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

Amica Pension Fund

Corporate pensionProvidence, RI
Assets
$1.7B
Total assets, Dec 31, 2024 reported
Funded
85.4%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
9
none on the tape
Plan sponsor: Amica Mutual Insurance Company
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
  • Interest-bearing cash 0.3%
  • Non-interest-bearing cash 0.0%
  • U.S. Government securities 11.7%
  • Insurance company general account 35.2%
  • Other loans 0.5%
  • Partnership/joint venture interests 7.8%
  • Common/collective trusts 44.3%
Consultants and advisers
7 firms
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
From Schedule C (investment management, code 28)
Commitments
9 rows, 0 dated closings
Disclosed holdings (from the plan’s performance or holdings report, as of the report date)
DateFundManagerBucketAmountVintageStatusSource
as of Dec 31, 2024Fiam Long U.S. Treasury Strips Indecollective trustFidelity Institutional Asset MgmtFixed income$53.9M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Fiam 8-10 Year Corporate Bondcollective trustFidelity Institutional Asset MgmtFixed income$50.2M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Fiam Long Corporate a Or Bettercollective trustFidelity Institutional Asset MgmtPooled vehicles$634M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Fiam Long U.S. Treasury Strips Indecollective trustFidelity Institutional Asset MgmtFixed income$63.9M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Fiam 8-10 Year Corporate Bondcollective trustFidelity Institutional Asset MgmtFixed income$48.8M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Fiam Long Corporate a Or Bettercollective trustFidelity Institutional Asset MgmtPooled vehicles$645M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Fiam Long U.S. Treasury Strips Indecollective trustFidelity Institutional Asset MgmtFixed income$63.3M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Fiam 8-10 Year Corporate Bondcollective trustFidelity Institutional Asset MgmtFixed income$27.3M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Fiam Long Corporate a Or Bettercollective trustFidelity Institutional Asset MgmtPooled vehicles$665M heldDisclosed holdingaskebsa.dol.gov
Size and funding
30 readings
Total assets
$1.7B Dec 31, 2024 reported Form 5500
$1.8B (2023-12) · $1.7B (2022-12)
Plan assets
$1.8B Jan 1, 2024 reported Form 5500
$1.7B (2023-01) · $2.3B (2022-01)
Net assets
$1.7B Dec 31, 2024 reported Form 5500
$1.8B (2023-12) · $1.7B (2022-12)
Funded ratio
85.4% Jan 1, 2024 reported Form 5500
85.4% (2023-01) · 97.9% (2022-01)
Funding target
$1.3B Jan 1, 2024 reported Form 5500
$1.3B (2023-01) · $1.3B (2022-01)
Discount rate
5.17% Jan 1, 2024 reported Form 5500
5.30% (2023-01) · 5.47% (2022-01)
Participants
5,775 Jan 1, 2024 reported Form 5500
5,854 (2023-01) · 6,069 (2022-01)
Contributions
$0 Dec 31, 2024 reported Form 5500
Benefits paid
$78.7M Dec 31, 2024 reported Form 5500
$76.4M (2023-12) · $73.6M (2022-12)
Net investment income
$-109M Dec 31, 2024 reported Form 5500
$45.6M (2023-12) · $-563M (2022-12)
Investment management fees
$1.2M Dec 31, 2024 reported Form 5500
$1.1M (2023-12)
Form 5500 filings
3 plan years
Plan yearParticipantsAssets (SB market)Funding targetFTAPTotal assets (H)Partnerships / JVMaster trustReal estate
2024 to Dec 31, 20245,775$1.8B$1.3B85.4%$1.7B$130Mn/an/a
2023 to Dec 31, 20235,854$1.7B$1.3B85.4%$1.8B$151Mn/an/a
2022 to Dec 31, 20226,069$2.3B$1.3B97.9%$1.7B$163Mn/an/a
Service providers and investment entities as filed (Schedule C and D, latest year first)
What changed
7 events
  • Dec 31, 2024Manager relationship endedinference
    GCG Management LLC no longer appears on Amica Pension Fund's Schedule C as investment manager (plan year 2024 vs 2023)
    with GCG Management LLCaskebsa.dol.gov
  • Dec 31, 2024Consultant changedinference
    Fiam LLC appears on Amica Pension Fund's Schedule C as investment adviser (plan) (plan year 2024 vs 2023)
    with Fidelity Institutional Asset Mgmtaskebsa.dol.gov
  • Dec 31, 2024Consultant changedinference
    JP Morgan Asset Management appears on Amica Pension Fund's Schedule C as investment adviser (plan) (plan year 2024 vs 2023)
    with JP Morgan Asset Managementaskebsa.dol.gov
  • Dec 31, 2024Manager relationship endedinference
    GLC Direct Credit Fund LP no longer appears on Amica Pension Fund's Schedule C as investment manager (plan year 2024 vs 2023)
    with GLC Direct Credit Fund LPaskebsa.dol.gov
  • Dec 31, 2024Consultant changedinference
    Nepc LLC appears on Amica Pension Fund's Schedule C as investment adviser (plan) (plan year 2024 vs 2023)
    with Nepc, LLCaskebsa.dol.gov
  • Jan 1, 2023Funded status changed
    Amica Pension Fund funded ratio 97.9% -> 85.4% (2022-01-01 to 2023-01-01)
    askebsa.dol.gov
  • Jan 1, 2023Assets changed
    Amica Pension Fund plan assets $2.3B -> $1.7B (-24.6%, 2022-01-01 to 2023-01-01)
    askebsa.dol.gov
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 050348344-001
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.