DFX Intelligence

This allocator's name, 1 more adviser, 6 more managers, 36 more commitments and 11 more dated events

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Corporate pension in Pennsylvania

Corporate pension· Bryn Mawr, Pennsylvania

Corporate pension, based in Bryn Mawr, Pennsylvania, reporting $299M in assets, for 2,305 participants.

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

As of 2024-12-31 · the latest dated event for this allocator; each figure carries its own filing or report date

Assets: $299M
Funded ratio: 87.7%
Fund commitments: 17
Managers: 5

Open searches Plans backing its top manager Similar plans, same strategy

Commitments (17)Allocation policy Managers

As of 2024-12-31 · 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, Holding ended.

Capital path

who backs this record, through what, into what; each name opens its own path

Corporate pension in Pennsylvania

Funds committed to

Treasury U.S. 5 Year Key Rate Durat3 commitments
WTW Gt Real Asset Fund3 commitments
Lgim Msci Acwi Cit3 commitments

All 17

Managers

Towers Watson Investment Services,12 commitments
Blackrock Institutional Trust6 commitments
State Street Global Advisors Trust Company5 commitments

All 9

Size, funding, policy and commitments, with their basesCorporate pensionShow

Corporate pension

Assets

$299M

Total assets, Dec 31, 2024 reported

Funded

87.7%

Jan 1, 2024

Private markets target

no policy read

policy Dec 31, 2024

Commitments

5 managers on Schedule C

Plan sponsor: this allocator

Allocation policy

Form 5500, as of Dec 31, 2024

Actual allocation lines without a target (as filed)

Employer securities 4.6%
Other investments 1.7%
103-12 investment entities 5.1%
Common/collective trusts 87.3%

Consultants and advisers

4 firms

Blackrock Institutional Trust Co,na Trusteethrough Dec 31, 2024 Form 5500
Bank of New York Mellon Custodianthrough Dec 31, 2024 Form 5500
State Street Global Advisors Custodianthrough Dec 31, 2024 Form 5500

+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

9 managers on the commitment tape

From the plan’s own commitment disclosures

Towers Watson Investment Services,12 rows, latest Dec 31, 2024
Blackrock Institutional Trust6 rows, latest Dec 31, 2024
State Street Global Advisors Trust Company5 rows, latest Dec 31, 2024

+6 more managers received commitments

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

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From Schedule C (investment management, code 28)

Towers Watson Investment Svcsplan years 2022
Blackrock Insti. Trust Company, N.Aplan years
Blackrock Institutional Trust Company, N.A.plan years

+6 more Schedule C managers

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

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What changed

16 events

Dec 31, 2024Holding endedinference
with Towers Watson Investment Services,$8.2Maskebsa.dol.gov
Dec 31, 2024Holding started
with WTW Liquid Diversifiers Fund, Ltd.$15.3Maskebsa.dol.gov
Dec 31, 2024Holding started
with BNY Mellon$6.3Maskebsa.dol.gov
Dec 31, 2024Holding endedinference
with Towers Watson Investment Services,$3.0Maskebsa.dol.gov
Dec 31, 2024Holding endedinference
with Goldman Sachs Trust Company$11.2Maskebsa.dol.gov

+11 more dated events

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

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Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.

Commitments

39 rows, 0 dated closings

Date	Fund	Manager	Bucket	Amount	Status	Source
as of Dec 31, 2024	Treasury U.S. 5 Year Key Rate Duratcollective trust	Blackrock Institutional Trust Company, N.A.	Fixed income	$4.1M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2024	WTW Liquid Diversifiers Fund, Ltd103 12 ie	Towers Watson Investment Svcs	Hedge / diversifiers	$15.3M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2024	WTW Gt Real Asset Fundcollective trust	Towers Watson Investment Services,	Real assets	$34.5M held	Disclosed holding	askebsa.dol.gov

+36 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

$299M Dec 31, 2024 reported Form 5500

$322M (2023-12) · $353M (2022-12)

Plan assets

$321M Jan 1, 2024 reported Form 5500

$352M (2023-01) · $457M (2022-01)

Net assets

$299M Dec 31, 2024 reported Form 5500

$322M (2023-12) · $353M (2022-12)

Funded ratio

87.7% Jan 1, 2024 reported Form 5500

90.8% (2023-01) · 112.3% (2022-01)

Funding target

$289M Jan 1, 2024 reported Form 5500

$325M (2023-01) · $317M (2022-01)

Discount rate

5.13% Jan 1, 2024 reported Form 5500

5.07% (2023-01) · 5.38% (2022-01)

Participants

2,305 Jan 1, 2024 reported Form 5500

2,436 (2023-01) · 2,533 (2022-01)

Contributions

$3.9M Dec 31, 2024 reported Form 5500

$9.4M (2023-12) · $20.3M (2022-12)

Benefits paid

$23.2M Dec 31, 2024 reported Form 5500

$48.9M (2023-12) · $36.4M (2022-12)

Net investment income

-$22.3M Dec 31, 2024 reported Form 5500

-$31.1M (2023-12) · -$105M (2022-12)

Investment management fees

$439,438 Dec 31, 2024 reported Form 5500

$76,736 (2023-12) · $1.1M (2022-12)

Form 5500 filings

3 plan years

Plan year	Participants	Assets (SB market)	Funding target	FTAP	Total assets (H)	Partnerships / JV	Master trust	Real estate
2024 to Dec 31, 2024	2,305	$321M	$289M	87.7%	$299M	Not disclosed	Not disclosed	Not disclosed
2023 to Dec 31, 2023	2,436	$352M	$325M	90.8%	$322M	Not disclosed	Not disclosed	Not disclosed
2022 to Dec 31, 2022	2,533	$457M	$317M	112.3%	$353M	Not disclosed	Not disclosed	Not disclosed

Service providers and investment entities as filed (Schedule C and D, latest year first)

Willis Towers Watson US LLC codes 11 13 17 50 70 $1.3M PY2024
The Bank of New York Mellon codes 19 25 50 $305,107 PY2024
Schneider Downs & Co. Inc. codes 10 50 $52,575 PY2024

+67 more service providers

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

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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

16 dated events on the change ledger, latest first

Holding in a pooled vehicle started
2023-12-31source
Holding in a pooled vehicle ended
2024-12-31source
Holding in a pooled vehicle started
2023-12-31source

+13 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

+15 connections on the graph

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