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AllocatorsPlancorporate pension100m-1b

Parkview Health System, Inc. Employees Pension Plan

Allocators

Fort Wayne, IN

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:716f1e67-10b7-4b22-ac76-77dba67501ad

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, 5:03 AM UTC and rebuilt at most every 15 minutes.

Relationships: 11
Dated events: 9
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: $469Mlatest reading; see basis
Assets as of: Dec 31, 2024
Assets basis: REPORTED
Funded ratio: 95%
Participants: 4,368
Commitments: 0with an amount; holdings are counted apart
Managers: 0
Funds: 0
Re-ups: 0
First-time managers: 0
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

Policy targets, latest period

the latest period this plan published, every item quoted from its own report; a target is never an actual; 15 rows folded into 5

Bucket	Target %	Range low	Range high	Actual %	Actual	Period end	Basis
Non-interest-bearing cash	n/a	n/a	n/a	0	$2.3M	Dec 31, 2024	Derived
Insurance company general account	n/a	n/a	n/a	0	$1.9M	Dec 31, 2024	Derived
Registered investment companies	n/a	n/a	n/a	76	$355M	Dec 31, 2024	Derived
Common stock	n/a	n/a	n/a	15	$70.6M	Dec 31, 2024	Derived
Real estate (other than employer real property)	n/a	n/a	n/a	4	$21.0M	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
Highland Associates, Inc.	General consultant	Jan 1, 2022	Dec 31, 2022	no	fact	Dol form 5500 pension
Buck Global, LLC	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
Pacific Investment Management Co Ll	Investment management	Jan 1, 2023	Dec 31, 2023	no	fact
Epoch Investment Management Co LLC	Investment management	Jan 1, 2023	Dec 31, 2023	no	fact
First Republic Bank	Investment management	Jan 1, 2022	Dec 31, 2022	no	fact
Sterling Capital Management LLC	Investment management	Jan 1, 2022	Dec 31, 2022	no	fact
PNC Capital Advisors	Investment management	Jan 1, 2022	Dec 31, 2022	no	fact
Wellington Trust Company	Investment management	Jan 1, 2022	Dec 31, 2022	no	fact
Walter Scott & Partners Ltd	Investment management	Jan 1, 2022	Dec 31, 2022	no	fact
UBS Trumbull	Investment management	Jan 1, 2022	Dec 31, 2022	no	fact

Relationships

Sponsors (1)

← Parkview Health System, Inc.Plan sponsorPlan sponsor
Jan 1, 2022 to presentfactForm 5500

Advised by (2)

→ Highland Associates, Inc.Investment consultantGeneral consultant
Jan 1, 2022 to Dec 31, 2022factForm 5500
→ Buck Global, LLCInvestment consultantactuary
Jan 1, 2022 to Dec 31, 2022factForm 5500

Manages for (8)

← UBS TrumbullManager with allocator capitalInvestment management
Jan 1, 2022 to Dec 31, 2022factForm 5500
← First Republic BankManager with allocator capitalInvestment management
Jan 1, 2022 to Dec 31, 2022factForm 5500
← Sterling Capital Management LLCInvestment consultantInvestment management
Jan 1, 2022 to Dec 31, 2022factForm 5500
← PNC Capital AdvisorsManager with allocator capitalInvestment management
Jan 1, 2022 to Dec 31, 2022factForm 5500
← Wellington Trust CompanyInvestment consultantInvestment management
Jan 1, 2022 to Dec 31, 2022factForm 5500
← Walter Scott & Partners LtdInvestment consultantInvestment management
Jan 1, 2022 to Dec 31, 2022factForm 5500
← Epoch Investment Management Co LLCManager with allocator capitalInvestment management
Jan 1, 2023 to Dec 31, 2023factForm 5500
← Pacific Investment Management Co LlManager with allocator capitalInvestment management
Jan 1, 2023 to Dec 31, 2023factForm 5500

Dated events

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

Occurred
Dec 31, 2024
Consultant changed
Highland Associates, Inc. no longer appears on Parkview Health System, Inc. Employees Pension Plan's Schedule C as general consultant (plan year 2024 vs 2023)
Highland Associates, Inc.Form 5500observed 5 days ago
Occurred
Dec 31, 2024
Manager relationship ended
First Republic Bank no longer appears on Parkview Health System, Inc. Employees Pension Plan's Schedule C as investment manager (plan year 2024 vs 2023)
First Republic Bank Form 5500observed 5 days ago
Occurred
Dec 31, 2023
Manager relationship started
Rreef America Reit II, Inc appears on Parkview Health System, Inc. Employees Pension Plan's Schedule C as investment manager (plan year 2023 vs 2022)
Rreef America Reit II, Inc.Form 5500observed 5 days ago
Occurred
Dec 31, 2023
Manager relationship started
Pacific Investment Management Co Ll appears on Parkview Health System, Inc. Employees Pension Plan's Schedule C as investment manager (plan year 2023 vs 2022)
Pacific Investment Management Co Ll Form 5500observed 5 days ago
Occurred
Dec 31, 2023
Manager relationship started
Epoch Investment Management Co LLC appears on Parkview Health System, Inc. Employees Pension Plan's Schedule C as investment manager (plan year 2023 vs 2022)
Epoch Investment Management Co LLC Form 5500observed 5 days ago
Occurred
Dec 31, 2023
Manager relationship ended
Sterling Capital Management no longer appears on Parkview Health System, Inc. Employees Pension Plan's Schedule C as investment manager (plan year 2023 vs 2022)
Sterling Capital Management LLC Form 5500observed 5 days ago

Show 3 bookkeeping events

Occurred
Dec 31, 2023
Parkview Health System, Inc. Employees Pension Plan total assets $408M -> $449M (+10.1%, 2022-12-31 to 2023-12-31)
Occurred
Jan 1, 2023
Parkview Health System, Inc. Employees Pension Plan funded ratio 109.9% -> 95.6% (2022-01-01 to 2023-01-01)
Occurred
Jan 1, 2023
Parkview Health System, Inc. Employees Pension Plan plan assets $481M -> $396M (-17.8%, 2022-01-01 to 2023-01-01)

Provenance

Graph: Allocators
Canonical id: dfx:al:716f1e67-10b7-4b22-ac76-77dba67501ad
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.

Parkview Health System, Inc. Employees Pension Plan

Allocators

Fort Wayne, IN

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:716f1e67-10b7-4b22-ac76-77dba67501ad

Bucket

Target %

Range low

Range high

Actual %

Actual

Period end

Basis

Non-interest-bearing cash

n/a

$2.3M

Dec 31, 2024

Derived

Insurance company general account

n/a

$1.9M

Dec 31, 2024

Derived

Registered investment companies

n/a

$355M

Dec 31, 2024

Derived

Common stock

n/a

$70.6M

Dec 31, 2024

Derived

Real estate (other than employer real property)

n/a

$21.0M

Dec 31, 2024

Derived

Consultant

Role

From

Current

Evidence

Source

Highland Associates, Inc.

General consultant

Jan 1, 2022

Dec 31, 2022

fact

Dol form 5500 pension

Buck Global, LLC

actuary

Jan 1, 2022

Dec 31, 2022

fact

Dol form 5500 pension

Manager

Mandate

From

Current

Evidence

Pacific Investment Management Co Ll

Investment management

Jan 1, 2023

Dec 31, 2023

fact

Epoch Investment Management Co LLC

Investment management

Jan 1, 2023

Dec 31, 2023

fact

First Republic Bank

Investment management

Jan 1, 2022

Dec 31, 2022

fact

Sterling Capital Management LLC

Investment management

Jan 1, 2022

Dec 31, 2022

fact

PNC Capital Advisors

Investment management

Jan 1, 2022

Dec 31, 2022

fact

Wellington Trust Company

Investment management

Jan 1, 2022

Dec 31, 2022

fact

Walter Scott & Partners Ltd

Investment management

Jan 1, 2022

Dec 31, 2022

fact

UBS Trumbull

Investment management

Jan 1, 2022

Dec 31, 2022

fact