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AllocatorsPlancorporate pension1b-10b

Erie Insurance Group Retirement Plan for Employees

Allocators

Erie, PA

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Search this name across graphsid dfx:al:17f6fbbe-067b-4cec-820f-6c68b23bcca0

Data as of Sep 15, 2026 (this record's last observation) from Government tapes; SEC filings; What the plans publish; Pending. Page built Sep 20, 2026, 7:24 AM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 1
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: $1.0Blatest reading; see basis
Assets as of: Dec 30, 2024
Assets basis: REPORTED
Funded ratio: 128%
Participants: 9,616
Commitments: 10with an amount; holdings are counted apart
Managers: 1
Funds: 5
Re-ups: 0
First-time managers: 0
Latest commitment: Dec 30, 2024
Consultants: 0
Private markets target, %: 0latest policy, percent of assets
Private equity target, %: 0latest policy, percent of assets
Latest policy: Dec 30, 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
Fiam Long U.S. Treasury Strips Inde	Fidelity Institutional Asset Mgmt	Fixed income	$369M	Dec 30, 2024	Collective trust	Dol form 5500 pension
Fiam Long U.S. Treasury Strips Inde	Fidelity Institutional Asset Mgmt	Fixed income	$325M	Dec 30, 2023	Collective trust	Dol form 5500 pension
Fiam Long Duration Commingled Pool	Fidelity Institutional Asset Mgmt	Fixed income	$260M	Dec 30, 2024	Collective trust	Dol form 5500 pension
Fiam Long Duration Commingled Pool	Fidelity Institutional Asset Mgmt	Fixed income	$216M	Dec 30, 2023	Collective trust	Dol form 5500 pension
Fiam Emerging Markets Commingled Po	Fidelity Institutional Asset Mgmt	Public equity	$35.6M	Dec 30, 2023	Collective trust	Dol form 5500 pension
Fiam Emerging Markets Commingled Po	Fidelity Institutional Asset Mgmt	Public equity	$28.1M	Dec 30, 2024	Collective trust	Dol form 5500 pension
Fiam Select International Small Cap	Fidelity Institutional Asset Mgmt	Public equity	$20.3M	Dec 30, 2023	Collective trust	Dol form 5500 pension
Fiam Small Cap Core Pool	Fidelity Institutional Asset Mgmt	Public equity	$16.4M	Dec 30, 2023	Collective trust	Dol form 5500 pension
Fiam Select International Small Cap	Fidelity Institutional Asset Mgmt	Public equity	$16.2M	Dec 30, 2024	Collective trust	Dol form 5500 pension
Fiam Small Cap Core Pool	Fidelity Institutional Asset Mgmt	Public equity	$10.4M	Dec 30, 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; 8 rows folded into 4

Bucket	Target %	Range low	Range high	Actual %	Actual	Period end	Basis
Interest-bearing cash	n/a	n/a	n/a	1	$13.9M	Dec 30, 2024	Derived
Common/collective trusts	n/a	n/a	n/a	66	$684M	Dec 30, 2024	Derived
Registered investment companies	n/a	n/a	n/a	20	$205M	Dec 30, 2024	Derived
Common stock	n/a	n/a	n/a	9	$95.8M	Dec 30, 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
Willis Towers Watson US LLC	actuary	Dec 31, 2022	Dec 30, 2023	no	fact	Dol form 5500 pension

Relationships

Sponsors (1)

← Erie Indemnity CompanyPlan sponsorPlan sponsor
Dec 31, 2022 to presentfactForm 5500

Advised by (1)

→ Willis Towers Watson US LLCInvestment consultantactuary
Dec 31, 2022 to Dec 30, 2023factForm 5500

Dated events

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

Show 1 bookkeeping events

Occurred
Dec 31, 2023
Erie Insurance Group Retirement Plan for Employees plan assets $921M -> $1.0B (+11.8%, 2022-12-31 to 2023-12-31)

Provenance

Graph: Allocators
Canonical id: dfx:al:17f6fbbe-067b-4cec-820f-6c68b23bcca0
First observed: Sep 15, 2026
Last observed: Sep 15, 2026 4 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.