This allocator's name
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Corporate pension in Pennsylvania
Corporate pension, based in Doylestown, Pennsylvania, reporting $43.9M in assets, for 1,114 participants.
Composed from this allocator's classification, location and filed figures.
- Assets
- $43.9M
- Funded ratio
- 82.0%
- Fund commitments
- 1
- Managers
- 1
Nothing material in the last 90 days. No dated change on record yet.
Capital path
who backs this record, through what, into what; each name opens its own path- SEI Core Property Collective Inv Tr3 commitments
- SEI Investments Management Corp3 commitments
Size, funding, policy and commitments, with their basesCorporate pensionShowHide
- Common/collective trusts 11.1%
- Registered investment companies 87.4%
- Cbiz Actuarythrough Jun 30, 2025 Form 5500
- SEI Trust Company Custodianthrough Jun 30, 2023 Form 5500
- Korn Ferry Actuarythrough Jun 30, 2023 Form 5500
- SEI Investments Management Corp3 rows, latest Jun 30, 2025
- SEI Investments Management Corpplan years
| Date | Fund | Manager | Bucket | Amount | Vintage | Status | Source |
|---|---|---|---|---|---|---|---|
| as of Jun 30, 2025 | SEI Core Property Collective Inv Trcollective trust | SEI Investments Management Corp | Real estate | $4.9M held | Disclosed holding | askebsa.dol.gov | |
| as of Jun 30, 2024 | SEI Core Property Collective Inv Trcollective trust | SEI Investments Management Corp | Real estate | $4.8M held | Disclosed holding | askebsa.dol.gov | |
| as of Jun 30, 2023 | SEI Core Property Collective Inv Trcollective trust | SEI Investments Management Corp | Real estate | $6.0M held | Disclosed holding | askebsa.dol.gov |
| Plan year | Participants | Assets (SB market) | Funding target | FTAP | Total assets (H) | Partnerships / JV | Master trust | Real estate |
|---|---|---|---|---|---|---|---|---|
| 2024 to Jun 30, 2025 | 1,114 | $45.7M | $53.1M | 82.0% | $43.9M | Not disclosed | Not disclosed | Not disclosed |
| 2023 to Jun 30, 2024 | 1,170 | $45.3M | $56.9M | 82.0% | $45.8M | Not disclosed | Not disclosed | Not disclosed |
| 2022 to Jun 30, 2023 | 1,232 | $45.2M | $59.0M | 81.3% | $45.4M | Not disclosed | Not disclosed | Not disclosed |
- SEI Trust Company codes 19 21 28 49 50 51 52 $174,020 PY2024
- SEI Core Property Coll Invsmt Trust Sched. D C $4.9M PY2024
- Cbiz codes 11 PY2024
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Every name, record and relationship behind this count, with the source on each.
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Provenance
This record sits on 2 traced paths of capital across the graphs.
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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›Connections
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+5 connections on the graph
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