Corporate pension in Connecticut

Corporate pension· Farmington, Connecticut

Corporate pension, based in Farmington, Connecticut, reporting $42B in assets, for 288,395 participants.

Composed from this allocator's classification, location and filed figures.

Assets
$42B
Funded ratio
103.4%
Fund commitments
1
Managers
1
As of · the latest dated event for this allocator; each figure carries its own filing or report date

Nothing material in the last 90 days. Last change: 31 Dec 2024, Changed investment consultant to Carson Rollins.

This allocator's name, 4 more advisers and 1 more dated event

Every figure, date and source on this page is shown. The names behind them, and every related record, open with the complete profile.

Includes 3 days of DFX Intelligence. Then $199/month unless canceled.

Capital path

who backs this record, through what, into what; each name opens its own path
Corporate pension in Connecticut
Funds committed to

Relationship network

28 connected entities2 observed commitments2 repeat counterpartiescommitments 2023 to 2024

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.

Reading the network
  • 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 pensionShow
Corporate pension
Assets
$42B
Total assets, Dec 31, 2024 reported
Funded
103.4%
Jan 1, 2024
Private markets target
no policy read
policy Dec 31, 2024
Commitments
1
1 manager on Schedule C
Plan sponsor: this allocator

Allocation policy

Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
  • Insurance company general account 0.1%
  • Other investments 0.2%
  • Master trust investment accounts 99.8%
  • Pooled separate accounts 0.0%

Consultants and advisers

7 firms

+4 more consultants and advisers advise this allocator

Every name, record and relationship behind this count, with the source on each.

Includes 3 days of DFX Intelligence. Then $199/month unless canceled.

People

No investment staff or executives have been read for this allocator yet.

Manager roster

1 manager on the commitment tape
From the plan’s own commitment disclosures
From Schedule C (investment management, code 28)

What changed

6 events

+1 more dated event

Every name, record and relationship behind this count, with the source on each.

Includes 3 days of DFX Intelligence. Then $199/month unless canceled.

Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.

Commitments

2 rows, 0 dated closings
DateFundManagerBucketAmountVintageStatusSource
as of Dec 31, 2024Separate Account 00041separate accountMetropolitan Life Insurance CompanyPooled vehicles$2.5M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Separate Account 00041separate accountMetropolitan Life Insurance CompanyPooled vehicles$2.5M heldDisclosed holdingaskebsa.dol.gov

Size and funding

21 readings
Total assets
$42B Dec 31, 2024 reported Form 5500
$44B (2023-12)
Plan assets
$44B Jan 1, 2024 reported Form 5500
$27B (2023-01)
Net assets
$42B Dec 31, 2024 reported Form 5500
$44B (2023-12)
Funded ratio
103.4% Jan 1, 2024 reported Form 5500
107.5% (2023-01)
Funding target
$41B Jan 1, 2024 reported Form 5500
$25B (2023-01)
Discount rate
5.14% Jan 1, 2024 reported Form 5500
5.18% (2023-01)
Participants
288,395 Jan 1, 2024 reported Form 5500
190,131 (2023-01)
Contributions
$20.5M Dec 31, 2024 reported Form 5500
$532,708 (2023-12)
Benefits paid
$3.2B Dec 31, 2024 reported Form 5500
$1.9B (2023-12)
Net investment income
-$2.1B Dec 31, 2024 reported Form 5500
$442M (2023-12)
Investment management fees
$35,916 Dec 31, 2024 reported Form 5500

Form 5500 filings

2 plan years
Plan yearParticipantsAssets (SB market)Funding targetFTAPTotal assets (H)Partnerships / JVMaster trustReal estate
2024 to Dec 31, 2024288,395$44B$41B103.4%$42BNot disclosed$42BNot disclosed
2023 to Dec 31, 2023190,131$27B$25B107.5%$44BNot disclosed$44BNot disclosed
Service providers and investment entities as filed (Schedule C and D, latest year first)

+37 more service providers

Every name, record and relationship behind this count, with the source on each.

Includes 3 days of DFX Intelligence. Then $199/month unless canceled.

Provenance

Identifiers: none on file
Cross-graph: no entry on another DFX graph
First observed Sep 15, 2026, last observed Sep 29, 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.
Capital chain

This record sits on 4 traced paths of capital across the graphs.

Consultant to allocator to manager

DFX traced 4 paths 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.

Checking your plan…

Record history

6 dated events on the change ledger, latest event first
  • Consultant changed
    2024-12-31source on record
  • Manager relationship started
    2024-12-31source on record
  • Consultant changed
    2024-12-31source on record

+3 more changes on this record's ledger

Includes 3 days of DFX Intelligence. Then $199/month unless canceled.

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

+9 connections on the graph

Includes 3 days of DFX Intelligence. Then $199/month unless canceled.