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
Blue Bird Body Company Employee Pension Plan
Corporate pensionFort Valley, GA
Assets
$114M
Total assets, Oct 31, 2025 reported
Funded
109.6%
Nov 1, 2024
Private markets target
n/a
policy Oct 31, 2025
Commitments
7
none on the tape
Plan sponsor: Blue Bird Body Company
Allocation policy
Form 5500, as of Oct 31, 2025
Actual allocation lines without a target (as filed)
- Insurance company general account 0.2%
- Pooled separate accounts 99.8%
Consultants and advisers
2 firms
- NEW England Wealth Management, LLC Investment adviser (plan)through Oct 31, 2025 Form 5500
- Milliman, Inc. Actuarythrough Oct 31, 2023 Form 5500
People
No investment staff or executives have been read for this allocator yet.
Manager roster
No manager relationship is on the tape for this allocator.
Commitments
7 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 Oct 31, 2025 | Massmutual US Govt Mny Mkt R5separate account | Dreyfus | Pooled vehicles | $114M held | Disclosed holding | askebsa.dol.gov | |
| as of Oct 31, 2024 | Fidelity 500 Indexseparate account | Fidelity Investments | Pooled vehicles | $24.7M held | Disclosed holding | askebsa.dol.gov | |
| as of Oct 31, 2024 | Massmutual US Govt Mny Mkt R5separate account | Massmutual | Pooled vehicles | $6.2M held | Disclosed holding | askebsa.dol.gov | |
| as of Oct 31, 2024 | Massmutual Mid Cap Growth Iseparate account | American Funds | Pooled vehicles | $2.8M held | Disclosed holding | askebsa.dol.gov | |
| as of Oct 31, 2023 | Fidelity 500 Indexseparate account | Fidelity Investments | Pooled vehicles | $18.0M held | Disclosed holding | askebsa.dol.gov | |
| as of Oct 31, 2023 | Massmutual US Govt Mny Mkt R5separate account | Massmutual | Pooled vehicles | $5.5M held | Disclosed holding | askebsa.dol.gov | |
| as of Oct 31, 2023 | Massmutual Mid Cap Growth Iseparate account | American Funds | Pooled vehicles | $2.3M held | Disclosed holding | askebsa.dol.gov |
Size and funding
31 readings
Investment management fees
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 Oct 31, 2025 | 2,494 | $116M | $106M | 109.6% | $114M | n/a | n/a | n/a |
| 2023 to Oct 31, 2024 | 2,543 | $102M | $112M | 99.7% | $116M | n/a | n/a | n/a |
| 2022 to Oct 31, 2023 | 2,881 | $111M | $119M | 102.3% | $102M | n/a | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- Empower Annuity Ins. Co. of America codes 14 64 $217,961 PY2024
- NEW England Wealth Management, LLC codes 27 28 $50,000 PY2024
- Blue Bird Body Company codes 14 $45,382 PY2024
- CLH CPAS, LLC codes 10 $12,488 PY2024
- Dreyfus Government Secs Cash Mgmt Sched. D P $114M PY2024
- Milliman, Inc. codes 11 PY2024
- Empower Annuity Ins. Co. of America codes 14 64 $428,132 PY2023
- CLH Cpac, LLC codes 10 $190,207 PY2023
- Thornburg International Equity R6 Sched. D P $3.3M PY2023
- Barings Global Floating Rate a Sched. D P $6.9M PY2023
- Wasatch Core Growth Institutional Sched. D P $3.2M PY2023
- Goldman Sachs Intl Sm Cp Insghts R6 Sched. D P $4.4M PY2023
- Fidelity Advisor Total Bond Z Sched. D P $16.3M PY2023
- Massutual Small Company Val R5 Sched. D P $2.6M PY2023
- American Funds New World R3 Sched. D P $2.8M PY2023
- AB Global Bond Advisor Sched. D P $2.5M PY2023
- Dodge & Cox Stock Sched. D P $9.3M PY2023
- MFS Mid Cap Value R4 Sched. D P $8.7M PY2023
- Vanguard Total Intl Stock Index Adm Sched. D P $7.3M PY2023
- Massmutual Core Bond R5 Sched. D P $6.2M PY2023
- Blackrock Equity Dividend Instl Sched. D P $10.1M PY2023
- Blackrock High Yield Bond Instl Sched. D P $2.8M PY2023
- Fidelity 500 Index Sched. D P $24.7M PY2023
- Milliman, Inc. codes 11 PY2023
- Empower Annuity Ins. Co. of America codes 64 $278,206 PY2022
- CLH Cpac, LLC codes 10 $185,534 PY2022
- Goldman Sachs Intl Sm Cp Insghts R6 Sched. D P $3.5M PY2022
- Fidelity Advisor Total Bond Z Sched. D P $14.5M PY2022
- Massutual Small Company Val R5 Sched. D P $2.0M PY2022
- American Funds New World R3 Sched. D P $2.3M PY2022
- AB Global Bond Advisor Sched. D P $2.3M PY2022
- Thornburg International Equity R6 Sched. D P $2.5M PY2022
- Blackrock High Yield Bond Instl Sched. D P $2.4M PY2022
- Barings Global Floating Rate a Sched. D P $6.3M PY2022
- Wasatch Core Growth Institutional Sched. D P $2.3M PY2022
- Fidelity 500 Index Sched. D P $18.0M PY2022
- Dodge & Cox Stock Sched. D P $7.1M PY2022
- MFS Mid Cap Value R4 Sched. D P $6.5M PY2022
- Vanguard Total Intl Stock Index Adm Sched. D P $5.9M PY2022
- Massmutual Core Bond R5 Sched. D P $5.5M PY2022
- Blackrock Equity Dividend Instl Sched. D P $8.0M PY2022
- Milliman, Inc. codes 11 PY2022
What changed
7 events
- Oct 31, 2025Holding endedinferenceBlue Bird Body Company Employee Pension Plan no longer reports Fidelity 500 Index (last held $25M at 2024-10-31; absent from the 2025-10-31 filing)with Fidelity 500 Indexaskebsa.dol.gov
- Oct 31, 2025Holding endedinferenceBlue Bird Body Company Employee Pension Plan no longer reports Massmutual Mid Cap Growth I (last held $3M at 2024-10-31; absent from the 2025-10-31 filing)with Massmutual Mid Cap Growth Iaskebsa.dol.gov
- Dec 31, 2024Manager relationship startedNEW England Wealth Management, LLC appears on Blue Bird Body Company Employee Pension Plan's Schedule C as investment manager (plan year 2024 vs 2023)with NEW England Wealth Management, LLCaskebsa.dol.gov
- Nov 1, 2024Funded status changedBlue Bird Body Company Employee Pension Plan funded ratio 99.7% -> 109.6% (2023-11-01 to 2024-11-01)
- Nov 1, 2024Assets changedBlue Bird Body Company Employee Pension Plan plan assets $102M -> $116M (+13.9%, 2023-11-01 to 2024-11-01)
- Oct 31, 2024Assets changedBlue Bird Body Company Employee Pension Plan total assets $102M -> $116M (+13.9%, 2023-10-31 to 2024-10-31)
- Nov 1, 2023Funded status changedBlue Bird Body Company Employee Pension Plan funded ratio 102.3% -> 99.7% (2022-11-01 to 2023-11-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 580813156-001
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.