This allocator's name, 1 more manager, 6 more commitments and 7 more dated events
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Corporate pension in Pennsylvania
Corporate pension, based in Pittsburgh, Pennsylvania, reporting $137M in assets, for 1,686 participants.
Composed from this allocator's classification, location and filed figures.
- Assets
- $137M
- Funded ratio
- 100.9%
- Fund commitments
- 8
- Managers
- 3
Nothing material in the last 90 days. Last change: 31 Dec 2024, Changed investment consultant to Hooker & Holcombe Inc.
Capital path
who backs this record, through what, into what; each name opens its own path- Multi Mgr Real Assets Strat Fd2 commitments
- Daily Msci Eafe Index Nl Fund1 commitment
- Global Managed Beta Fund1 commitment
- Goldman Sachs4 commitments
- State Street Global Advisors Trust Company2 commitments
- Goldman Sachs Trust Company2 commitments
Size, funding, policy and commitments, with their basesCorporate pensionShowHide
- Interest-bearing cash 6.5%
- Corporate debt instruments (other) 5.3%
- Corporate debt instruments (preferred) 5.1%
- U.S. Government securities 18.5%
- Registered investment companies 62.4%
- Hooker & Holcombe Inc Investment adviser (plan)through Dec 31, 2024 Form 5500
- Mercer Actuarythrough Dec 31, 2022 Form 5500
- Bank of America Trusteethrough Dec 31, 2022 Form 5500
- Goldman Sachs4 rows, latest Dec 31, 2023
- State Street Global Advisors Trust Company2 rows, latest Dec 31, 2022
- Goldman Sachs Trust Company2 rows, latest Dec 31, 2022
+1 more manager received commitments
Every name, record and relationship behind this count, with the source on each.
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- Goldman Sachsplan years
- State Street Global Advisors Trust Companyplan years
- State Street Global Advisors Trustplan years
+1 more Schedule C manager
Every name, record and relationship behind this count, with the source on each.
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- Dec 31, 2024Manager relationship endedinferencewith Bank of Americaaskebsa.dol.gov
- Dec 31, 2024Consultant changedinferencewith Hooker & Holcombe Incaskebsa.dol.gov
- Jan 1, 2024Funded status changed5 pointsaskebsa.dol.gov
- Dec 31, 2023Holding endedinference
- Dec 31, 2023Holding endedinference
+7 more dated events
Every name, record and relationship behind this count, with the source on each.
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| Date | Fund | Manager | Bucket | Amount | Vintage | Status | Source |
|---|---|---|---|---|---|---|---|
| as of Dec 31, 2023 | Multi Mgr Real Assets Strat Fdcollective trust | Goldman Sachs | Real assets | $71,923 held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | Daily Msci Eafe Index Nl Fundcollective trust | State Street Global Advisors Trust Company | Pooled vehicles | $5.7M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | Global Managed Beta Fundcollective trust | Goldman Sachs | Pooled vehicles | $8.2M held | Disclosed holding | askebsa.dol.gov |
+6 more commitments
Every fund and manager this allocator committed to, with the amount, date and source on each.
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| Plan year | Participants | Assets (SB market) | Funding target | FTAP | Total assets (H) | Partnerships / JV | Master trust | Real estate |
|---|---|---|---|---|---|---|---|---|
| 2024 to Dec 31, 2024 | 1,686 | $137M | $129M | 100.9% | $137M | Not disclosed | Not disclosed | Not disclosed |
| 2023 to Dec 31, 2023 | 1,728 | $134M | $133M | 95.9% | $137M | Not disclosed | Not disclosed | Not disclosed |
| 2022 to Dec 31, 2022 | 792 | $82.1M | $61.2M | 128.1% | $136M | Not disclosed | Not disclosed | Not disclosed |
- Alight Solutions LLC codes 15 50 99 $189,593 PY2024
- Mercer US LLC codes 11 50 $133,600 PY2024
- Goldman Sachs Asset Management codes 28 51 $54,554 PY2024
+30 more service providers
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Provenance
This record sits on 4 traced paths of capital across the graphs.
DFX traced 4 paths of capital through this record
Every record on each path, what it committed or lent, and as of when.
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Derived from allocator disclosures, BDC schedules and SEC filings; confidence is the weakest hop.
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Record history
- Holding in a pooled vehicle ended2023-12-31source
- Holding in a pooled vehicle ended2023-12-31source
- Holding in a pooled vehicle ended2023-12-31source
+9 more changes on this record's ledger
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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
+8 connections on the graph
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