DFX Intelligence

Allocator Intelligence

The capital-owner graph behind private markets. Who owns the capital, who decides, how much, under what policy, on whose advice, to which managers, and what changed, with a source and a date behind every row. A target is never an actual, a disclosed holding is never an approval, and an estimate says so.

Corporate pension

Acushnet Company Pension Plan

Corporate pensionFairhaven, MA
Assets
$144M
Total assets, Dec 31, 2024 reported
Funded
103.3%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
35
none on the tape
Plan sponsor: Acushnet Company
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
  • Common/collective trusts 96.5%
Consultants and advisers
3 firms
People
No investment staff or executives have been read for this allocator yet.
Manager roster
4 managers on the commitment tape
From the plan’s own commitment disclosures
From Schedule C (investment management, code 28)
Commitments
35 rows, 0 dated closings
Disclosed holdings (from the plan’s performance or holdings report, as of the report date)
DateFundManagerBucketAmountVintageStatusSource
as of Dec 31, 202420+ Yr U S Treas Stripscollective trustAON Trust Company LLCPooled vehicles$10.4M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024AON Global Real Estate Fundcollective trustAON Trust Company LLCReal estate$2.1M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024AON High Yield Plus Fundcollective trustAON Trust Company LLCFixed income$323,289 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024AON Long Credit Bond Fundcollective trustAON Trust Company LLCPrivate credit$76.1M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024AON Multi-Asset Credit Fundcollective trustAON Trust Company LLCPrivate credit$4.9M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024AON US Intermediate Governmentcollective trustAON Trust Company LLCPooled vehicles$4.6M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024NT Collective Short Term Investmentcollective trustNorthern Trust Collective Eafe IndeCash$1.1M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024SSG Eqty Idx Nl Series Fd Cl acollective trustState Street Global Advisors TrustPooled vehicles$4.7M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024CF Ssga Global Equity Ex USA Indexcollective trustState Street Gbl EquityPublic equity$5.0M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Ssga Russell All Cap Index N Lendincollective trustState Street Global Advisors TrustPooled vehicles$8.8M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024AON Long Government Bond Index Fundcollective trustAON Trust Company LLCFixed income$11.2M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Nisa Ultra Long Treasury Cifcollective trustGlobal Trust CompanyFixed income$2.9M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Nisa Ultra Mid Treasury Cifcollective trustGlobal Trust CompanyFixed income$7.0M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 202320+ Yr U S Treas Stripscollective trustAON Trust Company LLCPooled vehicles$11.0M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023AON Global Real Estate Fundcollective trustAON Trust Company LLCReal estate$2.7M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023AON High Yield Plus Fundcollective trustAON Trust Company LLCFixed income$296,084 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023AON Long Credit Bond Fundcollective trustAON Trust Company LLCPrivate credit$74.4M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023AON Multi-Asset Credit Fundcollective trustAON Trust Company LLCPrivate credit$5.2M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023AON US Intermediate Governmentcollective trustAON Trust Company LLCPooled vehicles$3.9M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023NT Collective Short Term Investmentcollective trustNorthern Trust Collective Eafe IndeCash$2.2M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023SSG Eqty Idx Nl Series Fd Cl acollective trustState Street Global Advisors TrustPooled vehicles$5.1M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023CF Ssga Global Equity Ex USA Indexcollective trustState Street Gbl EquityPublic equity$5.7M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Ssga Russell All Cap Index N Lendincollective trustState Street Global Advisors TrustPooled vehicles$9.6M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023AON Long Government Bond Index Fundcollective trustAON Trust Company LLCFixed income$33.0M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 202220+ Yr U S Treas Stripscollective trustAON Trust Company LLCPooled vehicles$3.5M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022AON Global Real Estate Fundcollective trustAON Trust Company LLCReal estate$1.8M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022AON High Yield Plus Fundcollective trustAON Trust Company LLCFixed income$68,143 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022AON Long Credit Bond Fundcollective trustAON Trust Company LLCPrivate credit$69.2M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022AON Multi-Asset Credit Fundcollective trustAON Trust Company LLCPrivate credit$5.4M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022AON US Intermediate Governmentcollective trustAON Trust Company LLCPooled vehicles$10.0M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022NT Collective Short Term Investmentcollective trustNorthern Trust Collective Eafe IndeCash$4.8M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022SSG Eqty Idx Nl Series Fd Cl acollective trustState Street Global Advisors TrustPooled vehicles$4.6M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022CF Ssga Global Equity Ex USA Indexcollective trustState Street Gbl EquityPublic equity$4.8M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Ssga Russell All Cap Index N Lendincollective trustState Street Global Advisors TrustPooled vehicles$7.5M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022AON Long Government Bond Index Fundcollective trustAON Trust Company LLCFixed income$36.9M heldDisclosed holdingaskebsa.dol.gov
Size and funding
33 readings
Total assets
$144M Dec 31, 2024 reported Form 5500
$153M (2023-12) · $149M (2022-12)
Plan assets
$153M Jan 1, 2024 reported Form 5500
$148M (2023-01) · $227M (2022-01)
Net assets
$144M Dec 31, 2024 reported Form 5500
$153M (2023-12) · $148M (2022-12)
Funded ratio
103.3% Jan 1, 2024 reported Form 5500
100.0% (2023-01) · 127.3% (2022-01)
Funding target
$157M Jan 1, 2024 reported Form 5500
$153M (2023-01) · $157M (2022-01)
Discount rate
5.18% Jan 1, 2024 reported Form 5500
5.32% (2023-01) · 5.50% (2022-01)
Participants
2,273 Jan 1, 2024 reported Form 5500
2,333 (2023-01) · 2,487 (2022-01)
Contributions
$5.0M Dec 31, 2024 reported Form 5500
$0 (2023-12) · $0 (2022-12)
Benefits paid
$10.2M Dec 31, 2024 reported Form 5500
$7.3M (2023-12) · $25.8M (2022-12)
Net investment income
$-8.9M Dec 31, 2024 reported Form 5500
$4.3M (2023-12) · $-78.6M (2022-12)
Investment management fees
$342,277 Dec 31, 2024 reported Form 5500
$373,348 (2023-12) · $348,973 (2022-12)
Form 5500 filings
3 plan years
Plan yearParticipantsAssets (SB market)Funding targetFTAPTotal assets (H)Partnerships / JVMaster trustReal estate
2024 to Dec 31, 20242,273$153M$157M103.3%$144Mn/an/an/a
2023 to Dec 31, 20232,333$148M$153M100.0%$153Mn/an/an/a
2022 to Dec 31, 20222,487$227M$157M127.3%$149Mn/an/an/a
Service providers and investment entities as filed (Schedule C and D, latest year first)
  • AON Consulting, Inc. codes 11 15 17 50 $455,061 PY2024
  • AON Investments USA Inc. codes 28 50 68 $283,510 PY2024
  • Pricewaterhousecoopers LLP codes 10 50 $66,375 PY2024
  • Northern Trust codes 28 49 50 52 59 68 $53,837 PY2024
  • AON 20+ Yr U.S. Treasury Strips Fd Sched. D C $10.4M PY2024
  • AON Global Real Estate Fund Sched. D C $2.1M PY2024
  • AON High Yield Bond Fund Sched. D C $323,289 PY2024
  • AON Long Credit Bond Fund Sched. D C $76.1M PY2024
  • AON Multi-Asset Credit Fund Sched. D C $4.9M PY2024
  • AON US Int Govt. Bond Indx Fd Sched. D C $4.6M PY2024
  • NT Col Short Term Investment Fund Sched. D C $1.1M PY2024
  • SSG Eqty Idx Nl Series Fd Cl a Sched. D C $4.7M PY2024
  • SSG Equity Ex USA Idx Nl Class a Sched. D C $5.0M PY2024
  • Ssga Russell Cap Index Non Lending Sched. D C $8.8M PY2024
  • U.S. Long Gov Bond Index Fund Sched. D C $11.2M PY2024
  • Nisa Ultra Long Treasury Cif Sched. D C $2.9M PY2024
  • Nisa Ultra Mid Treasury Cif Sched. D C $7.0M PY2024
  • AON Consulting, Inc. codes 11 PY2024
  • AON Consulting, Inc. codes 11 15 17 50 $440,688 PY2023
  • AON Investments USA Inc. codes 28 50 68 $303,191 PY2023
  • Northern Trust codes 28 49 50 52 59 68 $70,157 PY2023
  • Pricewaterhousecoopers LLP codes 10 50 $66,375 PY2023
  • State Street Global Advisors codes 18 19 50 51 $5,012 PY2023
  • AON 20+ Yr U.S. Treasury Strips Fd Sched. D C $11.0M PY2023
  • AON Global Real Estate Fund Sched. D C $2.7M PY2023
  • AON High Yield Bond Fund Sched. D C $296,084 PY2023
  • AON Long Credit Bond Fund Sched. D C $74.4M PY2023
  • AON Multi-Asset Credit Fund Sched. D C $5.2M PY2023
  • NT Col Short Term Investment Fund Sched. D C $2.2M PY2023
  • SSG Eqty Idx Nl Series Fd Cl a Sched. D C $5.1M PY2023
  • SSG Equity Ex USA Idx Nl Class a Sched. D C $5.7M PY2023
  • Ssga Russell Cap Index Non Lending Sched. D C $9.6M PY2023
  • U.S. Long Gov Bond Index Fund Sched. D C $33.0M PY2023
  • AON US Int Govt. Bond Indx Fd Sched. D C $3.9M PY2023
  • AON Consulting, Inc. codes 11 PY2023
  • AON Consulting, Inc. codes 11 15 17 50 $455,911 PY2022
  • AON Investments USA Inc. codes 28 50 68 $333,390 PY2022
  • Pricewaterhousecoopers LLP codes 10 50 $64,820 PY2022
  • State Street Global Advisors codes 18 19 50 51 $8,267 PY2022
  • Northern Trust codes 28 49 50 52 59 68 $3,666 PY2022
  • AON Multi-Asset Credit Fund Sched. D C $5.4M PY2022
  • AON US Int Govt. Bond Indx Fd Sched. D C $10.0M PY2022
  • NT Col Short Term Investment Fund Sched. D C $4.8M PY2022
  • SSG Eqty Idx Nl Series Fd Cl a Sched. D C $4.6M PY2022
  • SSG Equity Ex USA Idx Nl Class a Sched. D C $4.8M PY2022
  • Ssga Russell Cap Index Non Lending Sched. D C $7.5M PY2022
  • U.S. Long Gov Bond Index Fund Sched. D C $36.9M PY2022
  • AON 20+ Yr U.S. Treasury Strips Fd Sched. D C $3.5M PY2022
  • AON Global Real Estate Fund Sched. D C $1.8M PY2022
  • AON High Yield Bond Fund Sched. D C $68,143 PY2022
  • AON Long Credit Bond Fund Sched. D C $69.2M PY2022
  • AON Consulting, Inc. codes 11 PY2022
What changed
5 events
  • Dec 31, 2024Holding started
    Acushnet Company Pension Plan first reports an interest in Nisa Ultra Long Treasury Cif: $3M at 2024-12-31
    with Nisa Ultra Long Treasury Cifaskebsa.dol.gov
  • Dec 31, 2024Holding started
    Acushnet Company Pension Plan first reports an interest in Nisa Ultra Mid Treasury Cif: $7M at 2024-12-31
    with Nisa Ultra Mid Treasury Cifaskebsa.dol.gov
  • Jan 1, 2024Funded status changed
    Acushnet Company Pension Plan funded ratio 100.0% -> 103.3% (2023-01-01 to 2024-01-01)
    askebsa.dol.gov
  • Jan 1, 2023Funded status changed
    Acushnet Company Pension Plan funded ratio 127.3% -> 100.0% (2022-01-01 to 2023-01-01)
    askebsa.dol.gov
  • Jan 1, 2023Assets changed
    Acushnet Company Pension Plan plan assets $227M -> $148M (-34.6%, 2022-01-01 to 2023-01-01)
    askebsa.dol.gov
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 042591836-002
Cross-graph: no entry on another DFX graph
First observed Sep 15, 2026, last observed Sep 15, 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.