Massmutual Pension Plan
Corporate pension, based in Springfield, Massachusetts, reporting $2.5B in assets, for 24,235 participants.
Composed from this allocator's classification, location and filed figures.
Nothing material in the last 90 days. Last change: 1 Jan 2024, Massmutual Pension Plan funded ratio 106.2% -> 100.5% (2023-01-01 to 2024-01-01).
1 more adviser
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 $199/month unless canceled.
Capital path
who backs this record, through what, into what; each name opens its own path- Harris Associates Colltve Inv Tr1 commitment
- Harris Associates LP1 commitment
Relationship network
22 connected entities1 observed commitmentcommitments 2022
From board minutes, annual reports, Form 5500 filings and public records of commitments, consultants and staff in the allocator graph. Commitment amounts are those the allocator disclosed; many are not printed, and none is estimated.
Some relationships on this record are counted rather than named here. They open with the full profile.
Click any name or line for the commitments and sources behind it. Line weight is commitments together; dashed lines are inferred.
- Sponsor
- Fund or vehicle
- Service provider
›How strength and recency are read
Managers, funds and consultants are read from the commitments: three or more is a strong observed relationship, two a repeat counterparty. No consultant link is marked current on the source, so none is labelled current or former here. Related plans, people and plan service providers are ordered by what the filing shows.
Darker lines were active in the last 24 months or are current; lighter lines are older or undated.
Size, funding, policy and commitments, with their basesCorporate pensionShowHide
Allocation policy
- Interest-bearing cash 1.7%
- Non-interest-bearing cash 0.6%
- Corporate debt instruments (other) 14.9%
- U.S. Government securities 18.3%
- Insurance company general account 5.7%
- Other investments 1.5%
- Partnership/joint venture interests 34.1%
- Registered investment companies 20.5%
- Real estate (other than employer real property) 1.9%
Consultants and advisers
- AON Investments USA Inc Investment adviser (plan)through Dec 31, 2022 Form 5500
- Curcio Webb Discretionary trusteethrough Dec 31, 2022 Form 5500
- Milliman, Inc. Actuarythrough Dec 31, 2022 Form 5500
+1 more consultant or adviser advise this allocator
Every name, record and relationship behind this count, with the source on each.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
People
Manager roster
- Harris Associates LP1 row, latest Dec 31, 2022
- Harris Associates L.P.plan years
- Harris Associates LPplan years
- Investcoplan years 2022
+7 more Schedule C managers
Every name, record and relationship behind this count, with the source on each.
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What changed
- Jan 1, 2024Funded status changedMassmutual Pension Plan funded ratio 106.2% -> 100.5% (2023-01-01 to 2024-01-01)
- Jan 1, 2023Funded status changedMassmutual Pension Plan funded ratio 114.6% -> 106.2% (2022-01-01 to 2023-01-01)
- Jan 1, 2023Assets changedMassmutual Pension Plan plan assets $3.1B -> $2.5B (-19.4%, 2022-01-01 to 2023-01-01)
Commitments
| Date | Fund | Manager | Bucket | Amount | Vintage | Status | Source |
|---|---|---|---|---|---|---|---|
| as of Dec 31, 2022 | Harris Associates Colltve Inv Trcollective trust | Harris Associates LP | Pooled vehicles | $98.3M held | Disclosed holding | askebsa.dol.gov |
Size and funding
Form 5500 filings
| Plan year | Participants | Assets (SB market) | Funding target | FTAP | Total assets (H) | Partnerships / JV | Master trust | Real estate |
|---|---|---|---|---|---|---|---|---|
| 2024 to Dec 31, 2024 | 24,235 | $2.5B | $2.1B | 100.5% | $2.5B | $853M | Not disclosed | $47.9M |
| 2023 to Dec 31, 2023 | 24,979 | $2.5B | $2.1B | 106.2% | $2.6B | $815M | Not disclosed | $51.8M |
| 2022 to Dec 31, 2022 | 24,565 | $3.1B | $2.0B | 114.6% | $2.5B | $734M | Not disclosed | $61.1M |
- FID Inv Inst Ops Co codes 15 $1.2M PY2024
- AON Hewitt Invest Consulting Inc codes 27 $1.2M PY2024
- State Street Bank and Trust Company codes 19 29 $257,210 PY2024
+26 more service providers
Every name, record and relationship behind this count, with the source on each.
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Provenance
Provenance
Massmutual Pension Plan 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 $199/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 changed2024-01-01source on record
- Funded status changed2023-01-01source on record
- Total assets changed2023-01-01source on record
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
+15 connections on the graph
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