DFX Intelligence

Allocator Intelligence

The names on this page are hidden. Create a free account to reveal 5 records a month, or get Allocator Intelligence at $299 a month for every name. Every figure, date and source on this page is public either way.

Foundation

H•••• C• T•••••• E•••••

FoundationAllentown, PA
Assets
$126M
Total assets, Mar 31, 2025 reported
Funded
n/a
not filed
Private markets target
n/a
no policy read
Commitments
15
none on the tape
Allocation policy
No allocation policy has been read for this allocator yet. Public systems get theirs from the ACFR; corporate plans from the sponsor’s 10-K; plans from Schedule H lines.
Consultants and advisers
No adviser relationship is on the tape for this allocator. Public systems name theirs in the ACFR; plans list them on Schedule C.
People
1 roles
Manager roster
No manager relationship is on the tape for this allocator.
Commitments
15 rows, 0 dated closings
Disclosed holdings (from the plan’s performance or holdings report, as of the report date)
DateFundManagerBucketAmountVintageStatusSource
as of Mar 31, 2025S•• C••• F•••• I••••• F•••SEI Core Fixed IncomeFixed income$18.8M heldDisclosed holdingapps.irs.gov
as of Mar 31, 2025S•• D•••••• A•••• A••••••••• F•••SEI Dynamic Asset AllocationPrivate equity$7.3M heldDisclosed holdingapps.irs.gov
as of Mar 31, 2025S•• E••••••• M•••••• D••• F•••SEI Emerging Markets DebtPrivate credit$4.4M heldDisclosed holdingapps.irs.gov
as of Mar 31, 2025S•• G••••• M•••••• V••••••••• F•••SEI Global Managed VolatilityPrivate equity$6.2M heldDisclosed holdingapps.irs.gov
as of Mar 31, 2025S•• M•••• A•••• R••• R••••• F•••SEI Multi Asset Real ReturnReal assets$6.0M heldDisclosed holdingapps.irs.gov
as of Mar 31, 2025S•• S•••• C•• I• F••• A•SEI Small CapPublic equity$2.7M heldDisclosed holdingapps.irs.gov
as of Mar 31, 2025S•• S•••••• S••••••••• F•••SEI Special SituationsPrivate credit$7.6M heldDisclosed holdingapps.irs.gov
as of Mar 31, 2025S•• S••••••••• C••••• F•••SEI Structured CreditPrivate credit$7.6M heldDisclosed holdingapps.irs.gov
as of Mar 31, 2025S•• W•••• E••••• E•••• F•••SEI World Equity Ex USPublic equity$25.3M heldDisclosed holdingapps.irs.gov
as of Mar 31, 2025S•• C••• P••••••• F•••SEI Core PropertyReal estate$10.3M heldDisclosed holdingapps.irs.gov
as of Mar 31, 2025S•• G•• I•• P•••••• E••••• F•••SEI Gpa Private EquityPrivate equity$3.5M heldDisclosed holdingapps.irs.gov
as of Mar 31, 2025S•• G•• I• P•••••• E••••• F•••SEI Gpa Private EquityPrivate equity$5.4M heldDisclosed holdingapps.irs.gov
as of Mar 31, 2025S•• U• E••••• F••• A••••S•• U• E••••• F••• A••••Public equity$10.2M heldDisclosed holdingapps.irs.gov
as of Mar 31, 2025S•• D•••• I••••• G••••••••• F•••SEI Daily Income GovernmentFixed income$285,264 heldDisclosed holdingapps.irs.gov
as of Mar 31, 2025S•• V•••• F•••SEI VistaPrivate equity$7.6M heldDisclosed holdingapps.irs.gov
Size and funding
3 readings
Total assets
$154M Mar 31, 2025 reported IRS 990
$126M (2025-03)
Income
$18.9M Mar 31, 2025 reported IRS BMF
What changed
No dated events yet.
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN 231162215
Cross-graph: family office graph (shared ein)
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.