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AllocatorsPlancorporate pension<100m

Ashland Community Hospital Retirement Plan

Allocators

Medford, OR

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Search this name across graphsid dfx:al:185cf9c2-74c5-4137-9492-4c30788928fd

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, 5:20 PM UTC and rebuilt at most every 15 minutes.

Relationships: 5
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: $30.7Mlatest reading; see basis
Assets as of: Jun 30, 2025
Assets basis: REPORTED
Funded ratio: 105%
Participants: 251
Commitments: 10with an amount; holdings are counted apart
Managers: 1
Funds: 5
Re-ups: 0
First-time managers: 0
Latest commitment: Jun 30, 2024
Consultants: 0
Private markets target, %: 0latest policy, percent of assets
Private equity target, %: 0latest policy, percent of assets
Latest policy: Jun 30, 2025
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
TA Interm Horizon Strat Alloc	Transamerica Financial Life Insuran	Pooled vehicle	$11,554	Jun 30, 2024	Separate account	Dol form 5500 pension
TA Interm Horizon Strat Alloc	Transamerica Financial Life Insuran	Pooled vehicle	$9,165	Jun 30, 2023	Separate account	Dol form 5500 pension
TA Intermediate Long Strat Alloc	Transamerica Financial Life Insuran	Pooled vehicle	$5,139	Jun 30, 2023	Separate account	Dol form 5500 pension
TA Money Market Fund	Transamerica Financial Life Insuran	cash	$2,780	Jun 30, 2024	Separate account	Dol form 5500 pension
TA Money Market Fund	Transamerica Financial Life Insuran	cash	$2,646	Jun 30, 2023	Separate account	Dol form 5500 pension
TA Intermediate Long Strat Alloc	Transamerica Financial Life Insuran	Pooled vehicle	$2,171	Jun 30, 2024	Separate account	Dol form 5500 pension
TA Neuberger Berman Soc Responsive	Transamerica Financial Life Insuran	Pooled vehicle	$1,952	Jun 30, 2024	Separate account	Dol form 5500 pension
TA Neuberger Berman Soc Responsive	Transamerica Financial Life Insuran	Pooled vehicle	$1,524	Jun 30, 2023	Separate account	Dol form 5500 pension
TA Short Horizon Strat Alloc	Transamerica Financial Life Insuran	Pooled vehicle	$348	Jun 30, 2024	Separate account	Dol form 5500 pension
TA Short Horizon Strat Alloc	Transamerica Financial Life Insuran	Pooled vehicle	$331	Jun 30, 2023	Separate account	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; 12 rows folded into 4

Bucket	Target %	Range low	Range high	Actual %	Actual	Period end	Basis
Non-interest-bearing cash	n/a	n/a	n/a	1	$399,306	Jun 30, 2025	Derived
Corporate debt instruments (other)	n/a	n/a	n/a	80	$24.7M	Jun 30, 2025	Derived
Other investments	n/a	n/a	n/a	7	$2.1M	Jun 30, 2025	Derived
Registered investment companies	n/a	n/a	n/a	10	$3.2M	Jun 30, 2025	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
ASI Wealth Management & Consulting Services	Pension consultant	Jul 1, 2023	Jun 30, 2024	no	fact	Dol form 5500 pension
FID Mgmt Trust Co	actuary	Jul 1, 2023	Jun 30, 2024	no	fact	Dol form 5500 pension
MG Trust Company DBA Matrix Trust	actuary	Jul 1, 2022	Jun 30, 2023	no	fact	Dol form 5500 pension
Fidelity Investments	actuary	Jul 1, 2022	Jun 30, 2023	no	fact	Dol form 5500 pension

Relationships

Sponsors (1)

← AsantePlan sponsorPlan sponsor
Jul 1, 2022 to presentfactForm 5500

Advised by (4)

→ MG Trust Company DBA Matrix TrustInvestment consultantactuary
Jul 1, 2022 to Jun 30, 2023factForm 5500
→ Fidelity InvestmentsInvestment consultantactuary
Jul 1, 2022 to Jun 30, 2023factForm 5500
→ ASI Wealth Management & Consulting ServicesInvestment consultantPension consultant
Jul 1, 2023 to Jun 30, 2024factForm 5500
→ FID Mgmt Trust CoInvestment consultantactuary
Jul 1, 2023 to Jun 30, 2024factForm 5500

Dated events

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

Occurred
Dec 31, 2024
Consultant changed
Advisory Services & Investments no longer appears on Ashland Community Hospital Retirement Plan's Schedule C as pension consultant (plan year 2024 vs 2023)
ASI Wealth Management & Consulting Services Form 5500observed 6 days ago
Occurred
Dec 31, 2023
Consultant changed
FID Inv Inst Ops Co appears on Ashland Community Hospital Retirement Plan's Schedule C as pension consultant (plan year 2023 vs 2022)
FID Mgmt Trust Co Form 5500observed 6 days ago
Occurred
Dec 31, 2023
Consultant changed
Advisory Services & Investments appears on Ashland Community Hospital Retirement Plan's Schedule C as pension consultant (plan year 2023 vs 2022)
ASI Wealth Management & Consulting Services Form 5500observed 6 days ago

Show 2 bookkeeping events

Occurred
Jul 1, 2024
Ashland Community Hospital Retirement Plan funded ratio 99.2% -> 105.0% (2023-07-01 to 2024-07-01)
Occurred
Jul 1, 2023
Ashland Community Hospital Retirement Plan funded ratio 94.7% -> 99.2% (2022-07-01 to 2023-07-01)

Provenance

Graph: Allocators
Canonical id: dfx:al:185cf9c2-74c5-4137-9492-4c30788928fd
First observed: Sep 15, 2026
Last observed: Sep 15, 2026 6 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.