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AllocatorsPlancorporate pension100m-1b

Penske Cash Balance Benefit Plan

Allocators

Reading, PA

This is the graph view. The full profile, with its team, deals and sources, is on Allocators.Open the full profile →

Search this name across graphsid dfx:al:153a27bb-e683-42cd-934a-44f8d4f2fac2

Data as of Sep 15, 2026 (this record's last observation) from Government tapes; SEC filings; What the plans publish; Pending. Page built Sep 18, 2026, 9:59 PM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 4
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: $668Mlatest reading; see basis
Assets as of: Dec 31, 2024
Assets basis: REPORTED
Funded ratio: 97%
Participants: 31,544
Commitments: 6with an amount; holdings are counted apart
Managers: 2
Funds: 3
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
SEI Structured Credit Collective Fd	SEI Structrued Credit Collective Fd	Private credit	$23.9M	Dec 31, 2024	Collective trust	Dol form 5500 pension
SEI Special Situations Collective	n/a	Private credit	$21.1M	Dec 31, 2024	Collective trust	Dol form 5500 pension
SEI Structured Credit Collective Fd	SEI Structrued Credit Collective Fd	Private credit	$20.0M	Dec 31, 2023	Collective trust	Dol form 5500 pension
SEI Special Situations Collective	n/a	Private credit	$17.9M	Dec 31, 2023	Collective trust	Dol form 5500 pension
SEI Core Property Collective Inv Tr	SEI Core Property Collective Fund	Real estate	$16.8M	Dec 31, 2023	Collective trust	Dol form 5500 pension
SEI Core Property Collective Inv Tr	SEI Core Property Collective Fund	Real estate	$15.9M	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; 7 rows folded into 3

Bucket	Target %	Range low	Range high	Actual %	Actual	Period end	Basis
Non-interest-bearing cash	n/a	n/a	n/a	1	$7.4M	Dec 31, 2024	Derived
Common/collective trusts	n/a	n/a	n/a	9	$60.8M	Dec 31, 2024	Derived
Registered investment companies	n/a	n/a	n/a	90	$599M	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
Transamerica Retirement Solutions	actuary	Jan 1, 2022	Dec 31, 2022	no	fact	Dol form 5500 pension
Mercer Investment Consulting, Inc.	Pension consultant	Jan 1, 2022	Dec 31, 2022	no	fact	Dol form 5500 pension
Willis Towers Watson US LLC	actuary	Jan 1, 2022	Dec 31, 2022	no	fact	Dol form 5500 pension
SEI Investments Company	Pension consultant	Jan 1, 2022	Dec 31, 2022	no	fact	Dol form 5500 pension

Relationships

Sponsors (1)

← Penske Truck Leasing Co., LPPlan sponsorPlan sponsor
Jan 1, 2022 to presentfactForm 5500

Advised by (4)

→ Transamerica Retirement SolutionsInvestment consultantactuary
Jan 1, 2022 to Dec 31, 2022factForm 5500
→ Mercer Investment Consulting, Inc.Investment consultantPension consultant
Jan 1, 2022 to Dec 31, 2022factForm 5500
→ Willis Towers Watson US LLCInvestment consultantactuary
Jan 1, 2022 to Dec 31, 2022factForm 5500
→ SEI Investments CompanyInvestment consultantPension consultant
Jan 1, 2022 to Dec 31, 2022factForm 5500

Dated events

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

Occurred
Dec 31, 2024
Consultant changed
SEI Investments no longer appears on Penske Cash Balance Benefit Plan's Schedule C as pension consultant (plan year 2024 vs 2023)
SEI Investments Company Form 5500observed 3 days ago
Occurred
Dec 31, 2024
Consultant changed
Mercer Investment Consulting Inc. no longer appears on Penske Cash Balance Benefit Plan's Schedule C as pension consultant (plan year 2024 vs 2023)
Mercer Investment Consulting, Inc.Form 5500observed 3 days ago
Occurred
Dec 31, 2024
Manager relationship ended
Transamerica Retirement Solutions no longer appears on Penske Cash Balance Benefit Plan's Schedule C as investment manager (plan year 2024 vs 2023)
Transamerica Retirement Solutions Form 5500observed 3 days ago

Show 1 bookkeeping events

Occurred
Jan 1, 2023
Penske Cash Balance Benefit Plan funded ratio 113.6% -> 97.5% (2022-01-01 to 2023-01-01)

Provenance

Graph: Allocators
Canonical id: dfx:al:153a27bb-e683-42cd-934a-44f8d4f2fac2
First observed: Sep 15, 2026
Last observed: Sep 15, 2026 3 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.

Penske Cash Balance Benefit Plan

Allocators

Reading, PA

This is the graph view. The full profile, with its team, deals and sources, is on Allocators.Open the full profile →

Search this name across graphsid dfx:al:153a27bb-e683-42cd-934a-44f8d4f2fac2

Vehicle

Manager

Bucket

Value

As of

Kind

Source

SEI Structured Credit Collective Fd

SEI Structrued Credit Collective Fd

Private credit

$23.9M

Dec 31, 2024

Collective trust

Dol form 5500 pension

SEI Special Situations Collective

n/a

Private credit

$21.1M

Dec 31, 2024

Collective trust

Dol form 5500 pension

SEI Structured Credit Collective Fd

SEI Structrued Credit Collective Fd

Private credit

$20.0M

Dec 31, 2023

Collective trust

Dol form 5500 pension

SEI Special Situations Collective

n/a

Private credit

$17.9M

Dec 31, 2023

Collective trust

Dol form 5500 pension

SEI Core Property Collective Inv Tr

SEI Core Property Collective Fund

Real estate

$16.8M

Dec 31, 2023

Collective trust

Dol form 5500 pension

SEI Core Property Collective Inv Tr

SEI Core Property Collective Fund

Real estate

$15.9M

Dec 31, 2024

Collective trust

Dol form 5500 pension

Bucket

Target %

Range low

Range high

Actual %

Actual

Period end

Basis

Non-interest-bearing cash

n/a

$7.4M

Dec 31, 2024

Derived

Common/collective trusts

n/a

$60.8M

Dec 31, 2024

Derived

Registered investment companies

n/a

$599M

Dec 31, 2024

Derived

Consultant

Role

From

Current

Evidence

Source

Transamerica Retirement Solutions

actuary

Jan 1, 2022

Dec 31, 2022

fact

Dol form 5500 pension

Mercer Investment Consulting, Inc.

Pension consultant

Jan 1, 2022

Dec 31, 2022

fact

Dol form 5500 pension

Willis Towers Watson US LLC

actuary

Jan 1, 2022

Dec 31, 2022

fact

Dol form 5500 pension

SEI Investments Company

Pension consultant

Jan 1, 2022

Dec 31, 2022

fact

Dol form 5500 pension