Blue Bird Body Company Employee Pension Plan
Corporate pension, based in Fort Valley, Georgia, reporting $114M in assets, for 2,494 participants.
Composed from this allocator's classification, location and filed figures.
Nothing material in the last 90 days. Last change: 31 Oct 2025, Blue 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).
4 more commitments and 2 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- Massmutual US Govt Mny Mkt R53 commitments
- Massmutual Mid Cap Growth I2 commitments
- Fidelity 500 Index2 commitments
- Fidelity Investments2 commitments
Relationship network
27 connected entities7 observed commitments4 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
- Insurance company general account 0.2%
- Pooled separate accounts 99.8%
Consultants and advisers
- NEW England Wealth Management, LLC Investment adviser (plan)through Oct 31, 2025 Form 5500
- Milliman, Inc. Actuarythrough Oct 31, 2023 Form 5500
People
Manager roster
- Fidelity Investments2 rows, latest Oct 31, 2024
- Fidelity Investmentsplan years
What changed
- 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)
+2 more dated events
Every name, record and relationship behind this count, with the source on each.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
Commitments
| 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 | Massmutual Mid Cap Growth Iseparate account | American Funds | Pooled vehicles | $2.8M 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 |
+4 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 Oct 31, 2025 | 2,494 | $116M | $106M | 109.6% | $114M | Not disclosed | Not disclosed | Not disclosed |
| 2023 to Oct 31, 2024 | 2,543 | $102M | $112M | 99.7% | $116M | Not disclosed | Not disclosed | Not disclosed |
| 2022 to Oct 31, 2023 | 2,881 | $111M | $119M | 102.3% | $102M | Not disclosed | Not disclosed | Not disclosed |
- 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
+39 more service providers
Every name, record and relationship behind this count, with the source on each.
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Provenance
Provenance
Blue Bird Body Company Employee Pension Plan sits on 1 traced path of capital across the graphs.
DFX traced 1 path 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
- Holding in a pooled vehicle ended2025-10-31source on record
- Holding in a pooled vehicle ended2025-10-31source on record
- Manager relationship started2024-12-31source on record
+4 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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