••••••• L•• R••••••••• P••• plan assets $333M -> $227M (-31.8%, 2022-01-01 to 2023-01-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 831623694-001
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.