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AllocatorsPlancorporate pension<100m

Good Shepherd Rehabilitation Hospital Employees' Pension Plan

Allocators

Allentown, 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:ee4025f6-7bd0-4f1e-913e-40654d216152

Data as of Sep 15, 2026 (this record's last observation) from Government tapes; SEC filings; What the plans publish; Pending. Page built Sep 20, 2026, 2:41 AM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 8
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: $0latest reading; see basis
Assets as of: Jul 15, 2025
Assets basis: REPORTED
Funded ratio: 107%
Participants: 548
Commitments: 3with an amount; holdings are counted apart
Managers: 1
Funds: 1
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
Prin Liquid Assets Sep Acct-Z	Principal	Pooled vehicle	$1.7M	Dec 31, 2022	Separate account	Dol form 5500 pension
Prin Liquid Assets Sep Acct-Z	Principal	Pooled vehicle	$1.6M	Dec 31, 2023	Separate account	Dol form 5500 pension
Prin Liquid Assets Sep Acct-Z	Principal	Pooled vehicle	$851,578	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; 20 rows folded into 5

Bucket	Target %	Range low	Range high	Actual %	Actual	Period end	Basis
U.S. Government securities	n/a	n/a	n/a	9	$6.3M	Dec 31, 2024	Derived
Corporate debt instruments (other)	n/a	n/a	n/a	62	$42.0M	Dec 31, 2024	Derived
Other investments	n/a	n/a	n/a	4	$2.8M	Dec 31, 2024	Derived
Pooled separate accounts	n/a	n/a	n/a	1	$851,578	Dec 31, 2024	Derived
Registered investment companies	n/a	n/a	n/a	22	$15.0M	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
US Bank	trustee	Jan 1, 2025	Jul 15, 2025	no	fact	Dol form 5500 pension
SEI Investments Company	Pension consultant	Jan 1, 2022	Dec 31, 2022	no	fact	Dol form 5500 pension
Principal Financial Group	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
Atlanta Capital Management Co., LLC	Investment management	Jan 1, 2022	Dec 31, 2022	no	fact
Metlife Investment Management	Investment management	Jan 1, 2022	Dec 31, 2022	no	fact

Relationships

Sponsors (1)

← Good Shepherd Rehabilitation HospitalPlan sponsorPlan sponsor
Jan 1, 2025 to presentfactForm 5500

Advised by (3)

→ US BankInvestment consultanttrustee
Jan 1, 2025 to Jul 15, 2025factForm 5500
→ SEI Investments CompanyInvestment consultantPension consultant
Jan 1, 2022 to Dec 31, 2022factForm 5500
→ Principal Financial GroupInvestment consultantactuary
Jan 1, 2022 to Dec 31, 2022factForm 5500

Manages for (2)

← Atlanta Capital Management Co., LLCManager with allocator capitalInvestment management
Jan 1, 2022 to Dec 31, 2022factForm 5500
← Metlife Investment ManagementManager 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, 2024
Manager relationship ended
Atlanta Capital Management no longer appears on Good Shepherd Rehabilitation Hospital Employees' Pension Plan's Schedule C as investment manager (plan year 2024 vs 2023)
Atlanta Capital Management Co., LLC Form 5500observed 4 days ago
Occurred
Dec 31, 2024
Manager relationship ended
Metlife Investment Management LLC no longer appears on Good Shepherd Rehabilitation Hospital Employees' Pension Plan's Schedule C as investment manager (plan year 2024 vs 2023)
Metlife Investment Management Form 5500observed 4 days ago
Occurred
Dec 31, 2023
Consultant changed
SEI Investments no longer appears on Good Shepherd Rehabilitation Hospital Employees' Pension Plan's Schedule C as pension consultant (plan year 2023 vs 2022)
SEI Investments Company Form 5500observed 4 days ago

Show 5 bookkeeping events

Occurred
Jul 15, 2025
Good Shepherd Rehabilitation Hospital Employees' Pension Plan total assets $68M -> $0 (-100.0%, 2024-12-31 to 2025-07-15)
Occurred
Dec 31, 2024
Good Shepherd Rehabilitation Hospital Employees' Pension Plan total assets $93M -> $68M (-27.1%, 2023-12-31 to 2024-12-31)
Occurred
Jan 1, 2024
Good Shepherd Rehabilitation Hospital Employees' Pension Plan funded ratio 100.9% -> 107.2% (2023-01-01 to 2024-01-01)
Occurred
Jan 1, 2023
Good Shepherd Rehabilitation Hospital Employees' Pension Plan plan assets $110M -> $89M (-19.5%, 2022-01-01 to 2023-01-01)
Occurred
Jan 1, 2023
Good Shepherd Rehabilitation Hospital Employees' Pension Plan funded ratio 109.1% -> 100.9% (2022-01-01 to 2023-01-01)

Provenance

Graph: Allocators
Canonical id: dfx:al:ee4025f6-7bd0-4f1e-913e-40654d216152
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.

Good Shepherd Rehabilitation Hospital Employees' Pension Plan

Allocators

Allentown, 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:ee4025f6-7bd0-4f1e-913e-40654d216152

Vehicle

Manager

Bucket

Value

As of

Kind

Source

Prin Liquid Assets Sep Acct-Z

Principal

Pooled vehicle

$1.7M

Dec 31, 2022

Separate account

Dol form 5500 pension

Prin Liquid Assets Sep Acct-Z

Principal

Pooled vehicle

$1.6M

Dec 31, 2023

Separate account

Dol form 5500 pension

Prin Liquid Assets Sep Acct-Z

Principal

Pooled vehicle

$851,578

Dec 31, 2024

Separate account

Dol form 5500 pension

Bucket

Target %

Range low

Range high

Actual %

Actual

Period end

Basis

U.S. Government securities

n/a

$6.3M

Dec 31, 2024

Derived

Corporate debt instruments (other)

n/a

$42.0M

Dec 31, 2024

Derived

Other investments

n/a

$2.8M

Dec 31, 2024

Derived

Pooled separate accounts

n/a

$851,578

Dec 31, 2024

Derived

Registered investment companies

n/a

$15.0M

Dec 31, 2024

Derived

Consultant

Role

From

Current

Evidence

Source

US Bank

trustee

Jan 1, 2025

Jul 15, 2025

fact

Dol form 5500 pension

SEI Investments Company

Pension consultant

Jan 1, 2022

Dec 31, 2022

fact

Dol form 5500 pension

Principal Financial Group

actuary

Jan 1, 2022

Dec 31, 2022

fact

Dol form 5500 pension

Manager

Mandate

From

Current

Evidence

Atlanta Capital Management Co., LLC

Investment management

Jan 1, 2022

Dec 31, 2022

fact

Metlife Investment Management

Investment management

Jan 1, 2022

Dec 31, 2022

fact