DFX Intelligence

Data Factory

AllocatorsPlancorporate pension<100m

The First National Bank and Trust Company of Newtown Pension Plan

Allocators

Newtown, 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:f2d081f2-2f11-432b-bb65-33afc192ae7d

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, 2:46 AM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 4
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: $50.4Mlatest reading; see basis
Assets as of: Mar 31, 2025
Assets basis: REPORTED
Funded ratio: 131%
Participants: 140
Commitments: 0with an amount; holdings are counted apart
Managers: 0
Funds: 0
Re-ups: 0
First-time managers: 0
Consultants: 0
Private markets target, %: 0latest policy, percent of assets
Private equity target, %: 0latest policy, percent of assets
Latest policy: Mar 31, 2025
People: 0

Policy targets, latest period

the latest period this plan published, every item quoted from its own report; a target is never an actual; 17 rows folded into 5

Bucket	Target %	Range low	Range high	Actual %	Actual	Period end	Basis
Interest-bearing cash	n/a	n/a	n/a	17	$8.5M	Mar 31, 2025	Derived
U.S. Government securities	n/a	n/a	n/a	15	$7.5M	Mar 31, 2025	Derived
Registered investment companies	n/a	n/a	n/a	53	$26.8M	Mar 31, 2025	Derived
Common stock	n/a	n/a	n/a	15	$7.4M	Mar 31, 2025	Derived
Preferred stock	n/a	n/a	n/a	0	$85,200	Mar 31, 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
Milliman, Inc.	actuary	Apr 1, 2022	Mar 31, 2023	no	fact	Dol form 5500 pension

Relationships

Sponsors (1)

← The First National Bank and Trust Company of NewtownPlan sponsorPlan sponsor
Apr 1, 2022 to presentfactForm 5500

Advised by (1)

→ Milliman, Inc.Investment consultantactuary
Apr 1, 2022 to Mar 31, 2023factForm 5500

Dated events

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

Show 4 bookkeeping events

Occurred
Apr 1, 2024
The First National Bank and Trust Company of Newtown Pension Plan plan assets $41M -> $47M (+16.0%, 2023-04-01 to 2024-04-01)
Occurred
Apr 1, 2024
The First National Bank and Trust Company of Newtown Pension Plan funded ratio 133.9% -> 130.8% (2023-04-01 to 2024-04-01)
Occurred
Mar 31, 2024
The First National Bank and Trust Company of Newtown Pension Plan total assets $41M -> $47M (+16.0%, 2023-03-31 to 2024-03-31)
Occurred
Apr 1, 2023
The First National Bank and Trust Company of Newtown Pension Plan funded ratio 128.5% -> 133.9% (2022-04-01 to 2023-04-01)

Provenance

Graph: Allocators
Canonical id: dfx:al:f2d081f2-2f11-432b-bb65-33afc192ae7d
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.

The First National Bank and Trust Company of Newtown Pension Plan

Allocators

Newtown, 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:f2d081f2-2f11-432b-bb65-33afc192ae7d

Bucket

Target %

Range low

Range high

Actual %

Actual

Period end

Basis

Interest-bearing cash

n/a

$8.5M

Mar 31, 2025

Derived

U.S. Government securities

n/a

$7.5M

Mar 31, 2025

Derived

Registered investment companies

n/a

$26.8M

Mar 31, 2025

Derived

Common stock

n/a

$7.4M

Mar 31, 2025

Derived

Preferred stock

n/a

$85,200

Mar 31, 2025

Derived

Consultant

Role

From

Current

Evidence

Source

Milliman, Inc.

actuary

Apr 1, 2022

Mar 31, 2023

fact

Dol form 5500 pension