This allocator's name and 12 more dated events

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Corporate pension in Pennsylvania

Corporate pension· Harrisburg, Pennsylvania

Corporate pension, based in Harrisburg, Pennsylvania, reporting $20.7M in assets, for 276 participants.

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

Assets
$20.7M
Funded ratio
96.6%
Managers
1
Open searchesAllocation 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 ended.

Size, funding, policy and commitments, with their basesCorporate pensionShow
Corporate pension
Assets
$20.7M
Total assets, Jun 30, 2025 reported
Funded
96.6%
Jul 1, 2024
Private markets target
no policy read
policy Jun 30, 2025
Commitments
0
1 manager on Schedule C
Plan sponsor: this allocator
Allocation policy
Form 5500, as of Jun 30, 2025
Actual allocation lines without a target (as filed)
  • Interest-bearing cash 9.8%
  • Non-interest-bearing cash 0.0%
  • Corporate debt instruments (other) 4.3%
  • U.S. Government securities 5.6%
  • Registered investment companies 49.0%
  • Common stock 30.3%
Consultants and advisers
2 firms
People
No investment staff or executives have been read for this allocator yet.
Manager roster
17 managers on Schedule C
From Schedule C (investment management, code 28)

+14 more Schedule C managers

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What changed
17 events
  • Dec 31, 2024Manager relationship endedinference
    with T Rowe Priceaskebsa.dol.gov
  • Dec 31, 2024Manager relationship started
    with Polen Capital Managementaskebsa.dol.gov
  • Dec 31, 2024Manager relationship endedinference
    with Lifegoal Investmentsaskebsa.dol.gov
  • Dec 31, 2024Manager relationship endedinference
    with ABR Dynamic Funds, LLCaskebsa.dol.gov
  • Dec 31, 2023Manager relationship endedinference
    with Forum Funds IIaskebsa.dol.gov

+12 more dated events

Every name, record and relationship behind this count, with the source on each.

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Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Commitments
No fund commitments are on the tape for this allocator. The tape holds the plans that publish their own private-markets reports; a plan that publishes one and is not here is a gap we can close.
Size and funding
33 readings
Total assets
$20.7M Jun 30, 2025 reported Form 5500
$19.4M (2024-06) · $18.0M (2023-06)
Plan assets
$19.4M Jul 1, 2024 reported Form 5500
$18.0M (2023-07) · $16.4M (2022-07)
Net assets
$20.7M Jun 30, 2025 reported Form 5500
$19.4M (2024-06) · $18.0M (2023-06)
Funded ratio
96.6% Jul 1, 2024 reported Form 5500
98.4% (2023-07) · 97.7% (2022-07)
Funding target
$19.4M Jul 1, 2024 reported Form 5500
$18.8M (2023-07) · $17.9M (2022-07)
Discount rate
5.32% Jul 1, 2024 reported Form 5500
5.33% (2023-07) · 5.50% (2022-07)
Participants
276 Jul 1, 2024 reported Form 5500
280 (2023-07) · 286 (2022-07)
Contributions
$741,489 Jun 30, 2025 reported Form 5500
$779,263 (2024-06) · $1.0M (2023-06)
Benefits paid
$896,368 Jun 30, 2025 reported Form 5500
$843,711 (2024-06) · $817,704 (2023-06)
Net investment income
$1.3M Jun 30, 2025 reported Form 5500
$1.4M (2024-06) · $1.6M (2023-06)
Investment management fees
$76,233 Jun 30, 2025 reported Form 5500
$68,141 (2024-06) · $62,780 (2023-06)
Form 5500 filings
3 plan years
Plan yearParticipantsAssets (SB market)Funding targetFTAPTotal assets (H)Partnerships / JVMaster trustReal estate
2024 to Jun 30, 2025276$19.4M$19.4M96.6%$20.7M$0$0$0
2023 to Jun 30, 2024280$18.0M$18.8M98.4%$19.4M$0$0$0
2022 to Jun 30, 2023286$16.4M$17.9M97.7%$18.0M$0$0$0
Service providers and investment entities as filed (Schedule C and D, latest year first)

+33 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 15, 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.

Not yet on record: fund commitments.

Record history

17 dated events on the change ledger, latest first
  • Manager relationship ended
    2023-12-31source
  • Manager relationship ended
    2023-12-31source
  • Manager relationship started
    2023-12-31source

+14 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

every published relationship on the graph

+20 connections on the graph

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