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
Bemis Associates Inc. Pension and Severance Award Agreement
Corporate pensionShirley, MA
Assets
$17.1M
Total assets, Mar 31, 2025 reported
Funded
97.3%
Apr 1, 2024
Private markets target
n/a
policy Mar 31, 2025
Commitments
8
none on the tape
Plan sponsor: Bemis Associates Inc.
Allocation policy
Form 5500, as of Mar 31, 2025
Actual allocation lines without a target (as filed)
- Pooled separate accounts 97.3%
Consultants and advisers
4 firms
- Principal Global Investors LLC Investment adviser (plan)through Mar 31, 2025 Form 5500
- Vanguard Advisors Inc. Investment adviser (plan)through Mar 31, 2023 Form 5500
- Manulife John Hancock Actuarythrough Mar 31, 2025 Form 5500
- John Hancock Actuarythrough Mar 31, 2023 Form 5500
People
No investment staff or executives have been read for this allocator yet.
Manager roster
1 managers on the commitment tape
From the plan’s own commitment disclosures
- Principal8 rows, latest Mar 31, 2025
Commitments
8 rows, 0 dated closings
Disclosed holdings (from the plan’s performance or holdings report, as of the report date)
| Date | Fund | Manager | Bucket | Amount | Vintage | Status | Source |
|---|---|---|---|---|---|---|---|
| as of Mar 31, 2025 | Prin Diversified Intl Sa-Zseparate account | Principal | Hedge / diversifiers | $780,908 held | Disclosed holding | askebsa.dol.gov | |
| as of Mar 31, 2025 | Prin Lgcp S&p 500 Index Sa-Zseparate account | Principal | Pooled vehicles | $2.0M held | Disclosed holding | askebsa.dol.gov | |
| as of Mar 31, 2025 | Prin Smcap S&p 600 Index Sa-Zseparate account | Principal | Pooled vehicles | $43,577 held | Disclosed holding | askebsa.dol.gov | |
| as of Mar 31, 2025 | Prin Midcap S&p 400 Idx Sa-Zseparate account | Principal | Pooled vehicles | $121,104 held | Disclosed holding | askebsa.dol.gov | |
| as of Mar 31, 2025 | Prin Ldi Long Duration Sa-Zseparate account | Principal | Fixed income | $8.3M held | Disclosed holding | askebsa.dol.gov | |
| as of Mar 31, 2025 | Principal Overseas Sep Acct-Zseparate account | Principal | Pooled vehicles | $292,215 held | Disclosed holding | askebsa.dol.gov | |
| as of Mar 31, 2025 | Prin Ldi Intrm Dur Sep Acct-Zseparate account | Principal | Pooled vehicles | $3.4M held | Disclosed holding | askebsa.dol.gov | |
| as of Mar 31, 2025 | Prin Ldi Ext Dur Sep Acct-Zseparate account | Principal | Pooled vehicles | $1.7M held | Disclosed holding | askebsa.dol.gov |
Size and funding
33 readings
Investment management fees
$58,020 (2024-03) · $57,542 (2023-03)
Form 5500 filings
3 plan years
| Plan year | Participants | Assets (SB market) | Funding target | FTAP | Total assets (H) | Partnerships / JV | Master trust | Real estate |
|---|---|---|---|---|---|---|---|---|
| 2024 to Mar 31, 2025 | 170 | $17.1M | $17.5M | 97.3% | $17.1M | n/a | n/a | n/a |
| 2023 to Mar 31, 2024 | 169 | $17.0M | $16.6M | 102.6% | $17.1M | n/a | n/a | n/a |
| 2022 to Mar 31, 2023 | 171 | $19.9M | $15.0M | 132.4% | $17.0M | n/a | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- Principal Life Insurance Company codes 13 50 64 $36,711 PY2024
- John Hancock Retirement codes 13 50 $31,853 PY2024
- Cliftonlarsonallen LLP codes 10 50 $11,550 PY2024
- Principal Global Investors, LLC codes 27 50 99 $6,607 PY2024
- Prin Midcap S&p 400 Idx Sa-Z Sched. D P $121,104 PY2024
- Prin Diversified Intl Sa-Z Sched. D P $780,908 PY2024
- Prin Lgcp S&p 500 Index Sa-Z Sched. D P $2.0M PY2024
- Prin Smcap S&p 600 Index Sa-Z Sched. D P $43,577 PY2024
- Prin Ldi Long Duration Sa-Z Sched. D P $8.3M PY2024
- Principal Overseas Sep Acct-Z Sched. D P $292,215 PY2024
- Prin Ldi Intrm Dur Sep Acct-Z Sched. D P $3.4M PY2024
- Prin Ldi Ext Dur Sep Acct-Z Sched. D P $1.7M PY2024
- Manulife John Hancock codes 11 PY2024
- Vanguard Advisors Inc. codes 27 33 49 50 71 72 99 $64,951 PY2023
- John Hancock codes 11 PY2023
- Vanguard Advisors Inc. codes 27 33 49 50 71 72 99 $64,585 PY2022
- John Hancock codes 11 PY2022
What changed
5 events
- Dec 31, 2024Consultant changedinferenceVanguard Advisors Inc. no longer appears on Bemis Associates Inc. Pension and Severance Award Agreement's Schedule C as investment adviser (plan) (plan year 2024 vs 2023)with Vanguard Advisors Inc.askebsa.dol.gov
- Dec 31, 2024Consultant changedinferencePrincipal Global Investors, LLC appears on Bemis Associates Inc. Pension and Severance Award Agreement's Schedule C as investment adviser (plan) (plan year 2024 vs 2023)with Principal Global Investors LLCaskebsa.dol.gov
- Apr 1, 2024Funded status changedBemis Associates Inc. Pension and Severance Award Agreement funded ratio 102.6% -> 97.3% (2023-04-01 to 2024-04-01)
- Apr 1, 2023Funded status changedBemis Associates Inc. Pension and Severance Award Agreement funded ratio 132.4% -> 102.6% (2022-04-01 to 2023-04-01)
- Apr 1, 2023Assets changedBemis Associates Inc. Pension and Severance Award Agreement plan assets $20M -> $17M (-14.5%, 2022-04-01 to 2023-04-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 041078880-003
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.