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AllocatorsPlancorporate pension<100m

Geisinger Consolidated Pension Plan

Allocators

Danville, PA

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Search this name across graphsid dfx:al:5da6134e-2f23-403a-bd3f-71217f193e4d

Data as of Sep 15, 2026 (this record's last observation) from Government tapes; SEC filings; What the plans publish; Pending. Page built Sep 19, 2026, 8:27 PM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 6
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: $3.6Mlatest reading; see basis
Assets as of: Jun 30, 2024
Assets basis: REPORTED
Funded ratio: 127%
Participants: 1,732
Commitments: 7with an amount; holdings are counted apart
Managers: 3
Funds: 6
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, 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
5-20 Yr US High Quality Corp Bond N	State Street Global Advisors Trust	Fixed income	$51.7M	Jun 30, 2023	Collective trust	Dol form 5500 pension
3-10 Year U.S. Treasury Indx Nl Fd	State Street Global Advisors Trust Company	Fixed income	$20.0M	Jun 30, 2023	Collective trust	Dol form 5500 pension
20 Yr US High Quality Corp Bond Nl	State Street Global Advisors Trust	Fixed income	$13.6M	Jun 30, 2023	Collective trust	Dol form 5500 pension
Long US Credit Indx Nl Fund	State Street Global Advisors Trust Company	Private credit	$10.8M	Jun 30, 2023	Collective trust	Dol form 5500 pension
Ssga Long US Treasury Index Nl Fund	State Street Global Advisors Trust Company	Fixed income	$5.2M	Jun 30, 2023	Collective trust	Dol form 5500 pension
NT Collective Govt Short Term Invt	Northern Trust Investments, Inc.	cash	$3.6M	Jun 30, 2024	Collective trust	Dol form 5500 pension
NT Collective Govt Short Term Invt	Northern Trust Investments, Inc.	cash	$116,023	Jun 30, 2023	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; 3 rows folded into 1

Bucket	Target %	Range low	Range high	Actual %	Actual	Period end	Basis
Common/collective trusts	n/a	n/a	n/a	100	$3.6M	Jun 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
Cbiz Ris	actuary	Jul 1, 2022	Jun 30, 2023	no	fact	Dol form 5500 pension
State Street Global Advisors	custodian	Jul 1, 2022	Jun 30, 2023	no	fact	Dol form 5500 pension
Northern Trust Co.	trustee	Jul 1, 2022	Jun 30, 2023	no	fact	Dol form 5500 pension
Cbiz	actuary	Jul 1, 2022	Jun 30, 2023	no	fact	Dol form 5500 pension

Relationships

Sponsors (1)

← Geisinger System ServicesPlan sponsorPlan sponsor
Jul 1, 2022 to presentfactForm 5500

Advised by (4)

→ Cbiz RisInvestment consultantactuary
Jul 1, 2022 to Jun 30, 2023factForm 5500
→ State Street Global AdvisorsInvestment consultantcustodian
Jul 1, 2022 to Jun 30, 2023factForm 5500
→ Northern Trust Co.Investment consultanttrustee
Jul 1, 2022 to Jun 30, 2023factForm 5500
→ CbizInvestment consultantactuary
Jul 1, 2022 to Jun 30, 2023factForm 5500

Dated events

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

Occurred
Jun 30, 2024
Holding in a pooled vehicle ended
Geisinger Consolidated Pension Plan no longer reports 20 Yr US High Quality Corp Bond Nl (State Street Global Advisors Trust) (last held $14M at 2023-06-30; absent from the 2024-06-30 filing)
State Street Global Advisors Trust Form 5500observed 4 days ago
$13.6M
Occurred
Jun 30, 2024
Holding in a pooled vehicle ended
Geisinger Consolidated Pension Plan no longer reports Long US Credit Indx Nl Fund (State Street - Russell 2000) (last held $11M at 2023-06-30; absent from the 2024-06-30 filing)
State Street Global Advisors Trust Company Form 5500observed 4 days ago
$10.8M
Occurred
Jun 30, 2024
Holding in a pooled vehicle ended
Geisinger Consolidated Pension Plan no longer reports 5-20 Yr US High Quality Corp Bond N (State Street Global Advisors Trust) (last held $52M at 2023-06-30; absent from the 2024-06-30 filing)
State Street Global Advisors Trust Form 5500observed 4 days ago
$51.7M
Occurred
Jun 30, 2024
Holding in a pooled vehicle ended
Geisinger Consolidated Pension Plan no longer reports 3-10 Year U.S. Treasury Indx Nl Fd (State Street - Russell 2000) (last held $20M at 2023-06-30; absent from the 2024-06-30 filing)
State Street Global Advisors Trust Company Form 5500observed 4 days ago
$20.0M
Occurred
Jun 30, 2024
Holding in a pooled vehicle ended
Geisinger Consolidated Pension Plan no longer reports Ssga Long US Treasury Index Nl Fund (State Street - Russell 2000) (last held $5M at 2023-06-30; absent from the 2024-06-30 filing)
State Street Global Advisors Trust Company Form 5500observed 4 days ago
$5.2M

Show 1 bookkeeping events

Occurred
Jun 30, 2024
Geisinger Consolidated Pension Plan total assets $102M -> $4M (-96.5%, 2023-06-30 to 2024-06-30)

Provenance

Graph: Allocators
Canonical id: dfx:al:5da6134e-2f23-403a-bd3f-71217f193e4d
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.