DFX Intelligence

This allocator's name, 3 more commitments and 1 more dated event

Every figure, date and source on this page is shown. The names behind them, and every related record, open with the complete profile.

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Corporate pension in Pennsylvania

Corporate pension· Grove City, Pennsylvania

Corporate pension, based in Grove City, Pennsylvania, reporting $14.0M in assets, for 276 participants.

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

As of 2025-06-30 · the latest dated event for this allocator; each figure carries its own filing or report date

Assets: $14.0M
Funded ratio: 102.6%
Fund commitments: 4

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

Commitments (4)Allocation policy

As of 2025-06-30 · 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: 30 Jun 2025, Holding started.

Capital path

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

Corporate pension in Pennsylvania

Funds committed to

Collective Trust Government Stif3 commitments
L&g Liability Corp Cit Fund1 commitment
L&g Liability Treasury Cit Fund1 commitment

All 4

Managers

Legal and General3 commitments
BNY Mellon3 commitments

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

Corporate pension

Assets

$14.0M

Total assets, Jun 30, 2025 reported

Funded

102.6%

Jul 1, 2024

Private markets target

no policy read

policy Jun 30, 2025

Commitments

none on the tape

Plan sponsor: this allocator

Allocation policy

Form 5500, as of Jun 30, 2025

Actual allocation lines without a target (as filed)

Common/collective trusts 84.0%
Registered investment companies 16.0%

Consultants and advisers

3 firms

Grossman Yanak & Ford LLP General consultantthrough Jun 30, 2023 Form 5500
Buck Global, LLC Actuarythrough Jun 30, 2023 Form 5500
Bank of New York Mellon Custodianthrough Jun 30, 2023 Form 5500

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

Legal and General3 rows, latest Jun 30, 2025
BNY Mellon3 rows, latest Jun 30, 2025

From Schedule C (investment management, code 28)

Legal & General Inv Mgmt Americaplan years 2024
Hirtle, Callaghan, & Co.plan years 2023

What changed

6 events

Jun 30, 2025Holding started
with Legal and General$417Kaskebsa.dol.gov
Jun 30, 2025Holding started
with Legal and General$8.7Maskebsa.dol.gov
Jun 30, 2025Holding started
with Legal and General$2.3Maskebsa.dol.gov
Dec 31, 2023Manager relationship started
with Legal & General Inv Mgmt Americaaskebsa.dol.gov
Dec 31, 2023Consultant changedinference
with Grossman Yanak & Ford LLPaskebsa.dol.gov

+1 more dated event

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

Includes 3 days of DFX Intelligence. Then $249/month unless canceled.

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

Commitments

6 rows, 0 dated closings

Date	Fund	Manager	Bucket	Amount	Status	Source
as of Jun 30, 2025	L&g Liability Corp Cit Fundcollective trust	Legal and General	Pooled vehicles	$8.7M held	Disclosed holding	askebsa.dol.gov
as of Jun 30, 2025	Collective Trust Government Stifcollective trust	BNY Mellon	Pooled vehicles	$337,885 held	Disclosed holding	askebsa.dol.gov
as of Jun 30, 2025	L&g Liability Treasury Cit Fundcollective trust	Legal and General	Fixed income	$2.3M held	Disclosed holding	askebsa.dol.gov

+3 more commitments

Every fund and manager this allocator committed to, with the amount, date and source on each.

Includes 3 days of DFX Intelligence. Then $249/month unless canceled.

Size and funding

33 readings

Total assets

$14.0M Jun 30, 2025 reported Form 5500

$15.0M (2024-06) · $14.7M (2023-06)

Plan assets

$15.0M Jul 1, 2024 reported Form 5500

$14.7M (2023-07) · $14.3M (2022-07)

Net assets

$14.0M Jun 30, 2025 reported Form 5500

$15.0M (2024-06) · $14.7M (2023-06)

Funded ratio

102.6% Jul 1, 2024 reported Form 5500

104.6% (2023-07) · 101.0% (2022-07)

Funding target

$14.1M Jul 1, 2024 reported Form 5500

$14.9M (2023-07) · $15.5M (2022-07)

Discount rate

5.21% Jul 1, 2024 reported Form 5500

5.17% (2023-07) · 5.33% (2022-07)

Participants

276 Jul 1, 2024 reported Form 5500

297 (2023-07) · 315 (2022-07)

Contributions

$0 Jun 30, 2025 reported Form 5500

$562,500 (2024-06) · $1.1M (2023-06)

Benefits paid

$1.5M Jun 30, 2025 reported Form 5500

$1.5M (2024-06) · $1.5M (2023-06)

Net investment income

-$1.1M Jun 30, 2025 reported Form 5500

$302,171 (2024-06) · $462,667 (2023-06)

Investment management fees

$99,251 Jun 30, 2025 reported Form 5500

$83,719 (2024-06) · $86,234 (2023-06)

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 Jun 30, 2025	276	$15.0M	$14.1M	102.7%	$14.0M	$0	Not disclosed	Not disclosed
2023 to Jun 30, 2024	297	$14.7M	$14.9M	104.6%	$15.0M	$345,048	Not disclosed	Not disclosed
2022 to Jun 30, 2023	315	$14.3M	$15.5M	101.0%	$14.7M	$547,207	Not disclosed	Not disclosed

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

Buck Global, LLC codes 11 15 17 50 99 $119,100 PY2024
Hirtle Callaghan & Co. codes 28 50 $75,654 PY2024
The Bank of New York Mellon codes 18 21 50 $23,903 PY2024

+19 more service providers

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

Includes 3 days of DFX Intelligence. Then $249/month unless canceled.

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.

Not yet on record: managers.

Capital chain

This record sits on 2 traced paths of capital across the graphs.

Consultant to allocator to manager

DFX traced 2 paths of capital through this record

Every record on each path, what it committed or lent, and as of when.

Includes 3 days of DFX Intelligence. Then $299/month unless canceled.

Derived from allocator disclosures, BDC schedules and SEC filings; confidence is the weakest hop.

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Record history

6 dated events on the change ledger, latest first

Holding in a pooled vehicle started
2025-06-30source
Holding in a pooled vehicle started
2025-06-30source
Holding in a pooled vehicle started
2025-06-30source

+3 more changes on this record's ledger

Includes 3 days of DFX Intelligence. Then $249/month unless canceled.

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

Includes 3 days of DFX Intelligence. Then $249/month unless canceled.