This allocator's name, 1 more adviser and 3 more commitments

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Corporate pension in Pennsylvania

Corporate pension· Pittsburgh, Pennsylvania

Corporate pension, based in Pittsburgh, Pennsylvania, reporting $190M in assets, for 3,628 participants.

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

Assets
$190M
Funded ratio
87.7%
Fund commitments
2
Managers
3
Open searchesPlans backing its top managerSimilar plans, same strategy
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Commitments (2)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: 31 Dec 2024, Manager relationship started.

Capital path

who backs this record, through what, into what; each name opens its own path
Corporate pension in Pennsylvania
Funds committed to
Managers
Size, funding, policy and commitments, with their basesCorporate pensionShow
Corporate pension
Assets
$190M
Total assets, Dec 31, 2024 reported
Funded
87.7%
Jan 1, 2024
Private markets target
no policy read
policy Dec 31, 2024
Commitments
2
3 managers on Schedule C
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
  • Interest-bearing cash 1.9%
  • Corporate debt instruments (other) 2.3%
  • U.S. Government securities 14.7%
  • Partnership/joint venture interests 1.4%
  • Common/collective trusts 46.7%
  • Registered investment companies 26.6%
  • Common stock 1.2%
Consultants and advisers
4 firms

+1 more consultant or adviser advise this allocator

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

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People
No investment staff or executives have been read for this allocator yet.
Manager roster
2 managers on the commitment tape
From the plan’s own commitment disclosures
From Schedule C (investment management, code 28)

+5 more Schedule C managers

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What changed
4 events
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Commitments
6 rows, 0 dated closings
DateFundManagerBucketAmountVintageStatusSource
as of Dec 31, 2024T. Rowe Price Structured Rsrchcollective trustT. Rowe Price Trust CompanyPooled vehicles$5.0M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Legal & General Msci Acwi Ex US Citcollective trustLegal and GeneralPooled vehicles$83.7M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023T. Rowe Price Structured Rsrchcollective trustT. Rowe Price Trust CompanyPooled vehicles$4.8M heldDisclosed holdingaskebsa.dol.gov

+3 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
32 readings
Total assets
$190M Dec 31, 2024 reported Form 5500
$190M (2023-12) · $190M (2022-12)
Plan assets
$190M Jan 1, 2024 reported Form 5500
$190M (2023-01) · $256M (2022-01)
Net assets
$189M Dec 31, 2024 reported Form 5500
$189M (2023-12) · $189M (2022-12)
Funded ratio
87.7% Jan 1, 2024 reported Form 5500
87.8% (2023-01) · 106.0% (2022-01)
Funding target
$190M Jan 1, 2024 reported Form 5500
$187M (2023-01) · $186M (2022-01)
Discount rate
5.07% Jan 1, 2024 reported Form 5500
5.19% (2023-01) · 5.36% (2022-01)
Participants
3,628 Jan 1, 2024 reported Form 5500
3,233 (2023-01) · 3,318 (2022-01)
Contributions
$9.5M Dec 31, 2024 reported Form 5500
$3.7M (2022-12)
Benefits paid
$14.5M Dec 31, 2024 reported Form 5500
$14.8M (2023-12) · $15.6M (2022-12)
Net investment income
-$749,397 Dec 31, 2024 reported Form 5500
$817,471 (2023-12) · -$66.8M (2022-12)
Investment management fees
$398,971 Dec 31, 2024 reported Form 5500
$293,613 (2023-12) · $432,235 (2022-12)
Form 5500 filings
3 plan years
Plan yearParticipantsAssets (SB market)Funding targetFTAPTotal assets (H)Partnerships / JVMaster trustReal estate
2024 to Dec 31, 20243,628$190M$190M87.7%$190M$2.7MNot disclosedNot disclosed
2023 to Dec 31, 20233,233$190M$187M87.8%$190M$2.8MNot disclosedNot disclosed
2022 to Dec 31, 20223,318$256M$186M106.0%$190M$2.4MNot disclosedNot disclosed
Service providers and investment entities as filed (Schedule C and D, latest year first)

+33 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

4 dated events on the change ledger, latest first
  • Funded status changed
    2023-01-01source
  • Manager relationship ended
    2023-12-31source
  • Manager relationship started
    2024-12-31source

+1 more change 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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+13 connections on the graph

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