This allocator's name, 1 more adviser and 2 more commitments

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

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

Corporate pension in Pennsylvania

Corporate pension· Pittsburgh, Pennsylvania

Corporate pension, based in Pittsburgh, Pennsylvania, reporting $49.9M in assets, for 561 participants.

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

Assets
$49.9M
Funded ratio
89.9%
Fund commitments
2
Managers
1
Open searchesPlans backing its top managerSimilar plans, same strategy
More
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: 30 Jun 2025, 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
Managers
Size, funding, policy and commitments, with their basesCorporate pensionShow
Corporate pension
Assets
$49.9M
Total assets, Jun 30, 2025 reported
Funded
89.9%
Jul 1, 2024
Private markets target
no policy read
policy Jun 30, 2025
Commitments
2
1 manager on Schedule C
Plan sponsor: this allocator
Allocation policy
Form 5500, as of Jun 30, 2025
Actual allocation lines without a target (as filed)
  • Interest-bearing cash 2.4%
  • Corporate debt instruments (other) 38.2%
  • U.S. Government securities 18.8%
  • Partnership/joint venture interests 0.4%
  • Common/collective trusts 3.1%
  • Registered investment companies 36.5%
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.

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

People
No investment staff or executives have been read for this allocator yet.
Manager roster
1 manager on the commitment tape
From the plan’s own commitment disclosures
From Schedule C (investment management, code 28)
What changed
3 events
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Commitments
5 rows, 0 dated closings
DateFundManagerBucketAmountVintageStatusSource
as of Jun 30, 2025SEI Core Property Collective Inv Trcollective trustSEI Investments Management CorpReal estate$1.5M heldDisclosed holdingaskebsa.dol.gov
as of Jun 30, 2024SEI Core Property Collective Inv Trcollective trustSEI Investments Management CorpReal estate$2.7M heldDisclosed holdingaskebsa.dol.gov
as of Jun 30, 2024SEI Structured Credit Collective Fdcollective trustSEI Investments Management CorpPrivate credit$3,806 heldDisclosed holdingaskebsa.dol.gov

+2 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
30 readings
Total assets
$49.9M Jun 30, 2025 reported Form 5500
$51.6M (2024-06) · $53.1M (2023-06)
Plan assets
$51.6M Jul 1, 2024 reported Form 5500
$53.1M (2023-07) · $54.7M (2022-07)
Net assets
$49.9M Jun 30, 2025 reported Form 5500
$51.6M (2024-06) · $53.1M (2023-06)
Funded ratio
89.9% Jul 1, 2024 reported Form 5500
96.6% (2023-07) · 101.8% (2022-07)
Funding target
$54.3M Jul 1, 2024 reported Form 5500
$56.0M (2023-07) · $55.8M (2022-07)
Discount rate
5.24% Jul 1, 2024 reported Form 5500
5.21% (2023-07) · 5.39% (2022-07)
Participants
561 Jul 1, 2024 reported Form 5500
573 (2023-07) · 579 (2022-07)
Contributions
$0 Jun 30, 2025 reported Form 5500
Benefits paid
$5.7M Jun 30, 2025 reported Form 5500
$3.7M (2024-06) · $3.5M (2023-06)
Net investment income
-$1.8M Jun 30, 2025 reported Form 5500
-$1.4M (2024-06) · -$1.7M (2023-06)
Investment management fees
$31,344 Jun 30, 2025 reported Form 5500
$236,964 (2023-06)
Form 5500 filings
3 plan years
Plan yearParticipantsAssets (SB market)Funding targetFTAPTotal assets (H)Partnerships / JVMaster trustReal estate
2024 to Jun 30, 2025561$51.6M$54.3M89.9%$49.9M$211,488Not disclosedNot disclosed
2023 to Jun 30, 2024573$53.1M$56.0M96.6%$51.6M$325,108Not disclosedNot disclosed
2022 to Jun 30, 2023579$54.7M$55.8M101.8%$53.1M$367,095Not disclosedNot disclosed
Service providers and investment entities as filed (Schedule C and D, latest year first)

+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.
Capital chain

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

Allocator commitments to a 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.

Checking your plan…

Record history

3 dated events on the change ledger, latest first
  • Holding in a pooled vehicle ended
    2025-06-30source
  • Funded status changed
    2023-07-01source
  • Funded status changed
    2024-07-01source

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.

Ask DFX