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AllocatorsPlancorporate pension100m-1b

PJM Interconnection, LLC Pension Plan

Allocators

Audubon, PA

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Search this name across graphsid dfx:al:c091dd17-3eab-4b6d-8ba8-cb3b64bdcf26

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, 4:48 AM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 6
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: $230Mlatest reading; see basis
Assets as of: Dec 31, 2024
Assets basis: REPORTED
Funded ratio: 119%
Participants: 618
Commitments: 13with an amount; holdings are counted apart
Managers: 1
Funds: 5
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
Fiam Long Corporate a Or Better	Fidelity Institutional Asset Mgmt	Pooled vehicle	$112M	Dec 31, 2024	Collective trust	Dol form 5500 pension
Fiam Long Corporate a Or Better	Fidelity Institutional Asset Mgmt	Pooled vehicle	$70.2M	Dec 31, 2023	Collective trust	Dol form 5500 pension
Fiam Long Corporate a Or Better	Fidelity Institutional Asset Mgmt	Pooled vehicle	$62.2M	Dec 31, 2022	Collective trust	Dol form 5500 pension
Fiam Select International Equity Co	Fidelity Institutional Asset Mgmt	Public equity	$25.0M	Dec 31, 2024	Collective trust	Dol form 5500 pension
Fiam Select International Equity Co	Fidelity Institutional Asset Mgmt	Public equity	$19.7M	Dec 31, 2023	Collective trust	Dol form 5500 pension
Fiam Select International Equity Co	Fidelity Institutional Asset Mgmt	Public equity	$18.5M	Dec 31, 2022	Collective trust	Dol form 5500 pension
Fiam Small/mid Cap Core Pool	Fidelity Institutional Asset Mgmt	Pooled vehicle	$11.2M	Dec 31, 2022	Collective trust	Dol form 5500 pension
Fiam High Yield Bond Comm Pl	Fidelity Institutional Asset Mgmt	Fixed income	$9.5M	Dec 31, 2024	Collective trust	Dol form 5500 pension
Fiam High Yield Bond Comm Pl	Fidelity Institutional Asset Mgmt	Fixed income	$7.3M	Dec 31, 2023	Collective trust	Dol form 5500 pension
Fiam High Yield Bond Comm Pl	Fidelity Institutional Asset Mgmt	Fixed income	$6.7M	Dec 31, 2022	Collective trust	Dol form 5500 pension
Fiam Select International Small Cap	Fidelity Institutional Asset Mgmt	Public equity	$4.9M	Dec 31, 2024	Collective trust	Dol form 5500 pension
Fiam Select International Small Cap	Fidelity Institutional Asset Mgmt	Public equity	$4.0M	Dec 31, 2023	Collective trust	Dol form 5500 pension
Fiam Select International Small Cap	Fidelity Institutional Asset Mgmt	Public equity	$3.7M	Dec 31, 2022	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; 9 rows folded into 3

Bucket	Target %	Range low	Range high	Actual %	Actual	Period end	Basis
Interest-bearing cash	n/a	n/a	n/a	1	$2.1M	Dec 31, 2024	Derived
Common/collective trusts	n/a	n/a	n/a	66	$152M	Dec 31, 2024	Derived
Registered investment companies	n/a	n/a	n/a	33	$76.5M	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
Willis Towers Watson US 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
Fidelity Investments	Investment management	Jan 1, 2022	Dec 31, 2022	no	fact

Relationships

Sponsors (1)

← PJM Interconnection, LLCPlan sponsorPlan sponsor
Jan 1, 2022 to presentfactForm 5500

Advised by (1)

→ Willis Towers Watson US LLCInvestment consultantactuary
Jan 1, 2022 to Dec 31, 2022factForm 5500

Manages for (1)

← Fidelity InvestmentsManager with allocator capitalInvestment management
Jan 1, 2022 to Dec 31, 2022factForm 5500

Dated events

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

Occurred
Dec 31, 2023
Holding in a pooled vehicle ended
PJM Interconnection, LLC Pension Plan no longer reports Fiam Small/mid Cap Core Pool (Fidelity Institutional Asset Mgmt) (last held $11M at 2022-12-31; absent from the 2023-12-31 filing)
Fidelity Institutional Asset Mgmt Form 5500observed 5 days ago
$11.2M

Show 5 bookkeeping events

Occurred
Jan 1, 2024
PJM Interconnection, LLC Pension Plan plan assets $197M -> $218M (+10.8%, 2023-01-01 to 2024-01-01)
Occurred
Jan 1, 2024
PJM Interconnection, LLC Pension Plan funded ratio 120.8% -> 118.6% (2023-01-01 to 2024-01-01)
Occurred
Dec 31, 2023
PJM Interconnection, LLC Pension Plan total assets $210M -> $234M (+11.1%, 2022-12-31 to 2023-12-31)
Occurred
Jan 1, 2023
PJM Interconnection, LLC Pension Plan plan assets $293M -> $197M (-32.7%, 2022-01-01 to 2023-01-01)
Occurred
Jan 1, 2023
PJM Interconnection, LLC Pension Plan funded ratio 161.2% -> 120.8% (2022-01-01 to 2023-01-01)

Provenance

Graph: Allocators
Canonical id: dfx:al:c091dd17-3eab-4b6d-8ba8-cb3b64bdcf26
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.