This allocator's name and 5 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.
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Corporate pension in Pennsylvania
Corporate pension, based in Huntingdon, Pennsylvania, reporting $29.9M in assets, for 196 participants.
Composed from this allocator's classification, location and filed figures.
- Assets
- $29.9M
- Funded ratio
- 87.7%
- Fund commitments
- 4
Nothing material in the last 90 days. Last change: 31 Dec 2023, Changed investment consultant to World Investment Advisors, LLC.
Capital path
who backs this record, through what, into what; each name opens its own path- Prin Ldi Long Duration Sa-Z2 commitments
- Prin Ldi Intrm Dur Sep Acct-Z2 commitments
- Prin Ldi Ext Dur Sep Acct-Z2 commitments
- Principal8 commitments
Size, funding, policy and commitments, with their basesCorporate pensionShowHide
- Pooled separate accounts 56.0%
- Registered investment companies 43.6%
- Cambridge Investment Research Advis Investment adviser (plan)through Dec 30, 2023 Form 5500
- World Investment Advisors, LLC Investment adviser (plan)through Dec 30, 2023 Form 5500
- Principal Financial Group Actuarythrough Dec 30, 2023 Form 5500
- Principal8 rows, latest Dec 30, 2024
- Dec 31, 2023Funded status changed4 pointsaskebsa.dol.gov
- Dec 31, 2023Consultant changedinferencewith World Investment Advisors, LLCaskebsa.dol.gov
| Date | Fund | Manager | Bucket | Amount | Vintage | Status | Source |
|---|---|---|---|---|---|---|---|
| as of Dec 30, 2024 | Prin Ldi Long Duration Sa-Zseparate account | Principal | Fixed income | $5.1M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 30, 2024 | Prin Ldi Intrm Dur Sep Acct-Zseparate account | Principal | Pooled vehicles | $3.7M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 30, 2024 | Prin Ldi Ext Dur Sep Acct-Zseparate account | Principal | Pooled vehicles | $4.5M held | Disclosed holding | askebsa.dol.gov |
+5 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.
| Plan year | Participants | Assets (SB market) | Funding target | FTAP | Total assets (H) | Partnerships / JV | Master trust | Real estate |
|---|---|---|---|---|---|---|---|---|
| 2023 to Dec 30, 2024 | 196 | $29.8M | $24.2M | 87.7% | $29.9M | Not disclosed | Not disclosed | Not disclosed |
| 2022 to Dec 30, 2023 | 197 | $27.3M | $23.3M | 83.8% | $29.8M | Not disclosed | Not disclosed | Not disclosed |
- this allocator codes 13 50 64 $135,461 PY2023
- Cambridge Investment Research Advis codes 27 99 PY2023
- Prin Ldi Long Duration Sa-Z Sched. D P $5.1M PY2023
+12 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
Not yet on record: managers.
This record sits on 2 traced paths of capital across the graphs.
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
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
+4 connections on the graph
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