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

Monadnock Pension Plan

Corporate pensionBennington, NH

Assets

$13.4M

Total assets, Dec 31, 2024 reported

Funded

102.4%

Jan 1, 2024

Private markets target

n/a

policy Dec 31, 2024

Commitments

none on the tape

Plan sponsor: Monadnock Paper Mills, Inc.

Allocation policy

Form 5500, as of Dec 31, 2024

Actual allocation lines without a target (as filed)

Pooled separate accounts 100.0%

Consultants and advisers

2 firms

Bank of New Hampshire Wealth Investment adviser (plan)through Dec 31, 2022 Form 5500
Principal Financial Group Actuarythrough Dec 31, 2022 Form 5500

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

Principal29 rows, latest Dec 31, 2024

Commitments

29 rows, 0 dated closings

Disclosed holdings (from the plan’s performance or holdings report, as of the report date)

Date	Fund	Manager	Bucket	Amount	Status	Source
as of Dec 31, 2024	Prin Glbl Emerg Markets Sa-Zseparate account	Principal	Pooled vehicles	$210,597 held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2024	Prin Lgcp S&p 500 Index Sa-Zseparate account	Principal	Pooled vehicles	$5.8M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2024	Prin Smcap S&p 600 Index Sa-Zseparate account	Principal	Pooled vehicles	$273,248 held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2024	Prin Midcap S&p 400 Idx Sa-Zseparate account	Principal	Pooled vehicles	$553,662 held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2024	Prin Ldi Long Duration Sa-Zseparate account	Principal	Fixed income	$4.1M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2024	Prin Intl Equity Index Sa-Zseparate account	Principal	Public equity	$188,182 held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2024	Prin Ldi Short Dur Sep Acct-Zseparate account	Principal	Pooled vehicles	$376,217 held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2024	Prin Ldi Intrm Dur Sep Acct-Zseparate account	Principal	Pooled vehicles	$1.5M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2024	Prin Ldi Ext Dur Sep Acct-Zseparate account	Principal	Pooled vehicles	$358,663 held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2023	Prin Lgcp S&p 500 Index Sa-Zseparate account	Principal	Pooled vehicles	$4.1M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2023	Prin Smcap S&p 600 Index Sa-Zseparate account	Principal	Pooled vehicles	$377,435 held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2023	Prin Midcap S&p 400 Idx Sa-Zseparate account	Principal	Pooled vehicles	$369,704 held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2023	Prin Ldi Long Duration Sa-Zseparate account	Principal	Fixed income	$3.2M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2023	Prin Equity Income Sa-Zseparate account	Principal	Fixed income	$1.5M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2023	Prin Intl Equity Index Sa-Zseparate account	Principal	Public equity	$579,284 held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2023	Prin Ldi Short Dur Sep Acct-Zseparate account	Principal	Pooled vehicles	$196,570 held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2023	Prin Ldi Intrm Dur Sep Acct-Zseparate account	Principal	Pooled vehicles	$1.8M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2023	Prin Ldi Ext Dur Sep Acct-Zseparate account	Principal	Pooled vehicles	$445,324 held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2023	Prin Org Emg Mkts Sep Acct-Zseparate account	Principal	Pooled vehicles	$494,402 held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2022	Prin Lgcp S&p 500 Index Sa-Zseparate account	Principal	Pooled vehicles	$3.7M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2022	Prin Smcap S&p 600 Index Sa-Zseparate account	Principal	Pooled vehicles	$353,349 held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2022	Prin Midcap S&p 400 Idx Sa-Zseparate account	Principal	Pooled vehicles	$362,735 held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2022	Prin Ldi Long Duration Sa-Zseparate account	Principal	Fixed income	$2.3M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2022	Prin Equity Income Sa-Zseparate account	Principal	Fixed income	$1.4M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2022	Prin Intl Equity Index Sa-Zseparate account	Principal	Public equity	$532,518 held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2022	Prin Ldi Short Dur Sep Acct-Zseparate account	Principal	Pooled vehicles	$541,084 held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2022	Prin Ldi Intrm Dur Sep Acct-Zseparate account	Principal	Pooled vehicles	$1.6M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2022	Prin Ldi Ext Dur Sep Acct-Zseparate account	Principal	Pooled vehicles	$725,610 held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2022	Prin Org Emg Mkts Sep Acct-Zseparate account	Principal	Pooled vehicles	$464,475 held	Disclosed holding	askebsa.dol.gov

Size and funding

30 readings

Total assets

$13.4M Dec 31, 2024 reported Form 5500

$12.9M (2023-12) · $12.0M (2022-12)

Plan assets

$12.9M Jan 1, 2024 reported Form 5500

$12.0M (2023-01) · $16.1M (2022-01)

Net assets

$13.4M Dec 31, 2024 reported Form 5500

$12.9M (2023-12) · $12.0M (2022-12)

Funded ratio

102.4% Jan 1, 2024 reported Form 5500

101.7% (2023-01) · 111.0% (2022-01)

Funding target

$12.0M Jan 1, 2024 reported Form 5500

$11.8M (2023-01) · $11.7M (2022-01)

Discount rate

5.14% Jan 1, 2024 reported Form 5500

5.27% (2023-01) · 5.46% (2022-01)

Participants

189 Jan 1, 2024 reported Form 5500

184 (2023-01) · 187 (2022-01)

Contributions

$0 Dec 31, 2024 reported Form 5500

$0 (2023-12) · $0 (2022-12)

Benefits paid

$651,487 Dec 31, 2024 reported Form 5500

$645,676 (2023-12) · $603,258 (2022-12)

Net investment income

$464,845 Dec 31, 2024 reported Form 5500

$958,005 (2023-12) · $-4.1M (2022-12)

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 Dec 31, 2024	189	$12.9M	$12.0M	102.4%	$13.4M	n/a	n/a	n/a
2023 to Dec 31, 2023	184	$12.0M	$11.8M	101.7%	$12.9M	n/a	n/a	n/a
2022 to Dec 31, 2022	187	$16.1M	$11.7M	111.0%	$12.0M	n/a	n/a	n/a

Service providers and investment entities as filed (Schedule C and D, latest year first)

Principal Life Insurance Company codes 13 50 64 $67,040 PY2024
Bank of New Hampshire Wealth codes 27 99 PY2024
Prin Lgcp S&p 500 Index Sa-Z Sched. D P $5.8M PY2024
Prin Smcap S&p 600 Index Sa-Z Sched. D P $273,248 PY2024
Prin Midcap S&p 400 Idx Sa-Z Sched. D P $553,662 PY2024
Prin Ldi Long Duration Sa-Z Sched. D P $4.1M PY2024
Prin Equity Income Sa-Z Sched. D P PY2024
Prin Glbl Emerg Markets Sa-Z Sched. D P $210,597 PY2024
Prin Ldi Intrm Dur Sep Acct-Z Sched. D P $1.5M PY2024
Prin Ldi Ext Dur Sep Acct-Z Sched. D P $358,663 PY2024
Prin Org Emg Mkts Sep Acct-Z Sched. D P PY2024
Prin Intl Equity Index Sa-Z Sched. D P $188,182 PY2024
Prin Ldi Short Dur Sep Acct-Z Sched. D P $376,217 PY2024
Principal Financial Group codes 11 PY2024
Principal Life Insurance Company codes 13 50 64 $66,490 PY2023
Bank of New Hampshire Wealth codes 27 99 PY2023
Prin Ldi Ext Dur Sep Acct-Z Sched. D P $445,324 PY2023
Prin Lgcp S&p 500 Index Sa-Z Sched. D P $4.1M PY2023
Prin Smcap S&p 600 Index Sa-Z Sched. D P $377,435 PY2023
Prin Midcap S&p 400 Idx Sa-Z Sched. D P $369,704 PY2023
Prin Ldi Long Duration Sa-Z Sched. D P $3.2M PY2023
Prin Equity Income Sa-Z Sched. D P $1.5M PY2023
Prin Intl Equity Index Sa-Z Sched. D P $579,284 PY2023
Prin Ldi Short Dur Sep Acct-Z Sched. D P $196,570 PY2023
Prin Ldi Intrm Dur Sep Acct-Z Sched. D P $1.8M PY2023
Prin Org Emg Mkts Sep Acct-Z Sched. D P $494,402 PY2023
Principal Financial Group codes 11 PY2023
Principal Life Insurance Company codes 13 50 64 $66,940 PY2022
Bank of New Hampshire Wealth codes 27 99 PY2022
Prin Midcap S&p 400 Idx Sa-Z Sched. D P $362,735 PY2022
Prin Org Emg Mkts Sep Acct-Z Sched. D P $464,475 PY2022
Prin Equity Income Sa-Z Sched. D P $1.4M PY2022
Prin Intl Equity Index Sa-Z Sched. D P $532,518 PY2022
Prin Ldi Short Dur Sep Acct-Z Sched. D P $541,084 PY2022
Prin Ldi Intrm Dur Sep Acct-Z Sched. D P $1.6M PY2022
Prin Ldi Ext Dur Sep Acct-Z Sched. D P $725,610 PY2022
Prin Blue Chip Sa-Z Sched. D P PY2022
Prin Ldi Long Duration Sa-Z Sched. D P $2.3M PY2022
Prin Lgcp S&p 500 Index Sa-Z Sched. D P $3.7M PY2022
Prin Smcap S&p 600 Index Sa-Z Sched. D P $353,349 PY2022
Principal Financial Group codes 11 PY2022

What changed

5 events

Dec 31, 2024Holding endedinference
Monadnock Pension Plan no longer reports Prin Org Emg Mkts Sep Acct-Z (Principal) (last held $494,402 at 2023-12-31; absent from the 2024-12-31 filing)
with Principalaskebsa.dol.gov
Dec 31, 2024Holding started
Monadnock Pension Plan first reports an interest in Prin Glbl Emerg Markets Sa-Z (Principal): $210,597 at 2024-12-31
with Principalaskebsa.dol.gov
Dec 31, 2024Holding endedinference
Monadnock Pension Plan no longer reports Prin Equity Income Sa-Z (Principal) (last held $1M at 2023-12-31; absent from the 2024-12-31 filing)
with Principalaskebsa.dol.gov
Jan 1, 2023Funded status changed
Monadnock Pension Plan funded ratio 111.0% -> 101.7% (2022-01-01 to 2023-01-01)
askebsa.dol.gov
Jan 1, 2023Assets changed
Monadnock Pension Plan plan assets $16M -> $12M (-25.6%, 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 020215853-001

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.