This allocator's name

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Corporate pension in Pennsylvania

Corporate pension· Meadville, Pennsylvania

Corporate pension, based in Meadville, Pennsylvania, reporting $71.7M in assets, for 1,170 participants.

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

Assets
$71.7M
Funded ratio
82.0%
Fund commitments
2
Managers
1
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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 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
$71.7M
Total assets, Jun 30, 2025 reported
Funded
82.0%
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 2.6%
  • Corporate debt instruments (other) 75.7%
  • U.S. Government securities 6.3%
  • Other investments 3.9%
  • Registered investment companies 7.7%
Consultants and advisers
3 firms
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)
What changed
3 events
  • Dec 31, 2024Manager relationship endedinference
    with Capital Bank and Trust Companyaskebsa.dol.gov
  • Jul 1, 2024Funded status changed
    down 2 pointsaskebsa.dol.gov
  • Dec 31, 2023Manager relationship endedinference
    with Belle Haven Investments LPaskebsa.dol.gov
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Commitments
2 rows, 0 dated closings
DateFundManagerBucketAmountVintageStatusSource
as of Jun 30, 2023Capital Group Long Duration Govt Trcollective trustCapital Bank and Trust CompanyFixed income$12.7M heldDisclosed holdingaskebsa.dol.gov
as of Jun 30, 2023CG Long Duration Credit Trust UScollective trustCapital Guardian Trust CompanyPrivate credit$13.3M heldDisclosed holdingaskebsa.dol.gov
Size and funding
33 readings
Total assets
$71.7M Jun 30, 2025 reported Form 5500
$78.6M (2024-06) · $80.8M (2023-06)
Plan assets
$78.4M Jul 1, 2024 reported Form 5500
$80.8M (2023-07) · $75.2M (2022-07)
Net assets
$71.7M Jun 30, 2025 reported Form 5500
$78.6M (2024-06) · $80.8M (2023-06)
Funded ratio
82.0% Jul 1, 2024 reported Form 5500
84.1% (2023-07) · 85.3% (2022-07)
Funding target
$82.5M Jul 1, 2024 reported Form 5500
$85.6M (2023-07) · $85.1M (2022-07)
Discount rate
5.24% Jul 1, 2024 reported Form 5500
5.22% (2023-07) · 5.39% (2022-07)
Participants
1,170 Jul 1, 2024 reported Form 5500
1,187 (2023-07) · 1,203 (2022-07)
Contributions
$2.0M Jun 30, 2025 reported Form 5500
$2.0M (2024-06) · $7.0M (2023-06)
Benefits paid
$13.4M Jun 30, 2025 reported Form 5500
$6.0M (2024-06) · $6.0M (2023-06)
Net investment income
-$7.0M Jun 30, 2025 reported Form 5500
-$2.2M (2024-06) · $5.2M (2023-06)
Investment management fees
$97,398 Jun 30, 2025 reported Form 5500
$111,642 (2024-06) · $92,401 (2023-06)
Form 5500 filings
3 plan years
Plan yearParticipantsAssets (SB market)Funding targetFTAPTotal assets (H)Partnerships / JVMaster trustReal estate
2024 to Jun 30, 20251,170$78.4M$82.5M82.0%$71.7MNot disclosedNot disclosedNot disclosed
2023 to Jun 30, 20241,187$80.8M$85.6M84.1%$78.6MNot disclosedNot disclosedNot disclosed
2022 to Jun 30, 20231,203$75.2M$85.1M85.3%$80.8MNot disclosedNot disclosedNot disclosed
Service providers and investment entities as filed (Schedule C and D, latest year first)

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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.
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

3 dated events on the change ledger, latest first
  • Funded status changed
    2024-07-01source
  • Manager relationship ended
    2023-12-31source
  • Manager relationship ended
    2024-12-31source

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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+7 connections on the graph

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