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AllocatorsPlancorporate pension<100m

Univest Financial Corporation Retirement Plan

Allocators

Souderton, 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:f7d5152e-907c-4085-90e7-e5fcbf6f64a5

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, 2:57 AM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 5
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: $56.8Mlatest reading; see basis
Assets as of: Dec 31, 2024
Assets basis: REPORTED
Funded ratio: 96%
Participants: 427
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: Dec 31, 2024
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; 13 rows folded into 4

Bucket	Target %	Range low	Range high	Actual %	Actual	Period end	Basis
Interest-bearing cash	n/a	n/a	n/a	5	$2.7M	Dec 31, 2024	Derived
U.S. Government securities	n/a	n/a	n/a	16	$9.1M	Dec 31, 2024	Derived
Corporate debt instruments (other)	n/a	n/a	n/a	17	$9.9M	Dec 31, 2024	Derived
Registered investment companies	n/a	n/a	n/a	62	$35.0M	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
Franklin Templeton Private Port GP	Investment adviser	Jan 1, 2023	Dec 31, 2023	no	fact	Dol form 5500 pension
Cbiz Benefits & Insurance Services	actuary	Jan 1, 2022	Dec 31, 2022	no	fact	Dol form 5500 pension

Relationships

Sponsors (1)

← Univest Financial CorporationPlan sponsorPlan sponsor
Jan 1, 2022 to presentfactForm 5500

Advised by (2)

→ Cbiz Benefits & Insurance ServicesInvestment consultantactuary
Jan 1, 2022 to Dec 31, 2022factForm 5500
→ Franklin Templeton Private Port GPInvestment consultantInvestment adviser
Jan 1, 2023 to Dec 31, 2023factForm 5500

Dated events

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

Show 5 bookkeeping events

Occurred
Jan 1, 2024
Univest Financial Corporation Retirement Plan funded ratio 87.7% -> 96.4% (2023-01-01 to 2024-01-01)
Occurred
Jan 1, 2024
Univest Financial Corporation Retirement Plan plan assets $49M -> $54M (+10.0%, 2023-01-01 to 2024-01-01)
Occurred
Dec 31, 2023
Univest Financial Corporation Retirement Plan total assets $49M -> $54M (+10.0%, 2022-12-31 to 2023-12-31)
Occurred
Jan 1, 2023
Univest Financial Corporation Retirement Plan funded ratio 112.0% -> 87.7% (2022-01-01 to 2023-01-01)
Occurred
Jan 1, 2023
Univest Financial Corporation Retirement Plan plan assets $60M -> $49M (-18.3%, 2022-01-01 to 2023-01-01)

Provenance

Graph: Allocators
Canonical id: dfx:al:f7d5152e-907c-4085-90e7-e5fcbf6f64a5
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.

Univest Financial Corporation Retirement Plan

Allocators

Souderton, 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:f7d5152e-907c-4085-90e7-e5fcbf6f64a5

Bucket

Target %

Range low

Range high

Actual %

Actual

Period end

Basis

Interest-bearing cash

n/a

$2.7M

Dec 31, 2024

Derived

U.S. Government securities

n/a

$9.1M

Dec 31, 2024

Derived

Corporate debt instruments (other)

n/a

$9.9M

Dec 31, 2024

Derived

Registered investment companies

n/a

$35.0M

Dec 31, 2024

Derived

Consultant

Role

From

Current

Evidence

Source

Franklin Templeton Private Port GP

Investment adviser

Jan 1, 2023

Dec 31, 2023

fact

Dol form 5500 pension

Cbiz Benefits & Insurance Services

actuary

Jan 1, 2022

Dec 31, 2022

fact

Dol form 5500 pension