This allocator's name and 48 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 Littlestown, Pennsylvania, reporting $6.7M in assets, for 133 participants.
Composed from this allocator's classification, location and filed figures.
- Assets
- $6.7M
- Funded ratio
- 105.8%
- Fund commitments
- 17
Nothing material in the last 90 days. Last change: 1 Jan 2024, Funded status changed.
Capital path
who backs this record, through what, into what; each name opens its own path- Prin Largecap Value III Sa-R63 commitments
- Principal Smallcap Sep Acct-R63 commitments
- Prin Midcap Sep Acct-Z3 commitments
- Principal51 commitments
Size, funding, policy and commitments, with their basesCorporate pensionShowHide
- Insurance company general account 22.6%
- Pooled separate accounts 67.9%
- Common stock 9.5%
- Wilshire Investment adviser (plan)through Dec 31, 2022 Form 5500
- Principal Financial Group Actuarythrough Dec 31, 2022 Form 5500
- Principal51 rows, latest Dec 31, 2024
- Jan 1, 2024Funded status changeddown 3 pointsaskebsa.dol.gov
- Jan 1, 2023Funded status changeddown 21 pointsaskebsa.dol.gov
- Jan 1, 2023Assets changeddown $911Kaskebsa.dol.gov
| Date | Fund | Manager | Bucket | Amount | Vintage | Status | Source |
|---|---|---|---|---|---|---|---|
| as of Dec 31, 2024 | Prin Largecap Value III Sa-R6separate account | Principal | Pooled vehicles | $196,876 held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | Principal Smallcap Sep Acct-R6separate account | Principal | Pooled vehicles | $123,846 held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | Prin Midcap Sep Acct-Zseparate account | Principal | Pooled vehicles | $148,336 held | Disclosed holding | askebsa.dol.gov |
+48 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 |
|---|---|---|---|---|---|---|---|---|
| 2024 to Dec 31, 2024 | 133 | $6.4M | $5.0M | 105.8% | $6.7M | Not disclosed | Not disclosed | Not disclosed |
| 2023 to Dec 31, 2023 | 138 | $6.4M | $4.9M | 108.8% | $6.4M | Not disclosed | Not disclosed | Not disclosed |
| 2022 to Dec 31, 2022 | 140 | $7.3M | $4.7M | 129.9% | $6.4M | Not disclosed | Not disclosed | Not disclosed |
- Principal Life Insurance Company codes 13 50 64 $31,859 PY2024
- Wilshire Advisors LLC codes 27 72 PY2024
- Principal Smallcap Sep Acct-R6 Sched. D P $123,846 PY2024
+57 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 1 traced path of capital across the graphs.
DFX traced 1 path 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
- Funded status changed2023-01-01source
- Funded status changed2024-01-01source
- Total assets changed2023-01-01source
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
+3 connections on the graph
Includes 3 days of DFX Intelligence. Then $249/month unless canceled.