This allocator's name, 1 more adviser and 1 more dated event

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Corporate pension in Pennsylvania

Corporate pension· Lafayette Hill, Pennsylvania

Corporate pension, based in Lafayette Hill, Pennsylvania, reporting $483M in assets, for 7,724 participants.

Composed from this allocator's classification, location and filed figures.

Assets
$483M
Funded ratio
121.1%
Fund commitments
1
Managers
2
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Commitments (1)Allocation policyManagers
As of · the latest dated event for this allocator; each figure carries its own filing or report date

Nothing material in the last 90 days. Last change: 31 Dec 2024, Manager relationship started.

Capital path

who backs this record, through what, into what; each name opens its own path
Corporate pension in Pennsylvania
Funds committed to
Managers
Size, funding, policy and commitments, with their basesCorporate pensionShow
Corporate pension
Assets
$483M
Total assets, Dec 31, 2024 reported
Funded
121.1%
Jan 1, 2024
Private markets target
no policy read
policy Dec 31, 2024
Commitments
1
2 managers on Schedule C
Plan sponsor: this allocator
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
  • Interest-bearing cash 1.1%
  • U.S. Government securities 3.9%
  • Partnership/joint venture interests 83.8%
  • Registered investment companies 6.0%
  • Real estate (other than employer real property) 5.1%
Consultants and advisers
4 firms

+1 more consultant or adviser advise this allocator

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People
No investment staff or executives have been read for this allocator yet.
Manager roster
1 manager on the commitment tape
From the plan’s own commitment disclosures
From Schedule C (investment management, code 28)

+2 more Schedule C managers

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What changed
6 events

+1 more dated event

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Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Commitments
1 row, 0 dated closings
DateFundManagerBucketAmountVintageStatusSource
as of Dec 31, 2022GMO Multi-Strategy Fund (onshore)collective trustGrantham Mayo van Otterloo & Co LLCHedge / diversifiers$2.7M heldDisclosed holdingaskebsa.dol.gov
Size and funding
33 readings
Total assets
$483M Dec 31, 2024 reported Form 5500
$437M (2023-12) · $394M (2022-12)
Plan assets
$437M Jan 1, 2024 reported Form 5500
$394M (2023-01) · $418M (2022-01)
Net assets
$483M Dec 31, 2024 reported Form 5500
$437M (2023-12) · $394M (2022-12)
Funded ratio
121.1% Jan 1, 2024 reported Form 5500
114.0% (2023-01) · 132.9% (2022-01)
Funding target
$305M Jan 1, 2024 reported Form 5500
$292M (2023-01) · $265M (2022-01)
Discount rate
5.13% Jan 1, 2024 reported Form 5500
5.20% (2023-01) · 5.37% (2022-01)
Participants
7,724 Jan 1, 2024 reported Form 5500
6,732 (2023-01) · 6,269 (2022-01)
Contributions
$20.0M Dec 31, 2024 reported Form 5500
$15.0M (2023-12) · $25.0M (2022-12)
Benefits paid
$20.1M Dec 31, 2024 reported Form 5500
$17.2M (2023-12) · $17.0M (2022-12)
Net investment income
$46.3M Dec 31, 2024 reported Form 5500
$42.6M (2023-12) · -$24.4M (2022-12)
Investment management fees
$628,399 Dec 31, 2024 reported Form 5500
$567,253 (2023-12) · $581,669 (2022-12)
Form 5500 filings
3 plan years
Plan yearParticipantsAssets (SB market)Funding targetFTAPTotal assets (H)Partnerships / JVMaster trustReal estate
2024 to Dec 31, 20247,724$437M$305M121.1%$483M$405MNot disclosed$24.8M
2023 to Dec 31, 20236,732$394M$292M114.0%$437M$353MNot disclosed$23.6M
2022 to Dec 31, 20226,269$418M$265M132.9%$394M$300MNot disclosed$23.0M
Service providers and investment entities as filed (Schedule C and D, latest year first)

+55 more service providers

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Provenance
Identifiers: none on file
Cross-graph: no entry on another DFX graph
First observed Sep 15, 2026, last observed Sep 29, 2026. Classification confirmed. Every row above carries its source; a reported figure is the subject’s own, a derived one is arithmetic on reported figures, an estimated one is a model or a survey imputation and is never summed into a headline.
Capital chain

This record sits on 2 traced paths of capital across the graphs.

Allocator commitments to a manager

DFX traced 2 paths of capital through this record

Every record on each path, what it committed or lent, and as of when.

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Derived from allocator disclosures, BDC schedules and SEC filings; confidence is the weakest hop.

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Record history

6 dated events on the change ledger, latest first
  • Funded status changed
    2023-01-01source
  • Funded status changed
    2024-01-01source
  • Manager relationship started
    2024-12-31source

+3 more changes on this record's ledger

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The ledger records every merge, rename and reclassification this record went through and the dated filings observed on it, so the identity on this page can be traced to the records it was built from. The ledger's own sentences name other records, so they show with the names.

›Connections

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+10 connections on the graph

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