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AllocatorsPlancorporate pension100m-1b

Revised Pension Plan for Employees of Pennsylvania National Mutual Casualty Insurance Company and Its Affiliated Companies

Allocators

Harrisburg, PA

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Search this name across graphsid dfx:al:12efdbf9-35b5-471e-8375-5d619caa15d6

Data as of Sep 15, 2026 (this record's last observation) from Government tapes; SEC filings; What the plans publish; Pending. Page built Sep 21, 2026, 11:40 AM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 5
On other graphs: 0
Observed: Sep 15, 2026 to Sep 15, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Total assets: $212Mlatest reading; see basis
Assets as of: Dec 31, 2024
Assets basis: REPORTED
Funded ratio: 103%
Participants: 1,127
Commitments: 12with an amount; holdings are counted apart
Managers: 1
Funds: 4
Re-ups: 0
First-time managers: 0
Latest commitment: Dec 31, 2024
Consultants: 0
Private markets target, %: 0latest policy, percent of assets
Private equity target, %: 0latest policy, percent of assets
Latest policy: Dec 31, 2024
People: 0

Holdings (a value, never a commitment)

a Schedule D plan interest or a 990-PF other investment: a value on a date, never an approval

Vehicle	Manager	Bucket	Value	As of	Kind	Source
Conning US Credit(5-15 Maturity)	Conning Collective Investment Trust	Private credit	$87.8M	Dec 31, 2024	Collective trust	Dol form 5500 pension
Conning US Credit(5-15 Maturity)	Conning Collective Investment Trust	Private credit	$83.5M	Dec 31, 2023	Collective trust	Dol form 5500 pension
Conning US Credit(5-15 Maturity)	Conning Collective Investment Trust	Private credit	$70.8M	Dec 31, 2022	Collective trust	Dol form 5500 pension
Conning US Credit(15-25 Maturity)	Conning Collective Investment Trust	Private credit	$64.1M	Dec 31, 2023	Collective trust	Dol form 5500 pension
Conning US Credit(15-25 Maturity)	Conning Collective Investment Trust	Private credit	$52.8M	Dec 31, 2022	Collective trust	Dol form 5500 pension
Conning US Credit(15-25 Maturity)	Conning Collective Investment Trust	Private credit	$51.0M	Dec 31, 2024	Collective trust	Dol form 5500 pension
Conning US Credit(over 25 Maturity)	Conning Collective Investment Trust	Private credit	$44.9M	Dec 31, 2022	Collective trust	Dol form 5500 pension
Conning US Credit(over 25 Maturity)	Conning Collective Investment Trust	Private credit	$41.1M	Dec 31, 2023	Collective trust	Dol form 5500 pension
Conning US Credit(over 25 Maturity)	Conning Collective Investment Trust	Private credit	$33.4M	Dec 31, 2024	Collective trust	Dol form 5500 pension
Conning US Long Credit Collective	Conning Collective Investment Trust	Private credit	$25.5M	Dec 31, 2022	Collective trust	Dol form 5500 pension
Conning US Long Credit Collective	Conning Collective Investment Trust	Private credit	$16.1M	Dec 31, 2023	Collective trust	Dol form 5500 pension
Conning US Long Credit Collective	Conning Collective Investment Trust	Private credit	$15.0M	Dec 31, 2024	Collective trust	Dol form 5500 pension

Policy targets, latest period

the latest period this plan published, every item quoted from its own report; a target is never an actual; 14 rows folded into 5

Bucket	Target %	Range low	Range high	Actual %	Actual	Period end	Basis
Interest-bearing cash	n/a	n/a	n/a	1	$2.0M	Dec 31, 2024	Derived
Non-interest-bearing cash	n/a	n/a	n/a	0	$1,914	Dec 31, 2024	Derived
Common/collective trusts	n/a	n/a	n/a	88	$187M	Dec 31, 2024	Derived
Common stock	n/a	n/a	n/a	11	$22.9M	Dec 31, 2024	Derived
Real estate (other than employer real property)	n/a	n/a	n/a	0	$2,018	Dec 31, 2024	Derived

Consultants

Form 5500 Schedule C, Form ADV and the plan's own reports; a Schedule C relationship is current for 24 months after the plan year end

Consultant	Role	From	To	Current	Evidence	Source
M&t Bank	trustee	Jan 1, 2024	Dec 31, 2024	no	fact	Dol form 5500 pension
Conning Asset Management	Investment adviser	Jan 1, 2022	Dec 31, 2022	no	fact	Dol form 5500 pension
Fifth Third Bank	trustee	Jan 1, 2022	Dec 31, 2022	no	fact	Dol form 5500 pension
Conrad Siegel	actuary	Jan 1, 2022	Dec 31, 2022	no	fact	Dol form 5500 pension

Managers

managers this plan names on Schedule C or in its reports; a manager here is a reference node keyed to the private equity, venture and real estate fund graphs, never a new identity

Manager	Mandate	From	To	Current	Evidence
Federated Hermes Inc.	Investment management	Jan 1, 2022	Dec 31, 2022	no	fact

Relationships

Sponsors (1)

← Pennsylvania National Mutual Casualty Insurance CompanyPlan sponsorPlan sponsor
Jan 1, 2022 to presentfactForm 5500

Advised by (4)

→ Conning Asset ManagementInvestment consultantInvestment adviser
Jan 1, 2022 to Dec 31, 2022factForm 5500
→ Fifth Third BankInvestment consultanttrustee
Jan 1, 2022 to Dec 31, 2022factForm 5500
→ Conrad SiegelInvestment consultantactuary
Jan 1, 2022 to Dec 31, 2022factForm 5500
→ M&t BankInvestment consultanttrustee
Jan 1, 2024 to Dec 31, 2024factForm 5500

Manages for (1)

← Federated Hermes Inc.Manager with allocator capitalInvestment management
Jan 1, 2022 to Dec 31, 2022factForm 5500

Dated events

3 bookkeeping events (roster, classification and holdings changes) folded below

Occurred
Dec 31, 2024
Consultant changed
Manufacturers and Trust Co appears on Revised Pension Plan for Employees of Pennsylvania National Mutual Casualty Insurance Company and Its Affiliated Companies's Schedule C as investment adviser (plan) (plan year 2024 vs 2023)
M&t Bank Form 5500observed 6 days ago
Occurred
Dec 31, 2023
Consultant changed
Conrad Siegel appears on Revised Pension Plan for Employees of Pennsylvania National Mutual Casualty Insurance Company and Its Affiliated Companies's Schedule C as pension consultant (plan year 2023 vs 2022)
Conrad Siegel Form 5500observed 6 days ago

Show 3 bookkeeping events

Occurred
Jan 1, 2024
Revised Pension Plan for Employees of Pennsylvania National Mutual Casualty Insurance Company and Its Affiliated Companies funded ratio 100.0% -> 102.6% (2023-01-01 to 2024-01-01)
Occurred
Jan 1, 2023
Revised Pension Plan for Employees of Pennsylvania National Mutual Casualty Insurance Company and Its Affiliated Companies funded ratio 118.8% -> 100.0% (2022-01-01 to 2023-01-01)
Occurred
Jan 1, 2023
Revised Pension Plan for Employees of Pennsylvania National Mutual Casualty Insurance Company and Its Affiliated Companies plan assets $279M -> $208M (-25.6%, 2022-01-01 to 2023-01-01)

Provenance

Graph: Allocators
Canonical id: dfx:al:12efdbf9-35b5-471e-8375-5d619caa15d6
First observed: Sep 15, 2026
Last observed: Sep 15, 2026 5 days ago
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.