Corporate pension in Massachusetts
Corporate pension, based in Hopkinton, Massachusetts, reporting $6.0M in assets, for 4,725 participants.
Composed from this allocator's classification, location and filed figures.
Nothing material in the last 90 days. Last change: Sep 30, 2025, Total assets changed.
This allocator's name, 9 more commitments and 6 more dated events
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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Capital path
who backs this record, through what, into what; each name opens its own path- EB Temporary Investment3 commitments
- EB Dv Small Cap Stock Index Fund1 commitment
- Bnym-M Db Sl Intl Sif1 commitment
- BNY Mellon10 commitments
- Wellington Trust Company, Na1 commitment
- Fidelity Institutional Asset Mgmt1 commitment
Relationship network
27 connected entities12 observed commitments2 repeat counterpartiescommitments 2023 to 2025
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
- Organization
›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
- Non-interest-bearing cash 0.0%
- Common/collective trusts 98.6%
Consultants and advisers
- North Pier Fiduciary General consultantthrough Sep 30, 2024 Form 5500
- Bank of New York Mellon Custodianthrough Sep 30, 2023 Form 5500
- Mercer Actuarythrough Sep 30, 2023 Form 5500
People
Manager roster
- BNY Mellon10 rows, latest Sep 30, 2025
- Wellington Trust Company, Na1 row, latest Sep 30, 2023
- Fidelity Institutional Asset Mgmt1 row, latest Sep 30, 2023
What changed
- Sep 30, 2025Assets changeddown $441Maskebsa.dol.gov
- Sep 30, 2024Holding endedinference
- Sep 30, 2024Holding endedinference
- Sep 30, 2024Holding endedinference
- Sep 30, 2024Holding endedinference
+6 more dated events
Every name, record and relationship behind this count, with the source on each.
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Commitments
| Date | Fund | Manager | Bucket | Amount | Vintage | Status | Source |
|---|---|---|---|---|---|---|---|
| as of Sep 30, 2025 | EB Temporary Investmentcollective trust | BNY Mellon | Pooled vehicles | $6.0M held | Disclosed holding | askebsa.dol.gov | |
| as of Sep 30, 2024 | EB Temporary Investmentcollective trust | BNY Mellon | Pooled vehicles | $87.5M held | Disclosed holding | askebsa.dol.gov | |
| as of Sep 30, 2023 | EB Dv Small Cap Stock Index Fundcollective trust | BNY Mellon | Public equity | $15.4M held | Disclosed holding | askebsa.dol.gov |
+9 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
Form 5500 filings
| Plan year | Participants | Assets (SB market) | Funding target | FTAP | Total assets (H) | Partnerships / JV | Master trust | Real estate |
|---|---|---|---|---|---|---|---|---|
| 2024 to Sep 30, 2025 | 4,725 | Not disclosed | Not disclosed | n/a | $6.0M | Not disclosed | Not disclosed | Not disclosed |
| 2023 to Sep 30, 2024 | 4,780 | $407M | $463M | 89.4% | $447M | Not disclosed | Not disclosed | Not disclosed |
| 2022 to Sep 30, 2023 | 4,865 | $401M | $464M | 90.2% | $409M | Not disclosed | Not disclosed | Not disclosed |
- Mercer codes 11 $2.1M PY2024
- The Bank of New York Mellon codes 19 21 $907,312 PY2024
- North Pier Fiduciary codes 16 $32,500 PY2024
+19 more service providers
Every name, record and relationship behind this count, with the source on each.
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Provenance
Provenance
This record sits on 3 traced paths of capital across the graphs.
DFX traced 3 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
- Total assets changed2025-09-30source on record
- Holding in a pooled vehicle ended2024-09-30source on record
- Holding in a pooled vehicle ended2024-09-30source on record
+8 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
+4 connections on the graph
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