This allocator's name, 2 more advisers, 2 more managers and 16 more commitments
Every figure, date and source on this page is shown. The names behind them, and every related record, open with the complete profile.
Includes 3 days of DFX Intelligence. Then $249/month unless canceled.
Corporate pension in Pennsylvania
Corporate pension, based in Harrisburg, Pennsylvania, reporting $310M in assets, for 642 participants.
Composed from this allocator's classification, location and filed figures.
- Assets
- $310M
- Funded ratio
- 106.8%
- Fund commitments
- 7
- Managers
- 4
Nothing material in the last 90 days. Last change: 30 Jun 2025, Holding ended.
Capital path
who backs this record, through what, into what; each name opens its own path- Blackrock US Equity Market Index Fd3 commitments
- Long Term Credit Bond Index Fund3 commitments
- Jpmcb Strategic Property Fund3 commitments
- Blackrock Institutional Trust Company, N.A.9 commitments
- J.P. Morgan Chase3 commitments
- Prudential Insurance Company of Ame3 commitments
Size, funding, policy and commitments, with their basesCorporate pensionShowHide
- Interest-bearing cash 1.1%
- Common/collective trusts 62.8%
- Pooled separate accounts 3.9%
- Registered investment companies 32.0%
- AON Investments USA Inc Investment adviser (plan)through Jun 30, 2023 Form 5500
- Jpmorgan Chase Bank, N.A. Discretionary trusteethrough Jun 30, 2023 Form 5500
- Bolton Partners, Inc. Actuarythrough Jun 30, 2023 Form 5500
+2 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.
- Blackrock Institutional Trust Company, N.A.9 rows, latest Jun 30, 2025
- J.P. Morgan Chase3 rows, latest Jun 30, 2025
- Prudential Insurance Company of Ame3 rows, latest Jun 30, 2025
+2 more managers received commitments
Every name, record and relationship behind this count, with the source on each.
Includes 3 days of DFX Intelligence. Then $249/month unless canceled.
- Blackrock Institutional Trust Company, N.A.plan years
- Western Asset Mgmt Company, LLCplan years 2023
- Blackrock Insti. Trust Company, N.Aplan years
+2 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.
- Jun 30, 2025Holding endedinference
- Jul 1, 2024Funded status changeddown 11 pointsaskebsa.dol.gov
- Jun 30, 2024Holding started
- Jul 1, 2023Funded status changeddown 6 pointsaskebsa.dol.gov
| Date | Fund | Manager | Bucket | Amount | Vintage | Status | Source |
|---|---|---|---|---|---|---|---|
| as of Jun 30, 2025 | Blackrock US Equity Market Index Fdcollective trust | Blackrock Institutional Trust Company, N.A. | Public equity | $44.8M held | Disclosed holding | askebsa.dol.gov | |
| as of Jun 30, 2025 | Long Term Credit Bond Index Fundcollective trust | Blackrock Institutional Trust Company, N.A. | Private credit | $79.7M held | Disclosed holding | askebsa.dol.gov | |
| as of Jun 30, 2025 | Jpmcb Strategic Property Fundcollective trust | J.P. Morgan Chase | Real estate | $6.0M held | Disclosed holding | askebsa.dol.gov |
+16 more commitments
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.
| Plan year | Participants | Assets (SB market) | Funding target | FTAP | Total assets (H) | Partnerships / JV | Master trust | Real estate |
|---|---|---|---|---|---|---|---|---|
| 2024 to Jun 30, 2025 | 642 | $294M | $221M | 106.8% | $310M | Not disclosed | Not disclosed | Not disclosed |
| 2023 to Jun 30, 2024 | 623 | $289M | $220M | 117.4% | $294M | Not disclosed | Not disclosed | Not disclosed |
| 2022 to Jun 30, 2023 | 623 | $286M | $212M | 123.3% | $289M | Not disclosed | Not disclosed | Not disclosed |
- Bolton Partners, Inc. codes 11 50 $104,915 PY2024
- Loomis Sayles Trust Company, LLC codes 51 $99,280 PY2024
- AON Investments USA Inc. codes 27 50 51 $82,150 PY2024
+51 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
This record sits on 10 traced paths of capital across the graphs.
DFX traced 10 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.
Checking your plan…
Record history
- Holding in a pooled vehicle ended2025-06-30source
- Holding in a pooled vehicle started2024-06-30source
- Funded status changed2023-07-01source
+1 more change 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.