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AllocatorsPlancorporate pension<100m

PHH Corporation Pension Plan

Allocators

West Palm Beach, FL

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Search this name across graphsid dfx:al:87c7d8f1-6f78-4975-945a-1b4e8c5ee263

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, 5:19 AM UTC and rebuilt at most every 15 minutes.

Relationships: 3
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: $20.1Mlatest reading; see basis
Assets as of: Dec 31, 2024
Assets basis: REPORTED
Funded ratio: 104%
Participants: 771
Commitments: 16with an amount; holdings are counted apart
Managers: 1
Funds: 8
Re-ups: 0
First-time managers: 0
Latest commitment: Dec 31, 2024
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

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
Prudential Total Return Bondsa	Prudential Retirement & Annuity Ins	Pooled vehicle	$11.4M	Dec 31, 2023	Separate account	Dol form 5500 pension
Pgim Total Return Bond Fund	n/a	Fixed income	$7.4M	Dec 31, 2024	Collective trust	Dol form 5500 pension
PRU Long Corporate Bond	Prudential Retirement & Annuity Ins	Fixed income	$5.6M	Dec 31, 2023	Separate account	Dol form 5500 pension
Core Plus Bond Fund Cl I1	n/a	Fixed income	$4.7M	Dec 31, 2022	Collective trust	Dol form 5500 pension
PRU Long Corporate Bond	Prudential Retirement & Annuity Ins	Fixed income	$4.3M	Dec 31, 2022	Separate account	Dol form 5500 pension
PRU Long Corporate Bond	Prudential Retirement & Annuity Ins	Fixed income	$3.6M	Dec 31, 2024	Separate account	Dol form 5500 pension
Small Cap Value/integrity	Prudential Retirement & Annuity Ins	Public equity	$2.0M	Dec 31, 2022	Separate account	Dol form 5500 pension
Small Cap Growth/emerald	Prudential Retirement & Annuity Ins	Public equity	$1.8M	Dec 31, 2022	Separate account	Dol form 5500 pension
Small Cap Growth/emerald	Prudential Retirement & Annuity Ins	Public equity	$1.2M	Dec 31, 2023	Separate account	Dol form 5500 pension
Small Cap Value/integrity	Prudential Retirement & Annuity Ins	Public equity	$1.2M	Dec 31, 2023	Separate account	Dol form 5500 pension
Prudential Short-Term	Prudential Retirement & Annuity Ins	cash	$754,585	Dec 31, 2023	Separate account	Dol form 5500 pension
Prudential Short-Term	Prudential Retirement & Annuity Ins	cash	$633,572	Dec 31, 2024	Separate account	Dol form 5500 pension
Prudential Short-Term	Prudential Retirement & Annuity Ins	cash	$464,050	Dec 31, 2022	Separate account	Dol form 5500 pension
International Stock Fund	n/a	Public equity	$369,732	Dec 31, 2024	Collective trust	Dol form 5500 pension
Small Cap Growth/emerald	Prudential Retirement & Annuity Ins	Public equity	$204,665	Dec 31, 2024	Separate account	Dol form 5500 pension
Small Cap Value/integrity	Prudential Retirement & Annuity Ins	Public equity	$202,771	Dec 31, 2024	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; 8 rows folded into 3

Bucket	Target %	Range low	Range high	Actual %	Actual	Period end	Basis
Common/collective trusts	n/a	n/a	n/a	39	$7.8M	Dec 31, 2024	Derived
Pooled separate accounts	n/a	n/a	n/a	23	$4.7M	Dec 31, 2024	Derived
Registered investment companies	n/a	n/a	n/a	33	$6.6M	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
Empower	actuary	Jan 1, 2022	Dec 31, 2022	no	fact	Dol form 5500 pension
Wealthspire Retirement Advisory	General consultant	Jan 1, 2022	Dec 31, 2022	no	fact	Dol form 5500 pension

Relationships

Sponsors (1)

← PHH CorporationPlan sponsorPlan sponsor
Jan 1, 2022 to presentfactForm 5500

Advised by (2)

→ EmpowerInvestment consultantactuary
Jan 1, 2022 to Dec 31, 2022factForm 5500
→ Wealthspire Retirement AdvisoryInvestment consultantGeneral consultant
Jan 1, 2022 to Dec 31, 2022factForm 5500

Dated events

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

Occurred
Dec 31, 2024
Holding in a pooled vehicle started
PHH Corporation Pension Plan first reports an interest in Pgim Total Return Bond Fund: $7M at 2024-12-31
Pgim Total Return Bond Fund Form 5500observed 3 days ago
$7.4M
Occurred
Dec 31, 2024
Holding in a pooled vehicle ended
PHH Corporation Pension Plan no longer reports Prudential Total Return Bondsa (Prudential Retirement & Annuity Ins) (last held $11M at 2023-12-31; absent from the 2024-12-31 filing)
Prudential Retirement & Annuity Ins Form 5500observed 3 days ago
$11.4M
Occurred
Dec 31, 2024
Holding in a pooled vehicle started
PHH Corporation Pension Plan first reports an interest in International Stock Fund: $369,732 at 2024-12-31
International Stock Fund Form 5500observed 3 days ago
$369,732
Occurred
Dec 31, 2023
Holding in a pooled vehicle started
PHH Corporation Pension Plan first reports an interest in Prudential Total Return Bondsa (Prudential Retirement & Annuity Ins): $11M at 2023-12-31
Prudential Retirement & Annuity Ins Form 5500observed 3 days ago
$11.4M
Occurred
Dec 31, 2023
Holding in a pooled vehicle ended
PHH Corporation Pension Plan no longer reports Core Plus Bond Fund Cl I1 (last held $5M at 2022-12-31; absent from the 2023-12-31 filing)
Core Plus Bond Fund Cl I1 Form 5500observed 3 days ago
$4.7M

Show 4 bookkeeping events

Occurred
Dec 31, 2024
PHH Corporation Pension Plan total assets $40M -> $20M (-49.2%, 2023-12-31 to 2024-12-31)
Occurred
Jan 1, 2024
PHH Corporation Pension Plan funded ratio 98.7% -> 103.7% (2023-01-01 to 2024-01-01)
Occurred
Jan 1, 2023
PHH Corporation Pension Plan plan assets $49M -> $38M (-22.8%, 2022-01-01 to 2023-01-01)
Occurred
Jan 1, 2023
PHH Corporation Pension Plan funded ratio 113.3% -> 98.7% (2022-01-01 to 2023-01-01)

Provenance

Graph: Allocators
Canonical id: dfx:al:87c7d8f1-6f78-4975-945a-1b4e8c5ee263
First observed: Sep 15, 2026
Last observed: Sep 15, 2026 3 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.