This allocator's name and 9 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· Wayne, Pennsylvania

Corporate pension, based in Wayne, Pennsylvania, reporting $38.0M in assets, for 482 participants.

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

Assets
$38.0M
Funded ratio
80.9%
Fund commitments
4
Open searchesPlans backing its top managerSimilar plans, same strategy
More
Commitments (4)Allocation policy
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. No dated change on record yet.

Capital path

who backs this record, through what, into what; each name opens its own path
Corporate pension in Pennsylvania
Funds committed to
All 4
Managers
Size, funding, policy and commitments, with their basesCorporate pensionShow
Corporate pension
Assets
$38.0M
Total assets, Jun 30, 2025 reported
Funded
80.9%
Jul 1, 2024
Private markets target
no policy read
policy Jun 30, 2025
Commitments
4
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 100.0%
Consultants and advisers
2 firms
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
What changed
No dated events yet.
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Commitments
12 rows, 0 dated closings
DateFundManagerBucketAmountVintageStatusSource
as of Jun 30, 2025Bnym-M Db Sl Int Credit Bifcollective trustBNY MellonPrivate credit$4.8M heldDisclosed holdingaskebsa.dol.gov
as of Jun 30, 2025Bnym-M Db Sl Lt Credit Bifcollective trustBNY MellonPrivate credit$22.2M heldDisclosed holdingaskebsa.dol.gov
as of Jun 30, 2025Bnym-M Db Sl Lt Govt Bifcollective trustBNY MellonPooled vehicles$10.3M heldDisclosed holdingaskebsa.dol.gov

+9 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
$38.0M Jun 30, 2025 reported Form 5500
$38.8M (2024-06) · $41.1M (2023-06)
Plan assets
$38.8M Jul 1, 2024 reported Form 5500
$41.1M (2023-07) · $42.9M (2022-07)
Net assets
$38.0M Jun 30, 2025 reported Form 5500
$38.8M (2024-06) · $41.1M (2023-06)
Funded ratio
80.9% Jul 1, 2024 reported Form 5500
81.7% (2023-07) · 80.0% (2022-07)
Funding target
$40.4M Jul 1, 2024 reported Form 5500
$42.5M (2023-07) · $44.8M (2022-07)
Discount rate
5.37% Jul 1, 2024 reported Form 5500
5.22% (2023-07) · 4.79% (2022-07)
Participants
482 Jul 1, 2024 reported Form 5500
505 (2023-07) · 536 (2022-07)
Contributions
$2.4M Jun 30, 2025 reported Form 5500
$2.6M (2024-06) · $2.0M (2023-06)
Benefits paid
$4.6M Jun 30, 2025 reported Form 5500
$4.9M (2024-06) · $3.5M (2023-06)
Net investment income
-$792,756 Jun 30, 2025 reported Form 5500
-$2.3M (2024-06) · -$2.0M (2023-06)
Investment management fees
$49,681 Jun 30, 2025 reported Form 5500
$27,575 (2024-06) · $28,056 (2023-06)
Form 5500 filings
3 plan years
Plan yearParticipantsAssets (SB market)Funding targetFTAPTotal assets (H)Partnerships / JVMaster trustReal estate
2024 to Jun 30, 2025482$38.8M$40.4M80.9%$38.0MNot disclosedNot disclosedNot disclosed
2023 to Jun 30, 2024505$41.1M$42.5M81.7%$38.8MNot disclosedNot disclosedNot disclosed
2022 to Jun 30, 2023536$42.9M$44.8M80.0%$41.1MNot disclosedNot disclosedNot disclosed
Service providers and investment entities as filed (Schedule C and D, latest year first)
  • Mercer codes 11 13 15 17 38 50 64 70 $148,680 PY2024
  • The Bank of New York Mellon codes 21 25 28 31 50 60 61 62 71 72 $49,681 PY2024
  • BDO USA, P.C. codes 10 50 $15,000 PY2024

+21 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.

›Connections

every published relationship on the graph

+3 connections on the graph

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

Ask DFX