DFX Intelligence

This allocator's name and 10 more dated events

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Corporate pension in Pennsylvania

Corporate pension· York, Pennsylvania

Corporate pension, based in York, Pennsylvania, reporting $45.4M in assets, for 106 participants.

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

As of 2025-01-01 · the latest dated event for this allocator; each figure carries its own filing or report date

Assets: $45.4M
Funded ratio: 101.8%
Managers: 2

Open searches Allocation policy Managers

As of 2025-01-01 · 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: 1 Jan 2025, Funded status changed.

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

Corporate pension

Assets

$45.4M

Total assets, Dec 31, 2025 reported

Funded

101.8%

Jan 1, 2025

Private markets target

no policy read

policy Dec 31, 2025

Commitments

2 managers on Schedule C

Plan sponsor: this allocator

Allocation policy

Form 5500, as of Dec 31, 2025

Actual allocation lines without a target (as filed)

Interest-bearing cash 1.1%
Corporate debt instruments (other) 59.9%
U.S. Government securities 18.2%
Registered investment companies 19.7%

Consultants and advisers

1 firm

Conrad Siegel Actuarythrough Dec 31, 2025 Form 5500

People

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

Manager roster

10 managers on Schedule C

From Schedule C (investment management, code 28)

Fidelity Management & Research Compplan years 2025
Federated Hermes Govt Obligplan years 2025
Seafarer Overseas Growth and Incomeplan years 2022

+7 more Schedule C managers

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

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

What changed

15 events

Jan 1, 2025Funded status changed
down 3 pointsaskebsa.dol.gov
Dec 31, 2024Manager relationship endedinference
with Blackrock Fund Advisorsaskebsa.dol.gov
Dec 31, 2024Manager relationship endedinference
with Pimcoaskebsa.dol.gov
Jan 1, 2024Funded status changed
down 7 pointsaskebsa.dol.gov
Jan 1, 2024Assets changed
$5.4Maskebsa.dol.gov

+10 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

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

41 readings

Total assets

$45.4M Dec 31, 2025 reported Form 5500

$42.7M (2024-12) · $43.5M (2023-12) · $38.1M (2022-12)

Plan assets

$42.7M Jan 1, 2025 reported Form 5500

$43.5M (2024-01) · $38.1M (2023-01) · $44.1M (2022-01)

Net assets

$45.4M Dec 31, 2025 reported Form 5500

$42.7M (2024-12) · $43.5M (2023-12) · $38.1M (2022-12)

Funded ratio

101.8% Jan 1, 2025 reported Form 5500

105.0% (2024-01) · 112.0% (2023-01) · 112.0% (2022-01)

Funding target

$23.7M Jan 1, 2025 reported Form 5500

$24.0M (2024-01) · $23.6M (2023-01) · $22.4M (2022-01)

Discount rate

5.36% Jan 1, 2025 reported Form 5500

5.12% (2024-01) · 5.26% (2023-01) · 5.43% (2022-01)

Participants

106 Jan 1, 2025 reported Form 5500

107 (2024-01) · 109 (2023-01) · 110 (2022-01)

Contributions

$0 Dec 31, 2025 reported Form 5500

$0 (2024-12) · $1.2M (2023-12) · $1.8M (2022-12)

Benefits paid

$1.5M Dec 31, 2025 reported Form 5500

$1.4M (2024-12) · $1.3M (2023-12) · $1.2M (2022-12)

Net investment income

$2.7M Dec 31, 2025 reported Form 5500

-$764,580 (2024-12) · $5.4M (2023-12) · -$6.0M (2022-12)

Investment management fees

$53,877 Dec 31, 2023 reported Form 5500

Form 5500 filings

4 plan years

Plan year	Participants	Assets (SB market)	Funding target	FTAP	Total assets (H)	Partnerships / JV	Master trust	Real estate
2025 to Dec 31, 2025	106	$42.7M	$23.7M	101.8%	$45.4M	$0	$0	$0
2024 to Dec 31, 2024	107	$43.5M	$24.0M	105.0%	$42.7M	$0	$0	$0
2023 to Dec 31, 2023	109	$38.1M	$23.6M	112.0%	$43.5M	$0	$0	$0
2022 to Dec 31, 2022	110	$44.1M	$22.4M	112.0%	$38.1M	$0	$0	$0

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

Federated Hermes Govt Oblig codes 28 52 PY2025
Fidelity Management & Research Comp codes 28 52 PY2025
Conrad Siegel codes 11 PY2025

+18 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: fund commitments.

Record history

15 dated events on the change ledger, latest first

Funded status changed
2024-01-01source
Funded status changed
2025-01-01source
Manager relationship started
2023-12-31source

+12 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

+12 connections on the graph

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