This allocator's name, 34 more commitments and 19 more dated events

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Corporate pension in Pennsylvania

Corporate pension· Harrisburg, Pennsylvania

Corporate pension, based in Harrisburg, Pennsylvania, reporting $117M in assets, for 6,308 participants.

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

Assets
$117M
Funded ratio
95.3%
Fund commitments
22
Managers
1
Open searchesPlans backing its top managerSimilar plans, same strategy
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Commitments (22)Allocation 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: 28 Feb 2025, Holding started.

Capital path

who backs this record, through what, into what; each name opens its own path
Corporate pension in Pennsylvania
Funds committed to
All 22
Managers
Size, funding, policy and commitments, with their basesCorporate pensionShow
Corporate pension
Assets
$117M
Total assets, Feb 28, 2025 reported
Funded
95.3%
Mar 1, 2024
Private markets target
no policy read
policy Feb 28, 2025
Commitments
22
1 manager on Schedule C
Plan sponsor: this allocator
Allocation policy
Form 5500, as of Feb 28, 2025
Actual allocation lines without a target (as filed)
  • Interest-bearing cash 1.0%
  • Common/collective trusts 98.4%
Consultants and advisers
2 firms
People
No investment staff or executives have been read for this allocator yet.
Manager roster
3 managers on the commitment tape
From the plan’s own commitment disclosures
From Schedule C (investment management, code 28)
What changed
24 events
  • Feb 28, 2025Holding started
    with AON Trust Company LLC$3.4Maskebsa.dol.gov
  • Feb 28, 2025Holding endedinference
    with AON Hewitt Investment Consulting, I$5.1Maskebsa.dol.gov
  • Feb 28, 2025Holding endedinference
    with AON Hewitt Investment Consulting, I$12Kaskebsa.dol.gov
  • Feb 28, 2025Holding endedinference
    with AON Hewitt Investment Consulting, I$45.2Maskebsa.dol.gov
  • Feb 28, 2025Holding started
    with AON Trust Company LLC$3.7Maskebsa.dol.gov

+19 more dated events

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Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Commitments
37 rows, 0 dated closings
DateFundManagerBucketAmountVintageStatusSource
as of Feb 28, 2025AON Small & Mid Cap Equity Fundcollective trustAON Trust Company LLCPublic equity$3.4M heldDisclosed holdingaskebsa.dol.gov
as of Feb 28, 2025Nisa Ultra Long Treasury Cifcollective trustNisaFixed income$2.3M heldDisclosed holdingaskebsa.dol.gov
as of Feb 28, 2025Nisa Ultra Mid Treasury Cifcollective trustNisaFixed income$2.9M heldDisclosed holdingaskebsa.dol.gov

+34 more commitments

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

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Size and funding
33 readings
Total assets
$117M Feb 28, 2025 reported Form 5500
$120M (2024-02) · $121M (2023-02)
Plan assets
$120M Mar 1, 2024 reported Form 5500
$121M (2023-03) · $149M (2022-03)
Net assets
$117M Feb 28, 2025 reported Form 5500
$120M (2024-02) · $121M (2023-02)
Funded ratio
95.3% Mar 1, 2024 reported Form 5500
100.1% (2023-03) · 110.9% (2022-03)
Funding target
$124M Mar 1, 2024 reported Form 5500
$129M (2023-03) · $128M (2022-03)
Discount rate
5.25% Mar 1, 2024 reported Form 5500
5.24% (2023-03) · 5.40% (2022-03)
Participants
6,308 Mar 1, 2024 reported Form 5500
6,532 (2023-03) · 6,778 (2022-03)
Contributions
$0 Feb 28, 2025 reported Form 5500
$0 (2024-02) · $0 (2023-02)
Benefits paid
$8.5M Feb 28, 2025 reported Form 5500
$8.1M (2024-02) · $8.3M (2023-02)
Net investment income
-$2.3M Feb 28, 2025 reported Form 5500
-$1.7M (2024-02) · -$28.3M (2023-02)
Investment management fees
$402,501 Feb 28, 2025 reported Form 5500
$362,390 (2024-02) · $386,723 (2023-02)
Form 5500 filings
3 plan years
Plan yearParticipantsAssets (SB market)Funding targetFTAPTotal assets (H)Partnerships / JVMaster trustReal estate
2024 to Feb 28, 20256,308$120M$124M95.3%$117MNot disclosedNot disclosedNot disclosed
2023 to Feb 29, 20246,532$121M$129M100.1%$120MNot disclosedNot disclosedNot disclosed
2022 to Feb 28, 20236,778$149M$128M110.9%$121MNot disclosedNot disclosedNot disclosed
Service providers and investment entities as filed (Schedule C and D, latest year first)
  • Alight Solutions LLC codes 15 50 99 $628,511 PY2024
  • AON Investments USA Inc codes 28 50 51 52 $402,501 PY2024
  • Clifton Larson Allen, LLP (cla) codes 10 50 $19,950 PY2024

+55 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 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.

Record history

24 dated events on the change ledger, latest first
  • Holding in a pooled vehicle started
    2025-02-28source
  • Holding in a pooled vehicle ended
    2025-02-28source
  • Holding in a pooled vehicle ended
    2025-02-28source

+21 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

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+6 connections on the graph

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