This allocator's name, 43 more commitments and 17 more dated events
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Corporate pension in Pennsylvania
Corporate pension, based in Export, Pennsylvania, reporting $16.0M in assets, for 885 participants.
Composed from this allocator's classification, location and filed figures.
- Assets
- $16.0M
- Funded ratio
- 92.6%
- Fund commitments
- 22
- Managers
- 1
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- Fiam High Yield Bond Comm Pl3 commitments
- Spartan 500 Index Pool3 commitments
- Fiam Long Duration Commingled Pool3 commitments
- Fidelity Institutional Asset Mgmt40 commitments
- Geode Capital Management Trust Company, LLC6 commitments
Size, funding, policy and commitments, with their basesCorporate pensionShowHide
- Interest-bearing cash 0.1%
- Common/collective trusts 93.5%
- Registered investment companies 6.4%
- Onedigital Pension consultantthrough Dec 31, 2024 Form 5500
- Fidelity Management Trust Company Pension consultantthrough Dec 31, 2022 Form 5500
- Buck Global, LLC Actuarythrough Dec 31, 2022 Form 5500
- Fidelity Institutional Asset Mgmt40 rows, latest Dec 31, 2024
- Geode Capital Management Trust Company, LLC6 rows, latest Dec 31, 2024
- Geode Capital Management Trust Company, LLCplan years
- Fidelity Institutional Asset Mgmtplan years 2022
- Dec 31, 2024Holding started
- Dec 31, 2024Holding endedinference
- Dec 31, 2024Holding started
- Dec 31, 2024Holding endedinference
- Dec 31, 2024Holding endedinference
+17 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 | Fiam High Yield Bond Comm Plcollective trust | Fidelity Institutional Asset Mgmt | Fixed income | $4,814 held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | Spartan Total International Index Pcollective trust | Geode Capital Management Trust Company, LLC | Pooled vehicles | $1.8M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | Spartan 500 Index Poolcollective trust | Geode Capital Management Trust Company, LLC | Pooled vehicles | $3.5M held | Disclosed holding | askebsa.dol.gov |
+43 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 | 885 | $33.7M | $38.0M | 92.6% | $16.0M | Not disclosed | Not disclosed | Not disclosed |
| 2023 to Dec 31, 2023 | 924 | $33.0M | $40.2M | 87.3% | $33.6M | Not disclosed | Not disclosed | Not disclosed |
| 2022 to Dec 31, 2022 | 943 | $47.8M | $41.1M | 105.3% | $33.0M | Not disclosed | Not disclosed | Not disclosed |
- FID Mgmt Trust Co codes 17 21 50 $200,167 PY2024
- Buck/conduent Consultants codes 11 17 50 $158,712 PY2024
- FID Inst Asset Mgmt Co codes 28 51 $56,335 PY2024
+69 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 4 traced paths of capital across the graphs.
DFX traced 4 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
+19 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
+6 connections on the graph
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