This allocator's name, 1 more manager, 22 more commitments and 2 more dated events
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Corporate pension in Pennsylvania
Corporate pension, based in Denver, Pennsylvania, reporting $517M in assets, for 3,269 participants.
Composed from this allocator's classification, location and filed figures.
- Assets
- $517M
- Funded ratio
- 103.1%
- Fund commitments
- 10
- Managers
- 3
Nothing material in the last 90 days. Last change: 31 Dec 2024, Holding started.
Capital path
who backs this record, through what, into what; each name opens its own path- EB Temporary Investment3 commitments
- Mercer Emerging Markets Equity Port3 commitments
- Mercer Global Low Volatility Equity3 commitments
- Mercer Investments LLC12 commitments
- State Street Global Advisors Trust Company7 commitments
- BNY Mellon3 commitments
Size, funding, policy and commitments, with their basesCorporate pensionShowHide
- Non-interest-bearing cash 0.3%
- Employer securities 4.4%
- Common/collective trusts 93.5%
- The Berwyn Group Pension consultantthrough Dec 31, 2022 Form 5500
- Willis Towers Watson US LLC Actuarythrough Dec 31, 2022 Form 5500
- Bank of New York Mellon Trusteethrough Dec 31, 2022 Form 5500
- Mercer Investments LLC12 rows, latest Dec 31, 2024
- State Street Global Advisors Trust Company7 rows, latest Dec 31, 2024
- BNY Mellon3 rows, latest Dec 31, 2024
+1 more manager received commitments
Every name, record and relationship behind this count, with the source on each.
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- State Street Global Advisors Trust Companyplan years
- State Street Global Advisors Trustplan years
- Mercer Investments LLCplan years
+1 more Schedule C manager
Every name, record and relationship behind this count, with the source on each.
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- Dec 31, 2024Holding started
- Dec 31, 2024Holding endedinference
- Dec 31, 2024Holding started
- Jan 1, 2024Funded status changed4 pointsaskebsa.dol.gov
- Dec 31, 2023Consultant changedinferencewith The Berwyn Groupaskebsa.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 Dec 31, 2024 | EB Temporary Investmentcollective trust | BNY Mellon | Pooled vehicles | $3.3M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | Mercer Emerging Markets Equity Portcollective trust | Mercer Investments LLC | Public equity | $26.0M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | Mercer Global Low Volatility Equitycollective trust | Mercer Investments LLC | Public equity | $10.2M held | Disclosed holding | askebsa.dol.gov |
+22 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 Dec 31, 2024 | 3,269 | $514M | $544M | 103.1% | $517M | Not disclosed | Not disclosed | Not disclosed |
| 2023 to Dec 31, 2023 | 3,339 | $483M | $538M | 98.9% | $514M | Not disclosed | Not disclosed | Not disclosed |
| 2022 to Dec 31, 2022 | 3,421 | $656M | $523M | 119.4% | $484M | Not disclosed | Not disclosed | Not disclosed |
- Willis Towers Watson US LLC codes 11 16 50 $563,093 PY2024
- Mercer (U.S.) Inc. codes 28 50 51 52 $381,047 PY2024
- The Bank of New York Mellon codes 21 28 50 62 $61,472 PY2024
+39 more service providers
Every name, record and relationship behind this count, with the source on each.
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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 started2024-12-31source
- Holding in a pooled vehicle ended2024-12-31source
- Holding in a pooled vehicle started2024-12-31source
+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
+8 connections on the graph
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