DFX Intelligence

This allocator's name, 3 more advisers, 1 more commitment and 5 more dated events

Every figure, date and source on this page is shown. The names behind them, and every related record, open with the complete profile.

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Corporate pension in Pennsylvania

Corporate pension· Newtown Square, Pennsylvania

Corporate pension, based in Newtown Square, Pennsylvania, reporting $188M in assets, for 2,566 participants.

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

As of 2024-12-31 · the latest dated event for this allocator; each figure carries its own filing or report date

Assets: $188M
Funded ratio: 95.2%
Fund commitments: 2

Open searches Plans backing its top manager Similar plans, same strategy

Commitments (2)Allocation policy Consultants

As of 2024-12-31 · 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, Changed investment consultant to PFM Asset Management LLC.

Capital path

who backs this record, through what, into what; each name opens its own path

Corporate pension in Pennsylvania

Funds committed to

Prisa3 commitments
NT Collective Govt Short Term Invt1 commitment

Managers

Prudential Insurance Company of Ame3 commitments
Northern Trust Investments, Inc.1 commitment

Size, funding, policy and commitments, with their basesCorporate pensionShow

Corporate pension

Assets

$188M

Total assets, Dec 31, 2024 reported

Funded

95.2%

Jan 1, 2024

Private markets target

no policy read

policy Dec 31, 2024

Commitments

none on the tape

Plan sponsor: this allocator

Allocation policy

Form 5500, as of Dec 31, 2024

Actual allocation lines without a target (as filed)

Common/collective trusts 2.1%
Pooled separate accounts 1.9%
Registered investment companies 93.3%

Consultants and advisers

6 firms

FAF Advisors Investment adviser (plan)through Dec 31, 2024 Form 5500
PFM Asset Management LLC Investment adviser (plan)through Dec 31, 2022 Form 5500
US Bank Trusteethrough Dec 31, 2024 Form 5500

+3 more consultants and advisers advise this allocator

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

Includes 3 days of DFX Intelligence. Then $249/month unless canceled.

People

No investment staff or executives have been read for this allocator yet.

Manager roster

2 managers on the commitment tape

From the plan’s own commitment disclosures

Prudential Insurance Company of Ame3 rows, latest Dec 31, 2024
Northern Trust Investments, Inc.1 row, latest Dec 31, 2024

From Schedule C (investment management, code 28)

Sterling Capital Management LLCplan years 2022
Prudential Insurance Company of Ameplan years 2022
Swarthmore Collegeplan years 2022

What changed

10 events

Dec 31, 2024Holding started
with Northern Trust Investments, Inc.$3.9Maskebsa.dol.gov
Dec 31, 2024Manager relationship endedinference
with Sterling Capital Management LLCaskebsa.dol.gov
Dec 31, 2024Consultant changedinference
with PFM Asset Management LLCaskebsa.dol.gov
Dec 31, 2024Consultant changedinference
with FAF Advisorsaskebsa.dol.gov
Jan 1, 2024Funded status changed
down 9 pointsaskebsa.dol.gov

+5 more dated events

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

Includes 3 days of DFX Intelligence. Then $249/month unless canceled.

Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.

Commitments

4 rows, 0 dated closings

Date	Fund	Manager	Bucket	Amount	Status	Source
as of Dec 31, 2024	Prisaseparate account	Prudential Insurance Company of Ame	Pooled vehicles	$3.7M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2024	NT Collective Govt Short Term Invtcollective trust	Northern Trust Investments, Inc.	Cash	$3.9M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2023	Prisaseparate account	Prudential Insurance Company of Ame	Pooled vehicles	$3.8M held	Disclosed holding	askebsa.dol.gov

+1 more commitment

Every fund and manager this allocator committed to, with the amount, date and source on each.

Includes 3 days of DFX Intelligence. Then $249/month unless canceled.

Size and funding

33 readings

Total assets

$188M Dec 31, 2024 reported Form 5500

$186M (2023-12) · $161M (2022-12)

Plan assets

$186M Jan 1, 2024 reported Form 5500

$161M (2023-01) · $188M (2022-01)

Net assets

$188M Dec 31, 2024 reported Form 5500

$186M (2023-12) · $161M (2022-12)

Funded ratio

95.2% Jan 1, 2024 reported Form 5500

104.2% (2023-01) · 114.1% (2022-01)

Funding target

$173M Jan 1, 2024 reported Form 5500

$152M (2023-01) · $135M (2022-01)

Discount rate

5.17% Jan 1, 2024 reported Form 5500

5.29% (2023-01) · 5.59% (2022-01)

Participants

2,566 Jan 1, 2024 reported Form 5500

2,585 (2023-01) · 2,610 (2022-01)

Contributions

$5.0M Dec 31, 2024 reported Form 5500

$4.0M (2023-12) · $8.0M (2022-12)

Benefits paid

$15.5M Dec 31, 2024 reported Form 5500

$3.3M (2023-12) · $2.8M (2022-12)

Net investment income

$1.7M Dec 31, 2024 reported Form 5500

$24.7M (2023-12) · -$26.9M (2022-12)

Investment management fees

$202,430 Dec 31, 2024 reported Form 5500

$168,330 (2023-12) · $169,822 (2022-12)

Form 5500 filings

3 plan years

Plan year	Participants	Assets (SB market)	Funding target	FTAP	Total assets (H)	Partnerships / JV	Master trust	Real estate
2024 to Dec 31, 2024	2,566	$186M	$173M	95.2%	$188M	Not disclosed	Not disclosed	Not disclosed
2023 to Dec 31, 2023	2,585	$161M	$152M	104.2%	$186M	Not disclosed	Not disclosed	Not disclosed
2022 to Dec 31, 2022	2,610	$188M	$135M	114.1%	$161M	Not disclosed	Not disclosed	Not disclosed

Service providers and investment entities as filed (Schedule C and D, latest year first)

Willis Towers Watson LLC codes 11 17 50 $1.4M PY2024
FAF Advisors codes 27 50 70 $144,842 PY2024
PNC Bank, N.A. codes 21 50 59 62 68 $55,467 PY2024

+21 more service providers

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

Includes 3 days of DFX Intelligence. Then $249/month unless canceled.

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.

Not yet on record: managers.

Capital chain

This record sits on 4 traced paths of capital across the graphs.

Consultant to allocator to manager

DFX traced 4 paths of capital through this record

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

Includes 3 days of DFX Intelligence. Then $299/month unless canceled.

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

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Record history

10 dated events on the change ledger, latest first

Holding in a pooled vehicle started
2024-12-31source
Funded status changed
2023-01-01source
Funded status changed
2024-01-01source

+7 more changes on this record's ledger

Includes 3 days of DFX Intelligence. Then $249/month unless canceled.

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

+10 connections on the graph

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