DFX Intelligence

Data Factory

AllocatorsPlancorporate pension<100m

Defined Benefit Pension Plan of the United Way of Southwestern Pennsylvania

Allocators

Pittsburgh, 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:c733cd81-42e0-41ff-92ac-bc8116463848

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, 8:24 AM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 1
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: $99,040latest reading; see basis
Assets as of: Jun 30, 2024
Assets basis: REPORTED
Funded ratio: 89%
Participants: 147
Commitments: 1with an amount; holdings are counted apart
Managers: 0
Funds: 1
Re-ups: 0
First-time managers: 0
Latest commitment: Jun 30, 2023
Consultants: 0
Private markets target, %: 0latest policy, percent of assets
Private equity target, %: 0latest policy, percent of assets
Latest policy: Jun 30, 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
Separate Account Number 1	n/a	Pooled vehicle	$5.9M	Jun 30, 2023	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; 4 rows folded into 1

Bucket	Target %	Range low	Range high	Actual %	Actual	Period end	Basis
Insurance company general account	n/a	n/a	n/a	100	$99,040	Jun 30, 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
Mutual of America Life Insurance Co	actuary	Jul 1, 2022	Jun 30, 2023	no	fact	Dol form 5500 pension
Mutual of America Life Insurance Co	actuary	Jul 1, 2022	Jun 30, 2023	no	fact	Dol form 5500 pension
PNC Bank, Na	trustee	Jul 1, 2022	Jun 30, 2023	no	fact	Dol form 5500 pension

Relationships

Sponsors (1)

← The United Way of Southwestern PennsylvaniaPlan sponsorPlan sponsor
Jul 1, 2022 to presentfactForm 5500

Advised by (3)

→ Mutual of America Life Insurance CoInvestment consultantactuary
Jul 1, 2022 to Jun 30, 2023factForm 5500
→ Mutual of America Life Insurance CoPlan sponsoractuary
Jul 1, 2022 to Jun 30, 2023factForm 5500
→ PNC Bank, NaInvestment consultanttrustee
Jul 1, 2022 to Jun 30, 2023factForm 5500

Dated events

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

Show 1 bookkeeping events

Occurred
Jun 30, 2024
Defined Benefit Pension Plan of the United Way of Southwestern Pennsylvania total assets $7M -> $99,040 (-98.7%, 2023-06-30 to 2024-06-30)

Provenance

Graph: Allocators
Canonical id: dfx:al:c733cd81-42e0-41ff-92ac-bc8116463848
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.

Defined Benefit Pension Plan of the United Way of Southwestern Pennsylvania

Allocators

Pittsburgh, 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:c733cd81-42e0-41ff-92ac-bc8116463848

Vehicle

Manager

Bucket

Value

As of

Kind

Source

Separate Account Number 1

n/a

Pooled vehicle

$5.9M

Jun 30, 2023

Separate account

Dol form 5500 pension

Bucket

Target %

Range low

Range high

Actual %

Actual

Period end

Basis

Insurance company general account

n/a

100

$99,040

Jun 30, 2024

Derived

Consultant

Role

From

Current

Evidence

Source

Mutual of America Life Insurance Co

actuary

Jul 1, 2022

Jun 30, 2023

fact

Dol form 5500 pension

Mutual of America Life Insurance Co

actuary

Jul 1, 2022

Jun 30, 2023

fact

Dol form 5500 pension

PNC Bank, Na

trustee

Jul 1, 2022

Jun 30, 2023

fact

Dol form 5500 pension