This allocator's name, 3 more managers, 28 more commitments and 2 more dated events
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Corporate pension in Pennsylvania
Corporate pension, based in Allentown, Pennsylvania, reporting $1.1B in assets, for 10,843 participants.
Composed from this allocator's classification, location and filed figures.
- Assets
- $1.1B
- Funded ratio
- 93.7%
- Fund commitments
- 11
- Managers
- 3
Nothing material in the last 90 days. Last change: 31 Dec 2024, Manager relationship ended.
Capital path
who backs this record, through what, into what; each name opens its own path- CF Ssga Global Equity Ex USA Index3 commitments
- AON Global Equity Fund3 commitments
- NT Collective Short Term Investment3 commitments
- AON Trust Company LLC15 commitments
- Aon4 commitments
- State Street Global Advisors Trust Company3 commitments
Size, funding, policy and commitments, with their basesCorporate pensionShowHide
- Non-interest-bearing cash 0.1%
- Other investments 0.6%
- Partnership/joint venture interests 5.5%
- Common/collective trusts 89.2%
- Real estate (other than employer real property) 4.6%
- AON Investments USA Inc Pension consultantthrough Jun 30, 2023 Form 5500
- Mercer Actuarythrough Jun 30, 2023 Form 5500
- Northern Trust Co. Trusteethrough Jun 30, 2023 Form 5500
- AON Trust Company LLC15 rows, latest Jun 30, 2025
- Aon4 rows, latest Jun 30, 2025
- State Street Global Advisors Trust Company3 rows, latest Jun 30, 2025
+3 more managers received commitments
Every name, record and relationship behind this count, with the source on each.
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- Aonplan years
- State Street Research & Managementplan years 2025
- Prudential Bank & Trust Companyplan years 2025
+4 more Schedule C managers
Every name, record and relationship behind this count, with the source on each.
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- Dec 31, 2024Manager relationship endedinferencewith Prisa LPaskebsa.dol.gov
- Dec 31, 2024Manager relationship startedwith Prudential Bank & Trust Companyaskebsa.dol.gov
- Jul 1, 2024Funded status changeddown 7 pointsaskebsa.dol.gov
- Jun 30, 2024Holding endedinference
- Dec 31, 2023Manager relationship endedinferencewith Baker Tilly Virchow Krause, LLPaskebsa.dol.gov
+2 more dated events
Every name, record and relationship behind this count, with the source on each.
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| Date | Fund | Manager | Bucket | Amount | Vintage | Status | Source |
|---|---|---|---|---|---|---|---|
| as of Jun 30, 2025 | CF Ssga Global Equity Ex USA Indexcollective trust | State Street Global Advisors Trust Company | Public equity | $22.7M held | Disclosed holding | askebsa.dol.gov | |
| as of Jun 30, 2025 | AON Global Equity Fundcollective trust | Aon | Public equity | $47.0M held | Disclosed holding | askebsa.dol.gov | |
| as of Jun 30, 2025 | NT Collective Short Term Investmentcollective trust | Northern Trust Investments, Inc. | Cash | $20.2M held | Disclosed holding | askebsa.dol.gov |
+28 more commitments
Every fund and manager this allocator committed to, with the amount, date and source on each.
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| Plan year | Participants | Assets (SB market) | Funding target | FTAP | Total assets (H) | Partnerships / JV | Master trust | Real estate |
|---|---|---|---|---|---|---|---|---|
| 2024 to Jun 30, 2025 | 10,843 | $1.1B | $1.1B | 93.7% | $1.1B | $62.0M | Not disclosed | $52.0M |
| 2023 to Jun 30, 2024 | 10,987 | $1.2B | $1.1B | 100.3% | $1.1B | $16.4M | $0 | $45.9M |
| 2022 to Jun 30, 2023 | 11,135 | $1.2B | $1.2B | 97.8% | $1.2B | $20.7M | $0 | $58.4M |
- Mercer codes 11 14 17 50 $932,417 PY2024
- AON Investments codes 28 50 $858,680 PY2024
- Prudential Bank & Trust codes 28 50 $275,523 PY2024
+49 more service providers
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Provenance
This record sits on 5 traced paths of capital across the graphs.
DFX traced 5 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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Record history
- Holding in a pooled vehicle ended2024-06-30source
- Funded status changed2023-07-01source
- Funded status changed2024-07-01source
+4 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
every published relationship on the graph
+11 connections on the graph
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