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AllocatorsPlancorporate pension<100m

Inglis House Retirement Plan

Allocators

Philadelphia, PA

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Search this name across graphsid dfx:al:9fee60d9-906c-4285-8121-a9e11d95d008

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, 10:58 AM UTC and rebuilt at most every 15 minutes.

Relationships: 7
Dated events: 3
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: $18.0Mlatest reading; see basis
Assets as of: Jun 30, 2025
Assets basis: REPORTED
Funded ratio: 83%
Participants: 239
Commitments: 13with an amount; holdings are counted apart
Managers: 2
Funds: 13
Re-ups: 0
First-time managers: 0
Latest commitment: Jun 30, 2025
Consultants: 1
Private markets target, %: 0latest policy, percent of assets
Private equity target, %: 0latest policy, percent of assets
Latest policy: Jun 30, 2025
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
AON Global Equity Fund	AON Trust Company LLC	Public equity	$3.6M	Jun 30, 2025	Collective trust	Dol form 5500 pension
AON Core Real Estate Fund	AON Trust Company LLC	Real estate	$1.8M	Jun 30, 2025	Collective trust	Dol form 5500 pension
AON Multi-Asset Credit Fund	AON Trust Company LLC	Private credit	$1.5M	Jun 30, 2025	Collective trust	Dol form 5500 pension
Nisa Ultra Long Treasury Cif - Cit	Nisa Investment Advisors, LLC	Fixed income	$1.5M	Jun 30, 2025	Collective trust	Dol form 5500 pension
AON Large Cap Equity Index Fund	AON Trust Company LLC	Public equity	$1.4M	Jun 30, 2025	Collective trust	Dol form 5500 pension
AON US Intermediate Government	AON Trust Company LLC	Pooled vehicle	$988,654	Jun 30, 2025	Collective trust	Dol form 5500 pension
AON Enhanced Liability Driven Inves	AON Trust Company LLC	Pooled vehicle	$716,909	Jun 30, 2025	Collective trust	Dol form 5500 pension
AON Non-Us Equity Index Fund	AON Trust Company LLC	Public equity	$524,419	Jun 30, 2025	Collective trust	Dol form 5500 pension
AON Long Credit Bond Fund	AON Trust Company LLC	Private credit	$452,833	Jun 30, 2025	Collective trust	Dol form 5500 pension
AON Long Government Bond Index Fund	AON Trust Company LLC	Fixed income	$444,323	Jun 30, 2025	Collective trust	Dol form 5500 pension
AON High Yield Plus Fund	AON Trust Company LLC	Fixed income	$282,623	Jun 30, 2025	Collective trust	Dol form 5500 pension
AON Small Cap Equity Index Fund	AON Trust Company LLC	Public equity	$252,330	Jun 30, 2025	Collective trust	Dol form 5500 pension
AON Intermediate Credit Bond Fund	AON Trust Company LLC	Private credit	$26,291	Jun 30, 2025	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; 7 rows folded into 3

Bucket	Target %	Range low	Range high	Actual %	Actual	Period end	Basis
Interest-bearing cash	n/a	n/a	n/a	3	$564,192	Jun 30, 2025	Derived
Common/collective trusts	n/a	n/a	n/a	90	$16.2M	Jun 30, 2025	Derived
Registered investment companies	n/a	n/a	n/a	5	$939,093	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
AON Investments USA Inc	Investment adviser	Jul 1, 2024	Jun 30, 2025	no	fact	Dol form 5500 pension
Principal	trustee	Jul 1, 2024	Jun 30, 2025	no	fact	Dol form 5500 pension
Aon	actuary	Jul 1, 2022	Jun 30, 2023	no	fact	Dol form 5500 pension
Vanguard Advisors Inc.	Investment adviser	Jul 1, 2022	Jun 30, 2023	no	fact	Dol form 5500 pension
The Vanguard Group	trustee	Jul 1, 2022	Jun 30, 2023	no	fact	Dol form 5500 pension
AON Consulting, Inc.	actuary	Jul 1, 2022	Jun 30, 2023	no	fact	Dol form 5500 pension

Relationships

Sponsors (1)

← Inglis HousePlan sponsorPlan sponsor
Jul 1, 2022 to presentfactForm 5500

Advised by (6)

→ AonInvestment consultantactuary
Jul 1, 2022 to Jun 30, 2023factForm 5500
→ Vanguard Advisors Inc.Investment consultantInvestment adviser
Jul 1, 2022 to Jun 30, 2023factForm 5500
→ The Vanguard GroupInvestment consultanttrustee
Jul 1, 2022 to Jun 30, 2023factForm 5500
→ AON Consulting, Inc.Investment consultantactuary
Jul 1, 2022 to Jun 30, 2023factForm 5500
→ AON Investments USA IncInvestment consultantInvestment adviser
Jul 1, 2024 to Jun 30, 2025factForm 5500
→ PrincipalInvestment consultanttrustee
Jul 1, 2024 to Jun 30, 2025factForm 5500

Dated events

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

Occurred
Dec 31, 2024
Consultant changed
Vanguard Advisors Inc. no longer appears on Inglis House Retirement Plan's Schedule C as investment adviser (plan) (plan year 2024 vs 2023)
Vanguard Advisors Inc.Form 5500observed 6 days ago
Occurred
Dec 31, 2024
Consultant changed
AON Investments USA Inc. appears on Inglis House Retirement Plan's Schedule C as investment adviser (plan) (plan year 2024 vs 2023)
AON Investments USA Inc Form 5500observed 6 days ago

Show 1 bookkeeping events

Occurred
Jul 1, 2024
Inglis House Retirement Plan funded ratio 80.0% -> 82.5% (2023-07-01 to 2024-07-01)

Provenance

Graph: Allocators
Canonical id: dfx:al:9fee60d9-906c-4285-8121-a9e11d95d008
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.