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AllocatorsPlancorporate pension100m-1b

Crozer-Keystone Health System Employees Retirement Plan

Allocators

Chester, PA

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Search this name across graphsid dfx:al:f5770aab-20aa-4fd7-8f03-487b4d59ea23

Data as of Sep 15, 2026 (this record's last observation) from Government tapes; SEC filings; What the plans publish; Pending. Page built Sep 18, 2026, 11:14 PM 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: $148Mlatest reading; see basis
Assets as of: Dec 31, 2024
Assets basis: REPORTED
Funded ratio: 53%
Participants: 4,376
Commitments: 11with an amount; holdings are counted apart
Managers: 1
Funds: 4
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 Ldi Ext Dur Sep Acct-Z	Principal	Pooled vehicle	$118M	Dec 31, 2023	Separate account	Dol form 5500 pension
Prin Ldi Ext Dur Sep Acct-Z	Principal	Pooled vehicle	$114M	Dec 31, 2022	Separate account	Dol form 5500 pension
Prin Ldi Ext Dur Sep Acct-Z	Principal	Pooled vehicle	$98.3M	Dec 31, 2024	Separate account	Dol form 5500 pension
Prin Ldi Intrm Dur Sep Acct-Z	Principal	Pooled vehicle	$39.0M	Dec 31, 2023	Separate account	Dol form 5500 pension
Prin Ldi Intrm Dur Sep Acct-Z	Principal	Pooled vehicle	$36.3M	Dec 31, 2022	Separate account	Dol form 5500 pension
Prin Ldi Intrm Dur Sep Acct-Z	Principal	Pooled vehicle	$36.2M	Dec 31, 2024	Separate account	Dol form 5500 pension
Prin Ldi Long Duration Sa-Z	Principal	Fixed income	$23.6M	Dec 31, 2022	Separate account	Dol form 5500 pension
Prin Ldi Short Dur Sep Acct-Z	Principal	Pooled vehicle	$9.6M	Dec 31, 2023	Separate account	Dol form 5500 pension
Prin Ldi Short Dur Sep Acct-Z	Principal	Pooled vehicle	$8.9M	Dec 31, 2022	Separate account	Dol form 5500 pension
Prin Ldi Long Duration Sa-Z	Principal	Fixed income	$1.1M	Dec 31, 2023	Separate account	Dol form 5500 pension
Prin Ldi Short Dur Sep Acct-Z	Principal	Pooled vehicle	$28,790	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; 7 rows folded into 3

Bucket	Target %	Range low	Range high	Actual %	Actual	Period end	Basis
Partnership/joint venture interests	n/a	n/a	n/a	3	$3.9M	Dec 31, 2024	Derived
Pooled separate accounts	n/a	n/a	n/a	91	$134M	Dec 31, 2024	Derived
Registered investment companies	n/a	n/a	n/a	6	$9.5M	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
Principal Financial Group	actuary	Jan 1, 2022	Dec 31, 2022	no	fact	Dol form 5500 pension

Relationships

Sponsors (1)

← Prospect Crozer, LLCPlan sponsorPlan sponsor
Jan 1, 2022 to presentfactForm 5500

Advised by (1)

→ Principal Financial GroupInvestment consultantactuary
Jan 1, 2022 to Dec 31, 2022factForm 5500

Dated events

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

Occurred
Dec 31, 2024
Holding in a pooled vehicle ended
Crozer-Keystone Health System Employees Retirement Plan no longer reports Prin Ldi Long Duration Sa-Z (Principal) (last held $1M at 2023-12-31; absent from the 2024-12-31 filing)
Principal Form 5500observed 3 days ago
$1.1M

Show 3 bookkeeping events

Occurred
Dec 31, 2024
Crozer-Keystone Health System Employees Retirement Plan total assets $174M -> $148M (-14.9%, 2023-12-31 to 2024-12-31)
Occurred
Jan 1, 2023
Crozer-Keystone Health System Employees Retirement Plan plan assets $329M -> $186M (-43.3%, 2022-01-01 to 2023-01-01)
Occurred
Jan 1, 2023
Crozer-Keystone Health System Employees Retirement Plan funded ratio 82.1% -> 53.0% (2022-01-01 to 2023-01-01)

Provenance

Graph: Allocators
Canonical id: dfx:al:f5770aab-20aa-4fd7-8f03-487b4d59ea23
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.