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AllocatorsPlancorporate pension<100m

Retirement Plan for Hourly and Salaried Employees of Donsco, Inc.

Allocators

Wrightsville, 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:7d10c1b0-9282-4390-aee9-b83159d64118

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, 1:50 PM UTC and rebuilt at most every 15 minutes.

Relationships: 24
Dated events: 23
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: $11.7Mlatest reading; see basis
Assets as of: Jun 30, 2025
Assets basis: REPORTED
Funded ratio: 74%
Participants: 408
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: Jun 30, 2025
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; 20 rows folded into 6

Bucket	Target %	Range low	Range high	Actual %	Actual	Period end	Basis
Interest-bearing cash	n/a	n/a	n/a	0	$36,081	Jun 30, 2025	Derived
U.S. Government securities	n/a	n/a	n/a	3	$294,697	Jun 30, 2025	Derived
Corporate debt instruments (other)	n/a	n/a	n/a	8	$906,342	Jun 30, 2025	Derived
Other investments	n/a	n/a	n/a	27	$3.1M	Jun 30, 2025	Derived
Registered investment companies	n/a	n/a	n/a	23	$2.7M	Jun 30, 2025	Derived
Common stock	n/a	n/a	n/a	37	$4.4M	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
Baltimore Family Office LLC	Investment adviser	Jul 1, 2023	Jun 30, 2024	no	fact	Dol form 5500 pension
Fulton Financial Advisors	trustee	Jul 1, 2023	Jun 30, 2024	no	fact	Dol form 5500 pension
Biltmore Family Office LLC	Investment adviser	Jul 1, 2022	Jun 30, 2023	no	fact	Dol form 5500 pension
Conrad Siegel	actuary	Jul 1, 2022	Jun 30, 2023	no	fact	Dol form 5500 pension
Reliance Trust Company	trustee	Jul 1, 2022	Jun 30, 2023	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
Goldman Sachs Asset Management	Investment management	Jul 1, 2024	Jun 30, 2025	no	fact
T Rowe Price	Investment management	Jul 1, 2023	Jun 30, 2024	no	fact
Goldman Sachs	Investment management	Jul 1, 2023	Jun 30, 2024	no	fact
Pimco	Investment management	Jul 1, 2023	Jun 30, 2024	no	fact
GQG Partners LLC	Investment management	Jul 1, 2023	Jun 30, 2024	no	fact
Driehaus Capital Management LLC	Investment management	Jul 1, 2023	Jun 30, 2024	no	fact
Matthews International Cap Mgmt LLC	Investment management	Jul 1, 2023	Jun 30, 2024	no	fact
J.P. Morgan Chase & Co	Investment management	Jul 1, 2023	Jun 30, 2024	no	fact
Infinity Q	Investment management	Jul 1, 2023	Jun 30, 2024	no	fact
Diamond Hill Capital Management Inc	Investment management	Jul 1, 2023	Jun 30, 2024	no	fact
Vaneck Absolute Return Advisers Cor	Investment management	Jul 1, 2022	Jun 30, 2023	no	fact
Altegris	Investment management	Jul 1, 2022	Jun 30, 2023	no	fact
Artisan Partners Limited Partnershi	Investment management	Jul 1, 2022	Jun 30, 2023	no	fact
Baillie Gifford Funds	Investment management	Jul 1, 2022	Jun 30, 2023	no	fact
Brown Capital Management	Investment management	Jul 1, 2022	Jun 30, 2023	no	fact
Goehring & Rozencwajg Funds	Investment management	Jul 1, 2022	Jun 30, 2023	no	fact
Infitiy Q	Investment management	Jul 1, 2022	Jun 30, 2023	no	fact
Nuance Investments LLC	Investment management	Jul 1, 2022	Jun 30, 2023	no	fact

Relationships

Sponsors (1)

← Donsco, Inc.Plan sponsorPlan sponsor
Jul 1, 2022 to presentfactForm 5500

Advised by (5)

→ Biltmore Family Office LLCInvestment consultantInvestment adviser
Jul 1, 2022 to Jun 30, 2023factForm 5500
→ Conrad SiegelInvestment consultantactuary
Jul 1, 2022 to Jun 30, 2023factForm 5500
→ Reliance Trust CompanyInvestment consultanttrustee
Jul 1, 2022 to Jun 30, 2023factForm 5500
→ Baltimore Family Office LLCInvestment consultantInvestment adviser
Jul 1, 2023 to Jun 30, 2024factForm 5500
→ Fulton Financial AdvisorsInvestment consultanttrustee
Jul 1, 2023 to Jun 30, 2024factForm 5500

Manages for (18)

← Nuance Investments LLCInvestment consultantInvestment management
Jul 1, 2022 to Jun 30, 2023factForm 5500
← AltegrisManager with allocator capitalInvestment management
Jul 1, 2022 to Jun 30, 2023factForm 5500
← Artisan Partners Limited PartnershiManager with allocator capitalInvestment management
Jul 1, 2022 to Jun 30, 2023factForm 5500
← Baillie Gifford FundsManager with allocator capitalInvestment management
Jul 1, 2022 to Jun 30, 2023factForm 5500
← Brown Capital ManagementManager with allocator capitalInvestment management
Jul 1, 2022 to Jun 30, 2023factForm 5500
← Goehring & Rozencwajg FundsManager with allocator capitalInvestment management
Jul 1, 2022 to Jun 30, 2023factForm 5500
← Infitiy QManager with allocator capitalInvestment management
Jul 1, 2022 to Jun 30, 2023factForm 5500
← Vaneck Absolute Return Advisers CorManager with allocator capitalInvestment management
Jul 1, 2022 to Jun 30, 2023factForm 5500
← Infinity QManager with allocator capitalInvestment management
Jul 1, 2023 to Jun 30, 2024factForm 5500
← T Rowe PriceInvestment consultantInvestment management
Jul 1, 2023 to Jun 30, 2024factForm 5500
← Goldman SachsInvestment consultantInvestment management
Jul 1, 2023 to Jun 30, 2024factForm 5500
← PimcoInvestment consultantInvestment management
Jul 1, 2023 to Jun 30, 2024factForm 5500
← GQG Partners LLCInvestment consultantInvestment management
Jul 1, 2023 to Jun 30, 2024factForm 5500
← Driehaus Capital Management LLCManager with allocator capitalInvestment management
Jul 1, 2023 to Jun 30, 2024factForm 5500
← Matthews International Cap Mgmt LLCManager with allocator capitalInvestment management
Jul 1, 2023 to Jun 30, 2024factForm 5500
← J.P. Morgan Chase & CoManager with allocator capitalInvestment management
Jul 1, 2023 to Jun 30, 2024factForm 5500
← Diamond Hill Capital Management IncManager with allocator capitalInvestment management
Jul 1, 2023 to Jun 30, 2024factForm 5500
← Goldman Sachs Asset ManagementInvestment consultantInvestment management
Jul 1, 2024 to Jun 30, 2025factForm 5500

Dated events

Occurred
Dec 31, 2024
Manager relationship ended
Matthews International Cap Mgmt LLC no longer appears on Retirement Plan for Hourly and Salaried Employees of Donsco, Inc.'s Schedule C as investment manager (plan year 2024 vs 2023)
Matthews International Cap Mgmt LLC Form 5500observed 5 days ago
Occurred
Dec 31, 2024
Manager relationship ended
Baltimore Family Office LLC no longer appears on Retirement Plan for Hourly and Salaried Employees of Donsco, Inc.'s Schedule C as investment manager (plan year 2024 vs 2023)
Baltimore Family Office LLC Form 5500observed 5 days ago
Occurred
Dec 31, 2024
Manager relationship ended
T. Rowe Price Associates, Inc. no longer appears on Retirement Plan for Hourly and Salaried Employees of Donsco, Inc.'s Schedule C as investment manager (plan year 2024 vs 2023)
T Rowe Price Form 5500observed 5 days ago
Occurred
Dec 31, 2023
Manager relationship started
Driehaus Capital Management LLC appears on Retirement Plan for Hourly and Salaried Employees of Donsco, Inc.'s Schedule C as investment manager (plan year 2023 vs 2022)
Driehaus Capital Management LLC Form 5500observed 5 days ago
Occurred
Dec 31, 2023
Manager relationship ended
Baillie Gifford Funds no longer appears on Retirement Plan for Hourly and Salaried Employees of Donsco, Inc.'s Schedule C as investment manager (plan year 2023 vs 2022)
Baillie Gifford Funds Form 5500observed 5 days ago
Occurred
Dec 31, 2023
Manager relationship started
Matthews International Cap Mgmt LLC appears on Retirement Plan for Hourly and Salaried Employees of Donsco, Inc.'s Schedule C as investment manager (plan year 2023 vs 2022)
Matthews International Cap Mgmt LLC Form 5500observed 5 days ago
Occurred
Dec 31, 2023
Manager relationship ended
Vaneck Absolute Return Advisers Cor no longer appears on Retirement Plan for Hourly and Salaried Employees of Donsco, Inc.'s Schedule C as investment manager (plan year 2023 vs 2022)
Vaneck Absolute Return Advisers Cor Form 5500observed 5 days ago
Occurred
Dec 31, 2023
Manager relationship started
Goldman Sachs Asset LP appears on Retirement Plan for Hourly and Salaried Employees of Donsco, Inc.'s Schedule C as investment manager (plan year 2023 vs 2022)
Goldman Sachs Form 5500observed 5 days ago
Occurred
Dec 31, 2023
Manager relationship ended
Nuance Investments no longer appears on Retirement Plan for Hourly and Salaried Employees of Donsco, Inc.'s Schedule C as investment manager (plan year 2023 vs 2022)
Nuance Investments LLC Form 5500observed 5 days ago
Occurred
Dec 31, 2023
Manager relationship ended
Infitiy Q no longer appears on Retirement Plan for Hourly and Salaried Employees of Donsco, Inc.'s Schedule C as investment manager (plan year 2023 vs 2022)
Infitiy Q Form 5500observed 5 days ago
Occurred
Dec 31, 2023
Manager relationship started
Baltimore Family Office LLC appears on Retirement Plan for Hourly and Salaried Employees of Donsco, Inc.'s Schedule C as investment manager (plan year 2023 vs 2022)
Baltimore Family Office LLC Form 5500observed 5 days ago
Occurred
Dec 31, 2023
Manager relationship started
Fulton Financial Advisors appears on Retirement Plan for Hourly and Salaried Employees of Donsco, Inc.'s Schedule C as investment manager (plan year 2023 vs 2022)
Fulton Financial Advisors Form 5500observed 5 days ago
Occurred
Dec 31, 2023
Manager relationship started
Diamond Hill Capital Management Inc appears on Retirement Plan for Hourly and Salaried Employees of Donsco, Inc.'s Schedule C as investment manager (plan year 2023 vs 2022)
Diamond Hill Capital Management Inc Form 5500observed 5 days ago
Occurred
Dec 31, 2023
Manager relationship started
Infinity Q appears on Retirement Plan for Hourly and Salaried Employees of Donsco, Inc.'s Schedule C as investment manager (plan year 2023 vs 2022)
Infinity Q Form 5500observed 5 days ago
Occurred
Dec 31, 2023
Manager relationship ended
Altegris no longer appears on Retirement Plan for Hourly and Salaried Employees of Donsco, Inc.'s Schedule C as investment manager (plan year 2023 vs 2022)
Altegris Form 5500observed 5 days ago
Occurred
Dec 31, 2023
Manager relationship started
Pacific Investment Company LLC appears on Retirement Plan for Hourly and Salaried Employees of Donsco, Inc.'s Schedule C as investment manager (plan year 2023 vs 2022)
Pimco Form 5500observed 5 days ago
Occurred
Dec 31, 2023
Manager relationship started
GQG Partners LLC appears on Retirement Plan for Hourly and Salaried Employees of Donsco, Inc.'s Schedule C as investment manager (plan year 2023 vs 2022)
GQG Partners LLC Form 5500observed 5 days ago
Occurred
Dec 31, 2023
Manager relationship ended
Biltmore Family Office LLC no longer appears on Retirement Plan for Hourly and Salaried Employees of Donsco, Inc.'s Schedule C as investment manager (plan year 2023 vs 2022)
Biltmore Family Office LLC Form 5500observed 5 days ago
Occurred
Dec 31, 2023
Manager relationship started
JP Morgan Investment Inc appears on Retirement Plan for Hourly and Salaried Employees of Donsco, Inc.'s Schedule C as investment manager (plan year 2023 vs 2022)
J.P. Morgan Chase & Co Form 5500observed 5 days ago
Occurred
Dec 31, 2023
Manager relationship ended
Artisan Partners Limited Partnershi no longer appears on Retirement Plan for Hourly and Salaried Employees of Donsco, Inc.'s Schedule C as investment manager (plan year 2023 vs 2022)
Artisan Partners Limited Partnershi Form 5500observed 5 days ago
Occurred
Dec 31, 2023
Manager relationship ended
Brown Capital Management no longer appears on Retirement Plan for Hourly and Salaried Employees of Donsco, Inc.'s Schedule C as investment manager (plan year 2023 vs 2022)
Brown Capital Management Form 5500observed 5 days ago
Occurred
Dec 31, 2023
Manager relationship ended
Goehring & Rozencwajg Funds no longer appears on Retirement Plan for Hourly and Salaried Employees of Donsco, Inc.'s Schedule C as investment manager (plan year 2023 vs 2022)
Goehring & Rozencwajg Funds Form 5500observed 5 days ago
Occurred
Dec 31, 2023
Manager relationship started
T. Rowe Price Associates, Inc. appears on Retirement Plan for Hourly and Salaried Employees of Donsco, Inc.'s Schedule C as investment manager (plan year 2023 vs 2022)
T Rowe Price Form 5500observed 5 days ago

Provenance

Graph: Allocators
Canonical id: dfx:al:7d10c1b0-9282-4390-aee9-b83159d64118
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.

Retirement Plan for Hourly and Salaried Employees of Donsco, Inc.

Allocators

Wrightsville, 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:7d10c1b0-9282-4390-aee9-b83159d64118

Bucket

Target %

Range low

Range high

Actual %

Actual

Period end

Basis

Interest-bearing cash

n/a

$36,081

Jun 30, 2025

Derived

U.S. Government securities

n/a

$294,697

Jun 30, 2025

Derived

Corporate debt instruments (other)

n/a

$906,342

Jun 30, 2025

Derived

Other investments

n/a

$3.1M

Jun 30, 2025

Derived

Registered investment companies

n/a

$2.7M

Jun 30, 2025

Derived

Common stock

n/a

$4.4M

Jun 30, 2025

Derived

Consultant

Role

From

Current

Evidence

Source

Baltimore Family Office LLC

Investment adviser

Jul 1, 2023

Jun 30, 2024

fact

Dol form 5500 pension

Fulton Financial Advisors

trustee

Jul 1, 2023

Jun 30, 2024

fact

Dol form 5500 pension

Biltmore Family Office LLC

Investment adviser

Jul 1, 2022

Jun 30, 2023

fact

Dol form 5500 pension

Conrad Siegel

actuary

Jul 1, 2022

Jun 30, 2023

fact

Dol form 5500 pension

Reliance Trust Company

trustee

Jul 1, 2022

Jun 30, 2023

fact

Dol form 5500 pension

Manager

Mandate

From

Current

Evidence

Goldman Sachs Asset Management

Investment management

Jul 1, 2024

Jun 30, 2025

fact

T Rowe Price

Investment management

Jul 1, 2023

Jun 30, 2024

fact

Goldman Sachs

Investment management

Jul 1, 2023

Jun 30, 2024

fact

Pimco

Investment management

Jul 1, 2023

Jun 30, 2024

fact

GQG Partners LLC

Investment management

Jul 1, 2023

Jun 30, 2024

fact

Driehaus Capital Management LLC

Investment management

Jul 1, 2023

Jun 30, 2024

fact

Matthews International Cap Mgmt LLC

Investment management

Jul 1, 2023

Jun 30, 2024

fact

J.P. Morgan Chase & Co

Investment management

Jul 1, 2023

Jun 30, 2024

fact

Infinity Q

Investment management

Jul 1, 2023

Jun 30, 2024

fact

Diamond Hill Capital Management Inc

Investment management

Jul 1, 2023

Jun 30, 2024

fact

Vaneck Absolute Return Advisers Cor

Investment management

Jul 1, 2022

Jun 30, 2023

fact

Altegris

Investment management

Jul 1, 2022

Jun 30, 2023

fact

Artisan Partners Limited Partnershi

Investment management

Jul 1, 2022

Jun 30, 2023

fact

Baillie Gifford Funds

Investment management

Jul 1, 2022

Jun 30, 2023

fact

Brown Capital Management

Investment management

Jul 1, 2022

Jun 30, 2023

fact

Goehring & Rozencwajg Funds

Investment management

Jul 1, 2022

Jun 30, 2023

fact

Infitiy Q

Investment management

Jul 1, 2022

Jun 30, 2023

fact

Nuance Investments LLC

Investment management

Jul 1, 2022

Jun 30, 2023

fact