This allocator's name, 5 more managers and 22 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· New Enterprise, Pennsylvania

Corporate pension, based in New Enterprise, Pennsylvania, reporting $4.1M in assets, for 116 participants.

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

Assets
$4.1M
Funded ratio
98.4%
Fund commitments
14
Managers
9
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Commitments (14)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 2023, Holding started.

Capital path

who backs this record, through what, into what; each name opens its own path
Corporate pension in Pennsylvania
Funds committed to
All 14
Managers
All 8
Size, funding, policy and commitments, with their basesCorporate pensionShow
Corporate pension
Assets
$4.1M
Total assets, Dec 31, 2023 reported
Funded
98.4%
Jan 1, 2023
Private markets target
no policy read
policy Dec 31, 2023
Commitments
14
9 managers on Schedule C
Allocation policy
Form 5500, as of Dec 31, 2023
Actual allocation lines without a target (as filed)
  • Interest-bearing cash 2.6%
  • Common/collective trusts 77.1%
  • Registered investment companies 17.3%
Consultants and advisers
2 firms
People
No investment staff or executives have been read for this allocator yet.
Manager roster
8 managers on the commitment tape
From the plan’s own commitment disclosures

+5 more managers received commitments

Every name, record and relationship behind this count, with the source on each.

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From Schedule C (investment management, code 28)

+6 more Schedule C managers

Every name, record and relationship behind this count, with the source on each.

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

What changed
5 events
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Commitments
25 rows, 0 dated closings
DateFundManagerBucketAmountVintageStatusSource
as of Dec 31, 2023Principal/blackrock S&p 500 Indexcollective trustBlackrockPooled vehicles$503,872 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Allspring Core Bond Cit Fcollective trustAllspringFixed income$368,357 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Principal/blackrock S&p Mc Indx Citcollective trustBlackrockPooled vehicles$336,280 heldDisclosed holdingaskebsa.dol.gov

+22 more commitments

Every fund and manager this allocator committed to, with the amount, date and source on each.

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Size and funding
22 readings
Total assets
$4.1M Dec 31, 2023 reported Form 5500
$4.6M (2022-12)
Plan assets
$4.6M Jan 1, 2023 reported Form 5500
$5.9M (2022-01)
Net assets
$4.1M Dec 31, 2023 reported Form 5500
$4.6M (2022-12)
Funded ratio
98.4% Jan 1, 2023 reported Form 5500
107.1% (2022-01)
Funding target
$5.1M Jan 1, 2023 reported Form 5500
$5.1M (2022-01)
Discount rate
5.31% Jan 1, 2023 reported Form 5500
5.48% (2022-01)
Participants
116 Jan 1, 2023 reported Form 5500
121 (2022-01)
Contributions
$121,796 Dec 31, 2023 reported Form 5500
$0 (2022-12)
Benefits paid
$1.1M Dec 31, 2023 reported Form 5500
$311,239 (2022-12)
Net investment income
-$456,957 Dec 31, 2023 reported Form 5500
-$1.3M (2022-12)
Investment management fees
$0 Dec 31, 2023 reported Form 5500
$0 (2022-12)
Form 5500 filings
2 plan years
Plan yearParticipantsAssets (SB market)Funding targetFTAPTotal assets (H)Partnerships / JVMaster trustReal estate
2023 to Dec 31, 2023116$4.6M$5.1M98.4%$4.1M$0$0$0
2022 to Dec 31, 2022121$5.9M$5.1M107.1%$4.6M$0$0$0
Service providers and investment entities as filed (Schedule C and D, latest year first)

+31 more service providers

Every name, record and relationship behind this count, with the source on each.

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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 6 traced paths of capital across the graphs.

Allocator commitments to a managerAllocator to credit manager to facility to borrower

DFX traced 6 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

5 dated events on the change ledger, latest first
  • Holding in a pooled vehicle started
    2023-12-31source
  • Holding in a pooled vehicle ended
    2023-12-31source
  • Holding in a pooled vehicle ended
    2023-12-31source

+2 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

+12 connections on the graph

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