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AllocatorsPlancorporate pension100m-1b

Virtua Pension Equity Plan

Allocators

Marlton, NJ

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:993b78c9-dc2a-4ab9-9bb4-30972cb9724b

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, 8:23 PM UTC and rebuilt at most every 15 minutes.

Relationships: 7
Dated events: 10
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: $103Mlatest reading; see basis
Assets as of: Dec 31, 2024
Assets basis: REPORTED
Funded ratio: 80%
Participants: 2,655
Commitments: 35with an amount; holdings are counted apart
Managers: 2
Funds: 13
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; showing 25 of 35

Vehicle	Manager	Bucket	Value	As of	Kind	Source
Russell 8-Year Ldi Fixed Income Fd	Frank Russell Company	Fixed income	$59.2M	Dec 31, 2022	Collective trust	Dol form 5500 pension
Russell 8-Year Ldi Fixed Income Fd	Frank Russell Company	Fixed income	$21.1M	Dec 31, 2023	Collective trust	Dol form 5500 pension
Russell All International Mkts Fund	Russell Trust Company	Pooled vehicle	$19.6M	Dec 31, 2022	Collective trust	Dol form 5500 pension
Russell All International Mkts Fund	Russell Trust Company	Pooled vehicle	$18.3M	Dec 31, 2024	Collective trust	Dol form 5500 pension
Long Duration Fixed Income Fund	Frank Russell Company	Fixed income	$14.6M	Dec 31, 2022	Collective trust	Dol form 5500 pension
Russell 10-15 Yr Strips Fxd Inc Fd	Frank Russell Company	Pooled vehicle	$14.5M	Dec 31, 2022	Collective trust	Dol form 5500 pension
14 Year Ldi Fixed Income Fund	Russell Trust Company	Fixed income	$13.9M	Dec 31, 2024	Collective trust	Dol form 5500 pension
Russell All International Mkts Fund	Russell Trust Company	Pooled vehicle	$13.9M	Dec 31, 2023	Collective trust	Dol form 5500 pension
Russell 1000 Index Fund-Series I	Russell Trust Company	Pooled vehicle	$12.0M	Dec 31, 2024	Collective trust	Dol form 5500 pension
14 Year Ldi Fixed Income Fund	Frank Russell Company	Fixed income	$11.4M	Dec 31, 2022	Collective trust	Dol form 5500 pension
Russell Real Estate Equity Fund	Russell Trust Company	Real estate	$9.0M	Dec 31, 2022	Collective trust	Dol form 5500 pension
Long Duration Fixed Income Fund	Russell Trust Company	Fixed income	$8.6M	Dec 31, 2024	Collective trust	Dol form 5500 pension
Russell 15-20 Yr Strips Fxd Inc Fd	Frank Russell Company	Pooled vehicle	$8.5M	Dec 31, 2022	Collective trust	Dol form 5500 pension
Long Duration Fixed Income Fund	Frank Russell Company	Fixed income	$7.9M	Dec 31, 2023	Collective trust	Dol form 5500 pension
Russell Lg Cap Def Equity Fund	Russell Trust Company	Public equity	$7.8M	Dec 31, 2022	Collective trust	Dol form 5500 pension
Russell Lg Cap Def Equity Fund	Russell Trust Company	Public equity	$7.8M	Dec 31, 2024	Collective trust	Dol form 5500 pension
Russell 15-20 Yr Strips Fxd Inc Fd	Russell Trust Company	Pooled vehicle	$6.8M	Dec 31, 2024	Collective trust	Dol form 5500 pension
Russell Real Estate Equity Fund	Russell Trust Company	Real estate	$6.7M	Dec 31, 2023	Collective trust	Dol form 5500 pension
Ritc Russ Inv Russ 1000 Ind Fd Sr I	Frank Russell Company	Pooled vehicle	$6.4M	Dec 31, 2023	Collective trust	Dol form 5500 pension
Russell 15-20 Yr Strips Fxd Inc Fd	Frank Russell Company	Pooled vehicle	$6.1M	Dec 31, 2023	Collective trust	Dol form 5500 pension
Russell Lg Cap Def Equity Fund	Russell Trust Company	Public equity	$5.7M	Dec 31, 2023	Collective trust	Dol form 5500 pension
Ritc Russ Inv Russ 1000 Ind Fd Sr I	Frank Russell Company	Pooled vehicle	$5.6M	Dec 31, 2022	Collective trust	Dol form 5500 pension
Russell 25 Plus Yr Strips Fixed Inc	Frank Russell Company	Fixed income	$5.5M	Dec 31, 2022	Collective trust	Dol form 5500 pension
Russell Enhanced Index US Eqty Fund	Russell Trust Company	Pooled vehicle	$5.4M	Dec 31, 2022	Collective trust	Dol form 5500 pension
14 Year Ldi Fixed Income Fund	Frank Russell Company	Fixed income	$5.3M	Dec 31, 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; 5 rows folded into 1

Bucket	Target %	Range low	Range high	Actual %	Actual	Period end	Basis
Common/collective trusts	n/a	n/a	n/a	85	$88.2M	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
Agilis Partners LLC	Pension consultant	Jan 1, 2023	Dec 31, 2023	no	fact	Dol form 5500 pension
Willis Towers Watson US LLC	actuary	Jan 1, 2022	Dec 31, 2022	no	fact	Dol form 5500 pension
MPS Communications	General consultant	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
Russell Trust Company	n/a	Dec 31, 2024	n/a	yes	fact
Frank Russell Company	n/a	Dec 31, 2022	n/a	yes	fact
Russell Trust Company	Investment management	Jan 1, 2022	Dec 31, 2022	no	fact

Relationships

Manages for (2)

← Frank Russell CompanyManager with allocator capital
Dec 31, 2022 to presentfactForm 5500
← Russell Trust CompanyManager with allocator capitalInvestment management
Jan 1, 2022 to Dec 31, 2022factForm 5500

Sponsors (1)

← Virtua HealthPlan sponsorPlan sponsor
Jan 1, 2022 to presentfactForm 5500

Advised by (3)

→ Willis Towers Watson US LLCInvestment consultantactuary
Jan 1, 2022 to Dec 31, 2022factForm 5500
→ MPS CommunicationsInvestment consultantGeneral consultant
Jan 1, 2022 to Dec 31, 2022factForm 5500
→ Agilis Partners LLCInvestment consultantPension consultant
Jan 1, 2023 to Dec 31, 2023factForm 5500

Dated events

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

Occurred
Dec 31, 2024
Consultant changed
Agilis Partners no longer appears on Virtua Pension Equity Plan's Schedule C as pension consultant (plan year 2024 vs 2023)
Agilis Partners LLC Form 5500observed 4 days ago
Occurred
Dec 31, 2024
Holding in a pooled vehicle ended
Virtua Pension Equity Plan no longer reports Ritc Russ Inv Russ 1000 Ind Fd Sr I (last held $6M at 2023-12-31; absent from the 2024-12-31 filing)
Ritc Russ Inv Russ 1000 Ind Fd Sr I Form 5500observed 4 days ago
$6.4M
Occurred
Dec 31, 2024
Holding in a pooled vehicle started
Virtua Pension Equity Plan first reports an interest in Russell 1000 Index Fund-Series I (Russell Trust Company): $12M at 2024-12-31
Russell Trust Company Form 5500observed 4 days ago
$12.0M
Occurred
Dec 31, 2024
Holding in a pooled vehicle ended
Virtua Pension Equity Plan no longer reports Russell Enhanced Index US Eqty Fund (Russell Trust Company) (last held $2M at 2023-12-31; absent from the 2024-12-31 filing)
Russell Trust Company Form 5500observed 4 days ago
$1.8M
Occurred
Dec 31, 2023
Consultant changed
Agilis Partners appears on Virtua Pension Equity Plan's Schedule C as pension consultant (plan year 2023 vs 2022)
Agilis Partners LLC Form 5500observed 4 days ago

Show 5 bookkeeping events

Occurred
Jan 1, 2024
Virtua Pension Equity Plan plan assets $167M -> $95M (-42.9%, 2023-01-01 to 2024-01-01)
Occurred
Jan 1, 2024
Virtua Pension Equity Plan funded ratio 85.9% -> 80.0% (2023-01-01 to 2024-01-01)
Occurred
Dec 31, 2023
Virtua Pension Equity Plan total assets $167M -> $97M (-42.1%, 2022-12-31 to 2023-12-31)
Occurred
Jan 1, 2023
Virtua Pension Equity Plan plan assets $233M -> $167M (-28.3%, 2022-01-01 to 2023-01-01)
Occurred
Jan 1, 2023
Virtua Pension Equity Plan funded ratio 106.1% -> 85.9% (2022-01-01 to 2023-01-01)

Provenance

Graph: Allocators
Canonical id: dfx:al:993b78c9-dc2a-4ab9-9bb4-30972cb9724b
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.

Virtua Pension Equity Plan

Allocators

Marlton, NJ

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:993b78c9-dc2a-4ab9-9bb4-30972cb9724b

Vehicle

Manager

Bucket

Value

As of

Kind

Source

Russell 8-Year Ldi Fixed Income Fd

Frank Russell Company

Fixed income

$59.2M

Dec 31, 2022

Collective trust

Dol form 5500 pension

Russell 8-Year Ldi Fixed Income Fd

Frank Russell Company

Fixed income

$21.1M

Dec 31, 2023

Collective trust

Dol form 5500 pension